How to create a shipment?

In Winddle there are several ways to create a shipment

Create from "Dashboard" ("Orders without shipment" widget)

On the dashboard, thanks to the “Orders without shipment” widget, you can see the orders that you have to manage and create a shipment for one or several orders.

1. Select the PO line(s) for which you want to create a shipment
2. Click on « Create shipment », that will bring you to the shipment creation form.

3. Fill the shipment informations
4. As you can see the selected PO will be in the created shipment
5. Click on « Create »

The shipment is now created, and partners of the project have been notified

Create from "Shipment list" page

If you create a shipment from the "Shipment list" page, you'll first create a shipment then assign project lines to it.

1. Click on "Create shipment", that will bring you to the shipment creation form.
2. Fill the shipment informations
3. Click on "Create"

Now that the shipment is created you have to add some purchase order lines / PL.

Add purchase order line(s)

4. Go to the "Loading" tab
5. Click on "Add order line"
6. Select the order line(s) you want to add to the shipment by clicking on "Select"
You can use the filter area a the top of the window to help you to find some specific order      line(s)

You then see the selected order line(s) added to the shipment

Add packing list(s)

As a packing list might contains several orders therefore several order lines, Winddle offers you the possibility to add all the order lines of a packing list in one click.

1. Go to the "Loading" tab
2. Click on "Add packing list"
3. Select the packing list(s) you want to add to the shipment by clicking on "Select"
You can use the filter area a the top of the window to help you to find some specific order      line(s)

You then see the order line(s) from the selected packing list(s) added to the shipment

Create from Project Line ("Schedule")

In Winddle you are able to create a shipment directly from the order line.

Go to the order of the order line


1. Click on "Schedule" ("Schedule" page is a summary of the current terms of a selected order line)


2. Select te order for which you want to create a shipment, that will bring you to the shipment creation form.

3. Fill the shipment informations
4. As you can see the selected PO will be in the created shipment
5. Click on « Create »

The shipment is now created, and partners of the project have been notified

NB: As long as the shipment ETD is prior current date you are still able to add order line(s) to the shipment

 

 

 

 

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