A shipment is a record of goods physically leaving your warehouse for a customer. In Peasy, a shipment is created when you fulfill a sales order, and it's the record that deducts inventory.
How It Works in Peasy
- Shipments live in the Shipments section of a sales order's detail panel. Each one shows its status, the lines and quantities it carries, the ship date, carrier, and tracking number.
- A shipment deducts on-hand quantity on its ship date — so the inventory movement is dated by when the goods left, not by when you entered the record.
- One sales order can have several shipments. Ship part of an order today and the rest next week, and each ships as its own dated shipment.
- Each line on a shipment carries the lot that physically shipped. You can pick a different lot per shipment, which is why a single order line can ship from more than one lot over time.
- You can edit a shipment's ship date, delivery date, carrier, tracking number, and per-line lots, or cancel it. Cancelling a shipment puts that inventory back.
- Each shipment can be invoiced on its own with Invoice this shipment, or you can invoice the whole order — see Creating an Invoice.
Why It Matters
Separating the shipment from the order is what keeps inventory honest. The order records what was promised; the shipment records what actually moved, when, and from which lot — so your on-hand counts, inventory history, and lot traceability all match reality.