Shipping without a Sales Order
This article refers to shipping a package that is not associated with a Sales Order. For information on Sales Order Fulfillment, please refer to Shipping & Fulfillment
Creating a new Shipment that is not associated with a Sales Order can be done via the Warehouse Management > Shipments or Sales > Shipments screens.
If you do not have access to these screens, refer to Create a New User.
Create a New Shipment
Choose Address Type
Once you enter a Ship To Name, AcctVantage will ask if the address is for a Client, Vendor or manual.
Client : AcctVantage will attempt to match what you've entered against your Client list. A pop up window will be presented to select the Client and the associated address information entered.
Vendor : AcctVantage will attempt to match what you've entered against your Vendor list. A pop up window will be presented to select the Vendor and the associated address information will be entered.
Manual : AcctVantage will not associate the shipment with a Client or Vendor; the only record of the Ship To addressee will be on the Shipment record itself.
Once you've entered the addressee information, processing the shipment follows the same steps as shipping a Sales Order.