Warehouse Shipment Process Guide

Overview

This guide details the step-by-step process for creating and processing a warehouse shipment in the Business Manager system.

Prerequisites

• Access to Business Manager Role Center
• Appropriate permissions for Sales Orders and Warehouse operations

Step-by-Step Process

1. Creating a Sales Order

1. Navigate to Business Manager Role Center
2. Access Sales Orders
3. Click "New" to create a new Sales Order
4. Enter customer information:
   • Select customer using the lookup function
   • Choose appropriate customer from the list

2. Adding Items to Sales Order

1. In the Sales Lines section:
   • Click the lookup function in the "No." field
   • Select the desired item from the list
2. Enter item details:
   • Set quantity to required amount (in this case: 100)
   • Select Location Code using the lookup function

3. Creating Warehouse Shipment

1. Click "Create Warehouse Shipment"
2. System confirms creation with message: "1 Warehouse Shipment Header has been created"
3. The Warehouse Shipment document opens (Example: WHSE SHIP-00011)

4. Assigning Warehouse Employee

1. Click lookup function in "Assigned User ID" field
2. Select appropriate warehouse employee from the list

5. Creating Pick Document

1. Click "Create Pick"
2. Confirm in the "Whse.-Shipment - Create Pick" dialog
3. System generates pick document (Example: WHSE PICK-00008)

6. Processing Pick Lines

1. Click "Pick Lines" to view Warehouse Pick Lines
2. Click "Show Document" to view full pick document
3. Assign License Plates:
   • Click "Assign License Plates to Warehouse Pick"
   • Select appropriate license plate from the list (Example: LP-00013)
   • System confirms successful assignment

7. Registering and Posting Pick

1. Click "Register Pick"
2. Confirm the registration when prompted
3. Close the Warehouse Pick document

8. Posting Shipment

1. Click "Post Shipment"
2. Confirm posting in the dialog
3. System confirms successful posting with message:

   Number of source documents posted: 1 out of a total of 1.
   Ship lines have been posted.
   

Important Documents Generated

• Sales Order (New)
• Warehouse Shipment (WHSE SHIP-00011)
• Warehouse Pick (WHSE PICK-00008)
• License Plate Assignment (LP-00013)

Notes

• All steps require proper verification before proceeding
• System generates confirmation messages at key points
• Document numbers may vary but follow similar format
• Always ensure proper assignment of warehouse employees and license plates

Recording

Recording

---

Back Home