# Shipment Planning

### **Module Guide: Shipment Planning**

#### **Module Location**

#### Inventory &gt; 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 **&gt;&gt;** 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 **&gt;&gt;** 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 &amp; 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.