Delivering or shipping a stocked item on a charge
Security and navigation
SECURITY Access to the parent entity and feature access to deliver/ship items
NAVIGATION Open a contract, project, or ticket and click the Charges, or Charges & Expenses tab. Scroll to the Items Already Picked, Received, or On Order table.
The Transfer option also transfers the items to the customer, but using Deliver/Ship allows you to add a shipping charge, select a shipping type, and track a shipping reference number.
Delivering or shipping a stocked item
To deliver or ship a stocked item, do the following:
- To open the page, use the path(s) in the Security and navigation section above.
- Click Deliver/Ship.
- Complete the fields on the Deliver/Ship Item(s) window.
| Field | Description |
|---|---|
| Quantity to Deliver/Ship | Displays the Quantity picked. To deliver/ship fewer items, enter the new quantity in the field. The number must be <= quantity picked. |
| Serial Number(s) | Appears only for stocked items based on a serialized products. Displays the serial number of all items picked from this inventory location for this charge. If you change the quantity to deliver/ship to a number < the quantity of items picked, you must adjust the number of serial numbers. Double click extra serial numbers to remove them. |
| Deliver/Ship Date/Time | Default value is current date and time. To change the deliver/ship date/time, click the date selector and select the new date. Date is required; time is not. If the time field is empty, it will default to 12:00 a.m. |
| Shipping Type | Select from the list of shipping types set up by your Autotask administrator. |
| Shipping Reference Number | If your company uses shipping reference numbers, enter the number for this shipment. |
| Create another charge to bill organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. for shipping | If you want to bill the organization for shipping, select a Material Code and then enter the Billable Amount and shipping Charge. This will create another charge on the associated ticket, project, or contract. If you entered a shipping reference number, that number will appear in the charge description. |
- Click OK.
- If you deliver/ship the last item needed to fulfill a sales order, a prompt will open where you can optionally set the sales order to Fulfilled. Refer to Editing a sales order.
NOTE Shipping/Delivery is tracked as a transfer on the Inventory Transfers & Updates page in the Inventory module. If Procurement is enabled, the items will also appear on the Delivery & Shipping page, Delivered/Shipped tab.
