Creating Shipment Model

| 2 minutes

To track each shipment, products and quantities in each shipments, ETD and ETA, as well as export customs documents, Logistics Dept. will use the following document in the System:

  • Shipment Model (SHP)

This SOP will explain what SHP is, how to use it and will list the steps of how to create SHP.

Getting started with SHP (Shipment Model)

After production of an order is finished, all payments with Customer and Vendors are settled, Salesperson will send a task to Logistics Person to arrange the shipment. To arrange the shipping, be able to track it, export the documents, and record the relevant information Logistics Person will create SHP document.

  • SHP is the main document used to record the information relevant to each shipment, such as products, quantities, destination, ETD/ETA, declared prices, etc.
  • SHP document displays all the products and quantities in one shipment.
  • SHP is the source of all documents required by customs, and BL Draft.
  • SHP keeps the records of declared product names, declared prices, products and quantities shipped.

SHP Stages

SHP has 4 main stages that reflect the status of any shipment, from a draft to delivered. Stages are visible after accessing a specific SHP.

  • Draft: Initial stage at which SHPs are created. Draft shipments contain a list of products that will be shipped.
  • In Progress: Stage used to prepare the main Shipping and Customs documents.
  • In Transit: Stage used to track the shipment, when the goods are on the way to destination.
  • Delivered: Stage used after shipment is delivered to destination.

How to create a SHP

1. Locate Shipping Module.

2. Switch to 'List' view.

3. In the 'List' view click 'CREATE' button on top of the screen.
4. Fill out 'Consignee' field by starting to type Customer company name and choosing the right option from the dropdown.
Note: Consignee company name has to be correct and match Shipping Instruction document. If there is no correct Consignee name, Logistics Person needs to inform Salesperson responsible for the order.

5. Fill out 'Shipment Type' by choosing the appropriate option from the dropdown (Air, Sea, Railway or Other).
Note: 'Shipment Type' field is mandatory to fill out.

6. Click 'DRAFT' to move the new SHP to this stage.

7. Add Sales Order Reference to connect the new SHP to an order. To add an SO click 'Add a line', choose the relevant SO from the pop up and click 'SELECT'.

8. At this point of the process it is better to save the progress. Click 'SAVE' on top left of the screen.
Note: Once SHP is saved, Reference number of the document will be generated.

After the document is saved, Logistics Person needs to add products and other important information before exporting the final customs documents.

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