Shipping a Sales Order

Process Definition:

Shipping a sales order is completed when product is leaving the warehouse. This process will remove inventory and create the necessary journal entries. In addition, all shipping paperwork can be printed automatically. 

Process in Deacom:

  1. Navigate to Sales > Ship.
  2. If order information is known, enter relevant information in the pre-filter (i.e., the order number, bill-to company, etc.) and click Continue.
  3. If order information is unknown, click Show Orders.
    1. Highlight the order to ship and click Continue.
  4. The Ship Sales Order screen will appear with all part numbers on the sales order.
  5. Update the ‘Shipped Via’ to record the shipping method.
  6. Enter the Tracking Number in ‘Confirmation’, if known.
  7. Verify the ‘Lot’ and ‘Ship’ columns. If orders are reserved prior to shipping, the As Reserve button can also be used to set the ship quantity to the quantities that have been reserved to this order.
  8. To make any further allocations, if the ‘Lot’ column, the verbiage “System” or “Lot Required” is displayed, lots will need to be reserved, or material will be backflushed in FIFO order upon shipment. For those items with “Lot Required”, follow these steps:
    1. Highlight the first line and double-click or click Modify to open the Edit Quantity window.
      1. Update the ‘Ship’ quantity.
      2. Click the Select Lots button to choose appropriate lots of material that will be shipped to fulfill this order.
  9. Review order prior to shipping. Make any further modifications.
  10. Click Ship Order.