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How to create a shipment from a sales order

When your sales order is ready to be sent, you can create a shipment directly from the order itself to save yourself time. There are two methods to this. This guide will show you both those methods.

You can convert an order to a shipment order in 2 ways:

  1. Select "Sales" in the top bar 
  2. Click "Orders" in the menu
  3. Find the specific order in the overview you wish to create a shipment for
  4. Hover the cursor over the 'three little dots' on the right side of the order line and click "Create shipment"
  5. Pick the specific products for the shipment. If there are multiple products for shipment, you can click on ''Pick all''
  6. Click on ''Send'' in the top right corner - Hereafter you will be given the option to send a delivery note to the customer by email
    1. If the date on the shipment is different from todays date, another pop-up will ask you to confirm, or change to todays date.
  7. Click ''Confirm'' again to complete

Or:

  1. Select "Sales" in the top bar 
  2. Click "Orders" in the menu
  3. Find the specific order in the overview you wish to create a shipment for
  4. Click on the order # number to open the order you want to make a shipment of
  5. Click "Actions" in the top right corner followed by ''Create shipment''
  6. Pick the items you want to ship. If all items need to be shipped, you can click "Pick all"
  7. Click on ''Confirm'' in the top right corner - Hereafter you will be given the option to send a delivery note to the customer by email
  8. Click ''Confirm'' again to complete