How to Process Shipments in Acumatica | Single & Bulk Shipment Processing Tutorial скачать в хорошем качестве

How to Process Shipments in Acumatica | Single & Bulk Shipment Processing Tutorial

📚 Chapters: 0:00 Introduction to Shipment Processing 0:04 Creating Shipment from Sales Order 0:32 Setting Shipment Date and Warehouse 1:37 Managing Lot and Serial Numbers 2:32 Shipping Tab and Freight Configuration 3:49 Packages Tab and Box Setup 5:47 Confirming Shipments 6:37 Bulk Processing - Process Orders 7:21 Bulk Processing - Process Shipments Complete guide to processing shipments in Acumatica! Learn both individual shipment creation from sales orders and bulk processing methods for efficient warehouse operations and order fulfillment. 💡 Complete Shipment Workflow: Individual Shipment Creation: From Sales Order: Open Sales Orders workspace Select approved sales order Click "Create Shipment" Select shipment date Choose warehouse Review auto-populated details Shipment Header: Customer (from sales order) Location (from sales order) Warehouse (selected) Shipment date (adjustable) Back-date or future-date capability Lines Tab: ✅ Shows associated sales order ✅ Inventory item displayed ✅ Location shown ✅ Shipped quantity (auto-fills full amount) ✅ Adjustable quantities (ship partial if needed) ✅ Multiple lines supported Lot/Serial Number Tracking: Navigate to Line Details Add lot numbers for tracked items Add serial numbers as needed Item-specific tracking Required for tracked inventory Orders Tab: Shows associated sales order(s) Quantities only (no prices/costs) Similar to purchase receipt behavior No dollar amounts visible Quantity-focused view Shipping Tab: Carrier Integration: ✅ "Shop for Rates" button ✅ Auto-pulls carrier rates ✅ Multiple carrier options ✅ Refresh rates capability ✅ Integrated shipping solutions Manual Selection: Choose Ship Via method Local Delivery Service Various carriers listed System-configured options Custom ship methods Freight Configuration: FOB/shipping terms Freight cost (from carrier integration) Override freight price checkbox Manual freight entry (e.g., $525) Customer billing options Addresses Tab: Override Capabilities: ✅ Override contact checkbox ✅ Override address checkbox ✅ Defaults from sales order ✅ Change if incorrect ✅ Ship to different address ✅ Update contact information Packages Tab: Automatic Setup: Based on inventory item Item-specific box sizes Box requirements pre-configured Auto-populated dimensions Smart packaging Manual Configuration: Add box manually Select box size (small, medium, large, XL) Auto-fills length, width, height Editable dimensions (if configured) Manual weight entry Tracking number field Shipping Integration: Automatic tracking numbers (if integrated) Carrier-generated labels Real-time updates Integrated workflow Custom Fields: Reference Number 1 Reference Number 2 Additional package information Custom data entry Package Contents: Define items in each box Example: 3 computers in XL box Example: 2 computers in large box Quantity allocation Auto-fills remaining quantity Multiple boxes per shipment Printing Options: ✅ Print pick list ✅ Print shipment confirmation ✅ Print packing slip ✅ Preview before printing ✅ Include in box Confirm Shipment: Review all details Click "Confirm Shipment" Status changes to Confirmed Next step: "Prepare Invoice" button Available to accountant or warehouse 🎯 Bulk Processing Methods: Process Orders (Create Multiple Shipments): Navigate to Sales Orders workspace Click "Process Orders" Shows all open sales orders Cherry-pick orders to ship Click "Process" System creates shipments automatically New shipments appear in list Process Shipments (Actions on Multiple Shipments): Available Actions: Print pick list (select shipments) Print shipment confirmation Email shipment Print labels Confirm shipments (bulk) Custom actions Bulk Confirmation: Navigate to Process Shipments Filter shipments as needed Select action: "Confirm Shipments" Shows created/open shipments Cherry-pick or select all Click "Process" Auto-confirms selected shipments Status updates to Confirmed Process Without Details: Skip package content entry Skip individual shipment review Mass confirmation High-volume efficiency Trust default settings Perfect for warehouse managers, shipping clerks, and operations teams managing order fulfillment in Acumatica. Essential training for both small operations and high-volume distribution centers. #Acumatica #ShipmentProcessing #OrderFulfillment #WarehouseManagement #Shipping #BulkProcessing #InventoryManagement #OrderShipping #WarehouseOperations #FreightManagement #PackingSlip #ShippingIntegration #CarrierIntegration #LotTracking #SerialNumbers #ERPShipping #ShipmentConfirmation #WarehouseAutomation #ProcessOrders #ProcessShipments #PickList #ShippingWorkflow #ERPWarehouse #AcumaticaShipping #OrderManagement #DistributionCenter #FulfillmentProcess #ShippingClerk #WarehouseEfficiency #LogisticsManagement