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

Описание: 📚 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.

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