Process Warehouse Shipments

Applies toOutbound Activities

AudienceAll users

Last updatedApril 27, 2026

Outbound Warehouse Shipments can be created from Sales Orders or Transfer Orders for fulfillment.

Use List Views to Manage Shipments

• Open: Shipments in progress.

• Posted: Shipments that have been posted. This is also the final document status for a Transfer Order Warehouse Shipment.

• Partially Invoiced: Shipments partially invoiced.

• Pick Pending: Shipments pending picking.

• Fully Invoiced: The final document status for a Sales Order Warehouse Shipment.

Editing a Shipment

• Click the Edit button on the Warehouse Shipment to update details such as the Shipping Agent, Actual Shipment Date, or Quantity to Ship.

• Delete any shipment line if an item is not shipped.

• If more items are added or the order quantity increases, click the Update Shipment button on the Sales Order to refresh the open Warehouse Shipment.

Assigning Lot Numbers

• If both Bypass Pick and Populate Lots when Create Shipment fields are checked in the warehouse setup, GoldFinch will automatically assign Lot Numbers using the FEFO (First Expiration First Out) method if items are lot tracked.

• If Bypass Pick is not checked, you must create a Pick Ticket to pick inventory with lot numbers from warehouse bins.

• If Bypass Pick is checked but Populate Lots when Create Shipment is not, you must manually enter lot numbers before posting the shipment.

Lot Assignment Indicator

• Enter Lots Button:

  • Green: Lot numbers have been fully assigned.

  • Red: Lots need to be assigned to the item.

• Click Enter Lot to enter a Lot Number for a specific item.

  • Alternatively, click Enter Shipping Lots to assign Lot Numbers for multiple lot-tracked items simultaneously.

• Click Add Tracking Lines, then enter Lot Numbers and the quantity for each.

• Enter the Lot No(s) and the Quantity for each Lot Number.

• Save the Warehouse Receipt.

Posting the Shipment

• Ensure the Enter Lot button is green.

• Click Post to finalize the Warehouse Shipment, which will reduce the on-hand inventory for the shipped items.

Mass and Batch Functions

Button Name	Button Description	Suggested Views to Work With
Mass Print Packing Slips	Print Packing Slip documents for all selected shipments.	Posted (Filtered by status)
Batch Post	A scheduler posts selected shipments one by one, logging any errors on the shipment headers. You can mass update Actual Shipment Date on the Batch Post Whse Shipments confirmation page.	Open (Filtered by status)
Mass Create Invoices	Create invoices for all selected orders.	Posted (Filtered by status)
Mass Delete	Delete selected shipments where no invoice has been created or posted.	Open (Filtered by status)

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Article Process-Warehouse-Shipments  ·  Last updated April 27, 2026 · GoldFinch ERP Help Center