Complete the following shipment pipeline with all the details needed.

• CHOOSE CUSTOMER
• SELECT ORDERS 
• ASSIGN PRODUCTS
• SHIPMENT DETAILS
• CONTAINERS
• ROUTING
• DOCUMENTS
• NOTES
• REVIEW SUBMIT

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This page allows the origin user to select PO or PO line items to be attached to shipments. You can filter the page by PO number, product code or customer, to select which PO just put a tick mark on the check box provided in every PO, click the plus icon to select which line of which PO need to be included in the shipment. Full POs and/or individual line item can be added to a shipment.  After POs has been selected Click “Pick Purchase Order button”.  User can also use "Batch Purchase Order Button" this requires a user to provide customer reference to assign the line item or an order by batch (more illustration below regarding batch purchase order).  After picking  an orders to assign into the shipment just click next pipeline which is “Assign Product” tab.

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How to assign line item into shipment using "Batch Purchase Order" button

• User need to have customer reference number.
• Input customer reference number in the field, then click search ( as per below screen shot).

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• Click plus icon to add this order into shipment, once you

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• do the line item will be removed from the list.
• User can click "Back to Select orders - enable to slect more orders
• Click To Assign Product should the user wish to proceed (Please refer ro the below screen shot)

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Notes:  You can’t mix POs on the shipment with different DC.  An error message will be prompted to user saying “PO lines cannot be added to a Shipment when they have DC’s in multiple Countries assigned to them”.

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This page shown all POs/line items you have been selected. You can still do amendments like removing line item by just simply click the delete button.  By either delete all lines selected line items to be deleted.  By default, order qty is automatically populate booked qty but user can change this if needed, use the spinner (arrow) to increase/decrease the quantity, you can type the value as well.  Difference between PO Quantity and Booked Quantity is indicated in +/- column, it is negative (-) if the booked qty is lower that PO qty, it is positive (+) if it is more than the PO qty.   Click check boxes then add “supplier book date” click again to add “Prov. Date of receipt.”. If done amending, click update to save your action and click next to continue to shipment details.Image Removedsave or next button to continue on the next shipment pipeline. 

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SHIPMENT DETAILS 

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After adding the vessel or flight by clicking next button you will directed to Document tab where you can upload all required documents for the shipment.  You can drop the file by simply dragging the file into drop box or click select file then click upload.  You can choose from the dropdown option (Select File) what the name of document you are uploading such Factory Invoice, Packing List, Master Bill of Lading, Misc. etc.   Multiple documents can be uploaded.

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Notes

 You can put a note on the free typing box provided. The click Add & Continue button to next page.  You cannot delete notes once saved.

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