Shipment and Pick

Article02/19/20242 min read

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.

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Picking documents

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

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    The Sales Orders list page opens.

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  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.

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    The Warehouse Shipment page opens.

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

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

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    The Picking List card page opens.

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  6. Click Preview/Print.

    The Picking List document is printed.

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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.

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    The Whse. Ship Bill of Lading card page opens.

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  2. Select Print.

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The Bill of Lading is posted.