How To: Create a new Shipment from the Shipments Tab
Table Of Contents
Scheduled Shipments allow you to create planned deliveries for a specific customer without the need for a subscription. This can be useful for one-off delivery arrangements that need to be managed and tracked separately from standard sales orders.
Create a New Scheduled Shipment
- Open the Scheduled Shipments screen and select the Shipments tab.
- Create a new shipment.
- Select the required customer from the lookup window.
- Add a new shipment item.
- Before saving the shipment, review the following sections and ensure all details are correct:
- Shipment Schedule
- Options
- Sales Order Address
- Payment Information
- Save the shipment.
Important Notes
Manual Shipments Are Customer-Specific
Manually created shipments work differently from shipments generated through subscriptions.
Because they are not linked to an originating subscription:
- Other customers cannot be added or joined to the shipment.
- The shipment is intended for a single customer.
- The shipment can still be edited and additional items can be added if required.
When to Use a Subscription Instead
If several customers require the same shipment schedule, it is usually better to create a subscription and add customers to it.
This allows Khaos Control to generate separate shipment schedules automatically for each customer while maintaining a single subscription template.
Additional Information
Manual scheduled shipments are ideal for:
- One-off delivery arrangements.
- Customer-specific delivery schedules.
- Temporary or bespoke fulfilment requirements.
For recurring deliveries that apply to multiple customers, subscriptions provide a more efficient and easier-to-manage solution.