How do I log a shipment of books to a store or event?

A shipment is one batch of physical books you sent to a location. It can include several books and formats.

Log a shipment

1. In the left sidebar, click Inventory Manager.
2. Click + New Shipment. If the button is greyed out, add a location first (see below).
3. Choose the Location and the Shipped Date.
4. If you use pen names, check the Pen name. Sales from this shipment are filed under it when it is marked paid.
5. Under Books, for each title:
   1. Choose the book from your Book Library.
   2. Choose the format, such as Paperback, Hardcover, Hardcover w/ Dust Jacket or Limited Edition. If you've set up formats or your own editions for the book in Book Library, only those are listed.
   3. Enter Qty, Cost/copy and Payout/copy.
6. Click + Add another book for each extra title or format. Use the trash icon to remove a line (a shipment always needs at least one).
7. Optionally fill in the costs section (see below).
8. Tick Paid only if you've already been paid. Ticking it adds the sale to Sales Tracker, so don't also log it there.
9. Add any Notes, then click Add Shipment.

eBooks can't be added to a shipment, because a shipment is for physical copies.

Shipping and tax

• Shipping cost is what it cost to get the books to the location: postage, courier or freight.
• Tax is sales tax or VAT you paid on the shipment.

Each has a tick box, Add shipping to this shipment's cost and Add tax to this shipment's cost. When ticked, the amount is included in the shipment's Total cost. When unticked, it is recorded but shown as "not included". The summary at the bottom shows Cost of books, any shipping and tax, and the Total cost.

Where these costs show up

In the table, the Cost column shows the total cost and notes any shipping or tax. In Book Library, a book's costs can include the copies sent in shipments, plus its share of any shipping and tax you added to them. There's a tick box there to leave them out if you already entered those printing costs yourself.

Edit or delete a shipment

Click the pencil icon on a shipment to change it, then click Save Shipment. Click the trash icon to delete it. A message with Undo appears after either change.

Amounts in Inventory Manager are shown in US dollars.