Shipments and delivery notes

Documentation · Operations: from dock to customer

Ship a batch (bulk or packed) to a customer and generate the delivery note.

1. Open shipments

Flows › Shipments: outgoing batches, by customer and by delivery note.

1: new shipment.
1: new shipment.

2. Create a shipment

New shipment: choose the customer (or type it), the batch to ship and the quantity (bulk) or the containers (cases, pallets). Enter the carrier, the vehicle and the temperature.

The shipment form.
The shipment form.

3. Validate

Validate & generate delivery note: the batch stock is reduced and the delivery note is ready to print. A blocked batch, a batch not released (positive release) or a downgraded batch is flagged; for a downgraded batch, the intended use is printed on the delivery note.