Track, manage, and streamline all shipping operations for your project in one place.
The Shipping page allows you to create dispatches, prepare packing lists, attach delivery documents, and monitor all outgoing shipments.š Overview#
Once items complete Production, QC, and Shipping Yard entry, they become available for dispatching to the customer.
The Shipping page provides full visibility and control over each shipment including:
š¦ Creating a New Dispatch (Add Dispatch)
Click Add Dispatch to initiate the shipping process.
The dispatch workflow consists of three main tabs:1ļøā£ Dispatch Info#
This tab captures essential logistics and transportation details.Required Fields#
Select Truck (includes available fleet & truck types)
Address (shipping destination)
Optional#
This information ensures that each shipment has complete traceability and meets compliance standards.
2ļøā£ Packing List#
This is where you select which items will be included in the dispatch.Features#
Filter available items only
System validates that selected quantities match available stock
The packing list ensures the customer receives a complete and accurate shipment.
3ļøā£ Delivery Notes#
Attach additional information or documents related to the shipment.Options#
Upload multiple files (optional attachments such as PDFs, photos, or signed forms)
Once completed, click Save Dispatch to finalize.
š Shipping Table Overview#
After saving, all dispatches appear in the main table with key information:| Column | Description |
|---|
| Dispatch # | Unique shipment reference |
| Customer | Recipient of the shipment |
| Driver | Assigned truck driver |
| Truck No. | Vehicle used for transportation |
| Truck Type | E.g., Flatbed, Trailer |
| Units | Number of shipped items |
| Net Weight | Actual weight of loaded goods |
| Gross Weight | Total weight including truck |
| Shipping Date | When the dispatch was created |
You can also export data to Excel or PDF for reporting purposes.
š Best Practices#
ā Ensure QC Completion Before Shipping#
Only items that have passed inspection and entered the Shipping Yard should be dispatched.Incorrect data may cause delivery issues or compliance violations.ā Keep Delivery Notes Updated#
Attach all relevant documents to maintain a complete shipping history.ā Use Packing List Filters#
Always verify that selected items are available and assigned to the correct phase.ā Export Reports Regularly#
Maintain backup documentation for audits and customer reporting.
š Related Pages#