Steps:
Set Up a Shipment
1. Go to the Orders tab and open the purchase order for which something has shipped
2. Go to the Tracking tab
3. Change the status
4. Add a tracking link and a tracking number
5. Enter the date the item shipped out
6. If it has been received, add the date received
7. Add any notes as needed
8. Click Save
When you save, the status updates automatically to Shipped.
If only some items shipped or only some were received, you can indicate that here — so you can keep clear track of what has left and what has been received.
Add a Second Shipment
1. Click Create New Shipment
2. Add in the same information for this shipment
Related Features
- Update Purchase Order Status
- Set Up and Export a Purchase Order