Tutorial: Allocate Package to Outbound Order
Here's an interactive tutorial for the visual learners
10 STEPS
1 Open Flourish Software and navigate to Outbound from the left side menu
2 Find the line item of the Sales Order you wish to allocate items to
3 Click Edit Order
4 Click Allocate to Order Detail
5 Click to select the packages to allocate. Hold CNTRL+Click to select multiple packages
6 Click Update Allocation
7 Click Save Item
8 Click Save
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
10 Congratulations! You have successfully allocated inventory items to an Outbound Sales Order