The ready to ship workflow allows suppliers to indicate when items are prepared for shipment, while buyers complete the final shipping details.
This workflow is typically used when suppliers manufacture or prepare goods but do not manage shipping or logistics.
When to use ready to ship
Use ready to ship when:
- Suppliers do not have access to shipping details such as carrier or tracking
- Buyers are responsible for arranging transportation
- You want suppliers to signal when items are packaged and ready
This workflow shifts responsibility for shipment completion from the supplier to the buyer.
How ready to ship works
- The supplier selects one or more PO lines and marks them as ready to ship
- The supplier enters available packaging details, such as box quantity and quantity per box
- The buyer is notified that items are ready
- The buyer completes shipment details and creates the shipment
Once completed, the shipment moves from ready to ship to shipped.
What suppliers can enter
When marking items as ready to ship, suppliers:
- Enter packaging details at the line level
- This is different from the Standard shipping workflow where the supplier enters shipment details at a header level. Those details will now be filled in the buyer team.
- Provide any available shipment information
Fields that are required for standard shipments will be optional for suppliers, except for:
- Box quantity
- Quantity per box
Buyers complete shipment details
Once a supplier marks an order as Ready to Ship, the buyer is notified and can complete shipment details from the Shipments Dashboard. Buyers complete shipments from the shipments dashboard.
To create a shipment:
- Filter the shipments dashboard by ready to ship
- Select one or more PO lines
- Click ship from the action menu
- Enter shipment details under shipment header options
- These details apply to all selected lines
- Add attachments from the SourceDocs library or upload new documents (opt)
- Enter additional details at the shipment line level
After marking lines as shipped, they move from Ready to Ship to Shipped.
Note: Required fields are enforced at this point.
Editing shipments
Buyers can:
- Edit shipment details after creation
- Move shipment lines back to ready to ship if updates are needed
How partial shipments work
*Coming Soon
Ready to ship supports partial shipments, allowing buyers to create multiple shipments for a single PO line.
This is useful when:
- Orders ship in multiple waves
- Items ship from different locations
Key behavior:
- You can ship a portion of the ready to ship quantity
- The remaining quantity stays in ready to ship
- Each shipment creates a separate ASN
How to enable ready to ship
Buyer account admins can enable ready to ship for all suppliers in Default Supplier Settings or for specific suppliers.
To enable for specific suppliers:
- Go to suppliers
- Select the supplier
- Open additional details
- Scroll to the shipments section
- Enable ready to ship
Once enabled, all new orders for that supplier will follow this workflow.
Important notes
- Suppliers cannot mark lines as shipped when ready to ship is enabled
- Buyers are responsible for completing shipment details
- This workflow does not impact how shipments are physically handled
- Shipment data behavior may still depend on ERP configuration