How to Create a Shipment–Packaged Items

The line items requested in a Sales Order are delivered to the vendor through shipments. A Sales Order may be fulfilled through a single, large shipment. However, the Wholesale application supports partial order fulfillment, so a large Sales Order may be delivered through several smaller shipments. Please note that if the licence holder fulfills a Sales Order through multiple shipments, they cannot create a second shipment until the first shipment has shipped.

Creating a Shipment for Bulk Cannabis follows a different process.

Required permission(s): sales_order_read, shipment_create, shipment_read

1. In the Wholesale application, open the Sales Orders tab. It should be open by default.
   
   [img sales-order-index]
   
   
2. Select a Packaged Sales Order to open the Sales Order's Profile.
   
   [img sales-order-profile-packaged]
   
   
3. Open the Shipments tab.
   
   
   
   
4. Click New to open a Create Shipment page.
   
   
   
   
5. Select a line item, and click Pick Cases. This opens the Pick Cases modal, which allows you to select specific Case IDs to add to the new shipment.
   
   
   
   
   
6. Select specific Case IDs to add to the shipment by checking boxes in the leftmost column.
   
   • Note: Quickly filter the list by entering a Case ID, Bulk Lot ID, or Casing Run ID in the search bar.
     
     
     
     
7. Once all desired cases are selected, click Add. The selected cases will appear beneath the line item.
   • Note: To remove a case from the shipment, click the  icon.
     
     
     
     
8. Repeat steps 5-7 for each line item, as applicable.
   
   
9. Enter any comments about the shipment in the field provided. This is an optional step. 
   
   
   
   
10. Click Save. This creates a new Shipment Profile and marks the selected Case IDs as Unavailable/Picked.
    
    

Once the shipment has been created, Manage the Shipment's Status or Download a Shipment Invoice. You can edit the shipment as long as the shipment is in an open status–Open, Approved, or Picked & Packed. However, shipments that have been Shipped or Delivered cannot be reverted to a previous status.