Shipment

A shipment records stock physically going out to a customer. It is separate from the sales invoice, which records the money side.

Why they are separate

Goods and paperwork do not always move together. Shipping first and invoicing later — or the reverse — is normal, and keeping the two documents distinct means stock and receivables each reflect reality at the time they happened.

Creating a shipment

Pick the customer and add the items and quantities leaving, from which location. Submitting reduces stock on hand and posts the cost of goods sold.

From an invoice

A shipment can be created from a submitted sales invoice, which pre-fills the customer and lines. Where inventory is enabled, this is the usual flow.