Stock items must be allocated to the order lines you want to despatch. It is the allocated quantity that is despatched, not the order quantity. You can allocate stock automatically when entering the order, or separately using the Allocate stock options.
You can specify a Despatch date. If you have selected to Update the stock quantities when the order despatch is confirmed in the SOP settings Order Processing tab, this date is used to:
Note: If you have selected to Update the stock quantities when the invoice is posted and use the invoice date on stock history in the SOP settings Order Processing tab, the despatch date is used on the order and the printed despatch note only. The invoice date is used to record the stock and nominal postings.
If you part despatch goods that are stored in more than one bin in a warehouse, you must confirm the amount you want to despatch from each bin. This makes sure that accurate stock levels are maintained for each bin. If you do not change the quantities here, you must amend the picking list or amend the stock allocations to keep an accurate record of your stock levels.
Open: Sales Order Processing > Order Processing > Goods Despatched and Received > Confirm Goods Despatched.
Select the orders that are ready for despatch using the Select items to despatch options.
Click Find to locate a specific order.
Click Display. The orders ready for despatch, according to the selection criteria, are displayed.
If there is more than one order matching the criteria, select the relevant orders and click OK.
Each order line shows the Order No, Requested Date, Order Date, Confirmed Date, AC Ref, Item, Warehouse, Qty Required, Qty to Despatch and selling Unit.
Enter the Despatch date. This defaults to the system date. Depending what you select for Update stock quantities when in the SOP settings Order Processing tab, the despatch date is used to:
Enter the amount to despatch in the Qty to Despatch column (this must be a value greater than or equal to zero but not exceeding the Qty Required). The Qty Required is the allocated quantity.
Note: the amount to despatch must a multiple if the item's selling unit.
Other tasks
Amend goods despatch (traceable item)
Set up despatch notes to send via email
Reference