--- title: "Sales Order Shipment - Process" slug: "bc-sales-shipment-process" description: "Streamline your Sales Order Shipment process in D365 BC with step-by-step guidance on shipping items, managing inventory, and tracking shipments efficiently." updated: 2026-06-25T09:59:03Z published: 2026-06-25T09:59:03Z canonical: "docs.staedean.com/bc-sales-shipment-process" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.staedean.com/llms.txt > Use this file to discover all available pages before exploring further. # Sales Order Shipment - Process The Sales Order Shipment process supports order-based shipment of goods, without the use of bins and warehouse documents. ## Process flow ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(412).png) ## Steps > [!NOTE] > Make sure you have already set up the [prerequisites](/business-central/docs/bc-sales-shipment-prerequisites) for this process. 1. Select Sales Order Shipment in the main menu. ![Sales Order Shipment](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_1.png) 2. Enter BLUE in the shipping location or select it from the lookup menu. Then press **F4=OK**. ![Shipping Location](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_2.png) 3. Enter the Sales Order number to process the shipment for, or use **F6=Lookup** to show a list of sales orders not yet shipped. Select or enter the sales order created for this script. ![Sales order number](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_3.png) 4. If the Sales Order number to ship is not known at step 3, search for the customer first. In the previous page, press **F8=Search Customer** to open the following page. Enter a search filter to find the customer by name (for example, *CAN*) and search with **F4=OK**. ![Search Customer](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_4.png) 5. The list shows only customers matching the search filter that have sales orders not completely shipped or invoiced yet. Select customer The Cannon Group PLC and continue with **F4=OK**. ![Confirm Customer](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_5.png) 6. Enter a sales order number or use **F6=Lookup** to view a list of all open orders from The Cannon Group PLC. Select the order created for this demo. ![Customer Sales Order](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_6.png) 7. In the next step, enter the item code to be shipped. Enter code 70001 and press **F4=OK**. ![Scan Item](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_7.png) 8. The system returns an error showing the item is not part of the order and should not be shipped. Enter a valid item (for example, FF-100) or use **F6=Lookup** to show the order lines. ![Scan Item Error](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_8.png) 9. In the next page, specify the quantity to ship. Enter a quantity that exceeds the inventory and confirm with **F4=OK** (for example, 20). ![Enter quantity to ship](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_9.png) 10. An error message appears, the system performs an inventory availability check for the item. Enter a quantity that exceeds the shipment quantity but not the inventory, and confirm with **F4=OK** (for example, 11). ![Quantity Inventory Error](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_10.png) 11. Another error message appears. This confirms that no excess quantity can be shipped. Enter a partial quantity to ship (for example, three) and continue with **F4=OK**. ![Quantity To Ship Error](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_11.png) > [!NOTE] > **Note** To see the result in D365 BC, find the sales order in Microsoft Dynamics 365 Business Central. The line with item FF-100 has **Qty. to Ship** and **Qty. to Invoice** set to three. > > ![Quantity to ship result](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_12.png) 12. The process returns to the enter item step. Enter or select the second order line. Confirm with **F4=OK**. Notice that the quantity to ship is updated in the lookup list. ![Second item](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_13.png) 13. The item on the second line has lot tracking. The process first asks for the lot number. Enter an existing lot number, or use **F6=Lookup** to select from a list. ![Choose Lot No.](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_14.png) 14. Enter the ordered quantity as Qty. to Ship (for example, 10). After confirming the quantity, the sales line is updated, including the tracking details. The process returns to the scan item activity. ![Add quantity to ship](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_15.png) 15. Enter the item number of the last line (80102-T) and press **F4=OK**. ![Third Item](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_16.png) 16. Because the item is serial tracked, the process arrives at the serial number activity. Enter or select an available serial number from the lookup list. Confirm with **F4=OK**. ![Serial No. Select](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_17.png) 17. After confirming the serial number, the sales line is updated with tracking data, and the **Quantity to Receive** and **Quantity to Invoice** fields are incremented by one. The process returns to the scan item activity. 18. Repeat steps 15 and 16 to add another serial number. 19. The process returns to the scan item activity. Press **F7=Finish Order**. ![Finish order](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_20.png) 20. A package number can be defined in the next step. Enter one and confirm. ![Enter package number](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_21.png) 21. Enter the actual shipment date. ![Enter Shipment Date](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_22.png) > [!NOTE] > **Note** To see the result in D365 BC, find the sales order. The sales order header is updated and is scheduled to be posted via the Job Queue. The **Posting Date** and **Document Date** are populated with the entered shipment date. The quantity shipped is populated for each line with the entered quantities. > > ![Lines](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_23.png) > > > > Go to **Navigate** > **Shipments** and select the shipment to see the shipment generated. > > ![Shipment Lines](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesShipment_24.png) ## Related - [Sales Order Shipment](/bc-any-sales-shipment.md) - [Sales Order Shipment - Prerequisites](/bc-sales-shipment-prerequisites.md)