Automatically complete shipment after issuing invoice for the shipment in full

Companies differ in the way they invoice their customers. Some invoice after they've issue an order. Others might issue an invoice after shipping the goods to their customers. Whatever the case may be, Paragon has you covered!

In this doc, we'll walk you through the invoicing functionality relating to shipments. We'll show you that in Paragon ERP, if you issue a shipment, and issue an invoice off of that shipment in full, the shipment will be automatically completed in Paragon!

Step 1: Issue your shipment

First, you're going to need to issue a shipment to one of your customers.

Once you've issued your shipment, navigate to the invoice module to create an invoice from this shipment.

Step 2: Issue an invoice from a shipment

Here, you're going to want to create your invoice from your shipment.

Once you've issued your invoice, you will see the following notifications in the top right corner of the screen. One of those notification references the shipment(s) that has been automatically completed.  After these messages disappear, you will see your invoice listed as ISSUED.

Step 3: Verify the shipment has been completed

Your shipment has now been completed. To verify, go back to the shipment module, and verify the status.

If you do not issue the invoice in full (i.e. if you invoice for less than the full amount of the shipment) your shipment will not be completed automatically. 

• Related Articles

• Automatically create receipts when issuing shipments

  Rules can be very powerful for getting Paragon to perform in a specific way.  Knowing that your ERP system is working in line with your ever changing business processes is always nice, too. Paragon can create receipt transactions based on sales order ...

• Creating a shipment

  Introduction Shipping goods to your clients is pivotal for any business. Tracking those shipments and comparing them against the client orders is an important job as this is often the first step towards getting paid. Here, we'll walk you through how ...

• Automatically create purchase orders when issuing sales orders

  Rules can be very powerful for getting Paragon to perform in a specific way.  Knowing that your ERP system is working in line with your ever changing business processes is always nice, too. Paragon can automatically create purchase orders based on ...

• Make automatic inventory transfers between different warehouses

  Depending on your business processes, you may decide to use different warehouses in Paragon to represent the same physical warehouse. This might be useful in several scenarios. One example is if you are exporting/importing to/from different countries ...

• Creating an invoice

  Here, we'll walk you through how to manually create an invoice. You can also create an invoice from an order, from a quote, from an event, or from a shipment. The invoice module is based on Paragon's standard transaction screen. If you are not ...