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Order Fulfillment - Delivery - Mark as shipped

Producer steps to mark picked orders as shipped on the Order Fulfillment Delivery dashboard in Encompass, with optional batch assignment confirmation so inventory depletes correctly. Requires v25.03+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.03

Steps

1. Navigate to the Delivery Dashboard
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2. Use the checkboxes provided next to each invoice to select the orders that have been picked and are ready to be marked as shipped.

  • Important: Only invoices that have previously been sent for picking can be marked as shipped.
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  • You can select multiple invoices to process as shipped simultaneously.


3. Click Confirm batch assignment (Optional):

  • This step is relevant for users who do not utilize scanning or ePick systems for inventory management during the picking process.
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  • Clicking "Confirm batch assignment" allows you to manually verify and ensure that the correct inventory batches are associated with the selected orders. This is crucial for accurate inventory depletion.
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4. Click Mark # invoice as shipped
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5. Click Confirm

  • A confirmation window will appear, asking you to verify that the selected invoices should be marked as shipped.
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  • Carefully review the selected invoices.
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  • Click "Confirm" to proceed with marking the invoices as shipped. This action will remove them from the Order Fulfillment dashboard.


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After Marking as Shipped:

  • The selected invoices will be removed from the Order Fulfillment dashboard, indicating that they have been processed for shipment.
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  • All inventory associated with the items on the shipped invoices will be fully processed within the system. This ensures accurate and real-time updates to your inventory levels.

Best Practices

Related Help Resources:
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