Creating a shipment from an order

Here, we'll walk you through how to create a shipment from an order.

You can also create a shipment from a packing list, from an invoice, or manually.

The ship module is based on Paragon's standard transaction screen. If you are not familiar with the format of transaction screens, get yourself oriented on transaction screens.

Open the ship module by selecting it in the right hand navigation bar or in the more menu.

This is the list view of the shipment module. To add a new shipment, hit the add new shipment button.

Select how you would like to create the shipment. In this case, make sure orders is selected.

It is selected when orders is highlighted in orange.

Select the order(s) you want to use to create the shipment by checking the corresponding box on the left.

To deselect an order, uncheck its box.

A shipment can be canceled at any point before it is saved by hitting the close button in the bottom left hand corner.

To create and save a shipment from the order you selected, hit the accept button in the bottom right hand corner.

Once you hit the accept button, the shipment will be created and it will automatically be assigned a transaction number and a temp status.

At this point you will have a default action option at the bottom right of the screen to issue the shipment.

I've created my shipment, now what?

Once a shipment has been created, you can proceed in a number of ways using the green action button in the bottom right hand corner: