How to Create an Inbound Shipment

Video Tutorial

Step 1: Navigate to Inbound Shipments

• Go to the left-hand side menu and click on Inbound Shipments.
• Then, click Create Inbound Shipment.

Step 2: Select the Client and Warehouse

• If you need to, select the client for the shipment. If you are the client, you can skip this step.
• Choose the warehouse where the shipment will go.

Step 3: Name the Shipment

• Name your inbound shipment for easy reference.
• For example, you might name it “New Inbound Shipment.”
• Click Create to move forward.

Step 4: Edit Shipment Details (Optional)

• On the next screen, you can edit details such as the shipment reference, assign a vendor, ship date, expected date, and other relevant information.
• You can also see the shipment history, add warehouse notes, update the status, and attach relevant documents.

Step 5: Add Products to the Shipment

• To tell the warehouse what products are arriving, click the Add Product button.
• A list of your products will appear, and you can search for the items you want to include in the shipment.

Step 6: Specify Product Quantities

• After selecting the product, input the quantity being shipped.
• Click Save when you’re done.

Step 7: Use the Sell-Ahead Feature (Optional)

• If you want to sell the products before they physically arrive in the warehouse, use the Sell-Ahead feature. This adds the quantity you specified to the current available inventory.
• This prevents your inventory from showing as sold out if you’ve already sold items and they haven’t arrived yet.

Step 8: Create a New Product (If Needed)

• If the product does not already exist in your system, click on the option to Create a New Product.
• Assign a name and SKU to the new product. For example, you might create “Collagen Powder” with a new SKU.
• Once created, input the quantity you’re adding to the inbound shipment.

Step 9: Finalize the Inbound Shipment

• After adding all products and adjusting the quantities, click Save.
• Your inbound shipment is now successfully created and ready for processing.