1. Describe the order
The order
| Item | Qty |
|---|
What is short on the shelf
| Item | On hand |
|---|
Everything not listed is plentiful.
Shipping
2. How to run it
Settings that change the result
These decide what ships and what waits. They are switched on the Feature Flags page, under "Shipping". A live run uses whatever the deployed app has switched on at the time; the Recorded runner reads them from this app. Defaults are the conservative choice: whole orders, complete kits, complete breakouts; partial shipping is opt-in. The one rule no switch changes: a bundle never ships incomplete.
- Release complete kits
shipping_release_complete_bundlesis off. Off: While any component of a kit is short, every kit on the line waits. (20 kits ordered, 8 flash drives on the shelf: all 20 wait.) On: The kits the shelf can make go out now and the rest wait as whole kits. (8 kits go out, 12 kits wait, every component back-ordered by kit count.) - Hold the whole order when anything is short
shipping_hold_order_if_anything_shortis on. Off: Lines that can go, go now; the short lines follow when stock arrives (MOM's invoice A, B, C). This allows partial shipments. On: If anything on the order is back-ordered, nothing on that order ships until all of it can. The order is taken and its stock reserved; it waits whole. - Ship an incomplete breakout (Jump-Start)
shipping_ship_incomplete_breakoutsis off. Off: A breakout waits until every stocked piece of it is committed; then all of it goes together. On: Pieces of a breakout that are ready go now and the rest follow. This was the accidental behaviour before 2026-09-18, kept only as an explicit choice. - Print all packing slips in one PDF
shipping_one_pdf_per_runis off. Off: Each invoice's packing slip is its own PDF, linked in the progress log as it is produced. On: When a batch finishes on the Inventory page, its packing slips are also offered as one PDF, one slip per page, in the order they shipped. The per-invoice files still exist. - Shipping Methods on the invoice
shipping_methodsis on. Off: The method dropdown is ignored. Freight is the flat rule: 10% of merchandise, never less than $10.95; service items do not count. On: The chosen method (Cathy's codes) reaches QuickBooks' ShipMethodRef and is named on the Shipping & Handling line.
The five canonical tests
Five invoices picked in July from the fifty-odd real MOM invoices we hold as PDFs, one per feature, each free of every known catalog gap. Four were modeled on one specific MOM invoice; the breakout one was built fresh. They live in test_demo_examples.py and are described in the testing guide. Click one to see its MOM invoice beside HubSpot's; run it to make that invoice again on the test pair.
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