Manage Shipments
The Manage Shipments section, within the Operations module, lets you configure general settings for shipments and warehouses.
The configuration has two tabs: Shipments and Warehouses.
In this guide
- Configure shipments
- Set shipment defaults
- Configure Houses and packages
- Configure warehouses
- Set reception numbering
- Configure consolidations
General workflow
- Open Shipments to configure the available options and default values.
- Configure House numbering and package identifiers if needed.
- Select Save to apply the shipment settings.
- Open Warehouses to configure warehouse features, reception numbering, and consolidations.
- Select Save to apply the warehouse settings.
Shipments
The Shipments tab defines the general settings used when creating and managing shipments.
Figure 1. General shipment configuration and default values
Figure 2. Houses and packages configuration
General Configuration
This section defines the options available for shipment management.
Defines the logistics models enabled for shipments.
Defines the transport modes available for an operation's route legs.
Defines the trade directions enabled for shipments.
Default Values
This section defines the values initially selected when creating a shipment.
Defines the logistics model selected by default.
Defines the transport mode selected by default.
Defines the trade direction selected by default.
Defines the unit used for length, width, and height.
Defines the unit used for weight.
Defines the unit used to count shipment elements.
Defines the currency used for the declared value.
Defines the currency used for the insured value.
Defines the customs office selected by default.
The default Logistics Model, Transport Mode, and Trade Direction must already be enabled under General Configuration.
Houses
This section enables Houses and configures their numbering.
Enables or disables Houses.
Defines the format used to generate House numbers. The numeric sequence must be specified inside curly braces { }.
Packages
This section configures how package identifiers are generated.
Defines how each package identifier is generated. Depending on the selected option, the system can generate the code automatically.
Save Changes
Select Save to apply the shipment settings.
Warehouses
The Warehouses tab defines settings for warehouses, receptions, and consolidations.
Figure 3. Warehouse configuration
Manage Warehouses
Enables or disables warehouse features and their associated settings.
If the organization does not use warehouse operations, this option can be disabled.
Receptions
This section defines the format used to generate warehouse reception numbers.
Defines the structure of each reception identifier.
Numbering Structure
Depending on the selected mask type, a reception number can include:
Identifies the reception type.
Includes the associated warehouse reference.
Includes the corresponding period.
Includes a numeric sequence.
The identifier structure depends on the selected Mask Type.
Consolidations
This section configures consolidation numbering and document requirements.
Defines the format used to generate consolidation numbers.
Defines the documents required to add a reception to a consolidation. When documents are required, the reception must include them and their attachments. If none are configured, no document requirement applies when adding the reception.
Save Changes
Select Save to apply the warehouse settings.
The settings under Warehouses affect reception and consolidation management.