Upfront Approach

Overview

You can assign multiple warehouses to different Sales Lines before creating Warehouse Shipments, allowing more flexibility in shipment processing.

Processing Steps

Follow the steps below to add the Warehouse field to the fieldset and manage shipments across multiple warehouses.

Assign Warehouses to Sales Lines:

• When creating or editing a Sales Order, GoldFinch will automatically apply the Sales Order's Warehouse to all Sales Lines. If needed, you can modify the Warehouse for individual Sales Lines.

• Save the Sales Order.

Inventory Allocation:

• GoldFinch will automatically allocate inventory based on the Warehouse specified in each Sales Line.

Create Shipments:

• Click Create Shipment on the Sales Order, and GoldFinch will generate a Warehouse Shipment for each Warehouse assigned to the Sales Lines.

Review and Edit the First Shipment:

• Ensure that the Sales Lines you want to ship from the first warehouse have sufficient Allocated Quantity.

• Click Create Shipment.

• Edit the shipment if necessary to remove lines or quantities that should be shipped from a secondary warehouse.

• Click Post to finalize the Warehouse Shipment for the first warehouse.

Update the Sales Order for the Secondary Warehouse:

• Return to the Sales Order and update the Warehouse field to the secondary warehouse.

• Verify that the remaining Sales Lines assigned to the secondary warehouse are populated correctly and have sufficient Allocated Quantity.

Create and Post the Secondary Shipment:

• Click Create Shipment for the secondary warehouse.

• Review the details, then click Post to complete the Warehouse Shipment for the secondary warehouse.