A shipment documents handing over or dispatching goods or a service. It is often the step between order and invoice.
How to open: Sales → Shipments
Why use shipments
- confirm what went out to the customer or was handed over
- add carrier / tracking number (if you use them)
- turn unbilled shipments into a sales invoice
- link to field service or handover documents (if those modules are on)
Creating a new shipment
- Open Shipments or open a sales order.
- Create the shipment from the order (recommended) or from the register.
- Check customer, address, and lines (quantities).
- Add delivery info (carrier, date, notes).
- Save / confirm according to your workflow.
What you can do in the register
- filter by status, customer, date
- open PDF / print
- send to the customer (if allowed)
- invoice unbilled shipments (one or a selection)
- cancel / correct if your permissions allow
Statuses (typical)
| Status | What it means |
|---|---|
| Draft | Being prepared. |
| Shipped / handed over | Document is confirmed. |
| Invoiced | Linked to a sales invoice. |
| Cancelled | Invalid. |
Converting to an invoice
- Find an unbilled shipment (filter).
- Open or select lines.
- Click the invoice button (e.g. Invoice / Invoice selected).
- Check the invoice preview and confirm.
Next: Sales invoices.
Related guides
- Sales orders
- Sales invoices
- Handover acts (field service) — if you use handover acts in field service