Arrange a shipment
Link dispatch information with the intended transporter and vehicle.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Prepare the eligible dispatch source, transporter and vehicle details. Transport workflow actions depend on document status and permissions.
Step by step #
- Open Shipments in the transport area.
- Choose the supported source/dispatch information.
- Select the transporter and vehicle and complete required shipment details.
- Review quantities and references before saving.
- Track the shipment using its available status and detail actions.
Understand the fields #
- Transporter: the carrier responsible for movement.
- Vehicle: the vehicle used for the shipment.
- Source reference: links the shipment to the business document.
- Quantity: review partial dispatch quantities carefully.
Check the result #
Verify source linkage and dispatch status; avoid dispatching the same quantity twice.
If something goes wrong #
If the source is not selectable, check status, remaining quantity, branch and permissions. A packing list alone is not proof of delivery.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.