Shipping
From the customer order to loading the truck and closing the shipment
11 articles
How shipping works
The shipment end to end: how the notice arrives, what confirming does, how stock gets reserved, who loads, who closes, and what happens next in inventory, billing, documents, email, the client portal and KPIs.
Create a shipment
Every field of the shipment form, what is required and what happens if you leave it blank, how to add lines for one or several customers with the product search, and the difference between saving a draft and saving and confirming.
How stock gets reserved for a shipment
What the system does when it sets stock aside for a shipment: which locations and lots it picks, why earliest expiry goes first, what it never takes, how partial reservation works, and how to see and release what is reserved.
Edit a confirmed or reserved shipment
How to change quantities, products, customers or details on a shipment that is already confirmed or has stock set aside: the system releases the reservation, applies your changes, reserves again and logs your reason.
Ship-to addresses and the address book
How to enter a shipment’s destination, how city and state auto-fill from the postal code, how to save and reuse destinations, and where the address shows up afterwards: screen, BOL, packing list, email and portal.
Shipments for several customers
How to build a consolidated shipment with lines from several customers, how each part is reserved, billed and documented, what each customer sees, and when one shipment per customer on the same truck is the better choice.
The pick ticket
The paper document that tells the worker which location and lot to pull each product of a shipment from: when it can be printed, what it contains, why it always reflects the current reservation and how to adapt it.
The worker’s loading record and shortages
What the worker’s loading record leaves on the shipment, what closing does with what was short or damaged in inventory, billing, email and KPIs, and the cases worth checking before you close.
Close a shipment
The last step: seal, actual ship-out date and everything that happens when you click Close Shipment in inventory, billing, documents, email, EDI, the portal and KPIs. What to check first, because it can’t be undone.
Cancel, release the reservation or roll back a shipment
How to cancel a shipment, release or redo its reservation, send it back to draft, undo the move to Loading, fix details after closing and correct the customer or shipment number. What happens to the stock, the accessorials and the portal in each case.
Documents, photos and the dock link
Print the BOL, packing list and pick ticket; regenerate documents; attach proof of delivery and photos; choose which photos travel in the email; resend it; link the shipment to its dock job and set up the loading verification checklist.