For operations involving inventory across multiple locations, including external sites, efficiently managing shipments directly from these locations is essential. This capability is crucial when items at an external location need to be shipped directly to customers without returning them to the main facility.

Understanding External Locations and Transfers

Before proceeding, familiarize yourself with adding and managing external locations by reading: 🗺️Managing External Locations

Scenario: Shipping from an External Location

Here’s how to ship items directly from an external location to your customers:

Order Creation

Navigate to the Order Section: Go to the order page.

Add a New Order: Click “add,” input the order details, and include the items needed.

Allocate Items from External Locations:

• Click “assigned to order” followed by ‘manage items’ to start allocating inventory.

• On the “assign items to Order” screen, use the dropdown to change the location from internal to your chosen external location. The system will then display available items based on the selected location.

• Assign the necessary items to the order.

Shipment Creation

Initiate Shipment:

• Either link the order to a new shipment or create a shipment directly from the order details.

Item Assignment:

• If auto-assignment is enabled, items will be automatically linked to the shipment.

• If auto-assignment is off, click “manage items” to manually assign items to the shipment.

Update Shipment Status: Change the shipment status to shipped, in transit, or complete. This action will update the inventory status and remove items from the external location’s stock.

Shipping directly from external locations streamlines logistics, reduces handling time, and can significantly cut down transportation costs. This method ensures a more efficient delivery process, directly benefiting customer satisfaction and operational agility.