A dispatch plans a shipment from a sales order: which items, how many of each, and on what date.
Open the sales order and click Add Dispatch. The Add New Dispatch form opens.
Choose the Dispatch Date. It cannot be in the past.
Enter the Qty of each line to include. The field shows how many are not yet on a dispatch, for example "of 10". Assembly lines take whole numbers only. Click Add All to fill every line to its maximum.
Optionally enter a Serial Number per line. The box is greyed out until the line has a quantity.
Optionally add Delivery Paperwork Notes and Invoice Paperwork Notes. Delivery notes print in an Additional Notes box on the delivery note; invoice notes in the same box on the invoice and the proforma invoice.
Click the tick to save.
At least one line must have a quantity, or nothing is created. Omono writes a note on the order, and the dispatch carries the order's Customer Order #, which the Workflow board shows as Ref No. Repeat for part shipments. The Outstanding and Delivered figures on the order lines change only when a dispatch ships, not when you create one.
For serial numbers, editing or deleting a dispatch, changing its date, and the dispatch documents, see Dispatches.