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Step 10 of 13 in Place and track a production order

Create a shipment

Create a shipment for one or more production orders from a factory, split it across destinations, and add the carrier, dates and cost.

  • Production manager
  • Warehouse and inventory
  • Needs Update brand production
  • Last verified · vd28b0333e

Create a shipment when goods leave a factory. One shipment can carry several production orders from the same factory and can be delivered to more than one warehouse.

ProductionShipping & TrackingCreate Shipment

Permission: UPDATE_BRAND_PRODUCTION

Before you start

  • You need permission to update brand production. Without it, the Create Shipment button is not shown.
  • The production orders must already exist. See Production orders.
  • The factory (supplier), the delivery locations (warehouses) and the carrier must already be set up in Management.

Create a shipment

  1. Click "Create Shipment"

    On Shipping & Tracking, click Create Shipment (with a plus icon) at the top right. The Create New Shipment dialog opens: Create a shipment for one or more production orders with multiple destinations.

    The Create New Shipment dialog as it opens, with the Origin Factory and Shipment Type sections

  2. Choose the factory

    Under Origin Factory, select the Factory * from the dropdown. Its address, city, postcode and country appear underneath, or a note such as No address available when they are not filled in.

    The factory chosen, with its address shown underneath and its production orders listed

  3. Choose the shipment type

    Under Shipment Type, check Full Shipment or Partial Shipment. Full is selected by default. Choose Partial Shipment when you want to pick styles and quantities yourself.

    Partial Shipment checked under Shipment Type instead of the default Full Shipment

  4. Select the production orders

    Under Select Production Orders, check the orders from that factory you want to include. Each order shows its number, the number of items and the units available, with a Pending badge. All styles of an order are selected by default.

    The production orders of the factory, each with its item count, units and a Pending badge

  5. Deselect styles you are not shipping (partial only)

    For a partial shipment, the selected order expands with All styles selected by default - deselect those not to be shipped. Uncheck the styles that are not part of this shipment. Each style shows its code and the units available.

    A selected order expanded to its styles, all checked by default, with the units available for each

  6. Add a destination

    Under Destinations, click Add Destination. A Destination 1 card appears with the first delivery location selected.

    A Destination 1 card added under Destinations with the first delivery location selected

  7. Choose the delivery location

    In Delivery Location, select the warehouse. Its address is shown below. Click the pencil icon to edit the warehouse details without leaving the form.

    The Delivery Location of the destination, with the warehouse address shown below it

  8. Allocate orders to the destination

    Under Allocate Orders to this Destination, check each order that goes to this warehouse. The card shows how many units are allocated. An order that is already allocated to another destination is not offered again.

    The order ticked under Allocate Orders to this Destination, with the units allocated shown on the card

  9. Set the quantities (partial only)

    For a partial shipment, Item Allocation (defaults to total units) lists each style. Check the styles for this destination and enter the quantity in the box. The number after the slash is the maximum available. The Destination Summary shows the units allocated.

    Item Allocation listing each style with a quantity box and the maximum available after the slash

  10. Add more destinations (optional)

    Click Add Destination again for another warehouse and allocate the remaining orders to it. Click the X on a destination card to remove it.

    A second destination card added with its own X button to remove it

  11. Enter the shipment details

    Once there is a destination, Shipment Details appears. Fill in the fields in the table below.

    The Shipment Details section with tracking number, carrier, dates, priority, cost, tracking URL and notes

  12. Check the Shipment Summary

    Shipment Summary shows the Total Items (styles), the Total Quantity and the number of Destinations. A warning tells you how many selected units are not allocated to a destination.

    The Shipment Summary with total items, total quantity and the number of destinations

  13. Click "Create Shipment"

    Click Create Shipment at the bottom right. Click Cancel to close without saving.

    The Cancel and Create Shipment buttons at the bottom right of the dialog

Shipment details fields

FieldRequiredNotes
Tracking Number (Optional)NoThe carrier's tracking number.
Carrier *YesSelect from your carriers.
Estimated Ship Date *YesPick a date.
Estimated Delivery DateYesFilled in for you from the ship date plus the carrier's delivery days once both are chosen. You can change it. The form asks you to select a date if it is empty.
PriorityYesStandard (default), Express or Urgent.
Shipping Cost (€)NoDefaults to 0.
Total ItemsRead onlyThe number of items allocated across destinations.
Tracking URL (Optional)NoMust be a valid web address, for example https://tracking.carrier.com/....
Shipment NotesNoSpecial handling instructions, customs information and so on.

Messages you may see

  • Please select a factory
  • Please select at least one order
  • Please add at least one destination
  • Please select a carrier
  • Please select an estimated ship date
  • Please select an estimated delivery date
  • Please enter a valid URL

Result

The new shipment appears on the Active Shipments tab. See Track active shipments.