Ship a delivery order

What this is for

Move a draft delivery through confirm and assign until the goods are marked Shipped (on the way or handed off).

Concepts

Toolbar icons on View Delivery follow status:

Status	Next action
Draft	Confirm
Confirmed	Assign (delivery method)
Assigned	Assign again if you change method, then Shipped
Shipped	Complete a delivery (or return)

Assign opens the delivery method dialog (who / how it goes). Shipped is the dolly icon.

You can Cancel a delivery before it ships (Draft / Confirmed / Assigned). After Shipped, use complete or return instead.

Before you start

• The delivery exists (Create a delivery order).
• If Inventory is on and items are serial-controlled, numbers are in order so Shipped is allowed.

Steps

1. Open the delivery (Delivery Orders on the customer, or Delivery Order from the invoice).
2. Click Confirm.
3. Click Assign. Edit Delivery Method opens. Choose Delivery Method. Carriers appears for the carrier method (Choose shipping carriers); Vehicles for the vehicle method (Add a vehicle). Click Update.
4. Click Shipped.

Print to PDF any time you need a packing slip.

What happens next

When the customer has the goods: Complete a delivery.

If they never leave / come back: Return goods to the warehouse from Shipped.

If something looks wrong

• Shipped is missing. Status is not Assigned, or serials are still required (Inventory).
• Cannot confirm Delivery order. Invoice status is Draft. Publish the invoice first.
• You confirmed the wrong warehouse. Edit while still Draft if the product still allows it; otherwise cancel and generate again.