Help · Trade: exports & imports

How to create a shipment from an invoice

Start a shipment from an export sales invoice or import bill.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

Trade → Start from an invoice, choose the invoice (or New shipment).
Choose Export or Import; enter Reference, Incoterm and shipping bill / bill of entry details.
Leave the checklist blank to get the standard checklist for an export or import.
Click Create shipment. Realisation due is set 9 months from the shipping bill date for exports.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.