Orders & operations

Shipments & buyer documents

Allocate an order, prepare documents and review the buyer copy.

Where to go

Operations → Shipments

Step by step

Open a valid order and create its shipment through the available next step.
Enter shipment details and allocate quantities. Check remaining quantities for partial shipments.
Use Create document for the required format, then fill its particulars.
Select the company bank account where the document offers it. Save and preview before sharing.
Review required documents and permitted uploads. An optional GST invoice is not the same as a required commercial invoice.

Demo example

Demo: allocate 4 MT from a 10 MT sample order, then review the remaining 6 MT.

Can I create a shipment before an order?

The shipment workflow requires a valid eligible order.

Reviewed 10 October 2026 · CRM 0.53.1