Shipping & Receiving Overview

Last reviewed: June 9, 2026

llms-full.txt
On this page

The Shipping & Receiving section is used to ship customer orders, review completed shipments, get FedEx quotes, manage returns, receive purchase orders, and run shipping reports.

What Shipping & Receiving is for

Use Shipping & Receiving when inventory is physically moving in or out of the business.

Shipping workflows connect Sales Orders to shipments, packing lists, shipment invoices, FedEx labels, export documents, and inventory shipment history. Receiving workflows connect issued Purchase Orders to inventory receipt, lot records, country of origin, on-order quantity, inspection notices, and purchase receipt accounting.

Returns are also managed here because the RMA process connects customer invoices, returned inventory, credit memos, customer credit handling, and return labels.

Who can see Shipping & Receiving

The Shipping & Receiving dashboard section is visible to users with one of these roles:

  • admin
  • executive
  • csr
  • sales
  • manufacturing

Some actions inside the module are more restricted. For example, cancelling an RMA is limited to higher-access operational roles.

Dashboard options

Button What it opens
Create Shipment Opens Shipping Orders on the Create Shipment tab for open and partially shipped Sales Orders with open inventory quantity.
View Shipments Opens Shipping Orders on the Recent Shipments tab for searching and viewing shipment records.
Shipping Quotes Opens FedEx Shipping Quotes for rate lookup by origin, destination, weight, and optional dimensions.
Returns Opens Returns (RMA) with Start a Return and Open Returns tabs.
Receiving Opens the open Purchase Orders receiving list, filtered to issued POs that can be received.
Reports Opens Shipping Reports.

Operating discipline

Use the workflow that matches the physical event:

  • Use Create Shipment when customer inventory is leaving against a Sales Order.
  • Use View Shipments when you need packing lists, shipment invoices, export documents, return labels, or shipment detail.
  • Use Shipping Quotes for FedEx rate lookup before a shipment is posted.
  • Use Returns to authorize and complete customer returns through an RMA.
  • Use Receiving when inventory is arriving against an issued Purchase Order.

Avoid using manual inventory adjustments to replace shipping, receiving, or return workflows. These workflows create the operational and accounting records PAX needs for traceability.

What happens behind the scenes

Shipping creates shipment header and line records against Sales Order lines. PAX validates the selected inventory records, prevents shipping more than the open quantity, creates or refreshes the related invoice, inserts invoice lines for the shipped items, applies available prepayments, and updates the Sales Order status.

Receiving saves new received quantities to Purchase Order lines. For inventory items, PAX updates lot or inventory detail records, reduces quantity on order, records country of origin, and uses purchase receipt automation for GL posting.

Returns start as authorized RMAs. Inventory restoration, credit memo behavior, customer credit handling, and GL posting occur when the return is received or completed.

Shipping reports read open Sales Order and shipment data. Running, expanding, printing, or copying reports does not ship inventory, receive inventory, change invoices, or update GL.

Was this page helpful?

Vote *