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 – The recipient's company name, from the shipping address (shown on the label when shipping to a business).

• 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.

• Due Date – A ship-by/prioritization date carried from the source document; does not affect label creation.

• Ship Date – Planned/actual ship date used in documents and labels.

• External Channel – Optional reference to the marketplace/channel the order came from.

• Department / Project Code – Optional header-level tracking tags (shown when enabled in company settings).

Addresses

• Billing Address – Customer billing details.

• Shipping Address – Recipient details (address verification/autocorrect supported for US addresses).

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.

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

• Shipping Account – Who the carrier charges: your account (default), the recipient, or a third party.

• 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

1. 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.

2. 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.

3. Set shipping details

   • Choose Carrier/Service , Package , Size/Weight , and any options.

   • Quote Rate/Time (if connected) and confirm Ship Date.

4. Print label & capture tracking

   • Click Print Label. ianaiERP creates the label and stores the Tracking Number.

5. 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 Incompleted ; finish allocation and mark Completed when ready.

6. Notify channels & customers (optional)

   • If enabled, marketplaces/e-commerce channels are updated with tracking.

   • Send customer notifications using your standard template.

7. List-level productivity

   • Filter by Status (e.g., “Ready”) to batch process.

   • Batch print packing slips/pick lists (labels are printed one shipment at a time) 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

• Sales Transactions

• Item options

• Customer

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