Manually Shipping Entire Orders

When an order is entered and saved, the order status changes to Taken and inventory is reserved for the customer at a warehouse. When stock on the order items is physically verified and sent to the customer, the status of the order needs to be changed to Shipped. For orders containing goods that require shipment, Shipping and Receiving personnel typically set the order status to Shipped. For orders that do not require physical shipment (such as meeting registrations or membership), service representatives typically set the order status to Shipped after the order is confirmed (or the order can be shipped automatically, as described in Automatically Shipping Orders).

This section describes how to manually mark an order (or orders) as shipped using the following methods:

• Marking Orders As Shipped on an Orders Record
• Marking Orders As Shipped from a View