Entering and processing a sale shipment

Sale shipments can be created automatically from sale orders. However, if you are invoicing or crediting a customer who has not placed an order with you (for example, in case of rebates), you will need to create a shipment manually.

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.
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.