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Shipment

Shipment is an inventory transaction that records the delivery of stock to a customer after a sale has been made.

Shipments record outward movement of stock. Hence a shipment can take place only if there is sufficient quantity of an Item at the selected Location.

Creating a Shipment

Shipment can be made from the Shipment Form;

Shipment Form

Navigate to Inventory > Shipment, then to open Shipment edit form, click + button or Make Entry button. Shipment Form

Once the Shipment details have been entered, click on Save and then Submit to make the Shipment entry.

A Shipment can have one of the four following statuses:

StatusDescription
SubmittedShipment entry submitted
ReturnShipment Return submitted
Return IssuedReturn entry created against Shipment
CancelledShipment entry cancelled

Shipment Return

The customer can return an already shipped Item due to quality issues, delay in delivery, or some other issue.

To reflect this you can create a Shipment Return from the original Shipment entry or manually create one from a new Shipment Entry.

Enable Stock Returns

To create Shipment Returns the Stock Returns feature needs to be enabled. To do this, check the Enable Stock Returns option in Inventory Settings under the Features section.

Creating a Shipment Return

  1. Open the Shipment entry to be returned.
  2. Click on Create > Return. Create Shipment Return
  3. The Party and Item details will be fetched from the original Shipment entry. You can set the quantity of Items returned.
  4. Save and Submit.

INFO

Item quantity and Payment amount will be in negative to indicate that it is a return.

Shipment Return impact on General Ledger

The Shipment Return entry will create General Ledger entries to reverse the impact of the original Shipment.

View Ledger Entries

After a Shipment is submitted, both Stock Ledger and General Ledger entries are created.

To view these you can click on the View button and select the one you would like to see.