How to Configure Sales Order Part Shipments

Learn how to edit sales orders, configure customer settings to accept part shipments, and manage order acknowledgements in your ERP software.

August 12, 2026 By Lee Higgins

This guide explains how to enable part shipments for a customer and configure layout outputs for sales order acknowledgements. Completing these steps ensures accurate dispatch handling and proper order documentation.

This workflow is designed for warehouse managers, order fulfillment specialists, and sales coordinators. Use this process when updating a customer's shipping preferences or setting up documentation for new sales orders.

Enable Part Shipments

Step #1: If you receive this message whilst trying to assign an order to you/someone else, it's generally due to someone taking the pick and returning it back to the pick queue. You now need to enable part ship for this customer to allow you to re-pick it. — If you receive this message whilst trying to assign an order to you/someone else, it's generally due to someone taking the pick and returning it back to the pick queue. You now need to enable part ship for this customer to allow you to re-pick it.

Step #2: Click Edit Sales Order in the top toolbar of the Despatch module. — Click **Edit Sales Order** in the top toolbar of the Despatch module.

Step #3: Click the pencil button within the sales order. — Click the **pencil** button within the sales order.

Step #4: Click the Settings (diskette) icon in the toolbar of the customer record window. — Click the **Settings** (diskette) icon in the toolbar of the customer record window.

Step #5: Navigate to the Despatch tab within the Order Entry settings. — Navigate to the **Despatch** tab within the Order Entry settings.

Step #6: Check the Accept part shipments box to allow partial deliveries for this customer. — Check the **Accept part shipments** box to allow partial deliveries for this customer.

Step #7: Click to save your shipping configuration settings for this customer. — Click to save your shipping configuration settings for this customer.

Step #8: Save the sales order to confirm the settings. You can now proceed to taking the pick again. — Save the sales order to confirm the settings. You can now proceed to taking the pick again.

Q: Can I process an order if only some items are in stock?

A: Yes. By enabling "Accept part shipments" in the customer's Despatch settings, you can ship available items immediately while keeping the remaining items on backorder.

Q: Where do I generate the order acknowledgement document?

A: In the order pop-up window, select "Acknowledgement" from the "Layout To Output" drop-down menu to generate the appropriate document.

Term	Definition
Despatch	The process or module within an ERP system used to manage the shipping and fulfillment of customer orders.
Part Shipment	A fulfillment method where a single order is delivered in multiple shipments based on current stock availability.
Order Acknowledgement	A formal document sent to a customer confirming that their sales order has been received and processed.
Margin Analysis	A financial review of individual line items to determine the profitability of the products being sold.

Enable Part Shipments

Q: Can I process an order if only some items are in stock?

A: Yes. By enabling "Accept part shipments" in the customer's Despatch settings, you can ship available items immediately while keeping the remaining items on backorder.

Q: Where do I generate the order acknowledgement document?

A: In the order pop-up window, select "Acknowledgement" from the "Layout To Output" drop-down menu to generate the appropriate document.

Term

Definition

Despatch

The process or module within an ERP system used to manage the shipping and fulfillment of customer orders.

Part Shipment

A fulfillment method where a single order is delivered in multiple shipments based on current stock availability.

Order Acknowledgement

A formal document sent to a customer confirming that their sales order has been received and processed.

Margin Analysis

A financial review of individual line items to determine the profitability of the products being sold.