Shipment Management

The Shipment Management module handles shipment data after the products are manufactured. Shipment data can be:

• Uploaded by the operator.
• Sent by the supplier via EDI (856).
• Manually submitted in the system.

International Shipment

There are two types of shipment orders: International Shipments and Domestic Delivery Orders (DOs). Follow these steps to submit an international shipment order:

To submit an International Shipment Order:

1. Navigate to Shipment: Go to Shipment > Book Shipment. Select Create International Shipment, then click + Add New on the right corner of the International Shipment page.
2. Select Associated Project: Choose the project linked to this shipment.
3. Complete Shipper and Consignee Info. (Optional): Select the Service Mode: Container Yard (CY) or Store Door (SD).
4. In the Product Info Section, click + Add Product. Select the products associated with the project. Enter the product Quantity, Delivery Price, and Delivery Discount.
5. Repeat as needed to add more products.
6. In the Containers Info Section, click + Add Container. Enter the Container Number.
7. Select the container type from the drop-down menu:
   • Regular-Sized Cargo
   • Reefer Container
   • Odd-Sized Container
   • Enter the Weight, Volume, and Package Quantity.
8. In the Carrier Info Section: Select the Carrier and Ship Methods (Air, Sea, Land).Provide details like Vessel Name, Voyage/Flight Number, and ETD/ETA.
9. (Optional) Select Additional Services:
   • Customs Clearance
   • Insurance
   • Warehousing
   • Packing
10. Provide Additional Information: If applicable, include the following references:
    • Reference No.
    • PO No.
    • House Bill of Lading (HBL)
    • Master Bill of Lading (MBL)

Domestic Shipment

For domestic shipments (within the U.S.), the system supports creating shipment orders directly after selecting suitable carriers through rate shopping.

To submit a Domestic Shipment Order:

1. Navigate to Shipment > Book Shipment.
2. Select Create Domestic Shipment.
3. For detailed instructions, refer to the Delivery Order Fulfillment (opens in a new tab) guide.

View Shipment Order Details

After submitting a shipment order, you can:

• Check the status of orders.
• Search orders using various filters.
• View detailed order information in the Shipment Order List page.

Filters for Searching Shipment Orders

The following filters can be used to locate specific shipment orders:

• Shipment No.: The unique identifier for the shipment.
• Reference No.: External or internal reference for the order.
• PO No.: Purchase Order number linked to the shipment.
• BOL No.: Bill of Lading number for the shipment.
• Container No.: The container's unique identification.
• Vessel Name: The name of the ship transporting the goods.
• Shipping Status: Current status of the shipment (e.g., In Transit, Delivered).
• Voyage Flight No.: The flight or voyage number.
• Carrier: The shipping company handling the order.
• Ship Method: The shipping method (e.g., Air, Sea, Land).
• Created Date (From/To): Date range for when the order was created.

Viewing Shipment Order Details

1. On the Shipment Order List page, locate the desired order using the filters.
2. Click the Shipment No. or Reference No. to open the Shipment Order Details page.
3. The system displays the following: Order Timeline to track the shipment status in stages such as:
   • Booked
   • At Origin
   • Customs Clearance
   • At Destination
   • Delivered
4. You can also manually update the shipment status:
   • Select the shipment order from the list.
   • Go to the Action Menu.
   • Update the order status to the desired stage.