So you only have some of the things you need to ship to your client in stock and you’d like to ship them as they come in. Not a problem! If you want to invoice as you ship then you will want to take a look here. But if you plan to invoice once all items have been shipped you’ll want to follow the steps below:

1. Create your Sales Order and select the items your customer has ordered.

2. If not already in advanced mode click the Advanced tab and then select the Pick tab to proceed.

3. Add the items being shipped to your pick list.

4. Move on to the Pack tab and click Autofill. Only items which have been picked will appear and you can record which box each item has been packed into.

5. Move on to the Ship tab and click Autofill again. The system should supply a shipping line that includes the boxes you’ve packed thus far.

6. Click the Ship button on that line to ship those items out and when prompted to, “Mark Order Fully Shipped?” click No

7. Save your order.

This order will now appear as In Progress and when you’re ready to ship out another batch of items simply go back to the pick tab and repeat steps 3-7 as many times as necessary to ship all items out. When all the items have been shipped you can either click the Complete button on the Ship tab to mark the order fully shipped or say Yes when prompted by the system. This will move the order to the Invoiced stage and you can process payment accordingly!