Overview
If there is a need to partially ship a product even when there is sufficient stock to fully fill the order e.g., customer orders 5, want to ship 4 and keep 1 for sample display purposes, then raise a purchase order to fill the rest of the order. This can be facilitated via the following workflow:
- Select the sale order
Click
to set the Supply Type to Ignore for all lines to turn off stock allocation . Refer to Supply Types for more details
You can also set supply type at the line level
- Click
to create a new shipment Update the Qty Shipped to the required quantity
- Complete the shipment as per usual
Raise a purchase order for the unshipped/outstanding quantity
Create and complete a new shipment for the unshipped/outstanding quantity when the corresponding purchase receipt is processed
Instead of manually creating shipment for the outstanding quantity you can change the product line Supply Type to Allocated and Auto-warehouse (if enabled) will generate shipment and picking slip for you.
Suggested Sales Orders List View Filters to manage this type of order
Create a view variant based on the following filters to
list open sale orders that have Ignore supply type
list open sale orders that have Ignore supply type with shipments where Qty Shipped does not equal to Qty Ordered
