Sales Order and

Warehouse
Shipping Manual
For Central Medical Stores
 CMS: Shipping

Table of Contents
Objectives ...........................................................................................................................................................2
Introduction ........................................................................................................................................................2
Shipping the Items ..............................................................................................................................................3
Ship Items ........................................................................................................ Error! Bookmark not defined.
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SHIPPING
Objectives
The objectives are:

 Create Sales Order

 Pick and ship items.
 Generate a Sales Invoice and Warehouse Shipment

Introduction
Warehouse Management Systems (WMS) provides the functionalities for sales
order, handling items, shipping cross-docked items and break bulking items.
These features of WMS along with shipping ordinary items are covered in this
chapter.

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Sales Order and Shipping Items

CMS can use sales orders to ship parts of an order full quantity. If we sell
items by delivering directly from supplier to facility, as a drop shipment
(Oxygen Cylinders), then we must also use sales orders. In all other
aspects, sales orders work the same way as sales invoices.

It’s an option also to do a Sales Quote (quotation) before a Sales Order

To initiate the shipping process, the source document (sales order, purchase
return order, and outbound transfer order) must be released.

The overview of the orders released for shipment is available from the shipment
list or from the pick worksheet, which shows all released shipping orders.

To continue the process of shipping, the items have to be picked.

The programs’ normal NAV processes are Sales Order >>> Warehouse
Shipment >>>Warehouse Picks.

Sales Orders

1. On the Home page, choose the Sales Orders or Search for it.

Click New - Sales Order

2. In the Customer field, enter the name of an existing customer. And an External
number
Other fields in the Sales Order window are now filled with the standard
information of the selected facility.
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a)

b)

3. In the Customer (demander) field, enter the name of the customer to search for it
or customer number.

4. Fill in the remaining fields in the Sales Order window as necessary like external
number.

5. You are now ready to fill in the sales order lines with inventory items or
products that you want to sell to the facility. Qty , Item LOT and Expiry dates.

6. On the Lines Fast Tab, in the Type field, select what type of product, charge, or
transaction that you will post for the customer with the sales line in most cases for
CMS its items.
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7. Click on the No. and search for the product to sale by description or item
number

a)

b)
8. On the line enter the quantity to sale for the product. Do the same for the next
line product to sale.

Please note that NAV can choice FEFO batches automatically otherwise it can be a manual process

9. To select a batch Lot number for each line product select the line then go to line
dropdown, line related information the item tracking lines. Or Crl, shift + I

10. The item tracking lines opens with empty lines, click on the Lot. No. to
select the batches for each item to sell then click OK to go back to sales
order
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a)

b)

c)

1. 11. on the home menu click on the release.

Ship Items
First, retrieve the released sales order to be able to create a picking document:

1. On same Sales order go to the action tap then Create Whse. Shipment a
warehouse shipment windows will be opened

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2. Click Create Pick. The Create Pick window appears, which allows to
define a sorting method for the activity lines, specify whether to set a
breakbulk filter and to fill in the Qty. to Handle field while creating a pick,
and whether to print a hardcopy of the picking document that is to be
created.

3. Click OK. The pick is created, and the line is copied to the pick. The shipment
remains unchanged until the pick is registered

To continue the picking process, proceed as follows:

4. After confirmation the pick is created you can go to pick lines a warehouse pick lines
opens.
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5. On the home menu Click on the pick Card

The Warehouse Pick window contains two lines. The first line lacks the
information about where the items must be taken from. The second line shows
where the items will be placed.

d) To view where the items are stored, select the Take line (the first line), and on the lines, the column
bin code it can be changed.

6. Click Register Pick. The goods are now picked.

7. On the related Warehouse Shipments created in step 1.

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The Qty. to Ship field is now filled out, and the document status is Completely
Picked. To finalize the shipping process, post the shipment.

POSTING SHIPMENT AS SHIPPED

The program allows invoicing simultaneously with shipping while posting the
shipment.

8. Click OK to confirm shipping only.

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NOTE: If Ship and Invoice is selected, the source document (the released sales order) is posted
automatically along with the shipment, using the posting date from the source document. Shipping Only
allows you to add items in the same Sales Order when reopened then shipped separately

As a result of posting, the program deleted the lines from the Warehouse
Shipment window, and creates both a posted warehouse shipment and a posted
sales shipment to register the process.

Prepared by the IT Department

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