# 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?
**Core Functionality**
The Shipment Delivery module displays a comprehensive list of shipped and partially shipped Sales Orders awaiting delivery assignment. It acts as the command center for your delivery operations, allowing you to view, filter, and organize shipments based on multiple criteria including order status, ship dates, customer information, and geographic location.
Shipped Orders are intelligently grouped by Invoice, meaning that a single Sales Order with multiple invoices will appear as separate entries. This granular approach ensures precise tracking and accountability for each invoice throughout the delivery process.
**Key Benefits**
* Centralized view of all pending deliveries
* Flexible filtering for quick order location
* Integration with truck and operator management
* Support for both full and partial order deliveries
* Real-time status tracking and updates
* Enhanced customer service through accurate delivery coordinatio
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.
| Field / Option | Description |
| --------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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.
| Filter Field | Description |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **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.
| Feature / Option | Description |
| -------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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** :
| Column Name | Description |
| -------------------- | ------------------------------------------------------------------- |
| 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**
| Column Name | Description |
| --------------- | ------------------------------------------------------------------------ |
| 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 |
{% hint style="info" %}
**"To Shipment" column**: Editable field for entering the quantity to add to the Shipment Delivery Lines (must not exceed available quantity).
{% endhint %}
***
### Workflow for Creating Shipment Deliveries
Creating shipment deliveries involves a systematic process using the available trucks and operators:
1. **Select Truck and Operator**: Assign the delivery truck and operator to handle the shipment.
2. **Filter Shipped Orders**: Use shipment delivery criteria to locate pending or partially shipped orders.
3. **Add Orders to Delivery**:
* **Show Lines**: Allows selection of specific quantities or lines based on operational needs.
4. **Manage Shipment Delivery Lines**:
* Ensure correct quantities are added to shipment lines.
* Validate that quantities do not exceed available stock.
5. **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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