Page Comparison

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1. In the Navigation panel, click on Sales then click on Shipments.
2. Click on button New to create a new sales shipment.

3. Click in the Customer field and select the customer from the list. If the customer does not exist in Readysell, you can click Create Customer to create them.

4. In the Customer Order field, enter the customer's order reference.
5. In the Lines tab, enter products as follows:
   1. Click New.
   2. In the Product column, search for and select the product you wish to add.
   3. Enter the quantity required.
   4. Use the down arrow on the keyboard to move you to the next line
   5. Make any necessary changes to pricing and discount information.
   6. Repeat this process for all the products you wish to add to the order.

6. Line Notes tab, select the product in the lines of product above that you want to attach any notes to, enter any notes for relevant to the sale and to the product.

   Tip
   Line Notes can be entered even when the shipment is "In progress" status.

   
   

7. Once you have finished, click Save and Close to close the transaction without completing it but this will also mean that you can now click on the Notes button up the top on the ribbon to add any shipping notes at the bottom of the shipment/invoice or make them internal notes saved against this sale
   OR click Complete to complete the transaction and tender it off.

   Tip
   If Interactive Freight System (IFS) SmartFreight is enabled for sale shipment a pop-up window will appear requesting for consignment details. Refer to section Completing Consignment details to send to IFSto SmartFreight for instructions on how to complete this.

   
   

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