This is what happens in the video
When you work with standard inventory in Microsoft Dynamics 365 Business Central, you can ship items directly from the sales order without using the warehouse management functionality. You enter the quantity to ship on the sales order line, then post the shipment only. This posts the item handling for the lines but leaves the financial handling for later, when you post the invoice.
You do not need a separate warehouse document to ship a sales order in Business Central if you use basic inventory. Open the sales order, set the quantity to ship per line, and post the shipment directly from the order.
Posting a shipment only updates the quantity shipped and the remaining quantity to ship on each line. It does not create the financial posting, which happens when you post the invoice.
Shipping a sales order with standard inventory in Business Central
If you run the warehouse with standard inventory functionality rather than the full warehouse management module, the process is straightforward. You can ship directly on the sales order itself, without any extra documents.
Start by opening the sales order. Find the quantity fields on the lines and enter the quantity you want to ship for each item. You do not have to ship the full order quantity. You can do a partial shipment if that matches what is actually leaving the warehouse.
Partial shipments and quantity to ship
Say you have two items on the order. You can ship six of the first item and two of the last item, even if the ordered quantities are higher. You simply enter those numbers in the quantity to ship field on each line.
This gives you flexibility when the full order is not ready to go out at once. The order stays open for the remaining quantity until you ship the rest.
Post shipment only versus full posting
When the quantities are set, select Posting, then Post, and choose Ship (post shipment only). This posts the item handling for the two lines but not the financial handling. In other words, the inventory leaves the system, but the invoice is not yet posted.
After posting, the line fields update accordingly. With the example above, the quantity shipped shows six and two, and the remaining quantity to ship on the first line drops to two. The financial side waits until you post the invoice in a later step.
Q&A
How do I ship a sales order in Business Central without warehouse management?
Open the sales order, enter the quantity to ship on each line, then select Posting, Post, and choose Ship. This posts the shipment directly from the order without needing a separate warehouse document.
Can I ship only part of a sales order?
Yes. Enter the quantity you want to ship in the quantity to ship field on each line. For example, you can ship six of one item and two of another. The order stays open for the remaining quantity until you ship the rest.
What is the difference between posting a shipment only and a full post?
Posting shipment only handles the item movement, so the inventory leaves the system, but it does not post the financial handling. The financial posting happens later when you post the invoice.
What happens to the quantity fields after I post a shipment?
The quantity shipped updates to reflect what you posted, and the remaining quantity to ship decreases accordingly. For example, if you shipped six of an item ordered in larger quantity, the remaining quantity to ship shows the difference.