This step does the paperwork for you, then waits for the goods to leave. It is one step where there used to be three.
It appears in the Add Step list as Sell & Ship (new).
| Automatic? | Partly - it raises the paperwork itself, then waits for dispatch |
| Who does it | Nobody for the paperwork; the floor picks, packs and dispatches |
| Needs first | The customer and what is being sold. Packing and courier are switches |
| Produces | The sales order (SO-...), the shipment (SS-...), the consignment if a courier was booked, and the units that left |
| Where you work it | Shipping & Receiving > Sales Shipments, on a phone |
What it does
It raises a sales order for what you said you are selling, places it, raises the sales shipment against that order, and places the shipment too - which is the move that reserves the stock, and therefore the one that can sit waiting if stock is short.
Two switches change what happens next. Packing required puts the shipment on the packing worklist so it is not dispatched loose. Book a courier books the carrier and publishes the waybill, so you do not need a separate Courier Booking step.
It then holds the work order open until the goods physically leave, and publishes the units that actually went.
Completing it
- It completes on dispatch, not when the paperwork is raised. Until the shipment leaves, the work order sits here.
- If the shipment cannot be placed because there is not enough free stock, it keeps checking rather than failing.
When not to use it
- You need to sell at a price. This step is deliberately zero-cost only - it has no price field, because a priced sale also needs a finance approval gate that does not exist here yet. Today a work order cannot sell anything at a price; raise a priced sale outside the work order.
- Nothing is being sold - a customer's own unit going home is a Local Shipment.
- The stock is not leaving the business - that is a Move Order.