Add a shipper against a sales order

Article • 4/27/2026 • 3 min read

A shipper is a record of items in a shipment. After a customer makes a sales order, add a shipper to send the items to the customer.

While shipping the Ship Back SO, the Serial Number entered in the RMA is picked from Assign Serial Numbers in RMA (RMASERL) window and is displayed.

To add a shipper against a sales order

  1. Open the Shipping (SHIP) page.

    1. Select Production Management > Production Transactions > Shipping > Shipping.

      Or

    2. Search for SHIP or Shipping in the Navigation box and then select Shipping.

      Shipping (SHIP) page appears.

  2. On the Toolbar, click Copy > Sales Order.

    The Copying Sales Order window appears.

  3. Copy the items you want to ship from the sales order.

    1. Select a item and click Next.

      The Next button is enables only if there are multiple items in the selected sales order.

    2. Select one or more rows and click Select.

      Click Cancel to exit from the Copying Sales Order window.

    : The quantity and unit of measure (U/M) on the shipping screen default to theProduction setup (CSPROD) setting when created using the “Copy from SO” option .

  4. There are two possible messages that can display if the system detects that two or more items have different ship-to addresses.

    • If you used the Address Key field to select an address, a message displays to let you know that you selected sales order releases with different ship to addresses. Click:

    • Proceed: To use the address selected.

    • Select: To select a different address.

    • Cancel: To exit without creating a shipper.

    • If you did not use the Address Key field to select an address, a message displays to let you know that you must either cancel the shipper creation or select a single ship-to address to use on the shipper header. If you select a ship-to address, the system will automatically update the SOSHIP records for all of the selected releases to match the ship to address you select.

  5. Click Cancel to escape without creating a shipper. Or, click Select to display the Select Ship To Address window. Highlight the ship-to address you want to use, and click OK.

    The ship-to address on the selected releases is not updated until you save the Shipper. If you cancel out of the shipper without saving, the ship-to address is not changed. Once you save, if you need to change the ship-to addresses back to their original setting, you must do so through the Sales Order(SO) page. Deleting a shipper does not change the ship-to address on the Sales Order.

  6. Set information about the shipper:

    • If the goods are not shipped on the current date, in the Ship Date field, specify the shipping date.

    • In the Ship Weight and No of Boxes fields, specify the weight shipped and the number of boxes shipped.

    • In the Collected By field, type who prepared the items for shipment and in the Entry By field, type your initials.

    • From the Ship Via list, select the carrier used to ship the items.

    • If you use United Parcel Service as your shipping method, you can configure Made2Manage to share shipping information with the UPS OnLine WorldShip software. For more information, see the UPS OnLine WorldShip Installation and Setup Guide.

  7. From the FOB Point list, select the freight on-board point.

  8. In the Freight Charge and Bill-Of-Lading fields, type the freight charge and the bill of lading number.

    If you use the Bill Of Lading feature, this number will populate automatically when you create the Bill of Lading from the Shipper.

  9. On the Toolbar, click Save to save the shipper.

  10. After you ship the items, set the shipper’s status to shipped.

    For Inter-Company Sales Orders, based on your settings for Inter-Company Receiver creation, creating the shipper may automatically create the receiver in the corresponding company.

​