Goods Issue Process

Goods issue is the process of dispatching products from inventory to fulfill customer orders. Once a sales order is created, the stock is reduced upon issuing the goods. You can verify stock updates in the Stock History and Stock Inventory sections.

Steps to Issue Goods

1. Open the Goods Issue Section

  • After creating a sales order, navigate to the Goods Issue section.
  • Click the "Goods Issue" button to proceed with dispatching the ordered products.

2. View Product Details

  • Once the Goods Issue page opens, the system will display the following details for the ordered products:
    • Product Name – The name of the product being issued.
    • Unit of Measure (UOM) – The measurement unit assigned to the product (e.g., pieces, kilograms, liters).
    • Stock Keeping Unit (SKU) – The unique identifier for tracking the product.
    • Quantity – The total quantity ordered and available for shipping.

3. Enter the Tracking Number

  • Enter the Tracking Number for the shipment.
  • The tracking number allows customers to monitor their order status, check its location, and estimate the expected delivery date.

4. Select the Shipping Location

  • Choose the Location from where the stock will be issued.
  • Ensure the selected location has sufficient stock to fulfill the order.
  • If needed, refer to the Location Management section for details on how to set up and manage inventory locations.

5. Enter the Quantity to Ship

  • Specify the Quantity to Ship for each product.
  • The quantity to ship cannot exceed the order quantity or available shipping quantity.
  • If only part of the order needs to be shipped, enter the required quantity accordingly.

6. Confirm Goods Issue

  • After entering all the details accurately, click the "Save" button.
  • The system will process the goods issue, and the order status will be updated accordingly.

7. Enter Serial and Lot Numbers

  • For products that require serial or lot tracking, enter the necessary details:
    • Serial Number – A unique identifier assigned to an individual product unit for tracking.
    • Lot Number – A batch number assigned to a group of products manufactured or received together.
  • To enter the serial number, click the Key Symbol and input the serial number based on the issued quantity.

8. Print Goods Issue Document

  • Click the "Print Challan" button to generate and print the Goods Issue document.
  • This document serves as proof of dispatch and includes key shipping details.

9. Order Status Update

  • After goods are issued, the Order Status is updated to "Shipped" in the system.
  • This indicates that the products have been dispatched and are on their way to the customer.

By following these steps, you can efficiently manage the goods issue process, track shipments, and ensure accurate inventory management.

Goods Issue Process
Tip

After made changes in shipping method should change the status of the order in a History box. This will help to manage orders.