Shipment Planning

Module Guide: Shipment Planning

Module Location

Inventory > Shipment Planning

Module Objective

The Shipment Planning module serves as a tool to plan and create shipping schedules or trip routes. Here, a logistics planner can group multiple Delivery Orders that have the same destination area into a single trip plan, set the departure and estimated completion times, and determine the vehicle to be used.

1. Main View (Planning List)

The main page of this module displays a list of all shipment planning documents that have been created.

View Explanation

• View: This page is a history of all shipment plans that have ever been made.

• Filters: You can search for a specific document by Shipment Planning Number or a Date range.

• Action Buttons:

  • [New]: The primary button to create a new shipment plan.

2. Steps to Create a Shipment Plan

Step 1: Create a New Plan

From the Main View, click the [New] button to open the Add Shipment Plan form.

Step 2: Fill in Trip Information

On the form that appears, fill in the main trip details:

• Goods Shipment Date: Enter the date the shipment plan will be executed.

• Estimated Data:

  • Estimated Start and End Time: Set the departure schedule and the estimated time of return.

  • Estimated Distance: Enter the estimated travel distance in KM.

Step 3: Select Delivery Orders and Area

1. Select Area: In the Available Area box, select the destination area for the shipment, then click the >> button to move it to the Selected Area box.

2. Select Delivery Orders: After selecting the area, the Available Delivery Orders box will display all Delivery Orders whose destination matches the selected area. Select the Delivery Orders to be included in this route, then click the >> button to move them to the Selected Delivery Orders box.

Step 4: Determine Vehicle and Packages (Conceptual)

At the bottom (details not shown), you will select the Vehicle Information (e.g., license plate number) and detail the Package List to be carried.

Step 5: Confirm the Plan

After all details are filled in, click the [Confirm] button to save and finalize the shipment plan.

Tips & Important Notes

• This is the central planning tool for the Logistics team or Dispatchers.

• By grouping Delivery Orders by area, you can create more efficient shipping routes and optimize vehicle usage.

• The plan created here will become the basis for monitoring activities in the Trip Activity module.