Release Order

Release Order

Release Order is a transaction that captures warehouse dispatch/release requirements from the customer. It serves as the order document that flows into Warehouse Job for outbound execution (pick, pack, release).

A Release Order records the customer's requirements for releasing cargo from the warehouse, including items, quantities, handling units, dock preferences, and value-added services. It can be created from a Sales Quote or entered directly. Once confirmed, it links to a Warehouse Job for execution.

To access Release Order, go to:

Home > Warehousing > Release Order

1. Prerequisites

Before creating a Release Order, it is advised to set up the following:

• Warehouse Settings – Warehouses, storage locations, dock doors
• Warehouse Contract – If billing is contract-based
• Customer, Items (from ERPNext)
• Storage Location, Handling Unit Type masters

2. How to Create a Release Order

1. Go to the Release Order list, click New.
2. Enter Order Date and select Customer.
3. Add Items with quantities, handling units, and pick location preferences.
4. Add Dock preferences if dock scheduling is used.
5. Add Charges (picking, handling, loading, etc.) as needed.
6. Save the document.

2.1 Statuses

• Draft – Order is being prepared
• Submitted – Order is confirmed (when submittable)
• Cancelled – Order has been cancelled

3. Features

3.1 Documents Tab

The Documents tab allows you to track required documents (Delivery Order, Commercial Invoice, Packing List, Proof of Delivery, etc.) with status, date required, and attachments. Use Populate from Template to load document requirements.

3.2 Integration with Warehouse Job

Once a Release Order is confirmed, create a Warehouse Job and link it to this order. The job inherits items, quantities, and dock preferences for pick and release operations.

4. Related Topics

• Warehouse Jobs Operations
• Inbound Order
• Transfer Order
• Warehouse Contract