Process returns
/visma-net-erp/help/sales/process-returns
section
Visma Net gives you the flexibility to manage various types of customer returns.
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# Process returns
Visma Net gives you the flexibility to manage various types of customer returns.
Visma Net gives you the flexibility to manage various types of customer returns.
Depending on your
company's return policies, you can use some of the predefined return types or create new custom
order types for returns.
This part of the help provides information on processing customer returns.
About predefined order types for customer returns
/visma-net-erp/help/sales/process-returns/about-predefined-order-types-for-customer-returns
page
The predefined order types in Visma Net support a variety of returns, both those that involve advance authorisation and those that do not.
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# About predefined order types for customer returns
The predefined order types in Visma Net support a variety of returns, both those that involve advance authorisation and those that do not.
Authorised returns, also known as **return merchandise authorisation (RMA) orders**,
involve the company providing a numbered authorisation to permit a customer return.
The order
types for authorized returns are based on the **RMA order** automation behaviour, see: [About custom order types](/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-custom-order-types/).
Visma Net
provides the following predefined order types for authorised returns:
+ Return with replacement (the **RR** order type) The customer returns goods for an exact replacement (if, for instance, the goods were defective).
+ Return for credit (the **RC** order type) The customer returns goods for credit in the amount of the returned goods only.
+ Generic authorised return (the **RM** order type) The customer returns goods for possible credit and replacement. Here, different goods than those returned may be included for replacement, and freight and shipping and handling charges may be included.
You can use credit notes (of the **CM** order type) to account for unauthorised returns.
The following sections describe the processing of returns for each of the predefined order types.
## Credit note (CM)
A document with the **CM** order type is used to account for unauthorised returns from
customers; this order includes a reference to the original invoice.
For each line of the order,
you should specify a reason code, warehouse, and location.
When this document is released, the
system generates an issue of the **Credit note** type in the Inventory workspace (which updates
the availability data) and a credit note in Customer ledger.
## Return for credit (RC)
You use a document of this type to authorise customer returns for credit in the amount of the
returned goods only.
By customer request, an order (of the **RC** type) is created and its
printed or electronic copy is sent to the customer to accompany the goods the customer intends
to return.
If the items to be returned have specific lot or serial numbers, you can select these particular items from the list of issued items, transfer them from the original invoice (by adding this invoice), or type them manually.
Once the goods have been returned, the received goods are returned to inventory, and the
customer receives money back.
For the **RC** sales order, you create a shipment of the
**Receipt** type by using the **Create receipt** action on the
**Actions** menu of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
Once the shipment has been confirmed, you generate a credit note in the Customer ledger and
Inventory workspaces by clicking **Prepare invoice** on the **Actions**
menu of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
For detailed instructions on processing return orders of the **RC** type, see: [Process returns for credit (RC)](/visma-net-erp/help/sales/process-returns/process-returns-for-credit-rc/).
## Return with replacement (RR)
You create an order with the **RR** type for authorisation of a customer return with an
exact replacement.
Once you create an order with this type, its printed or electronic copy is
sent to the customer.
The customer then returns the rejected goods according to this order, the
goods are returned to inventory, and the customer receives a replacement for the rejected goods.
When you create an order of the **RR** type, you fill in the lines for the items to be returned (or select the appropriate invoices) and select **Receipt** as the transaction type for these lines.
If the items to be returned have specific lot or serial numbers, you can select these particular items from the list of issued items, transfer them from the original invoice (by adding this invoice), or type them manually.
An order of the **RR** type
for each line with the **Receipt** transaction type should have a line with **Issue** as
the transaction type for a replacement item.
You can add an **Issue** type line ((or multiple
lines of this type)multiple lines of this type) manually.
Alternatively, as long as the item in
each **Receipt**-type line is not tracked by serial or lot numbers, you can select the
**Auto-create issue** check box for the line. Then (on saving) the system
will add the corresponding **Issue** type lines automatically by copying the details from the
**Receipt**-type lines.
The processing of an order of the **RR** type includes the following stages:
Receiving the returned items
: You create shipment of the **Receipt** type by using the **Create receipt** action on the **Actions** menu of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. Once the shipment has been confirmed, you click **Update inventory** on the **Actions** menu in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window to generate an appropriate inventory transaction and to update the item availability data.
Shipping the replacement items
: In the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window, for this **RR** order, you create a shipment with the **Issue** operation, confirm it, and update the data in the Inventory workspace (by clicking **Update inventory** in the toolbar, as described in the previous stage).
No documents in the Customer ledger workspace are generated for an RR order.
For detailed instructions on processing return orders of the **RR** type, see: [Process returns with replacement (RR)](/visma-net-erp/help/sales/process-returns/process-returns-with-replacement-rr/).
## Generic authorised return (RM)
**RM** is the basic order type used for authorised returns.
You use a document of this type
for authorisation of customer returns.
By customer request, the order is created and a printed
or electronic copy is sent to the customer to accompany the goods to be returned.
Once the goods
are received by your organisation, they are returned to inventory, and the customer receives
other goods instead.
Any shipping charges on returns and on replacements can be reflected.
When creating an order of the **RM** type, you fill in the lines for the items to be
returned (by typing the details manually or by selecting the appropriate invoices) and select
**Receipt** as the transaction type for these lines. For each line with the **Receipt**
transaction type, an order of the **RM** type should have a line with the **Issue**
transaction type for a replacement item.
You can add an **Issue** type line (or multiple
lines of this type) manually.
Alternatively, as long as the item in each **Receipt** type
line is not tracked by serial or lot numbers, you can select the **Auto-create issue** check box for the line. Then the system will add the corresponding
**Issue** type lines automatically by copying the details from the **Receipt** type
lines.
The processing of an order of the **RM** type includes the following stages:
Receiving the returned items
: You create a new order of the **RM** type for the items to be returned, and then you create a shipment of the **Receipt** type by using the **Create receipt** action on the **Actions** menu of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. Once the shipment has been confirmed, you generate a credit note in the Customer ledger and Inventory workspaces by clicking **Prepare invoice** on the **Actions** menu in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
Shipping the replacement items
: For the **Issue** -type lines of the **RM** order, you create a shipment, confirm it, and prepare an invoice.
For detailed instructions on processing return orders of the **RM** type, see: [Process authorised returns (RM)](/visma-net-erp/help/sales/process-returns/process-authorised-returns-rm/).
Related pages
Concepts
Tasks
Windows
Process returns for credit (RC)
/visma-net-erp/help/sales/process-returns/process-returns-for-credit-rc
page
To credit a customer for returned goods, you create an authorised return for credit order (that is, an order of the RC order type) by using the Sales orders (SO301000) window.
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# Process returns for credit (RC)
To credit a customer for returned goods, you create an authorised return for credit order (that is, an order of the RC order type) by using the Sales orders (SO301000) window.
For more information: [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/).
## Create a return for credit (RC) order
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select RC as the order type.
1. Select the customer in the Customer field.
1. Check the location of the customer on the order, and change it if needed.
1. Check the currency and the currency exchange rate on the customer document, and change these on the order if needed.
1. Notice the non-project code that is shown in the Project field; if this order is associated with a particular project, select the project.
1. Check the date of the order, and change it if needed.
1. In the Requested on field, specify the date of the customer document.
1. Provide a brief description of this return order.
1. On the Document details tab, add all the invoices that list the items that have been returned for credit. For each invoice, click on the toolbar and perform the following steps:
1. In the Reference no. field of the Add invoice details dialog box, which opens, select the customer invoice by its identifier.
1. Once the selected document appears in the table, select the check box to the left of each line with an item to be returned.
> [!NOTE]
> To view and add particular stock items of non-stock kits, select the Show non-stock kits by components check box.
1. Click the Add and close button to add selected lines to the order and close the dialog box.
1. In the Operation column of each added line, make sure that Receipt is selected.
1. Click Save.
1. Optional: To add other items that will be returned, perform the following steps for each item:
1. Click in the table toolbar. The Inventory lookup dialog box appears with a list of active stock items.
1. In the dialog box, to find the item by a string in its item ID or description, type this string in the Inventory field.
1. To further narrow the list to a particular subitem of the item (if subitems are used in your system), select it in the Subitem field.
1. In the resulting list of items, select the row with the item you want to add, and in the Quantity column, specify the requested quantity of the item (measured in the default unit of measure shown in the UoM column).
1. Click the Add and close button, which adds the items and closes the dialog box.
1. In the Operation column of the added table row, make sure that Receipt is selected.
1. Click.
1. Clear the Hold check box in the top part of the window.
1. Click.
## Process the return for credit
You process the order for the returned items as follows:
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select the order by specifying its type ( RC ) and its reference number.
1. Click Actions - Create receipt to create a shipment (with the Receipt operation) that accounts for the returned goods. The system opens the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window to display the new shipment.
1. In the opened window, review the shipment details, clear the Hold check box, and click.
1. Click Actions - Confirm shipment.
1. Click Actions - Prepare invoice. This generates a credit note with the returned items listed. The system opens the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window to display the new document.
1. Optional: In the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window, release the credit note by clicking Actions - Release. This creates an issue transaction of the Credit note type in the Inventory workspace.
Once you release the credit note, the original **RC** order gets the **Completed** status.
Related pages
Concepts
Tasks
Windows
Process cash returns (CR)
/visma-net-erp/help/sales/process-returns/process-cash-returns-cr
page
To process a return of items that were sold on a cash sale, you create a cash return order (that is, an order of the CR order type) by using the Sales orders (SO301000) window.
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# Process cash returns (CR)
To process a return of items that were sold on a cash sale, you create a cash return order (that is, an order of the CR order type) by using the Sales orders (SO301000) window.
For more information: [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/).
## Create a cash return (CR) order
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select CR as the order type.
1. Select the customer in the Customer field.
1. Check the location of the customer on the order, and change it if needed.
1. Check the currency and the currency exchange rate on the customer document, and change these on the order if needed.
1. Notice the non-project code that is shown in the Project field; if this order is associated with a particular project, select the project.
1. Check the date of the order, and change it if needed.
1. In the Requested on field, specify the date of the customer document.
1. In the Description field, provide a brief description of this return order.
1. To specify the items to be returned, you can either add items or add original documents. To add the items to be returned, go to Step 12. If the items to be returned were listed on cash sales documents, on the Document details tab, add the original cash sales document. To do this, click in the table toolbar and perform the following steps for each cash sales document:
1. In the Type field of the Add invoice details dialog box, which opens, select Cash sales.
1. In the Reference no. box, select the customer document by its identifier.
1. Once the selected document appears in the table, select the check box to the left of each line with an item to be returned.
> [!NOTE]
> To view and add particular stock items of non-stock kits, select the Show non-stock kits by components check box.
1. Click the Add and close button to add selected lines to the order and close the dialog box.
1. Specify the Reason code for the return in each added line on the Document details tab.
1. Click.
1. To add the items that will be returned and that were paid by one payment, perform the following steps for each item:
1. Click in the table toolbar. The Inventory lookup dialog box appears with a list of active stock items.
1. In the dialog box, to find the item by a string in its item ID or description, type this string in the Inventory field.
1. To further narrow the list to a particular subitem of the item (if subitems are used in your system), select it in the Subitem field.
1. In the resulting list of items, select the row with the item you want to add, and in the Quantity column, specify the requested quantity of the item (measured in the default unit of measure shown in the UoM column).
1. Click the Add and close button, which closes the dialog box.
1. In the row with the item you added, specify the Reason code for the return.
1. Click.
1. In the Payment ref. field on the Payments tab, type the payment reference number.
1. Clear the Hold check box in the top part of the window.
1. Click.
## Process the cash return
You process the order for the returned items as follows:
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select the order by specifying its type ( CR ) and its reference number.
1. Click Actions - Prepare invoice. This generates a cash return document with the returned items listed. The system opens the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window to display the new document.
1. Optional: In the opened window, select Actions - Release to release the cash return document. This updates the availability data (an inventory transaction of the Credit note type) and generates a cash transaction of the Cash return type.
You can view the cash return document in the [Cash sales - reference information](/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/) (AR304000) window.
Once you release the cash return, the original **CR** order
gets the **Completed** status.
Related pages
Concepts
Tasks
Windows
Process returns with replacement (RR)
/visma-net-erp/help/sales/process-returns/process-returns-with-replacement-rr
section
To authorise a return with replacement of the same item or a similar item (or multiple such items) when no additional charges are involved, you create an order of the RR type by using the Sales orders (SO301000) window.
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# Process returns with replacement (RR)
To authorise a return with replacement of the same item or a similar item (or multiple such items) when no additional charges are involved, you create an order of the RR type by using the Sales orders (SO301000) window.
For more information: [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/).
When you create an order of the **RR** type, make sure that for each line with the **Receipt** transaction type, the order has a line with **Issue** as the transaction type for a replacement item. You can add such lines manually (at this point, you can select other items for replacement), or you can select the **Create issue automatically** check box for each **Receipt** type line (for items that are not tracked by serial or lot numbers) to make the system add the lines of the **Issue** type automatically.
## Create a return with replacement (RR) Order
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select **RR** as the order type.
1. Select the customer in the **Customer** field.
1. Check the location of the customer on the order, and change it if needed.
1. Check the currency and the currency exchange rate on the customer document, and change these on the order if needed.
1. Notice the non-project code that is shown in the **Project** field; if this order is associated with a particular project, select the project.
1. Check the date of the order, and change it if needed.
1. In the **Requested on** field, specify the date of the customer document.
1. Provide a brief description of this return order.
1. On the **Document details** tab, add all the invoices that list the items to be returned. For each invoice, click **Add sales invoice** in the table toolbar and perform the following steps:
1. In the **Add invoice details** dialog box that opens, select the customer invoice in the **Ref. no.** field.
1. Once the selected document appears in the table in the dialog box, select the check box to the left of each line with an item being returned.
> [!NOTE]
> To view and add particular stock items of non-stock kits, select the **Show non-stock kits by components** check box.
1. Click the **Add and close** button to add selected lines to the order and close the dialog box.
1. In the **Operation** column for each the added line, make sure that **Receipt** is selected.
1. Click .
1. Optional: To add other items that will be returned, perform the following steps for each item:
1. Click **Add item**. The **Item lookup** dialog box appears with a list of active stock items.
1. In the dialog box, to find the item by a string in its item ID or description, type this string in the **Item** field.
1. In the resulting list of items, select the row with the item you want to add, and in the **Qty selected** column, specify the requested quantity of the item (measured in the unit of measure shown in the **Sales unit** column).
1. Click the Add and close button, which closes the dialog box.
1. In the Operation column of the added table row, make sure that Receipt is selected.
1. Click.
1. For each line with an item that will be replaced with other units (or another unit) of the same item, make sure the **Create issue automatically** check box is selected.
> [!NOTE]
> For items that are tracked by lot or serial numbers, always select the **Create issue automatically** check box.
1. For the lines that do not have the **Create issue automatically** check box selected, add the lines (with the **Issue** operation) for the replacement items by following the above steps 11a - 11 d, and make sure that Issue is selected in the Operation column of the added table lines.
1. Clear the **Hold** check box in the top part of the window.
1. Click .
## Process the return with replacement
You process the order for the returned items as follows:
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select the order by specifying its type ( RR ) and its reference number.
1. Click Actions - Create receipt to create a shipment (with the Receipt operation) that accounts for the returned goods. The system opens the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window to display the new shipment.
1. In the opened window, review the shipment details, clear the Hold check box, and click.
1. Select Actions - Confirm shipment.
1. Select Actions - Update inventory. This generates an inventory issue (of the Return type) with the returned items listed.
You process the order for the replacement items as follows:
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select the order by specifying its type ( RR ) and its reference number.
> [!NOTE]
> Notice that the order lines with the **Receipt** operation (for returned items) have been automatically marked as completed.
1. Select **Actions** - **Create shipment** to create a shipment (with the **Issue** operation) that accounts for the replacement items. The system opens the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window to display the new shipment.
1. To print a pick list for the selected replacement items, select Reports - Print pick list.
1. Once you have prepared the shipment, click Actions - Confirm shipment.
1. Select Update inventory. This action updates the availability data and changes the status of the original RR order (created in the window) to Completed.
Notice that no documents are created in the Supplier ledger workspace.
Related pages
Concepts
Tasks
Windows
Process authorised returns (RM)
/visma-net-erp/help/sales/process-returns/process-authorised-returns-rm
page
In the Sales orders (SO301000) window, you can create a generic authorised return or an order document of the RM order type when a customer wants to replace any returned item with an item with a higher price, or when shipping and handling fees are charged for returns.
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# Process authorised returns (RM)
In the Sales orders (SO301000) window, you can create a generic authorised return or an order document of the RM order type when a customer wants to replace any returned item with an item with a higher price, or when shipping and handling fees are charged for returns.
For more information: [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/).
When you create an order of the **RM** type, make sure that for each line with the **Receipt** transaction type, the order has a line with **Issue** as the transaction type for a replacement item. You can add such lines manually (at this point, you can select other items for replacement), or you can select the **Create issue automatically** check box for each **Receipt** type line (for items that are not tracked by serial or lot numbers) to make the system add the lines of the **Issue** type automatically.
## Create an authorised return (RM) order
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select RM as the order type.
1. Select the customer in the Customer field.
1. Check the location of the customer on the order, and change it if needed.
1. Check the currency and the currency exchange rate on the customer document, and change these on the order if needed.
1. Notice the non-project code that is shown in the Project field; if this order is associated with a particular project, select the project.
1. Check the date of the order, and change it if needed.
1. In the Requested on field, specify the date of the customer document.
1. In the Description field, provide a brief description of this return order.
1. On the **Document details** tab, add all the invoices that list the items to be returned. For each invoice, click **Add sales invoice** in the table toolbar and perform the following steps:
1. In the **Add invoice details** dialog box that opens, select the customer invoice in the **Ref. no.** field.
1. Once the lines of the selected invoice appears in the table, select the check boxes to the left of each line with an item that is being returned.
> [!NOTE]
> To view and add particular stock items of non-stock kits, select the **Show non-stock kits by components** check box.
1. Click the **Add and close** button to add selected lines to the order and close the dialog box.
1. For each added line, in the **Operation** column, make sure that **Receipt** is selected in the **Operation** field.
1. Notice the warning indicated by a red circle at the **Order total** element. Point to the mark to read the warning: **Document balance will go negative. Document will not be released.**
> [!NOTE]
> Until you add a replacement line (of the **Issue** type) or multiple such lines to make the order balance positive, you can save the document only in the **On hold** status.
1. Select the **Hold** check box
1. Optional: To add other items that will be returned, perform the following steps for each item:
1. Click **Add item**. The **Item lookup** dialog box appears with a list of active stock items.
1. In the dialog box, to find the item by a string in its item ID or description, type this string in the **Item** field.
1. In the resulting list of items, select the row with the item you want to add, and in the **Qty selected** column, specify the requested quantity of the item (measured in the unit of measure shown in the **Sales unit** column).
1. Click the Add and close button, which closes the dialog box.
1. In the Operation column of the added table row, make sure that Receipt is selected.
1. Click.
1. For the lines that do not have the **Create issue automatically** check box selected, add the lines (with the **Issue** operation) for the replacement items by following the above steps 11a - 11 d, and make sure that Receipt is selected in the Operation column of the added table lines.
1. Add a line (with the Issue operation) for a refund as follows:
1. In the **Item ID** field, select the refund non-stock item.
1. Optional: In the Quantity column, specify the quantity of the item.
1. In the **Manual amount** column, type the refund amount.
1. Click.
1. Clear the Hold check box in the top part of the window.
1. Click.
## Process the authorised return
You process the order for the returned items as follows:
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select the order by its type ( **RM** ) and its reference number.
1. Click **Actions** - **Create receipt** to create a shipment (with the **Receipt** operation) that accounts for the returned goods. The system opens the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window to display the new shipment.
1. In the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window, review the shipment details, clear the **Hold** check box, and click **Save**.
1. Click **Actions** - **Confirm shipment**.
1. Click **Actions** - **Prepare invoice**. This generates a credit note with the returned items listed. The system opens the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window to display the new document.
1. Optional: In the opened window, release the credit note by clicking **Actions** - **Release**. This creates an issue transaction of the **Credit note** type in the Inventory workspace.
You process the order for the replacement items as follows:
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select the order by its type ( **RM** ) and its reference number.
> [!NOTE]
> Notice that the lines with the **Receipt** operation (for returned items) have been automatically marked as completed.
1. Click **Actions** - **Create shipment** to create a shipment (with the **Issue** operation) that accounts for the replacement items. The system opens the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window to display the new shipment.
1. Optional: To print a pick list for the selected replacement items, click **Actions** - **Print pick list** in the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window.
1. Once you have prepared the shipment, click **Actions** - **Confirm shipment**.
1. Click **Actions** - **Prepare invoice** to generate an Customer ledger invoice with the **Balanced** status. This gives the original **RM** order the **Invoiced** status.
The Customer ledger invoice can be further processed in the Customer invoices window in the Inventory workspace.
Once
you release the invoice, the original **RM** order gets the **Completed**
status.
Related pages
Concepts
Tasks
Windows
Create multiple shipments for one order
/visma-net-erp/help/sales/process-returns/create-multiple-shipments-for-one-order
section
2026-02-19T17:09:06+01:00
# Create multiple shipments for one order
1. Go to the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window.
1. Select **Customer**, **Location**, **Warehouse ID**, **Operation** and **Shipment date**.
1. In the **Document details** tab, click **Add order**.
1. Select **Order type** and **Order no.**. The order lines from the selected order will be displayed in the table.
> [!NOTE]
> Order lines that have been shipped completely or that are already in a shipment that has the status **Open**, will not appear in this table.
1. Select the lines you want to include in the shipment. Click **Add** or **Add and close**. This will save the shipment.
1. In the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window, click  and repeat Step 2 to 5 to create a new shipment for different order lines.
1. Repeat this procedure for all shipments you want to create for the same order.
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