The Shipping Instruction module serves as a bridge between the sales process and the logistics/warehouse process. Its purpose is to create an official command document for the warehouse team to prepare, pick, and ship goods to a customer based on an approved Sales Order (SO).
1. Main View (Shipping Instruction List)
The main page of this module displays a list of all Shipping Instructions that have been created.
View Explanation & Filters
This page is for viewing and managing all shipping commands.
Filters: You can search for a specific instruction by Document Number, Item Category, Status, or a Date From and Date To range.
Instruction List: The table below displays all shipping instructions that match the filters, with columns such as Document Number, Request Date, Status (FD, ND, HD), Customer, and Expected Delivery Date.
Button Functions
New: The primary button to create a new Shipping Instruction.
Change Status: To change the status of a selected instruction.
Print: To print the details of a selected instruction.
Upload DO: Likely functions to upload the Delivery Order document that has been signed by the customer as proof of receipt.
2. Steps to Create a Shipping Instruction
Step 1: Create a New Instruction
From the Main View, click the New button to open the Shipping Instruction creation form. This form consists of several sections such as Document Information and Detail Sales Order.
Step 2: Select the Sales Order
On the form that appears, the first step is to select the Document Source, which is the number of the approved Sales Order that is ready to be shipped. Once selected, the system will automatically fill in the Customer data, Ship To Address, and the item details.
Step 3: Complete Shipping Information
In the Document Information section, fill in the necessary logistics details:
Expected Delivery Date: The estimated date the goods will arrive at the customer's location.
Ekspedisi (Shipping Service): Select the shipping service or courier that will be used.
Vehicle: Enter the type of vehicle being used (e.g., CDD).
Vehicle Number, Seal Number: Enter the vehicle number and seal number if any.
Step 4: Verify Item Details
Move to the Detail Sales Order section to double-check the list of items and the quantities (Quantity and Remaining Quantity) that must be prepared by the warehouse team for shipment.
Step 5: Save the Instruction
After all data is filled in, use the buttons at the bottom:
Save: To save the instruction as a draft.
Save And Completed: To finalize the instruction and send it to the next workflow (ready to be processed by the warehouse).
Tips & Important Notes
This module is the crucial link between the Sales and Warehouse teams.
To avoid picking and shipping errors, ensure you select the correct Document Source (Sales Order).
The Upload DO button on the main page is very useful for archiving the proof of a signed Delivery Order, as evidence that the goods have been received in good condition.
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