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Shipments and transfers

Where to find it​

Open “Inventory” → “Operations” → “Shipments”.

Purpose​

The Shipment document is used for:

  • shipping goods from a warehouse (regular shipment);
  • transferring goods between warehouses (if a type with the “Transfer” flag is selected).

The same form is used for both shipments and transfers — the behavior depends on the selected type.

Shipment list​

The list typically shows:

  • number;
  • planned date and time;
  • type;
  • partner (for a regular shipment);
  • source warehouse and (for transfers) destination warehouse;
  • note;
  • number of lines.

“Totals” tab in the list​

If you select one or more shipments in the list, the “Totals” tab appears.

Purpose of the tab:

  • show the list of items present in the selected shipments;
  • show the total planned quantity per item across the selected documents;
  • allow quickly adjusting the planned quantity for several shipments at once.

How editing works:

  • the tab displays a table where rows are items, and columns are the selected shipments;
  • you can edit planned quantity in a cell for the corresponding shipment and item;
  • editing is available only for shipments in Draft or Waiting; for other statuses values are read-only.

Additionally, the tab may show hints about stock at the source warehouse and highlight if the total planned quantity exceeds available stock.

Shipment card​

Document header​

In the shipment header you typically specify:

  • Type — affects numbering, default warehouses and restrictions;
  • Planned date;
  • Number;
  • Partner (for a regular shipment);
  • Source warehouse — required;
  • Destination warehouse — required for transfer;
  • Delivery address (if used);
  • Customer reference (if used);
  • Note.

Shipment vs transfer​

A shipment type can be marked as Transfer (i.e., the type has the “Transfer” flag enabled). In this case:

  • the partner may be optional;
  • destination warehouse becomes required;
  • the system does not allow selecting the same source and destination warehouse.

Shipment lines​

Lines contain:

  • Item;
  • Unit of measure;
  • Barcode, internal code, reference/SKU (if used);
  • Planned quantity (see below).

“Planned quantity” field​

For shipments that are not executed immediately, the line uses “Planned quantity”:

  • this is the planned quantity to ship for the line;
  • the field may be highlighted in Draft.

Restriction:

  • the value must be within 0 and the maximum quantity specified in the shipment type;
  • if exceeded, the document cannot be saved.

“One line per item” restriction​

For some shipment types, a rule can be enabled:

  • the same item cannot be added by two lines.

Statuses (exactly as in the source code)​

Below is the exact set of statuses defined in the source code.

  1. Draft — data entry.
  2. Waiting — the document is marked for processing (from Draft) and awaits availability.
  3. Ready — availability/reservation is ensured for lines.
  4. Done — the shipment fact is confirmed, completion date is recorded.
  5. Accepted — receipt confirmation at the destination warehouse.
    • this status is used when transfer requires destination confirmation;
    • after Done, the receipt confirmation action becomes available.
  6. Cancelled — the document is cancelled.

Important: there is no separate “Picking” status in the status list. Picking is implemented as a work mode by locations for shipment types with picking enabled (see below).

Availability check and reservation​

Before executing a shipment, the system typically checks availability by lines.

If reservation is enabled:

  • some quantity can be reserved for the shipment;
  • if stock is not sufficient, the shipment stays in Waiting/Ready until replenishment.

Picking​

If picking tasks are enabled:

  • the shipment moves to a picking stage;
  • tasks are created for a warehouse operator;
  • based on completed tasks, the fact of picked quantity is recorded.

See details in Picking tasks.

Picking by locations (shipment type mode)​

The source code provides a shipment type flag that enables picking by specific locations.

How it looks to a user:

  • the shipment card gets a “Picking” tab;
  • for each line you can see availability and reservation by locations (including nested locations);
  • you can specify from which locations the quantity is shipped.

At the same time, the document status remains one of the statuses listed above (e.g., Waiting, Ready, Done).

Typical problems​

  • Cannot save a line — the “Planned quantity” value is out of range defined in the shipment type.
  • Cannot add the same item as a second line — the “one line per item” rule is enabled for the shipment type.
  • Cannot move to execution — not enough available stock or picking is not completed.
  • Cannot create a transfer — the same source and destination warehouse is selected.