How do I create a Shipping Management document? What prerequisite steps are required?

A Shipping Management document can only be created from a Proforma Invoice (PI), so you need buyer information and a PI with unshipped items. Your account must also have Shipping Management permissions. If the customer provided a PO, first open that document in [Incoming (PO)] and click [Convert to Proforma Invoice]. 1. In the left sidebar, click [Shipping Management], then click [New Shipping Management] in the top right. 2. [Buyer]: Select a buyer. The list only shows buyers with unshipped PIs. 3. [Orders and Products]: Select a PI in the left column, check items in the right column, and fill in [Shipping Quantity]. 4. [Review Selection]: Check the contents to be shipped. If needed, adjust price, unit per carton, dimensions, and weight (these only affect this shipment and won't change the PI). Click [Create Shipping Management]. After creation, you'll enter the Packing List. Next, assign carton numbers, click [Reports] to print, then click [Shipment Complete] when done. If an item is marked [No Unit], go back to the PI to add the unit.