- Select the “Purchase Order” module.
- Find PO by PO#, customer, product(s), or customer PO#.
- Select the drop-down arrow and then select “Set Status.”
- Select “Prepare Shipment (Complete).”
- Select “Add.”
NOTE: All progress can be saved and continued later. Take a moment and locate the “Save” button at the bottom of the screen.
- Select “+ Add Product(s).”
- Select:
- First, use designated lots attached to this PO.
- If not all lots are designated, Access “All Products” and click “Allow.”
- Search for lots by:
- Unique ID
- Name
- Select all lots needed.
- Click “Add.”
- Enter Quantity per lot to Ship (make sure you have enough available for that lot).
- Compare the quantity you’re sending by the quantity needed for the sales order.
- Enter shipping details.
- Double-check to make sure your work is correct. Select “Create Shipment.” A notification will appear; press “Ship.”
- All shipments planned will appear on the shipping calendar.
