Shipments
Prepare Shipment
Section titled “Prepare Shipment”The list of orders you see include orders:
- with a shipping date of the current date
- that have no shipping code
- that have a shipping code that is not assigned to a carrier
Questions
Section titled “Questions”How do I change the document type when an order is added to a shipment?
Section titled “How do I change the document type when an order is added to a shipment?”You can specify the document type that is created per payment method, per carrier.
This setting is found:
Sales & Distribution > Settings > Shipping Carriers
- Edit a Shipping Carrier
- Edit the Document Type to add a payment method
How do I show prices on delivery notes?
Section titled “How do I show prices on delivery notes?”Sales & Distribution > Settings > Delivery Note & Invoice
Search for “Show prices on documents”
Check the check boxes for the document types you want to show prices on
- Delivery Note
- Delivery Note Invoice
- Invoice
This can also be set per Payment method
What are the different document types, and what are their purposes?
Section titled “What are the different document types, and what are their purposes?”- Delivery Note
- Delivery Note Invoice
- Invoice
- Credit Note
A Delivery Note is for customers who will pay later. They receive multiple orders throughout the month, each with a Delivery Note detailing what they’ve received.
Each month, you create a Monthly Invoice for them which includes all the Delivery Notes they’ve received, as well as any Credit Notes you’ve issued for them. The Monthly Invoice will include payment information.
A Delivery Note does not include payment information.
A Delivery Note Invoice is for customers who pay immediately. It includes payment information
An Invoice is usually sent to a customer at the end of the month and includes that month’s orders. It includes payment information.
A Credit Note is issued to a customer in place of a refund.