Shippers
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Shippers
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Shippers are bundles of Parts that move through the shipping and invoicing processes together. They are the source of data for creating Vendor Shippers, Packing Slips, Bills of Lading, and printed Shipping Labels (see related documents for more information).
Shippers are not visible to Customers
- Shippers are invisible database entities which are not themselves available to view.
- Shippers are used to create these Customer-facing documents which can be formatted and modified:
- Vendor Shippers are available to view from the Shipping Dashboard as records of shipments of Parts sent for outsourcing.
- Packing Slips, like Bills of Lading, can be generated from Shippers and can be shared with Customers via the Customer Portal or email.
- You can attach Notes, signatures, and files (such as photos or drawings) to Packing Slips and Bills of Lading in the Shipping Dashboard.
Ultimately, the Parts in a Shipper get their own Packing Slip and Bill of Lading, if needed. They are then packaged together and shipped out or picked up together.
Moving Parts on a Work Order into Shipping creates a Shipper for those parts, and they will be worked from the Shipping Dashboard.
The Shipping Dashboard has a "Ready to Ship" option arranged similar to the Invoicing Dashboard, but when a single Invoice is made across multiple Shippers, the "Move Parts" module will show a separate Quantity field for each Shipper.
Once a Shipper is created, use the Shipping Dashboard to move parts!
If you use the "Move Multiple Parts" function on the Work Order Dashboard, you risk losing the ability to complete your Packing Slip or Bill of Lading. You can prevent this by moving Parts only from the Shipping Dashboard once they enter the Shipping Node of your Process.
When Parts are in Shipping and you need to transfer them, select the box next to the part number, scroll down and choose "Move Multiple Parts".
Invoice from Shipment
To invoice for shipments in the Invoicing Dashboard, ensure that the "Create Invoices From Shipments" Domain Setting is turned on:
With the domain setting turned on, the SHIPMENTS tab becomes available, and you can invoice for shipments in the Invoicing Dashboard:
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