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Viewing All Shipments For a Location

The current list of all Preparing and Shipped shipments that have been entered into the system for a location can be viewed under Inventory -> Shipments in the top left navigation panel.

Shipments Marked as Preparing

Shipments that are marked as prepairing have been created in the system, the From Location and To Location have been set but the shipment has not left the facility.

To view all Inbound/Outbound shipments for the current location that are being prepared, click the Preparing tab.

Shipments Preparing List

Shipments Marked as Shipped

Shipments that are marked as shipped have been created in the system, the From Location and To Location have been set and the shipment has left the facility.

To view all Inbound/Outbound shipments for the current location that have been shipped, click the Shipped tab.

Shipments Shipped List

These list are sorted in descending order by the shipment’s number and for each shipment listed, we show the following high-level information so that a shipment can be quickly identified without having to click on the shipment to view its details:

  • Shipment Number
  • To Location
  • From Location
  • Shipment Type (Tool Order or Shipment)
  • Assets Ready or Total Assets on Shipment/Tool Order
  • Parts Ready or Total Parts on Shipment/Tool Order
  • Date Shipped
  • Reference #
  • Logistics Company (if applicable)
  • Motors on Shipment (if applicable)
  • Shipment Notes

Shipments List Shipment

Why use the Location Specific Shipment List

The location specific help shipment section shows the same information that can be filtered for on the All Shipments section; but if you are based out of certain location, then view shipments this way is beneficial.

For example a shop manager for a particular district doesn’t need to always see all shipments for every district, vendor, job, etc. in the system because typically they only need to know about the ones affecting them. So rather than having to filter the shipments down to where they are located, they can simply view the location specific shipment tabs to see the inventory that is either preparing to be shipped to/from or has shipped to/from their location.

Another example would be hands on a job. Their current location would be automatically set to the job they are assigned to, so they could quickly view all inventory that has or will be shipped to their location and be ready for it when it arrives.