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📦 How to Add a Shipment

  1. Click Purchase in the main menu.

  2. Select Orders from the dropdown options.

  3. Click the PO # of the Purchase Order you want to edit.

  4. On the top-right toolbar, click the hamburger menu (three horizontal lines).

  5. At the bottom-left of the page, click Add to Shipment.

  6. Select the destination for the shipment.

  7. Fill out the required details in the left panel, including any applicable taxes.

  8. Review all information for accuracy.

  9. Click Save to apply the shipment details.

 

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