---
title: How to create a shipment
description: You can make a full or partial shipment. Follow the guide below to learn how.
---

[Skip to content](https://helpdesk.rackbeat.com/knowledge/ht-00023#main-content)

- [English](https://helpdesk.rackbeat.com/knowledge/ht-00023)
- [Dansk](https://helpdesk.rackbeat.com/da/knowledge/ht-00023)
- [Norsk – Norge](https://helpdesk.rackbeat.com/no-no/knowledge/ht-00023)
- [Svenska](https://helpdesk.rackbeat.com/sv/knowledge/ht-00023)

English

Show submenu for translations

[Contact us](https://helpdesk.rackbeat.com/knowledge/kb-tickets/new?hsLang=en)

Open main navigation

Close main navigation

- - [English](https://helpdesk.rackbeat.com/knowledge/ht-00023)
    - [Dansk](https://helpdesk.rackbeat.com/da/knowledge/ht-00023)
    - [Norsk – Norge](https://helpdesk.rackbeat.com/no-no/knowledge/ht-00023)
    - [Svenska](https://helpdesk.rackbeat.com/sv/knowledge/ht-00023)

  English
  
  Show submenu for translations
- [Contact us](https://helpdesk.rackbeat.com/knowledge/kb-tickets/new)
- [AI Chat](https://chat.applai.io/chatbot/W5EFe14XJ8mW0OlrIzTS)

[AI Chat](https://chat.applai.io/chatbot/W5EFe14XJ8mW0OlrIzTS)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Helpdesk](https://helpdesk.rackbeat.com/knowledge?hsLang=en)
2. [GETTING STARTED / SETUP](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en)
3. [Sales](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#sales)

# How to create a shipment

## You can make a full or partial shipment. Follow the guide below to learn how.

*In this article, we provide a step-by-step guide on how to handle shipments in Rackbeat—from the initial order until the documents are ready for printing or emailing. You will learn how to:*

- Create both complete and partial shipments
- Download picking lists and delivery notes
- Complete backorders when items arrive
- Cancel shipments and release reserved goods
- Get answers to the most common questions about the shipping workflow

---

### ***Tables of contents***

- [Create a shipment](https://helpdesk.rackbeat.com/knowledge/ht-00023#creat-ship) 
    - [Complete shipment](https://helpdesk.rackbeat.com/knowledge/ht-00023#comp-ship)
    - [Partial shipment](https://helpdesk.rackbeat.com/knowledge/ht-00023#part-ship)
- [Download documents](https://helpdesk.rackbeat.com/knowledge/ht-00023#downl-docu)
- [Complete backorder](https://helpdesk.rackbeat.com/knowledge/ht-00023#compl-backor)
- [Cancel shipment](https://helpdesk.rackbeat.com/knowledge/ht-00023#cancel-shipm)
- [FAQ](https://helpdesk.rackbeat.com/knowledge/ht-00023#faq)

---

### ***Create a shipment***

When an order has been comfirmed you can now create a shipment.

1. **Select "Sales" in the top bar:** Choose **Orders** and look at the ones with the delivery status '**Not shipped**' or '**Partially shipped**'.  
   ![Skærmbillede 2026-06-02 102909](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20102909.png?width=530&height=295&name=Sk%C3%A6rmbillede%202026-06-02%20102909.png)
2. **Create shipment** by hovering the mouse over the 'three small dots' on the right side and click on the "Create shipment" icon.  
   ![undefined-Mar-30-2022-02-32-25-32-PM](https://helpdesk.rackbeat.com/hs-fs/hubfs/undefined-Mar-30-2022-02-32-25-32-PM.webp?width=193&height=63&name=undefined-Mar-30-2022-02-32-25-32-PM.webp)
3. **Select item lines and quantities:** Specify how many units you want to pick on each item line. Leave the item lines unchanged if they should not be included.   
   ![Skærmbillede 2026-06-02 103554](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20103554.png?width=670&height=230&name=Sk%C3%A6rmbillede%202026-06-02%20103554.png)
4. **Confirm shipment:** Click on **Confirm**, during confirmation, you can choose whether to create an invoice for the customer.   
   ![Skærmbillede 2026-06-02 103841](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20103841.png?width=670&height=194&name=Sk%C3%A6rmbillede%202026-06-02%20103841.png)

**Please note:** The weight is entered at item detail level when the product is created and is shown as information only; it cannot be edited here. 

---

### ***Complete shipment***

When the full order is being shipped at once:

1. Click on **Pick all** to choose all item lines  
   ![Skærmbillede 2026-06-02 104443](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20104443.png?width=127&height=92&name=Sk%C3%A6rmbillede%202026-06-02%20104443.png)
2. Click on **Confirm** to confirm the shipment  
   ![Skærmbillede 2026-06-02 103841](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20103841.png?width=670&height=194&name=Sk%C3%A6rmbillede%202026-06-02%20103841.png)

---

### ***Partial shipment***

When only part of the order is shipped (backorder):

1. Adjust the quantity in the **Quantity** field on the lines that should be picked.
2. Click **Pick** on each line you want to ship.
   
   ![Skærmbillede 2026-06-02 110116](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20110116.png?width=670&height=153&name=Sk%C3%A6rmbillede%202026-06-02%20110116.png)
3. Click **Confirm shipment**.
   
   ![Skærmbillede 2026-06-02 103841](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20103841.png?width=670&height=194&name=Sk%C3%A6rmbillede%202026-06-02%20103841.png)

---

### ***Download documents***

After you have confirmed the shipment, you can download the following:

1. **Picking list** - for the warehouse.
2. **Delivery note** - for the customer.

![Skærmbillede 2026-06-02 110818](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20110818.png?width=315&height=56&name=Sk%C3%A6rmbillede%202026-06-02%20110818.png)

---

### ***Complete backorder***

When the remaining items are in stock:

1. Find the same order under **Sales → Orders**, which will now have the status “Partly shipped”.  
   ![Skærmbillede 2026-06-02 124450](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20124450.png?width=115&height=98&name=Sk%C3%A6rmbillede%202026-06-02%20124450.png)
2. Click on **Create shipment** again - the remaining lines will be chosen automatically  
   ![undefined-Mar-30-2022-02-32-25-32-PM-1](https://helpdesk.rackbeat.com/hs-fs/hubfs/undefined-Mar-30-2022-02-32-25-32-PM-1.webp?width=193&height=63&name=undefined-Mar-30-2022-02-32-25-32-PM-1.webp)
3. Adjust the quantity for the remaining items and click **Pick**.   
   ![Skærmbillede 2026-06-02 124938](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20124938.png?width=121&height=98&name=Sk%C3%A6rmbillede%202026-06-02%20124938.png)
4. Click **Confirm shipment**.
   
   ![Skærmbillede 2026-06-02 103841](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20103841.png?width=670&height=194&name=Sk%C3%A6rmbillede%202026-06-02%20103841.png)

**Tip:** Filter by “Not shipped” to quickly find lines that still need to be dispatched. 

---

### ***Cancel shipment***

If you want to modify a shipment:

1. Go to **Sales → Shipments** and find the shipment.  
   ![Skærmbillede 2026-06-02 130619](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20130619.png?width=670&height=92&name=Sk%C3%A6rmbillede%202026-06-02%20130619.png)
2. Click on the shipment number
3. Click **Delete** and **Confirm deletion**  
   ![Skærmbillede 2026-06-02 130801](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-06-02%20130801.png?width=670&height=128&name=Sk%C3%A6rmbillede%202026-06-02%20130801.png)

When you cancel, the reserved items are released so they can be picked for other shipments.

---

### ***FAQ***

#### **Why can I not see “Create Shipment”?**

Rackbeat has three types of statuses:

- **Order status:** Draft, confirmed, or cancelled.
- **Delivery status:** Shipped, Not shipped, Partly shipped, or Ready for shipping.
- **Invoice status:** Invoiced, not invoiced, Ready for invoicing, Partly invoiced.

**It is the Delivery status that determines:**

If the status is “**Not shipped**” or “**Partially shipped**”, you can create a shipment.

If the status is "**Ready for Shipping**" the shipment is already created and ready. If “**Shipped**”, you cannot create any additional shipments.

 

#### **Can I change the delivery address after confirmation?**

Yes, if a shipment or invoice has not yet been created. Reopen the order under **Sales → Orders**, edit the address, and save.

 

#### **How do I add a tracking number?**

Rackbeat does not have a field for tracking or track-and-trace numbers in the shipment module.

 

- [GETTING STARTED / SETUP](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#main-content)

    - [For new agreements](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#for-new-agreements)
    - [General Setup](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#general-setup)
    - [Add-ons](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#add-ons)
    - [Sales](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#sales)
    - [Products](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#products)
    - [Purchasing](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#purchasing)
- [TIPS & TUTORIALS](https://helpdesk.rackbeat.com/knowledge/tips-tutorials?hsLang=en#main-content)

    - [Export](https://helpdesk.rackbeat.com/knowledge/tips-tutorials?hsLang=en#export)
    - [Import](https://helpdesk.rackbeat.com/knowledge/tips-tutorials?hsLang=en#import)
    - [Rackbeat](https://helpdesk.rackbeat.com/knowledge/tips-tutorials?hsLang=en#rackbeat)
    - [Reporting](https://helpdesk.rackbeat.com/knowledge/tips-tutorials?hsLang=en#reporting)
    - [Frequently asked questions](https://helpdesk.rackbeat.com/knowledge/tips-tutorials?hsLang=en#frequently-asked-questions)
- [RACKBEAT MOBILE APP](https://helpdesk.rackbeat.com/knowledge/rackbeat-mobile-app?hsLang=en#main-content)

    - [Sales](https://helpdesk.rackbeat.com/knowledge/rackbeat-mobile-app?hsLang=en#sales)
- [INTEGRATIONS](https://helpdesk.rackbeat.com/knowledge/integrations?hsLang=en#main-content)

    - [Integration partners](https://helpdesk.rackbeat.com/knowledge/integrations?hsLang=en#integration-partners)
    - [Shopify](https://helpdesk.rackbeat.com/knowledge/integrations?hsLang=en#shopify)
    - [Woocommerce](https://helpdesk.rackbeat.com/knowledge/integrations?hsLang=en#woocommerce)
    - [Shipmondo](https://helpdesk.rackbeat.com/knowledge/integrations?hsLang=en#shipmondo)
    - [Webshipper](https://helpdesk.rackbeat.com/knowledge/integrations?hsLang=en#webshipper)
    - [Legacy integrations](https://helpdesk.rackbeat.com/knowledge/integrations?hsLang=en#legacy-integrations)
- [The Rackbeat | e-conomic integration](https://helpdesk.rackbeat.com/knowledge/the-rackbeat-e-conomic-integration?hsLang=en#main-content)

    - [Valuation](https://helpdesk.rackbeat.com/knowledge/the-rackbeat-e-conomic-integration?hsLang=en#valuation)
    - [FAQ](https://helpdesk.rackbeat.com/knowledge/the-rackbeat-e-conomic-integration?hsLang=en#faq)
    - [Installation & settings](https://helpdesk.rackbeat.com/knowledge/the-rackbeat-e-conomic-integration?hsLang=en#installation-settings)
- [Your Rackbeat agreement](https://helpdesk.rackbeat.com/knowledge/your-rackbeat-agreement?hsLang=en#main-content)

    - [Billing](https://helpdesk.rackbeat.com/knowledge/your-rackbeat-agreement?hsLang=en#billing)
    - [Account](https://helpdesk.rackbeat.com/knowledge/your-rackbeat-agreement?hsLang=en#account)
    - [Other](https://helpdesk.rackbeat.com/knowledge/your-rackbeat-agreement?hsLang=en#other)

Rackbeat Helpdesk

[Go to rackbeat.com](https://rackbeat.com/en/)         [Contact us](https://helpdesk.rackbeat.com/en/knowledge/kb-tickets/new?hsLang=da)