Creating and Managing Shipments

Creating and Managing Shipments

Introduction

Shipments in iVendNext help businesses track the physical delivery of goods, whether created manually or linked to a Delivery Note. This document explains how to create, manage, and optimize Shipments, including carrier details, parcel tracking, and automation features.




1. What is a Shipment?

A Shipment records real-world logistics data, such as:


  • Carrier and AWB (Air Waybill) details

  • Parcel dimensions and weight

  • Pickup/Delivery addresses and contacts

  • Incoterms (international trade rules)


Key Benefit: Centralized tracking reduces manual errors and improves delivery transparency.



2. How to Create a Shipment

Shipments can be created manually or from a Delivery Note.


2.1 Manual Shipment Creation

Follow these steps:


  1. Navigate to Shipment Module:


  • Go to Home > Stock > Shipment.

  • Click Add Shipment.



  1. Fill Pickup & Delivery Details:


  • Pickup From: Select Company, Supplier, or Customer.

  • Delivery To: Enter recipient details (address, contact person).


  1. Add Parcel Information:


  • Specify weight, dimensions, and count for each parcel.

  • Use Parcel Templates for frequently used sizes.


  1. Enter Shipment Information (Optional):


  • Service Provider (e.g., FedEx, DHL).

  • AWB Number and Carrier Service (e.g., Express, Standard).


  1. Save and Submit.


2.2 Shipment from Delivery Note

  1. Open a Submitted Delivery Note.

  2. Click Create > Shipment.

  3. Pre-filled data (items, weights) auto-populates—update remaining fields.



3. Key Features

3.1 Shipment Parcel Management

  • Net/Gross Weight: Auto-calculated or manually entered.

  • Parcel Templates: Save dimensions (LxWxH) for reuse.


3.2 Tracking & Automation

  • AWB Tracking: Monitor status via carrier integration.

  • Google Maps ETA: Estimated arrival times for Delivery Trips.


3.3 Incoterms & Compliance

Define responsibilities (e.g., FOB, CIF) for international shipments.




4. Best Practices

  • Use Templates: Save time with predefined parcel dimensions.

  • Integrate Carriers: Automate labels and tracking.

  • Validate Addresses: Ensure accurate pickup/delivery locations.



Conclusion

Shipments bridge the gap between inventory dispatch and customer delivery in iVendNext. By leveraging automation and detailed tracking, businesses can enhance efficiency and reduce logistical overhead.



    • Related Articles

    • Creating and Managing Purchase Orders

      Introduction A Purchase Order (PO) is a critical document in the procurement process, serving as a formal agreement between your business and a supplier. It outlines the items to be purchased, their quantities, prices, and the terms of the ...

    • Creating and Managing Users

      Introduction User management is a critical aspect of any Point of Sale (POS) system, ensuring that employees have the right access levels to perform their tasks efficiently. In iVendNext, creating and managing users involves defining roles, assigning ...

    • Creating and Managing Roles

      Introduction Roles in iVendNext define what users can access and modify within the system. Whether you're setting up a new team or refining permissions for existing users, understanding how to create and manage roles is essential for maintaining ...

    • Creating and Managing Batch Numbers

      Introduction Batch numbers are essential for tracking groups of items that share the same attributes, such as manufacturing date, expiry date, or production run. In industries like pharmaceuticals, food, and chemicals, Batch Number Management is ...

    • Creating and Managing Sales Orders

      Overview Sales Orders are the backbone of any business’s sales process. They serve as a binding contract between you and your customer, ensuring that the right products are delivered at the right time and price. In iVendNext, creating and managing ...