Shipments
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
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?
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?
- 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.