Overview

The Shipment interface in ianaiERP is divided into several key sections:

1. Order Summary

2. Buyer/Recipient Info

3. Order Items

4. Other Details

5. Shipments

6. Shipping Info

7. Other Shipping Options

Let's explore each section in detail.

Order Summary

This section provides a quick overview of the order:

• Store: The store or channel where the order originated

• Order: The unique order number

• Order Date: The date when the order was placed

• Due Date: The expected delivery date

• Ship Date: The actual date of shipment

• Product Total: The total cost of products

• Shipping Paid: The amount paid for shipping

• Tax Total: The total tax amount

• Discount Total: Any discounts applied

• Total: The final order total

An "Edit" button is available to modify order details if needed.

Buyer/Recipient Info

This section contains the customer's billing and shipping information:

• Billing: The billing address of the customer

• Ship To: The shipping address for the order

The interface includes options to edit the information and verify the address. An "Auto correct" feature is available to standardize and validate addresses.

Order Items

This section lists the products included in the shipment:

• Name/SKU: The product identifier

• Description: A brief description of the product

• Quantity: The number of items ordered

• Packed: The number of items packed (if applicable)

• Price: The unit price of the item

Additional features in this section include:

• Toggle for Barcode Counting

• Toggle for Auto Stock Fill

• "Split Ship" option for partial shipments

• "Edit" button to modify order items

Barcode Counting

The Barcode Counting feature allows you to scan product barcodes to quickly and accurately count items for shipment. When enabled:

This feature is available to Standard and Advanced Plan users.

1. Scan Barcodes:Use a barcode scanner connected to your device.Scan each item's barcode as you pack it into the shipment.The system recognizes the scanned product instantly.

2. Automatic Quantity Update:The "Packed" quantity for the corresponding product increments automatically.The interface updates in real-time, showing the current packed count.A visual indicator (e.g., green checkmark) appears when the packed quantity matches the ordered quantity.

3. Error Prevention:The system alerts you if you scan an item not in the order (e.g., with a warning sound or message).It prevents overpacking by displaying a warning when the packed quantity exceeds the ordered quantity.Reduces human error in manual counting and data entry.

4. Efficiency Boost:Significantly speeds up the packing process compared to manual counting.Allows for a smoother workflow, especially for orders with multiple items.Provides real-time progress tracking of the packing process.

Auto Stock Fill

Auto Stock Fill is a powerful feature for managing lot and bin tracking items:

This feature is available to Advanced Plan users.

1. Automatic Allocation:When enabled, the system scans your inventory database.It identifies available stock for each ordered item across different lots and bin locations.Allocates items automatically based on predefined rules and current stock levels.

2. FIFO Method:Uses a first-in-first-out (FIFO) approach by default.Selects items from the oldest lots first to ensure proper stock rotation.Helps prevent product expiration and maintains freshness for perishable goods.

3. Inventory Accuracy:Maintains accurate stock levels across different storage locations.Updates inventory in real-time as items are allocated to shipments.Provides a clear view of remaining stock in each lot and bin.

4. Customization Options:Allows for manual override if needed (e.g., to select a specific lot).Supports custom allocation rules based on business needs (e.g., prioritizing certain locations).Integrates with other inventory management features for comprehensive stock control.

Note: If there is not enough stock in the selected lot, the system will still print the label but change the status to "Incomplete". After replenishing inventory and adding the required items to the shipment, update the status to "Complete". To finalize the shipment, locate the relevant row, click the menu button, and choose the "Complete the Shipment" option.

Other Details

This area allows you to add internal notes or additional information about the shipment. A "Save" button is provided to store any changes.

Shipments

This section shows the history of shipments for the order. If there are no prior shipments, it will display "No prior shipments."

Shipping Info

Here you can specify the shipping details:

• Requested: The requested shipping method (e.g., FedEx)

• Ship From: The origin of the shipment

• Weight: The total weight of the package

• Service: The specific shipping service (e.g., FedEx Ground)

• Package: The type of packaging used

• Size: The dimensions of the package

• Insurance: Any insurance applied to the shipment

• Rate: The shipping rate

• Time: Estimated delivery time

A "Print Label" button is available to generate shipping labels.

Label Creation and Stock Movement

When you create a shipping label, ianaiERP automatically handles stock movement:

1. The system deducts the shipped items from your inventory.

2. For lot-tracked items, it updates the specific lot quantities.

3. For bin-tracked items, it adjusts the stock levels in the corresponding bin locations.

4. The inventory is updated in real-time, ensuring accurate stock levels across your system.

This automated process helps maintain inventory accuracy and saves time by eliminating the need for manual stock adjustments after shipping.

Other Shipping Options

This section includes additional settings and options for the shipment:

• Shipping Account: The account used for shipping

• This order is non-machinable: For special handling requirements

• Do not notify marketplace when shipped: To control notifications

• Require delivery confirmation: For added security

• Saturday Delivery: For weekend delivery options

• This order includes Dry Ice: For special shipping requirements

Best Practices

1. Always verify the shipping address before processing the shipment.

2. Use the "Split Ship" feature for efficient handling of partial shipments.

3. Regularly update the "Packed" quantity to maintain accurate inventory records.

4. Utilize internal notes for any special instructions or important information about the shipment.

5. Double-check the shipping method and service to ensure it meets the customer's expectations.

6. Print and attach shipping labels immediately after finalizing the shipment details.

Related Features

• Sales Transactions

• Item Management

• Customer Management

For more detailed information on managing shipments and related processes, please refer to the specific sections in this documentation.