Create a shipment or shipment template (Customer)

The steps to create a shipment vary based on how the shipment entry process has been set up for your specific business.

The following task shows the general workflow for creating a shipment where item level details are not supplied for containers.

If you are an employee or a non-restricted customer user, the Template screen is displayed before the Shipment Entry screen.

1. Click Shipment Processing > Shipments. The List of Shipments screen is displayed.
2. Click New. The Template screen is displayed.
3. Select the Customer (employee users only), Division, Logistics Group, Version,and Type.
4. Click Submit. The General tab of the Create Shipment screen is displayed.
5. Enter any necessary information.
6. To enter additional shipment details, click the Details tab. This screen can only be accessed by non-restricted users.
7. Enter any necessary information.
8. Click Submit. The Create Container screen is displayed.
9. Enter any necessary information.
10. Click Submit/Continue. The Create Container screen is displayed with a message indicating whether the container creation was successful.
11. To enter another container, repeat steps 10 to 11.
12. Click Finish. The Create Shipment screen is displayed in a mode where shipment can be accepted.
13. Click Accept Shipment to set the newly created shipment to Processing status.

Tasks

See Also