Ship Items with a Sales Order

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The following describes how to ship items on your handheld with a sales order. This guide assumes that you have Bin Mandatory enabled for your location. If you are not using bins you may skip any step that refers to them.

Please note that if you have Bin Mandatory enabled it is recommended that you consider using inventory picks for more flexible bin handling functionality. Please consult your Business Central partner for a recommendation specific to your situation.

Step 1

From the WMS Express home screen, select Ship.

Step 2

A list of available sales orders will be displayed.

Step 3

Scan the sales order barcode to open the sales order. If you do not have a barcode you can manually open the sales order with a double-tap on the sales order or by tapping the sales order and selecting Menu > Choose—or, if your handheld has a physical keyboard—tapping the sales order and pressing Enter.

Step 4

The sales order will open and display a list of items to ship.

Step 5

Scan the bin you want to ship from.

Step 6

Scan the item you want to ship. If you do not have a barcode you can manually select the item with a double-tap on the item or by tapping the item and selecting Menu > Change Quantity—or, if your handheld has a physical keyboard—tapping the item and pressing Enter.

Step 7

The next step depends on how you select the item and whether the item requires item tracking information (lot and serial numbers and their expiration dates).

  • Method #1: Scan the item
    • A dialog box will appear prompting you to enter the quantity, unit of measure, and item tracking information (if applicable). Enter these and then select OK.
  • Method #2: Manually select the item
    • Scenario A: No item tracking
      • A dialog box will appear prompting you to enter the quantity and unit of measure. Enter these and then select OK.
    • Scenario B: Item tracking required
      1. The Item Tracking screen will appear.
      2. From the Item Tracking screen, select Menu > Add.
      3. Enter the quantity, unit of measure, and item tracking information, then select OK.
      4. Repeat for each lot or serial number.
      5. Once all item tracking information has been entered, select Menu > Close.

The Qty. to Receive will be updated in Business Central.

Step 8

Select Menu > Post. A confirmation dialog box will appear, select Yes to post the shipment.

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