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Create a Shipping Order in Shipping Orders List

Easily organize shipments for vendors with precise tracking.

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Written by Ivan Jelinic
Updated over 3 months ago

Purpose

The Shipping Orders List page is your go-to spot for managing shipping-related tasks. Here, you can effortlessly create new shipping orders using the Create a Shipping Order feature.

What can you do with it?

Use the Create a Shipping Order function to effectively manage your shipments. This tool allows users to create a Shipping Order, customizing key details such as order name, shipping number, date, and vendor.

How is it done?

  1. Navigate to the Shipping Orders List: Your journey begins on the Shipping Orders List page.

  2. Begin a New Order:

    • Click on the Create a Shipping Order button to open a new order form.

  3. Enter Shipping Order Details: Fill in the essential fields to set up your order:

    • Name: Input the name of the shipping order in the provided text field.

    • Shipping Number: Provide a unique identifier by entering the shipping number in the text field.

    • Shipping Date: Select the desired date using the date select option. Leave it blank if you prefer to use the current date.

    • Vendor: Choose the vendor from the drop-down data select of vendors.

  4. Review and Save: Double-check all entered details for accuracy and click Save to finalize your shipping order.

Important Considerations

  • Ensure each Shipping Number is unique to prevent duplicate records.

  • If you leave the Shipping Date empty, the system will automatically assign the current date and time.

  • Carefully select the correct vendor to ensure proper order routing and processing.

Best Practices

  • Regularly review and maintain the Shipping Orders List to avoid outdated or incorrect information.

  • When creating a shipping order, take advantage of auto-filled options for dates when applicable to save time.

  • Always verify vendor details before finalizing a shipping order to minimize potential errors.

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