# Shipping Instruction

### **Module Guide: Shipping Instruction**

#### **Module Location**

#### Sales > Shipping Instruction

#### **Module Objective**

#### 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.

![Screenshot 2025-08-05 132130.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/screenshot-2025-08-05-132130.png)

#### **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**. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/OXDimage.png)

#### **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.   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/4ncimage.png)

#### **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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/yZBimage.png)
- #### **Ekspedisi (Shipping Service)**: Select the shipping service or courier that will be used. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/sVlimage.png)
- #### **Vehicle**: Enter the type of vehicle being used (e.g., CDD).   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/4FZimage.png)
- #### **Vehicle Number, Seal Number**: Enter the vehicle number and seal number if any.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/O73image.png)

#### **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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/8Y7image.png)
- #### **Save And Completed**: To finalize the instruction and send it to the next workflow (ready to be processed by the warehouse). ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ickimage.png)

### **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.