Scheduled Shipments List Tab
The Scheduled Shipments List screen lists all current Subscriptions or Shipments depending on the radio button selected. The screen consists of three areas:
- Filters
- Grid
- Radio Buttons
The top filters and grid layout will change depending on the radio button selected at the bottom of the screen.
The radio buttons at the bottom of the screen enable the user to view all the current Subscriptions and Shipments.
Double-click on a Subscription to open up the Subscription detail
Double-click on a Shipment to open up the Shipment detail
Subscriptions
Subscriptions are lists of stock items which are to be shipped sequentially at defined intervals from a specified start date. The intervals can be daily, weekly, monthly, quarterly, six-monthly, annual, bi-weekly, bi-monthly, bi-annual or custom. When a customer subscribes to, or joins a subscription, the system generates a customer specific shipment, or shipment schedule, for them which lists the items in order along with their specific shipment dates which are calculated from the base date, the day of the month, the interval specified, the item focused on and the subscription type.
Filters
- Type: the type of shipment being used. This can be:
- Scheduled shipment: generated from a sales order on a schedule to be decided by the user/customer.
- Continuity: a schedule which is always running and allows customers to join it at the current issue
- Fixed: starts the sequence at the beginning (current date) and follows it to the end.
- Interval: the interval at which the shipment is generated.
- Date From and Date To: date range filters (defaults to the last 12 months).
Grid
The grid headings are:
- Code: the subscription code.
- Description: the subscription description.
- Type: the subscription type.
- Interval: the subscription interval.
- 1st Shipment: the date after which first item will be shipped (Base Date).
- Members: the number of shipments generated from this subscription.
Context Menu
- Goto Customer: goes to the customer whom is associated with the subscription.
- Clear Selection: deselects the currently selected line(s).
Shipments
Shipments, or shipment schedules, are normally generated from subscriptions and sales orders but they can also be created manually. They are customer specific lists of items to be shipped on specified dates along with any other items to be shipped at the same time (attachments). Once a shipment date arrives for an item, it is manually, or automatically, added to the shipment queue. The items in the queue are then manually, or automatically, processed, at which time a sales order is generated for the item and any attachments. These sales orders can then be edited and are processed as normal. Shipments that are generated from subscriptions and sales orders can be edited and tailored on an individual basis later.
Filters
- Type: the type of shipment being used. This can be:
- Scheduled shipment: generated from a sales order on a schedule to be decided by the user/customer.
- Continuity - A schedule which is always running and allows customers to join it at the current issue
- Fixed - Starts the sequence at the beginning (current date) and follows it to the end.
- Interval: the interval at which the shipment is generated.
- Date From and Date To: date range filters (defaults to the last 12 months).
Grid
- Type: the subscription type.
- Interval: the subscription interval.
- URN: the URN of the customer for this shipment.
- Customer: the customer name for this shipment.
- 1st Shipment: the date of the first shipment.
- Subscription: the subscription that generated this shipment.
- SOrder: the sales order from which the shipment was created using the [ Sales Orders | Detail | Main | Other Actions Menu: 5:Shipment Schedule...]
Context Menu
- Goto Customer: goes to the customer whom is associated with the shipment.
- Clear Selection: deselects the currently selected line(s).