Shipments
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
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?”| Document Type | Purpose |
|---|---|
| Delivery Note | For customers who pay later |
| Delivery Note Invoice | For customers who pay immediately |
| Invoice | Monthly summary with payment info |
| Credit Note | Alternative to refunds |
Which orders appear in each shipment tab?
Section titled “Which orders appear in each shipment tab?”| Tab | Condition |
|---|---|
| Planned | Shipping carrier matches AND shipping date matches |
| No Plan | Carrier matches but no shipping date, OR has shipping date but blank shipping code |
| All Open | Not assigned to any carrier (no shipping code or unassigned code) |
Planned
Section titled “Planned”Orders appear in Planned when:
- The shipping carrier matches this shipment
- The shipping date matches this shipment’s date
No Plan
Section titled “No Plan”Orders appear in No Plan when:
- The carrier matches this shipment, but the order has no shipping date
- The order has a shipping date but its shipping code is blank
All Open
Section titled “All Open”Orders appear in All Open when they have not been assigned to a carrier, including orders with:
- A shipping code that is not assigned to any carrier
- No shipping code
Orders that do not appear
Section titled “Orders that do not appear”An order will not be available to add when it is:
- Fulfilled
- Cancelled or deleted
- Missing a shipping address
- Empty or has no remaining quantity
- Already assigned to an undisbursed shipment