Concept of the module

A shipment represents the sending of one or more stock units to an external recipient: a B2B customer, a partner retail store, a consignment platform, or the GOAT marketplace in consignment mode.

Day to day, shipments cover four very different use cases, each with its own particularities:

• Direct sale — You sell to a professional or private customer and issue an invoice directly.
• Consignment — You physically send items to an external consignor. You can link the shipment's products to partner identifiers (e.g. a GOAT product id) when you move the shipment to the next status.
• Consignment listing — You physically send items to an external consignor. You can link the shipment's products to partner identifiers right when the shipment is created (unlike Consignment, where the partner ids are added at a later step).
• GOAT Consign shipments — Bulk shipment to the GOAT center in consignment mode. Linked to the GOAT module.

ERP stock                    Shipment type                Outcome
──────────                  ───────────────────         ──────────────
"In stock"      ──▶  Direct sale                ──▶  Customer invoice + stock removal
                ──▶  Consignment                ──▶  "Listed" status at the consignor
                ──▶  Consignment listing        ──▶  "Listed" status + partner ID
                ──▶  GOAT Consign shipments      ──▶  Shipment to GOAT (dedicated process)

The central screen is Sales > Shipments, which groups all types and their status. As everywhere in the system, the status determines what can and cannot be edited.

Good to know — This documentation describes the module as a whole. Some types and actions are only shown depending on your configuration (GOAT, multi-company). The relevant sections point this out.

Statuses

Each shipment type has its own status flow.

Direct sale (Direct sale)

Preparing → In transit → Being invoiced → Invoiced

The Preparing step is optional: you can disable it at creation (the Go through "Preparing" before "In transit"? toggle) if you do not prepare parcels within the system.

Consignment (Consignment)

Preparing → In transit → Listed

Flow for a physical shipment to an external consignor (consignment store). Upon arrival at the consignor, you enter the partner identifiers and the listing date (see the dedicated screen).

Consignment listing (Consignment listing)

Listed

A single status: the items are already physically at the consignor's (typical case: you dropped them off in person during a visit, or they were delivered outside the system). You create the shipment only to record that the items have been put up for sale in the system, along with the partner identifiers and date.

GOAT Consign shipments (GOAT Consign shipments)

Preparing → In transit

Flow for shipments to the GOAT center in consignment mode. What happens next (approval, listing, actual sales) is handled by the GOAT module.

Return status

In parallel with the main status, each shipment has an independent return status:

• No (red) — No return.
• Partial (blue) — At least one line has been returned (but not all).
• Yes (green) — All lines have been returned.

Visible in the Return status column of the list and filterable.

Shipment list

Menu Sales > Shipments. The screen follows the usual pattern: search, combinable filters, sorting, pagination, bulk actions.

Filters

Displayed columns

• Type (shipment type label).
• Shipment name — Name entered on the shipment.
• Tracking number — Carrier tracking.
• Company (if multi-company).
• Customer — Recipient third party.
• Date — Creation date.
• Status (colored badge).
• Invoiced? — Visual indicator.
• No. of products — Number of lines.
• Return status.
• Actions: View, Edit, Export the invoice (PROFORMA), Delete.

Bulk actions

Once shipments are selected, the actions panel at the bottom of the page offers:

• Invoice — Generates sales invoices in bulk from the selected shipments (with the In transit or Preparing status, Direct sale type). See the dedicated section.
• Delete selection — Deletes the selected shipments.
• Export selection — Excel export of the selected shipments.

Header buttons

• Bulk return — Switches to the bulk return screen (see the return section).
• Bulk shipment — Switches to the bulk creation screen (see the dedicated section).
• New — Creates a single shipment.

Multi-company shipments

When creating a new single shipment, a Multi-company shipment toggle appears. This mode is useful when a single physical shipment includes units belonging to several companies within your organization.

Principle

When you enable this mode, the system automatically creates a separate shipment per company holding the scanned/added units. Each company invoices its own customer (typically the company running the sale).

At the same time, an internal sale is automatically created between the holding company and the company running the operation, to record the accounting transfer prior to the resale.

When to enable it?

• You manage several companies within the same organization (shared warehouses, grouped operations).
• A single physical shipment mixes units from different companies.
• You do not want to manually create internal sales one by one.

Limitations

• This mode is only available at creation (it cannot be turned on afterwards).
• Not available for the GOAT Consign type (the GOAT flow is single-company).
• It assumes the companies involved are properly set up and that the units are attached to the correct company in stock.