Shipment
In ianaiERP, the Shipment feature allows you to manage and track the delivery of products to your customers. This comprehensive interface provides all the necessary information and tools to process shipments efficiently.
Overview
Shipments in ianaiERP turn a confirmed sale into a physical delivery. The Shipment list gives you live visibility (order, customer, status, tracking, carrier/service). From a shipment you can pick/pack, allocate stock (including lots/bins), create labels, and automatically update inventory and tracking.
Let's explore each section in detail.
Shipment list (columns)
Order Number – Source document number tied to this shipment.
Date/Time – When the shipment record was created.
Customer / Recipient – Bill-to / Ship-to party shown on the label.
Company – Your legal entity fulfilling the order (for multi-company setups).
Due Date – Target ship/delivery date used for prioritization.
Status – Current progress (e.g., Ready, label created, shipped).
Tracking Status – Carrier tracking state when available.
Total Amount – Monetary total of the source document (for quick reference).
Carrier / Service – Selected carrier (UPS/FedEx/DHL/…) and service (e.g., Ground).
List actions: search/filter (e.g., by Status), batch select, print/export, and Add New.
Shipment header (main form)
Customer – Pulled from the source doc; determines Ship-To and billing.
Location – Warehouse/location shipping the order.
Payment Term / Due Date (sales doc fields) – From the source; does not affect label creation.
Ship Date – Planned/actual ship date used in documents and labels.
External Channel / Customer PO – Optional references to marketplaces/POs.
Addresses
Billing Address – Customer billing details.
Shipping Address – Recipient details (address verification/autocorrect supported).
Order Items (pick/pack)
Item, Description – Products to ship.
Quantity / UOM – Ordered quantity and unit.
Packed (inline as you work) – Quantity confirmed for this shipment.
Class/Dept/Project – Optional tracking tags per line.
Packing aids
Barcode Counting – Scan item barcodes to increment Packed accurately.
Auto Stock Fill – Auto-allocate from available lots/bins (FIFO by default), with manual override when needed.
Shipping Info (label)
Ship From – Origin location/address.
Requested Method – Requested by customer (e.g., “FedEx”).
Carrier / Service – Actual carrier/service to use.
Package / Size / Weight – Packaging type, dimensions, and weight.
Insurance / Declared value – Optional.
Rate / Time – Quoted rate and estimated delivery when available.
Print Label – Purchases/prints the label and returns a tracking number.
Other shipping options
Ship on account / Use my carrier account
Non-machinable / Saturday delivery / Dry ice
Require delivery confirmation
Do not notify marketplace when shipped (suppress channel update)
Notes & Attachments
Message to Customer / Internal Notes – Communication and internal instructions.
Attachments – Pack lists, photos, compliance docs, etc.
Key Functions
Create a shipment from a sales document
On Shipping → Shipment → Add New, pick Invoice / Sales Order / Sales Receipt.
Select the customer and source doc; verify ship-to and items.
Pick & pack
Use Barcode Counting to scan and increment Packed.
Enable Auto Stock Fill to allocate from lots/bins automatically (FIFO).
For lot/bin items, you can manually choose specific lots/bins when needed.
Set shipping details
Choose Carrier/Service, Package, Size/Weight, and any options.
Quote Rate/Time (if connected) and confirm Ship Date.
Print label & capture tracking
Click Print Label. ianaiERP creates the label and stores the Tracking Number.
Automatic inventory movement
On label creation (or shipment completion, depending on your setup), ianaiERP:
Decrements inventory for shipped lines.
Updates selected lot balances and bin locations.
Marks shipment status accordingly.
If allocation was short, the system can flag the shipment as Incomplete; finish allocation and mark Complete when ready.
Notify channels & customers (optional)
If enabled, marketplaces/e-commerce channels are updated with tracking.
Send customer notifications using your standard template.
List-level productivity
Filter by Status (e.g., “Ready”) to batch process.
Batch print labels or export shipments for reporting.
Best Practices
Validate Ship-To addresses (use autocorrect/verification) before printing labels.
Use filters (e.g., Status = Ready) for efficient batch packing/labeling.
Prefer Barcode Counting to eliminate packing errors.
Keep Auto Stock Fill on for FIFO and accurate lot/bin depletion; override only when necessary.
If an item is short, ship the available quantity and split ship the remainder.
Print labels only after confirming weight/dimensions to avoid adjustment charges.
Related Features
For more detailed information on managing shipments and related processes, please refer to the specific sections in this documentation.
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