To ship inventory, you must first create a shipment. Once created, you can then ship.
It is possible to create the shipment in advance and then ship later. When you’re ready, click on it in the list and ship by following the steps in the next section.
Create a shipment #
- From the menu on the left, choose Inventories -> Shipments.
- Click Create shipment in the top right.

- On the Transport tab, enter the shipment information. This information is used to create the packing slip.

- In the Pick list tab, add the items that will be shipped.

- On the Checklist tab, set up a list if needed. More info on the checklists here.
Ship inventory #
- From the menu on the left, choose Inventories -> Shipments.
- Click on the desired shipment. A window opens with the shipping details.
- In the Picklist tab, you will find the inventories to be shipped.
- If a source inventory is already present, click the checkmark to indicate that the inventory is being picked up.

- If there is no source inventory, click + to add it.

- If a source inventory is already present, click the checkmark to indicate that the inventory is being picked up.
- If a checklist is set up, complete it before you can ship. More info on the checklists here.
- When the shipment leaves the warehouse, click Ship items in the bottom left.







