Carbon

Shipments

Goods going out — one posting model serving sales orders, returns, and transfers.

A shipment records goods leaving the company against a , purchase order, outbound transfer, or rental agreement. Its source type selects the corresponding posting behavior.

Creating a shipment does not affect inventory. relieves inventory, updates the source document, and records cost in a journal. Partial shipments allow one order to be fulfilled in multiple deliveries.

Fields

FieldType
The order, return, transfer, or rental agreement being shipped. A rental shipment keeps its agreement: create it from the agreement's "Deliver" button, not by changing the source.
Units on this shipment, per line.
Where a line is sourced: Inventory (from stock) or Job (from a production job).

Status

Off-track
Posted
Inventory relieved and the source document advanced.
NOTE

Posting decrements inventory and bumps the source line's sent quantity; a sales order line's sent complete flag flips only once the cumulative shipped quantity reaches the ordered quantity. Posting a shipment does not create the — billing is a separate step.

Rental shipments

A shipment from a rental agreement delivers fleet units. It lists one row per unit with a tick box and a "Meter" reading, and its post dialog asks for "Delivered on", which cannot be later than today. Posting puts the ticked units on rent, and the rows, meter readings included, become read-only. A rental unit stays a fixed asset, so posting writes no inventory movement and no journal entry. Its PDF prints as a Delivery Ticket that lists each unit with its serial number.

A rental shipment from an agreement: untick the units that stay, then post.
Ship, invoice, get paid

Posting a shipment in the quote-to-cash flow.

Sales orders

The document a sales shipment advances.

Rental agreements

Units delivered on a rental shipment.