Scheduled Shipments Shipment Tab
Table Of Contents
Important: Scheduled Shipments is not enabled by default.If you are interested in using this feature, please email Development for further information.Note: Additional charges will apply if this option is enabled.
The Scheduled Shipments screen displays the details of a customer's shipment schedule, including the items to be shipped, scheduling information and any attached products that should be included with a shipment.
The screen is divided into three main areas:
- Shipment Information
- Stock Items Grid
- Attachments Grid
Shipment Information
This section contains the setup and scheduling information for the selected shipment.
Customer
URN
The customer's unique reference number.
Name
The customer name associated with the schedule.
Subscription
Code
Displays:
- The subscription code that generated the shipment schedule, or
- n/a if the shipment was created manually or from a sales order.
Description
Displays:
- The subscription description, or
- Manual / Sales Order if the shipment was created manually or from a sales order.
Shipment Schedule
ID
The automatically generated shipment schedule ID.
Day Of
The day of the month on which the shipment will be generated.
Interval
Defines how frequently shipments are created.
Available options include:
- Monthly
- Quarterly
- 6-monthly
- Annual
- 18-monthly
- Bi-Annual
- 3 Years
- 4 Years
- 5 Years
Base Date
The date after which the first shipment can be generated.
Options
Stop Structured Pricing
Applies the Stop Structured Prices setting to generated sales orders.
Override Shipments
Allows the shipment sequence of items to be changed.
Continuous
Controls what happens once all scheduled items have been shipped.
- Ticked: the schedule remains active.
- Unticked: the schedule becomes inactive once all items have been processed.
Shipment Active
Determines whether the shipment schedule is currently active.
Sales Order Settings
Credit Limit
If the customer exceeds the specified credit limit, shipments remain in the processing queue until the account is within limit.
Apply Keycode
The keycode applied to generated sales orders.
Invoice Priority
The invoice priority assigned to generated sales orders.
Price List
Assign a price list to the shipment schedule.
Note: When a stock item is first added to a Scheduled Shipment, the item price defaults to 0.00. This allows you to enter a chargeable price or leave the item as a free issue.
When a sales order is generated:
- If the stock item exists on the selected price list, the price is taken from the price list.
- If the item is not on the price list, or no price list has been specified, the price is taken from the shipment line itself.
Brand
Generated sales orders use the brand selected on the shipment schedule.
Courier
Generated sales orders use the courier selected on the shipment schedule.
Courier Group
Generated sales orders use a courier selected from the specified courier group.
Notes
- Courier and Courier Group cannot be used together.
- To clear either field, enter edit mode and press Backspace in the relevant field.
Sales Order Addresses
The shipment schedule stores the addresses that will be applied to generated sales orders.
Invoice Details
- Inv Address - Invoice address
- Inv Contact - Invoice contact
Delivery Details
- Del Address - Delivery address
- Del Contact - Delivery contact
Payment Information
Pre-Paid
When this option is enabled for a pre-paying customer, card payment details become available.
The following information can be stored:
- Card Number
- Expiry Date
- Start Date
- End Date
- Issue Number
- Cardholder Name
- Address
Additional controls include:
- Select button
- New button
Stock Items Grid
The upper grid displays the main items included in the shipment schedule.
Stock
Code
The stock code or SKU.
Description
The stock item's short description.
Qty
The quantity of the item to be shipped.
Price
The item price.
This can be set directly on the shipment schedule or on the individual item line.
Date
The shipment date.
This date is transferred to the delivery date on the generated sales order.
Status
Active
Indicates whether the item and its attachments will be included when the shipment is generated.
Procd
Indicates the item has already been processed.
Skipd
Indicates processing has been skipped for this item.
Queue
Indicates the item is currently waiting in the processing queue.
Attach
Indicates that the item has attachments associated with it.
Attached items are displayed in the Attachments Grid.
SOrder
Code
Displays the generated sales order number once processing has taken place.
ID
Unique identifier for the shipment line.
Move Item Buttons
The move item controls allow you to change the order in which items are processed within the shipment schedule.
Available options allow you to:
- Move the selected item to the top of the list.
- Move the selected item up one position.
- Move the selected item down one position.
- Move the selected item to the bottom of the list.
Stock Items Grid Context Menu
Right-clicking within the Stock Items Grid provides the following options.
Go To Stock Item
Opens the stock item record associated with the selected line.
Go To Customer
Opens the customer linked to the shipment schedule.
Go To Sales Order (Generated from Shipment)
Opens the sales order that was created from the shipment schedule.
Go To Sales Order (Source)
Opens the original sales order associated with the selected shipment line.
Add Selected to Current Item's Attachment Grid
Moves the selected stock items into the attachment grid of the currently highlighted item.
Apply Value Range
Applies the same value to multiple selected rows.
Clear Selection
Removes all selected rows.
Attachments Grid
The lower grid displays items that will be shipped alongside the currently selected item in the Stock Items Grid.
These items will be included on the same generated sales order.
Grid Columns
Stock
Code
The stock code or SKU.
Description
The stock item's short description.
Qty
The quantity of the attached item to be shipped.
Price
The price of the attached item.
Active
Indicates whether the attached item will be included when the shipment is processed.
Hide
Hides the selected attachment from the grid.
Attachments Grid Context Menu
Right-clicking within the Attachments Grid provides the following options.
Go To Stock Item
Opens the selected stock item record.
Apply Value Range
Applies the same value to all selected lines.
Clear Selection
Clears any selected rows.
Additional Information
Scheduled Shipments can be used to automate recurring customer orders, subscription fulfilment and regular product deliveries. Once configured, sales orders can be generated automatically based on the schedule settings, helping to reduce manual processing and ensure repeat shipments are sent at the correct intervals.