Outbound shipment page by page - Add Items

Stock Movement Identifier

On the Add Items page, note that an identifier has been assigned to your stock movement.

This identifier is useful for referencing this shipment with others, as well as searching for it in the future. The identifier in the screenshot below is 629UES.

Adding Products

• Start by searching either the name or the product code in the item dropdown under Requested Product.

  Select the appropriate item and then enter the desired quantity for the stock movement. If you know the product code, you can enter the product code and hit enter.

  If the exact product code exists, the product will be automatically selected. 

• To add additional items, click on the “+Add Line” button and enter additional items and quantities.

  If you chose to use a stock list to create your stock movement, the items will populate automatically. In that case, you will only be required to add the desired quantities for each item, or remove unwanted items by using the “Delete” button on the right.

• OpenBoxes also allows you to select a recipient for their product. The recipient is notified once the product is received. This feature is very helpful for important items and shipments.

  To apply a recipient to ALL the lines, select the recipient at the header.

Review and Next

By now, you have captured the basic shipment information in the Create page, and added items for your shipment.

Review that all of your information is correct and then hit the "Next" button to proceed to the Edit Page.