Overview

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**Note: If a Site and Carrier combination that is visible to logistics is selected, the Shipment is not automatically created and it must be created from the Logistics module (Loads > Build Loads). Once the Load has been created, the shipment field on the Sales Order transaction is updated accordingly when the Sales Order transaction is reloaded.

***Note: If an order has been added to or removed from a load in the Logistics module while another user has the order open, the user will be alerted via a message to reopen the order. 

Allocation

If the Sales Order Preference 'Update Allocated from Ordered for non-Lot Tracked Items shipping from non-Whse Lot Sites' is set to 'Yes', then non-lot tracked items shipping from non-warehouse lot tracked sites are automatically allocated. If the preference is set to 'No' or the item is lot tracked and/ or the site is a warehouse lot tracked site, then the item must be allocated. Users can allocate items manually or use the auto-allocate feature.  

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