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Ship finished goods

Click Add shipment, enter the customer and date, pick the lots and quantities, and save. Lot counts update and the customer is on record.

A shipment records which lots left the building, how many units, and who they went to.

  1. Open Inventory, then Packaged Inventory, and click Add shipment. The Stage Pipeline has a New Shipment button that opens the same page.
  2. Under Shipment Details, enter the Date and the Customer, plus any Notes.
  3. Under Lots to Ship, pick a Lot and the Quantity shipped on each line you need. The lot list shows lots with units remaining. Leave spare lines blank, or tick Remove to drop one.
  4. Click Record Shipment.

The FEFO Availability panel beside the form lists each product's Ready for Sale lots, first to expire first, with the units available. Use it to pick the right lot without leaving the page.

Each shipped quantity is subtracted from the lot's units remaining. FourFoxes will not let you ship more than a lot has left, and it will not ship a lot that is still in its stage pipeline. A lot must be Ready for Sale first. If any line fails, nothing is saved and you see why.

Every shipment appears on the Finished Goods Shipments list (open it with Cancel at the bottom of the New Shipment page, or All Shipments on a shipment's page), and on the lot's own page under Shipments. Members, Admins, and Owners can record shipments. Production Team cannot.

New Shipment form The New Shipment page. Shipment Details holds the date, customer and notes. Lots to Ship has a lot picked with a quantity of 24 and a blank line below it. Beside the form, the FEFO Availability panel lists each product's lots, earliest expiry first, with units available. Record Shipment is at the bottom. New Shipment Record outbound lot quantities and keep inventory and FEFO status aligned. Shipment Details Date * 10/20/2026 Customer * Harbor Street Market Notes (optional) Pallet 2 of 2 2 Lots to ShipFEFO order is recommended when selecting lots. Lot Quantity MC-0371 — Mango Chipotle (60/96) 24 Remove Lot Quantity --------- Remove 3 Record Shipment Cancel 4 FEFO Availability Mango Chipotle LotExpiresAvail MC-037103/14/202760 MC-038004/02/202788 Garlic Verde Smoked Habanero
New Shipment, with the FEFO Availability panel listing ready lots by earliest expiry.
The customer name is your recall record

A forward recall trace follows a lot all the way to "Shipment to {customer}". If a shipment has no clear customer name, that trace ends with a data gap. Write the real customer, not "misc".

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