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
- In the Wholesale application, open the Sales Orders tab. It should be open by default.
[img sales-order-index] - Select a Packaged Sales Order to open the Sales Order's Profile.
[img sales-order-profile-packaged] - Open the Shipments tab.
- Click New to open a Create Shipment page.
- 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.
- 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.
- Note: Quickly filter the list by entering a Case ID, Bulk Lot ID, or Casing Run ID in the search bar.
- 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.
- Note: To remove a case from the shipment, click the
- Repeat steps 5-7 for each line item, as applicable.
- Enter any comments about the shipment in the field provided. This is an optional step.
- 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.