How to Ship Product for Coolers

  1. Navigate to Sales Orders.



  1. Go to the relevant sales order that you want to ship out the product for.
  2. Select Edit Sales Order.

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  1. Scroll down to the Product, and select Add Purchase Order Link.

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  1. Choose which purchase order you want to pull product from, and enter the quantity you are pulling from that order. Then scroll up and hit Save.

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  1. Go to the Sales Order Schedule and find Pickup. Click the three dot menu next to it and select Edit.




  1. Link the freight on the order that you have already added.

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  1. Confirm the quantity and weight. Any added details can be added by entering them into Notes (such as Check In/Check Out times, Seal Numbers, etc.) By adding them on the Pickup entry, these items will show up on the Bill of Lading.

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  1. Download the Bill of Lading by hitting the three dot menu next to Pickup, and selecting Download BOL

  1. Print the file or download and share the BOL directly.





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