Shipment List

Module Guide: Shipment List

Module Location

Inventory > Shipment List

Module Objective

The Shipment List module serves as a center for viewing and consolidating multiple individual shipment documents into a single summary report or master manifest. This module is not used to create new shipment documents, but rather to summarize existing documents, typically for the purpose of organizing a single shipping route that covers multiple destinations.

1. Main View (Shipment Document List)

The main page of this module displays a list of all individual shipment documents that have been created by the system (for example, from the Sales Order process).

View and Main Button Functions

• View: This page is a history list of all shipment documents. You can see the List of Goods Carried Number, Date, and Status.

• Main Button Function:

  • [Summary]: This button is used to open the screen for creating a combined summary report/manifest.

2. Steps to Create a Shipment Summary Report

Step 1: Open the Summary Screen

From the main page, click the [Summary] button to open the Shipment List Summary screen.

Step 2: Define the Period

Set the From and To date range to display all shipment documents that will be sent within that period.

Step 3: Select Shipment Documents

1. The system will display all available shipment documents for that period in two boxes on the left (Shipment List With Carrier and Without Carrier).

2. Select one or more documents from the left boxes that will be combined into a single manifest.

3. Click the >> button to move those documents to the Selected Shipment List box on the right.

Step 4: Generate the Report

After all relevant documents have been selected, click the [Display Report] or [Export to MS Excel] button at the bottom. The resulting report is a consolidated loading list or manifest that can be given to the driver/carrier.

Tips & Important Notes

• This module is not for creating new Delivery Orders, but rather for summarizing existing ones.

• Use this feature to create a single summary document for one shipping route that covers multiple customers, which simplifies the shipping and handover process.

• This is a crucial tool for a Logistics Coordinator or Shipping Warehouse Head.