LESSON INFO

Audience

  • Supervisors who finalize shipments from the web app after items have been loaded.
  • Shipping leads who need to finish shipping without navigating to Shipping Orders.

Prerequisites

  • You can navigate to Inventory → Inventory Items.
  • The item has an active Shipping Order (i.e., the item is allocated to a shipment that is ready to be completed).
  • Your account has the requisite permissions to complete shipments from Inventory Items.

Skills you’ll build

  • Use an Inventory Item to jump directly into Complete Shipment.
  • Validate carrier details and timestamps so the shipment can be finalized successfully.
  • Confirm shipment outcomes (status, item availability, downstream records).

LESSON OUTLINE

Concept

  • Complete Shipment is the final confirmation step that marks a shipment as shipped.
  • Completing a shipment from Inventory Items is a shortcut:
    • It reduces navigation when you are already reviewing the item.
    • It is most useful for supervisors or back-office users who are closing out shipments after the floor process is complete.
  • Once a shipment is completed, reversing it is intentionally difficult. Treat this as a controlled, verified action.

When to use this path

  • Use this path when:
    • The item is already loaded (via Scanner App) and the shipment is ready to be closed.
    • You are troubleshooting why a shipment is not closed and need to finish it quickly.
  • Do not use this path when:
    • You are still deciding what items to ship. Use Shipping Orders / Load Items workflows first.

Complete a shipment from an Inventory Item

  1. Go to Inventory → Inventory Items.
  2. Locate the item you are using as your entry point.
    • Use grid filters or Query Builder if needed.
  3. Open the Edit Inventory Item form for the item.
  4. Confirm you are on the correct item:
    • Item ID
    • Customer
    • Current shipping context (Linked Shipping Order ID, etc.)
  5. Select Complete Shipment from the Edit Inventory Item form.
  6. In the Complete Shipment form:
    • Input your order’s Order ID to validate that you are completing the correct shipment.
    • Populate required carrier details (Carrier Type, Carrier, and any site-specific fields such as Truck Number / Trailer / Container / Seal).
    • Confirm the shipped timestamp rules are satisfied:
      • Shipped is not earlier than Marshalled (if marshalled is present).
      • Shipped is not earlier than the received time for any shipped line item.
  7. Select Save & Close.

Verification

After saving:

  • The Shipping Order should reflect a shipped/complete status.
  • The item should no longer appear as available for selection on new shipments.
  • If your site uses EDI, an outbound shipment confirmation (for example, 856 OUT) may be generated after completion.

COMMON ISSUES

    • Likely cause

      • The feature is not enabled for your role, or the item has no active shipment to complete.

    • Checks

      • Confirm the item has a Shipping Order ID.

      • Confirm you have the appropriate permissions.

    • Fix

      • If the item is not on an active shipment, complete shipping through the normal Shipping Order workflow.

      • If it is on an active shipment but the action is missing, escalate to an admin to confirm role permissions.

    • Likely cause

      • Missing required carrier fields or invalid timestamps.

    • Checks

      • Confirm Carrier is provided.

      • Confirm Shipped time is not earlier than required upstream timestamps.

    • Fix

      • Correct the missing/invalid fields and save again.