How to Create a Wholesale Shipment from the Memo or Invoice

In this article, we will go through the steps to create a wholesale shipment from a Memo or an Invoice using Flawless POS.

You may refer to this video for a step-by-step guide on creating wholesale shipments: https://www.youtube.com/watch?v=fWY4-ifTKAo

Step 1: Access the Wholesale Account Module

1. Open the Wholesale Accounts menu.
   
    

2. Select the relevant Wholesale Account. For this example, we’ll use the account named Jov.

Note: The process of creating a shipment is identical for both memos and invoices, as long as there is an item pending shipment. For this example, we’ll create a shipment from a memo.

Step 2: Navigate to the Memo Tab

1. Click on the Memo tab.
   
   
   
   

2. Locate the Pending Shipment column.

3. Click on the number shown in this column for the memo that you wish to ship. For this example, we’ll select the second row which currently has 4 pending shipments

Step 3: Create the Shipment

1. In the opened context menu, select Create Shipment.

2. In the first section, fill out the required details, including:

   • Name of the shipment

   • Person who prepared it

   • Date of shipment

3. Once your details are complete, press Next. 

Step 4: Select Items to Ship

1. In this section, select the items for shipment. Items can be:

   • Scanned using a barcode scanner.

   • Manually selected from the list.

   • Uploaded via spreadsheet using the Select From Excel or CSV button.

2. Once all items have been selected, click Next.
   
    
   
   

Step 5: Configure Shipment Details

1. In the final section, you can configure additional details for the shipment.

   • To learn more about configuring shipment details, please refer to our video guide on Shipments.

2. Once satisfied with the settings, click Complete and Create Shipment.
   
    
   
   
   

Step 6: Shipment Packing List

1. As soon as you’ve completed the Shipment Creation, a window dialogue will open. This window contains the Packing List of your Shipment or you may also be able to create another Shipment.
   
     

Troubleshooting

For any challenges encountered during the shipment creation process, please reach out to Flawless POS support for assistance.