Shipment-Logistics Orders

Products and services are valuable when they are transported exactly and on time to their destination. Shipment-Logistics manages the processes from the first point to the end consumer and recycling. Shipment-Logistics Orders is the screen used by warehouse managers. They can control, ship and deliver the goods that need to be stored or to be shipped over the orders.

Route: ERP > Sales-Distribution > Shipment-Logistics > Shipment-Logistics Orders

Purchase/Sales orders, Purchase/Sales delivery notes, shipment requests that have reached the shipping stage are listed on the “Shipment-Logistics Orders” page.

The “Receive Shipment”, “Ship” icons at the end of the documents are used to make the actual shipment of the products sold or purchased from this page and to record the purchase or sale in the inventory module.

The system automatically directs you to the screen of adding a purchase or sales delivery note appropriate to the relevant order record.

Filtering on Shipment-Logistics Orders Page

In order to filter on this page, you must fill in the relevant fields on the page according to your request.

Fields on the page;

1-Filter: You can search by typing order or order number in this field.

2-Reference No: You can use it to list orders according to the reference information added on the screens of transactions made with the product (purchases/sales).

3-Company and Branch Office: If more than one company is managed on Workcube or a branch office-based structure is used, management of other companies and branch offices is provided on a single screen.

4-Shipping Method: It enables certain shipping methods to be sent with batch shipment, especially when planning shipment.

5-Stage: You can also filter and report the documents ready for shipment or the orders with missing/over deliveries.

6-Process: It can be used to list orders by process (Process steps may vary depending on the company).

7- You can choose from this field to list the orders on a document basis, line basis, or shipping basis.

Listing on a line-by-line basis allows you to split and ship or invoice your related orders.

If you list on the basis of shipment, you can create a shipment plan by selecting your team-vehicles.

8-Sales Special Definition: You can prioritize your transactions according to the special definition you have used in the details of your orders.

9-Sales Region: It is used to list orders according to a certain sales region.

10-Zone: You can list orders by region from this area.

11-Province: You can list the orders by using this field.

12-County: You can list the orders according to the county from this field.

13-Saved By: This field is used to display the orders according to the recorder information.

14-Subscription No: It allows you to list your consignment delivery notes related to subscriptions.

15-Project: This field is used to list the orders related to the project (selected as the related project in product transactions).

16-Current Account: This field is used to list the orders linked to the current account.

17-Warehouse: Allows warehouse managers to perform warehouse-based transactions

18-Category: It is used to list the orders according to the product category.

19-Received By: It is used to list the orders according to the Receiver Information.

20-Product: It is used to list the orders according to the product. To select the relevant product, click the icon next to this field and click the link for the relevant product.

21-Spec: It is used to list orders according to product specs. To select the relevant product, click the icon next to this field and click the link for the relevant product.

22-Brand: It is used to list the orders according to the product brand. To select the relevant brand, click the icon next to this field and click the link of the relevant brand.

23-Model: It is used to list the orders according to the product model. To select the relevant model, click the icon next to this field and click the link for the relevant model.

24-Record Date: Lists the orders according to the date range where the related document is posted.

25-Transaction Date: Lists the orders according to the transaction date range selected in the document.

26-Plan Date: It is used to list orders according to a specific plan date range.

27-Transaction Type: It is used to list orders according to a certain transaction type.

Not shipped: This box must be ticked to list orders for products that have not been shipped.

Problematic Records: Lists the sales orders recorded as problematic in the shipping results.

After entering the required definitions in the fields, click the "SEARCH" button.

From left to right:

1- By clicking this icon, you will be directed to the Purchase/Sales Delivery Notes to perform the “Receive Shipment” and “Ship” transactions.

2- By clicking this icon, you will be directed to the “Purchase Invoice New Record” page to issue a purchase invoice.

3- Using this icon, you will be directed to the Serial and Lot transactions page for the relevant product to create the warranty serial number.

4- You can print by clicking this icon.

You can perform the packaging process by ticking the box at the end of the line of your transactions for which the packaging process has not been completed. If you click on the "Packaging" button after selecting the box, it will direct you to the "Packaging and Shipments New Record" page.

When you click the "Batch Packs" button by selecting the relevant boxes to make batch packaging, the system will direct you to the "Batch Shipments New Record" page.

With these operations, you can list the products for which sales orders are created on this screen, give the shipment order and issue the sales invoice.

Note: When listing on the "Based on Shipping" on the Shipment-Logistics Orders screen, the orders will be listed as follows.

• For team/vehicle information to be displayed, you must specify this information in team planning. For detailed information, you can review the "Team Planning" document.
• After the listing is made, a shipment plan can be created for the selected product/products by making a selection from the field at the bottom right.