Tutorial: Allocate Package to Outbound Order

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Here's an interactive tutorial for the visual learners



1 Open Flourish Software and navigate to Outbound from the left side menu

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2 Find the line item of the Sales Order you wish to allocate items to

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3 Click Edit Order

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4 Click Allocate to Order Detail

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5 Click to select the packages to allocate. Hold CNTRL+Click to select multiple packages

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6 Click Update Allocation

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7 Click Save Item

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8 Click Save

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9 Two pdfs are automatically generated. Print out the Packing List PDF to keep with the physical shipment and email the Invoice PDF to your contact at the destination

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10 Congratulations! You have successfully allocated inventory items to an Outbound Sales Order

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How did we do?