> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bold-factory.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prepare and record a shipment

> Prepare complete or partial shipments and record the physical dispatch of stock.

Prepare and record the shipment when a sales order is ready to leave. This workflow reduces stock and records the dispatch for traceability.

You can record a complete or partial shipment:

* **Complete shipment:** includes all the order's pending items and quantities.
* **Partial shipment:** includes only part of the goods, either because of stock availability or a logistics decision.

## Record a complete shipment

**Path:** **Planning > Sales orders > Order to ship**

### Generate the shipment

Click **Create shipment** at the bottom right.

### Add the information

**Delivery note no.:** you can enter the number your company uses or leave it blank for Bold to generate it automatically.

**Date (optional):** specify the delivery note or dispatch date.

**Shipping location:** physical place within the factory from which the goods leave for the customer.

**Ship immediately:** combines document creation with recording the physical dispatch from inventory. It only appears when you select a shipping location. If you disable it or do not specify a location, the shipment is created as **Pending** so you can review it before clicking **Ship**.

## Record a partial shipment

**Path:** **Warehouse > Material shipments**

<Steps>
  <Step title="Add a shipment">
    **Destination:** select the customer who will receive the goods.

    **Delivery note no. (optional):** enter the number your company uses or leave it blank.

    **Shipping location:** select the physical place from which the goods leave.
  </Step>

  <Step title="Add the lines">
    Go to **Warehouse > Material shipments > Created shipment** and add the items you will ship. A shipment can include lines from different orders addressed to the same customer.

    **Order line:** select a pending line.

    **Quantity:** specify the units you want to ship.
  </Step>

  <Step title="Record the dispatch">
    Click **Ship** to record the physical dispatch of the goods. This action creates stock movements.
  </Step>
</Steps>


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