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Ship an invoice

Dispatch the goods on an issued invoice from a warehouse, in full or in part. Stock leaves the warehouse when you dispatch.

Before you start: The invoice must be issued, with goods still to ship. Shipping moves stock out of the warehouse and records the cost of goods sold, so check the quantities first.

1Open the invoice and its Fulfilment section

Open an issued invoice from Sales & Invoicing → Invoices. The Fulfilment section shows each item's Ordered, Shipped and Remaining quantity. Choose Create shipment.

Scalar360 screen: Open the invoice and its Fulfilment section — Numbered outlines show what to click, in order.

2Choose the items and quantities to ship

Every item with stock left to ship starts selected at its full remaining quantity. Change a Ship quantity to send part of an order, use Max to reset it, or choose Ship all or Clear.

Scalar360 screen: Choose the items and quantities to ship — Numbered outlines show what to click, in order.

3Pick the warehouse and add carrier details

Under Dispatch details, choose the Ship-from warehouse — it is required. Set the Ship date, then add the Carrier and Tracking number if you have them. Notes are optional.

Scalar360 screen: Pick the warehouse and add carrier details — Numbered outlines show what to click, in order.

4Dispatch the shipment

Choose Dispatch shipment. The shipment gets its own number, stock leaves the warehouse and the invoice's Fulfilment status moves to Partially shipped or Fully shipped.

Scalar360 screen: Dispatch the shipment — Numbered outlines show what to click, in order.

5Find it in Shipments

Open Supply Chain → Shipments. Each dispatch is listed with its invoice, customer, warehouse, ship date, carrier and tracking number.

Scalar360 screen: Find it in Shipments — Numbered outlines show what to click, in order.

Track shipments and update delivery statusFollow each parcel from dispatch to delivery, record the carrier and tracking number, and print a delivery note.Take a sales returnReceive goods back from a customer, put them back in stock and issue a credit note in one step.Create a GST invoiceBill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.

Still stuck? Contact our support team — or start a free trial to try this in your own company.