Shipment
Shipping is a key component in a customer’s supply chain, manufacturing, and retail success. Aqxolt ERP offers a comprehensive solution to streamline the shipping process, providing accurate delivery dates and times. Aqxolt ERP facilitates real-time communication with UPS and FedEx, ensuring seamless integration and tracking.
The shipping management process begins with the following activities:
- Creation of Sales Order
- Creation of Stock Dispatch (Pick, Pack, Ship)
When creating a sales order from the Order console, the shipment cost can be estimated from the Delivery section of the Order console.
Aqxolt ERP supports UPS, FedEx, and internal shipments.
- Click on the Delivery section.
- Select UPS or FedEx.
- Based on the Ship-To address and package size, the system will provide the estimated shipping cost.
Once a sales order is created and ready for shipment, it becomes available for stock dispatching.
- Click on the Outbound logistics tab.
- Select the sales order to be shipped.
- Pick all the line items of the order or select partial line items.
- Click on Pack to create a package.
- In the package detail section, select the Package Type and Shipment Type.
- When selecting the Package Type, the Weight, Weight Unit, Length, Width, and Height will be auto-populated.
- Select the shipment type, which can be UPS, FedEx, or Internal Shipment.
UPS
Upon selecting the shipment type UPS, the following process continues:
- Click the Save button to create the package.
- Click on the ship icon, which will direct you to the UPS shipping page.
The left side of the shipment page includes shipping details such as the destination shipment, shipment originating from, and the package details.
The right side has three sections:
- Shipping Services/Cost
- Process Shipment
- Track Shipment
Shipping Services/Cost:
This section populates the Shipping Date and other details such as Weekend Delivery, International forms, Product Unit Code, Delivery Confirmation, and Description.
- Click on the Get Rates button to view the available UPS services.
- Select a UPS service.
Process Shipment:
This section populates the Shipment Name, Shipment Status.
- Click on View UPS Label to generate the UPS label, which can be printed and attached to the package.
- Click on View Invoice to view the sales order invoice, which is also printable.
- Clicking on Cancel Shipment will cancel the shipment.
Track Shipment:
Once a shipment is dispatched, clicking on the Track Shipment section will generate a tracking number and provide real-time tracking of the package.
FedEx
Upon selecting the shipment type FedEx, the following process continues:
- Click the Save button to create the package.
- Click on the ship icon, which will direct you to the FedEx shipping page.
The left side of the shipment page includes shipping details such as the destination shipment, shipment originating from, package details and Invoice details.
The right side has three sections:
- Shipping Services/Cost
- Process Shipment
- Track Shipment
Shipping Services/Cost:
This section populates the Shipment Date and includes other details, such as Description, Signature Services and Special Services.
- Click on the Get Rates button to view the different FedEx services to choose from.
- Select a FedEx service.
- After selecting a particular FedEx service, the Initiate Shipment button will be enabled.
- Click on Initiate Shipment to start the shipment.
Process Shipment:
This section populates the Shipment Name, Shipment Status and other pickup details.
Track Shipment:
Once a shipment is dispatched, clicking on the Track Shipment section will generate a tracking number and provide real-time tracking information for the package.
Internal Shipment
Upon selecting the shipment type as Shipment, the following process continues:
- It brings you to the Delivery screen, where delivery details can be added.
- Add the Delivery Date and click Save. The stage changes to Shipped, and the Delivery Name becomes the Opportunity Name.
- This creates a Shipment record, which can be seen on the Sales Order and Logistic Order related lists.
PickUp/DropOff
- Navigate to the Pickup/DropOff tab to create delivery flows.
- Click on New, fill in the name, status, and other available details, then click Save.
- Out for Delivery is the flow created as shown above.
Delivery Flows:
- Navigate to the Pickup/DropOff tab to create delivery flows.
- Click on New and fill in the name, status and other details if available and Save.
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- Picked Up and Delivered are the flows created as shown above.
Checklist:
Navigate to the Checklist tab to verify the number of items delivered against the ordered quantity.
- Select the checkbox and click Verify if the entire quantity has been delivered.
- Verifying the items will make the line items non-editable.
- By default, the Delivered quantity is set to the ordered quantity, and the status is set to Delivered. The delivered quantity can be adjusted based on the physical delivery quantity, and the status will change to Item(s) Missing if the ordered quantity and physical delivery quantity do not match.
- The Delivery Person, upon reaching the delivery point, navigates to the Delivery tab and captures the customer’s signature, name, delivery date, and time.
- Attachments such as photos or other documents can also be added.