Shipment Order Management User Manual

Overview

Shipment Order Management is the screen for registering, editing, and deleting shipment (delivery) orders and managing shipment progress.

Access

• Sidebar: Product Management → Shipment Order Management

Before you begin

• Check the items to ship and the available inventory in the outbound storage, and prepare the person in charge, shipment date, and shipping information.
• Use Simple Registration to create one shipment. Use Bulk Registration to add multiple shipments on the screen or import them with the designated Excel template and register them together.

Required information

• Both methods require shipment code when entered manually, shipment name, shipping information, person in charge, shipment date, and shipment status.
• Add at least one shipment item and enter a shipment quantity greater than 0 for each item.
• For items shipped from storage, check the outbound storage and quantity by storage. For items processed as inbound, enter the inbound storage and quantity.
• No input is required for queries only. Shipment name, partner, status, and period filters are optional.

Save and processing checks

• For bulk registration, confirm that all required information and items are entered for every shipment.
• Confirm that the sum of shipment quantities by storage matches the instructed quantity and does not exceed available inventory.
• After saving, check the shipment status and that the list is updated. Do not process instructions that have already been shipped or completed again.

Using filters and search

The list shows shipment instruction records and provides these filters:

• Conditional Search:
  • Shipment name
  • Business partner
  • Shipment status (Awaiting Shipment/Shipment Complete)
• Period Search:
  • Scheduled shipment date
  • Creation date
  • Modification date
  • Today/Previous Day/This Week/Previous Week/This Month/Previous Month quick selections

After setting the filter and clicking Search, the list will be updated. Click Reset to return the filters to their default values.

Registration

1. Click Register from the list.
2. Go to the Product Shipment Registration screen.
3. Select a registration method from the top tab.
   • Easy Registration: Register one shipment
   • Bulk Registration: Register multiple shipment orders
4. Enter the shipment code directly or select Auto-generate Code.
5. Enter or look up the required Shipment Name, Shipping Information, Person in Charge, Shipment Date, and Shipment Status.
6. If the contact person's phone number is displayed, confirm that it is the correct shipment contact number.
7. Click Add to Shipment List, select an item, and enter the shipment quantity.
8. Confirm the screen's Total Shipment Quantity and each item's unit and specification.
9. Click Save, then confirm the shipment code and shipment status in the list.

Editing

1. Select a shipment order from the list to enter details.
2. Click Edit.
3. Change the basic shipment information, shipment items, or quantities, then click Save.

Deletion

1. Select the shipment order you want to delete from the list.
2. Click Delete and confirm.
3. Verify that the confirmation dialog shows the correct shipment code and shipment name, then complete the deletion.

Before Making Changes

• Shipment status and shipment quantity are used to review product inventory flow. Before saving, compare each item's shipment quantity with the total shipment quantity.