Process Partial and Multiple Shipments for Sales Orders

Overview:

Learn to process sales orders in parts using warehouse shipments.

Note: This is useful when items are not fully available, or when customers request delivery in multiple shipments.

Why Process Partial and Multiple Shipments?

Processing partial and multiple shipments allows you to ship and invoice available items immediately while efficiently managing backorders. This improves customer satisfaction by ensuring in-stock items are delivered without waiting for the full order to be fulfilled.

Note: The sales order stays open until all items are shipped and invoiced. You can track remaining quantities using the Quantity Shipped and Quantity Outstanding fields on each line.

Note: If you've set up a new sales order, you’ll need to create a warehouse shipment and register a partial pick to begin the process. After registering the partial pick, follow the steps below to complete the pick and process partial or multiple shipments.

Note: If your location setup has Require Pick or Directed Put-away and Pick enabled, you must create a Warehouse Pick for each partial or multiple shipment from the existing warehouse shipment. After completing the pick, post the Warehouse Shipment to finalise the shipment process. Repeat these steps for any remaining shipments.

How to Process Partial and Multiple Shipments for a location enabled for warehouse Pick?

Set up a sales order on a location with warehouse pick option enabled.
Search for Warehouse Shipments in the top right-hand corner of the page. Select the related link.
The Warehouse Shipments list displays.
Select the relevant warehouse shipment you wish to process that is linked to the sales order you’ve set up.
In the Lines section, view the Qty. To Ship items field.
If the Qty. To Ship field is empty, you’ll need to update the quantity to handle.
Select Shipment. Then, select Pick Lines.
1. The Warehouse Pick Lines display.
2. Select Show Document.
The Warehouse Pick displays.
1. Update the Lines section:
  1. Update the Qty. To Handle fields for Take and Place.
    
    Note: You can enter the full quantity or a partial amount. The Qty. Outstanding field shows what remains
2. Select Home. Then, select Register Pick.
4. A message displays to confirm if you want to register the Pick Document?
5. Select Yes to continue or select No to cancel the process.
6. The Warehouse Pick is registered. In the Lines section, the Qty. Handled field and Qty. Outstanding fields are updated.
7. Select Close.
You can now post the partial shipment.
Go back to your Warehouse Shipment.
Note: In the Lines section, the Qty. To Ship field is updated as the quantity to handle when you registered the pick.
Select Home. Then, select Post Shipment.
A message displays to confirm if you want to Ship or Ship and Invoice. Select Ship only. Then select OK to continue.
A message displays confirming that ship lines have been posted. Select OK to close the process.

Note: You can use the above process to ship additional items or completely ship the sales order when goods are available to be shipped.

Note: The Qty. to Ship field resets to zero after posting, while the Qty. Shipped field reflects the completed partial or multiple shipments. The Qty. Outstanding field updates to show the remaining quantity still to be shipped.
In the General section, Document Status is updated as Partially Shipped.
You’ve processed a sales order with partial or multiple shipments.