Shipment Delivery
Overview
The Shipment Delivery Module in XoroWMS is a key component for managing and executing deliveries efficiently. This module allows warehouse and logistics operators to track, organize, and assign shipped or partially shipped sales orders (SOs) to delivery trucks while maintaining visibility at both order and line levels. The module ensures smooth operations, timely deliveries, and accurate shipment management.
What is the Shipment Delivery Module?
The Shipment Delivery Module is designed to streamline the delivery process of shipped or partially shipped sales orders. It provides a centralized interface where operators can view all orders ready for delivery, apply filters to quickly locate specific shipments, and assign them to delivery trucks with designated operators.
Key highlights of this module include:
Viewing shipped and partially shipped SOs grouped by invoice.
Managing deliveries efficiently by selecting trucks and operators.
Handling both full orders and individual line items for flexible delivery planning.
By consolidating delivery information, the module ensures that operations teams can manage multiple deliveries simultaneously while maintaining a high level of accuracy and organization.
Fields and Options
The Shipment Delivery Module provides multiple fields and options to help operators manage deliveries with precision:
Shipment Delivery Details
Select Delivery Truck*: Choose the truck for delivery from the dropdown. Trucks can be added through the Delivery Truck module.
Select Operator*: Automatically populated based on the selected truck as defined in the Delivery Truck module.
Select Delivery Truck*
Allows the user to choose a delivery truck from a dropdown list. The available options come from the Delivery Truck module. A new truck can also be added in that module if needed.
Select Operator*
Automatically populated based on the selected truck. The system links the operator assigned to the truck in the Delivery Truck module, ensuring correct driver-truck mapping.
Shipment Delivery Criteria Filters allow operators to narrow down shipped orders efficiently:
Order Number, Order Date, Order Status
Ship To City, Ship To State, Ship Date (From/To)
Customer: Select from the dropdown or create a new customer directly via the Create Customer module.
Order Number
Filter results by a specific Sales Order number.
Order Date
View orders created on a particular date or within a date range.
Order Status
Filter by order status (e.g., Shipped, Partially Shipped, Delivered).
Ship To City
Display orders destined for a specific city.
Ship To State
Display orders destined for a specific state.
Ship Date (From/To)
Narrow results by selecting a date range for shipping.
Customer
Choose a customer from the dropdown or create a new one using the “+” button, which redirects to the Create Customer module.
Shipped Orders Section
Grouping: Shipped orders are grouped by invoice. SOs with multiple invoices appear as separate entries.
Options: Add to Delivery, Remove from Delivery.
Line Visibility Toggle: Default state is OFF. When enabled, it shows line-level details.
Grouping
Shipped orders are grouped by Invoice. A single Sales Order (SO) with multiple invoices will appear as separate entries for each invoice.
Add to Delivery
Adds the selected shipped order(s) or line(s) to the current delivery.
Remove from Delivery
Removes the selected order(s) or line(s) from the delivery list.
Line Visibility Toggle
Controls whether to display item-level details. The default state is OFF (line-level data hidden). Turning it ON reveals individual item details for precision management.
Shipped Orders Columns :
Order#
Unique identifier of the Sales Order (SO)
Invoice#
Invoice number associated with the order
Customer Phone
Contact number of the customer
Ship Method
Mode of shipment (e.g., courier, own truck)
Status
Current status of the order (Shipped, Partially Shipped, Delivered)
Order Date
Date when the order was placed
Ship Date
Date when the order is scheduled to ship
Ship To Address
Complete shipping address of the customer
Ship To City
City of the shipping destination
Ship To State
State of the shipping destination
Ship To Country
Country of the shipping destination
Ship To Postal/Zip
Postal or ZIP code of the shipping destination
Ship To Address Name
Full name of the recipient at the shipping address
Ship To First Name
Recipient’s first name
Ship To Last Name
Recipient’s last name
Sales Order Lines Columns
SO#
Sales Order number
Item#
Item or product identifier
Invoice#
Invoice number associated with the item
Ship Date
Date when this line item is scheduled to ship
Status
Current status of this line item (Shipped, Partially Shipped, Delivered)
Ordered Qty
Quantity originally ordered
Shipped Qty
Quantity already shipped
Delivered Qty
Quantity already delivered
Qty in Delivery
Quantity currently added to this shipment delivery
To Shipment
Editable field where operators can enter the quantity to add to delivery
Workflow for Creating Shipment Deliveries
Creating shipment deliveries involves a systematic process using the available trucks and operators:
Select Truck and Operator: Assign the delivery truck and operator to handle the shipment.
Filter Shipped Orders: Use shipment delivery criteria to locate pending or partially shipped orders.
Add Orders to Delivery:
Quick Add: Adds the entire order to the delivery.
Show Lines: Allows selection of specific quantities or lines based on operational needs.
Manage Shipment Delivery Lines:
Ensure correct quantities are added to shipment lines.
Validate that quantities do not exceed available stock.
Create Shipment Delivery: Confirm and create the shipment delivery for operational execution. The record of the created delivery can be viewed in the Shipment Delivery Centre.
This workflow ensures that deliveries are planned efficiently, with flexibility for partial shipments or multiple invoices.
Use Cases
The Shipment Delivery Module is ideal for organizations that handle multiple shipments daily and need precise control over delivery operations. Key use cases include:
Multi-Invoice Orders: Manage orders split across multiple invoices while maintaining visibility and accurate delivery assignments.
Partial Shipments: Deliver partial quantities of an order while keeping remaining items pending for future shipments.
Operational Flexibility: Assign specific lines or quantities to different trucks and operators based on route, capacity, or customer requirements.
Customer-Specific Deliveries: Ensure shipments are customized based on customer or region-specific requirements using flexible filters.
By leveraging this module, businesses can reduce delivery errors, improve operational efficiency, and ensure timely fulfillment of customer orders.
This structured approach highlights the full functionality of the Shipment Delivery Module and provides a clear guide for warehouse and logistics teams to manage shipments effectively.
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