Define the format of the sales shipment summary.

1. In the top right corner, enter customers in the Search field, and then choose the related link.

2. In the Customer List window, open the record for the customer that you want to define the sales shipment format.

3. In the Customer Card window, on the Shipping FastTab, choose a value for the Sales Shipment Summary Format field.

   • None: A sales shipment summary cannot be viewed for the customer.

   • Shipment-Order-Pack-Item: The sales shipment summary will be organized by sales shipment number, sales order number, shipping container number, and then item number.

   • Shipment-Order-Item-Pack: The sales shipment summary will be organized by sales shipment number, sales order number, item number, and then shipping container number.

4. Close the Customer Card window.

View the sales shipment summary

1. In the top right corner, enter posted sales shipment in the Search field, and then choose the related link.

2. In the Posted Sales Shipments window, select a record.

3. On the Navigate tab, choose the Sales Shipment Summary action.

   A summary of the sales shipment is displayed in the format that was defined for the customer.

4. Close the Sales Shipment Summary window.

If required, you can recalculate the sales shipment summary.

1. In the top right corner, enter posted sales shipment in the Search field, and then choose the related link.

2. In the Posted Sales Shipments window, select a record.

3. On the Action tab, choose the Calculate Sales Shipment Summary action.

4. On the Navigate tab, choose the Sales Shipment Summary action to view the recalculated summary.