Completing a shipment

This is the final stage of an order where you prepare the physical shipmentCommerce: a collection of products from a purchase order, ready to be shipped after going through inventory check and other verifications. by assigning tracking information, preparing a packing slipCommerce: A paper slip with order information that is attached to the physical package during the shipping procedure. and sending the packageCommerce: a sellable unit that contains variants and/or other packages, with a single price; similar to an SKU because it must be purchased as a whole (such as a computer system). when the order is completed. The order becomes available for creating a returnCommerce: manages exchanges and refunds for faulty or unwanted products. if needed; returns can only be created for completed orders.

A completed order has the status Completed in the order list and disappears from the Picklist listed under Shipping/Receiving. The picklistCommerce: The list used in a warehouse to collect the physical items for a shipping. remains in the list even if there are no packing shipments remaining.

Use the following methods to complete a shipment.

Method 1

  1. Select the box next to the shipment then click Complete. The Complete shipment dialog box appears.

    Image: Complete Shipment

    The default shipment number is based on the number after the purchase order number. For example, in the above image, the PO number for the selected order is PO10728-9. The number after the dash is the number to enter into the text field. In this case, it is 9.

    Image: Default shipment number

  2. Click Validate. When validated, you see the customer name, shipping address, shipping method, and a field to enter the tracking number provided by the shipping provider. Enter a tracking numberCommerce: Used to track the shipment of orders. and click OK. The shipment is sent out and completed. The purchase orderCommerce: An order that has been registered and paid for. Typically, it has an associated purchase order number. status changes to Completed.

    Image: Adding the tracking number

The Complete shipment dialog box appears over the purchase order number. To reference the shipment number without closing the dialog box, move the dialog box so you can see the POCommerce: See Purchase Order number by hovering over the Complete shipment title bar.

Method 2

  1. To complete a shipment, click Complete Shipment Optimizely image. The Complete shipment dialog box appears.

    Image: Complete Shipment

    The shipment number is already validated with the last number of the PO number.

    Image: Adding the tracking number

  2. Enter a tracking number provided by the shipping provider.
  3. Click OK to complete the shipment and order.

Printing a picklist and packing slip

  1. Go to Order Management > Shipping/Receiving > Shipments > Pick Lists. You can filter the view by choosing which warehouse the picklist was generated in. You can also sort existing picklists by Name, Packing Shipments, Warehouse, and Created By.

    Image: Displaying Pick Lists

  2. Select an existing picklist. The Packing Shipments window appears.
    • To print a picklist, select one or more purchase orders and click Print Pick List to generate a printable and exportable (Excel or PDF) picklist.

      Image: Print Pick List

    • To print a packing slip, select one or more purchase orders to include in the packing slip then click Print Packing Slip.