Ship And Bill

Overview

In this document, the Ship and Bill process will be discussed.

Assumptions

We will assume the user has the security to create quotes/orders. And that the quote is for an item that will be shipped from a different warehouse.

General Concepts

If the quote/order is for items that are not available in your warehouse but are available in another one, or you just don’t want to ship from your warehouse, you can use Ship & Bill. This allows the product to be shipped from a different warehouse directly to the customer instead of the item/s going from one warehouse to the other, then to the customer.

• Create the Quote.

• Once selected, the ‘from’ warehouse will show up on the line item in the warehouse column.

• When ready, convert to an order.

• This generates a second order for the other warehouse that they will ship.

  • A PO is NOT generated because the item/s do not need to be received anywhere. They are already at the other warehouse and they will be shipping directly to the customer. This is NOT an IBT.

  • A shipper is created on the linked order for that line item. If that is the only line item on the original order, there will be no shipper on the original order.

• The other warehouse must ship and invoice like a normal order.

Using the Buttons in the Availability Column to Mark as Ship and Bill

• Another way you can make a quote a Ship & Bill is to add the line item, then double click into the Available column on the qty.

  • If you have already converted the quote to an order, you must unlock it in the history tab before you can make it a ship and bill.

• The Warehouse Inventory screen will appear, listing other warehouses and the quantity information.

• Click onto the warehouse you want the ship from to be then click the Line Item Ship and Bill button.

• Back on the line item grid, scroll over to find that the ship and bill box is now checked with the ship from warehouse you chose filled in.

• The original order’s picked/shipped qty will reflect what has been picked/shipped in the linked order, but the shippers will not be listed on the original order.

  • It will also close once the other order is closed.

• The credit for the sale will go to the warehouse that shipped the product.

• The original order line will have to be cancelled as to not put a backorder on the original warehouse.

No gl impact to sales on original order if the only

item/s were ship & bill:

Sales credit on the linked order (the actual ship from):