Shipment

 

Shipment

A shipment document, which can be generated independently or from a delivery note, documents the actual physical shipment of goods. Shipments in v15 provide improved tracking and integration capabilities, which were first introduced in v13.

 

Shipment

 

1. Requirements Before Shipment Creation

  • Verify that the company’s and the supplier’s addresses (postal code, email, and phone number) are correct.
  • There is a contact for the supplier or customer.
  • Choose a user with full contact information (name, email, and phone number) if you are picking up from your own business.

2. Using ERPNext to Create Shipments

2.1 Independent Manual Shipment

  1. Go to Shipment and select New.
  2. Select a Pickup From entity (Customer, Supplier, or Company).
    • Choose a Pickup Contact if “Company.”
  3. Full Delivery To information.
  4. Enter the package’s dimensions, weight, and quantity.
  5. Use Parcel Templates if you want to create reusable item configurations.
  6. Enter the contents description, pick-up date, and goods value.
  7. Complete the Shipment Information fields (AWB, Service, Carrier, etc.).
  8. After selecting Save, click Submit.– On-change triggers allow for custom scripting or notifications upon submission.

2.2 Delivery Note Shipment

  1. Open a delivery note that has been submitted.
  2. Click on Create → Shipment.
  3. Fill out the remaining fields and click “Submit.” The form will automatically fill in based on the Delivery Note.

3. Shipment Features

Parcel Details: Record several packages along with their weight, size, and number.

 

Parcel Templates: Easily repurpose standard packaging arrangements.

 

Detailed Shipment Information:

 

  • Selecting a Carrier and Service
  • AWB Number for monitoring
  • Incoterm, Shipment ID, and Shipment Cost

 

Event Triggers: Triggers on Shipment Document Change events, allowing:

 

  • Notifications
  • Custom Server Scripts

 

Frappe Marketplace apps for carrier integrations:

 

For instance, ClickPost Integration for tracking, carrier allocation, proof of delivery (POD) capture, and automatic AWB registration.

 

ERPNext Shipping: retrieve shipping costs, print labels, and provide real-time tracking (LetMeShip, SendCloud).

3.1 Automation in Shipments

ERPNext introduces enhanced automation capabilities within the Shipment module through integration with third-party shipping providers. This helps reduce manual data entry and streamlines Logistics operations.

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