Create a shipper

The fields that appear on your sales shipper vary according to your permissions, the transaction definition configuration, and other customizations your company may have made during the set up of Sage Intacct. This topic includes information about standard fields. Ask your system administrator for assistance with any fields not included in this topic and for questions regarding your company-specific workflow processes.

An Order Entry transaction can be a quote, order, shipper, invoice, or adjustment. To learn about additional activities related to sales shippers, such as editing or deleting, see Order Entry transactions and Order Entry transactions list.

A typical Order Entry workflow starts with creating a sales quote and sending it to a customer. If the customer decides to buy, the quote is converted to a sales order. When the merchandise is shipped, the sales order is converted to a shipper. Finally, the shipper is converted to an OE sales invoice, which is issued to the customer. In the event the customer returns some merchandise, the invoice can be converted to a sales return. If there is no stock return involved but the customer needs to be credited, the invoice can be converted to a credit memo (for example, the customer was charged for 100 items but was only sent 80).

The names of these transactions may differ for your company. Your company may use combined transactions, like a shipper-invoice, or you may use additional transactions, like a revenue contract. Alternatively, you may only use a subset of these transactions. For example, your process may be only two steps: sales order to OE sales invoice.

Depending on the transaction definition configuration, shippers may affect inventory ONHAND or ONHOLD inventory totals.
Subscription

Order Entry
Regional availability

All regions
User type
  • Business
  • Warehouse
Permissions

Order Entry transactions: List, Add
Restrictions The user must not be excluded from user/group access rights for the transaction definition.

How do you want to create the shipper?

I want to create a new shipper

I want to copy an existing transaction into a shipper

I want to convert another transaction into a shipper

Create a new shipper

  1. Go to Order Entry > All > Transactions, and select Add (circle) next to the applicable sales shipper name.

    The Sales shipper page appears.

  2. Enter the desired information in the applicable fields.

    At a minimum, you must complete the required header fields and add at least one line item in order to post or save a draft of the sales shipper. See the Field descriptions for details about each field.

  3. When you have completed entering the sales shipper information, do one of the following:

    • Select Post to save the sales shipper. The sales shipper has a State of Pending and is ready for the next step in your workflow.
    • Select More actions and select Post & new to save this sales shipper and create a new sales shipper.
    • Select Draft to save the sales shipper in a Draft State.
    • Select More actions and select Draft & continue to save this sales shipper as a Draft and create a new sales shipper.

Copy from an existing sales transaction

You can copy any transaction to create a new sales shipper. For example, you can copy a sales invoice into a sales shipper, a sales order into a sales shipper, and so on.

  1. Go to Order Entry > All > Transactions, and select Add (circle) next to the applicable sales shipper name.

    The Shipper page appears.

  2. Select More actions and then select Copy from.

    A Select Order Entry Transaction list appears.

  3. Find the sales transaction from which you want to copy and select Select next to it.

    The system populates the sales shipper page with the information from the selected transaction.

  4. Edit the fields as desired.

    At a minimum, you must complete the required header fields and add at least one line item in order to post or save a draft of the sales shipper. See the Field descriptions for details about each field.

  5. When you complete entering the sales shipper information, select one of the following:

    • Post: Saves the sales shipper. The sales shipper has a State of Pending and is ready for the next step in your workflow.
    • More actions >Post & new: Saves this sales shipper and creates a new sales shipper.
    • Draft: Saves the sales shipper in a Draft State.
    • More actions > Draft & continue:  Saves this sales quote as a Draft and creates a new sales shipper.

Convert another sales transaction into a shipper

You can only convert sales transactions that have been specifically identified in the shipper transaction definition to a sales shipper.

For example, if you want to convert a sales order to a shipper, the shipper transaction definition must include sales order in the Converted from information.

See Convert a sales transaction for detailed instructions.