Shipment and pick

This guide is a walkthrough on creating warehouse shipment and pick and printing bill of lading (BoL).

Prerequisites

On the Locations Card page, select a location and, on the Warehouse FastTab, you must enable the Require Receive and Require Pick toggles to create picking documents.

Picking documents

1. Select the Search icon , enter Sales Orders, and then choose the related link.

   

   The Sales Orders list page opens.

   

2. Create a new sales order or open an existing sales order you want to work with.

3. On the Sales Order page, on the action bar, select Create Warehouse Shipment.

   

   The Warehouse Shipment page opens.

   

4. On the action bar, select Home > Create pick. The Whse. Shipment Create Pick card page opens.

   

5. On the Whse. Shipment Create Pick card page, enable Print Document and select OK.

   

   The Picking List card page opens.

   

6. Select Preview/Print.

   The Picking List document is printed.

   

Bill of lading

Bill of Lading (BoL) is a legal document provided to a shipper by a carrier, or transportation company, and it contains information about the kind, quantity, and destination of the goods being transported. When the carrier delivers the goods at a specified location, a bill of lading also functions as a shipment receipt.

1. On the Warehouse Shipment page, on the action bar, select Print/Send > Print.

   

   The Whse. Ship Bill of Lading card page opens.

   

2. Select Print.

   

   The BoL is posted.