Goods Shipment
Module Guide: Goods Shipment (Shipment Order)
Module Location
Inventory > Goods Shipment
Module Objective
The Goods Shipment module is used to create the Sales Delivery Order (Surat Jalan), which is the official document for the shipment of goods to a customer. This process is based on a Sales Order that already exists and is ready to be shipped.
1. Main View (Shipment Order List)
The main page of this module displays a list of all shipment documents that have been created.
View Explanation
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View: This page is a history of all shipments. You can monitor the Shipment Order Number, the related Sales Order Number, and the Customer.
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Filters: Use the Shipment order type filter to select Sales Delivery Order and filter by a date range.
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Action Buttons:
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[Create Goods Shipment]: The primary button to create a new Delivery Order document.
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2. Steps to Create a Delivery Order
Step 1: Create a New Document
From the Main View, click the [Create Goods Shipment] button to open the New form.
Step 2: Select the Sales Order
On the form that appears, the first step is to select the Customer and then the Sales Order (SO) Number that will be shipped. After you select the SO, the system will automatically load the list of ordered items into the table below.
Step 3: Verify and Input the Ship Quantity
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The system will display the SO Qty. (the quantity ordered).
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In the Receive now input column, enter the quantity that you are physically shipping at this time. This allows you to perform a partial shipment.
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Select the Warehouse where the goods are being picked from.
Step 4: Confirm the Shipment
After all data is filled in, click the [Save] or [Save and Arrange Label] button to finalize the Delivery Order. This action will officially reduce the stock quantity from your warehouse.
Tips & Important Notes
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The creation of a Delivery Order is the step that physically and from an accounting perspective removes the goods from your inventory for a customer.
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After the Delivery Order is created, the next step in the sales cycle is the creation of the Sales Invoice by the finance team.
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This is a crucial daily work module for the Shipping Warehouse team.