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Managing Shipping Templates

A Shipping Template is a way to group a set of tools that are comonly put on shipments together. By leveraging shipping templates you can easily and quickly add a set of assets and/or parts to a shipment without having to manually search and add each one individually every time a shipment is created.

Shipping Templates that have been setup in the system can be viewed and managed under Managment -> Shipping Templates in the top right navigation panel.

Shipping Templates

This list is sorted in alphabetical order by name and for each shipping template listed, we show the number of items in the template and the different Groups the items are broken down into.

Creating/Editing a Shipping Template

Building a shipping template with items is a similar process to how you would set up a single shipment.

To add a shipping template, click Create New in the top right side of the page.

To edit a shipping template, click on the template name.

Editing Shipping Templates

Each shipping template consists of a Shipping Template Name for easy identifcation throughout the system and within each template are groups of shipment items.

Working with Shipment Items

Shipping Templates are made up of one or more assets, general asset types and/or parts called shipment items and when adding these items to a template, they can be organized into different Groups. These Groups are fully customizable and can be used to organize the shipment items within a template by different characteristics such as size, type or even if a set of shipment items are placed within a sub-container such as a toolbox.

When adding items to a shipment template, you have three options:

  1. Add a specific asset by serial number.
  2. Add an asset type that needs to have specific characteristics/properties.
  3. Add a specific part by part number.

Shipping Template Add Items

Adding/Modifying Assets by Serial Number

To add an asset by serial number, select the Serial # radio button and then click in the text box to show the asset picker. After selecting the asset, add Notes if needed, specify an existing or create a Group and then click the Add button to add the asset to the template.

An asset that has been added to a shipping template will show the serial number, its current status and current location.

To move an existing asset to a different Group in a template, click the Move button and select the new group.

To delete an existing asset on a template, click the trash icon in the top right corner.

Shipping Template Asset

Adding Specific Items to a Shipping Template

Any specific assets can be added to shipping template, however if a template is used on a shipment and one of the specified assets is not currently at the From location, then that asset will not be added to the shipment.

Adding/Modifying Assets by Type

To add an asset by asset type, select the Asset Type # radio button and then click in the text box to select the asset type. After selecting the asset type, add Notes to describe the asset properties and then click the Add button to add the asset type to the template.

An asset type that has been added to a shipping template will show the asset type and any notes that were entered.

To move an existing asset type to a different Group in a template, click the Move button and select the new group.

To delete an existing asset type on a template, click the trash icon in the top right corner.

Shipping Template Asset Type

Why You Would Add a General Asset Type to a Shipping Template

When creating a shipping template, sometimes you don’t know the asset’s serial number or don’t care which asset it is but that it just has certain properties/characteristics.

For example if a coordinator needs to ship a 6.5” crossover sub with top/bottom connections of 6 1/2” Reg to a job, rather than enter a specific one on the shipment, they could just add a crossover sub asset type and in the Notes section, specify these properties. Then when the shop manager is full-filling the shipment, they could enter what specific crossover sub they added.

Shipping Template Add Asset Type

Adding/Modifying Parts

To add a part, select the Part # radio button and then click in the text box to show the part picker. After selecting the part, add a Qty, enter Notes if needed and then click the Add button to add the part to the shipment.

A part that has been added to a shipment will show the part number, part type and the quantity.

To change the quantity for an existing part, enter the new value in the Qty field.

To move an existing part to a different Group in a template, click the Move button and select the new group.

To delete an existing part on a template, click the trash icon in the top right corner.

Shipping Template Part

Using a Shipping Template as a Tool Order

Shipping templates can also be setup and leveraged as pre-built tool orders for upcoming jobs.

Permission

You must have the Ship Receive role to be able to modify shipping templates.

Archiving Shipping Templates

If a shipping template is no longer needed in the system, it can be archived help .

To Archive or UnArchive and item, search and select the item and then click Archive or UnArchive in the upper right section of the page.

Shipping Template Attachments

Files can be attached help to a bid by clicking on the paperclick button in the top right of the page to add any additional pictures or documents. Any attachements that have been added will not be included when printing out the bid and will have to be manually printed and added.

When creating a new shipping template, you will not be able to add an attachment until you have saved the template for the first time.

Shipping Template Audits

To view the Audit History help for all shipping templates, click on the Audit History link in the top right section of the Shipping Templates List page.

To view the Audit History help for a specific shipping template, click on the Audit link in the top right section of a specific template’s header.

What is Audited for Shipping Templates

  • When a shipping template has been modified.
  • If shipment items have been added or removed and what those specific items were.

Shipping Template Audits