Manage Shipments
The Manage Shipments section allows you to configure the general parameters used for shipment and warehouse management within the Operations module.
The configuration is divided into two tabs:
- Shipments
- Warehouses
Shipments
The Shipments tab allows you to define the general parameters used during shipment creation and management.
Figure 1. General shipment configuration and default values
Figure 2. Houses and packages configuration
General Configuration
This section allows you to define the options available for shipment management.
Defines the logistics models enabled for shipments.
Defines the transport modes available for the route legs of an operation.
Defines the trade directions enabled for shipments.
Default Values
Allows you to define the values initially selected when creating a new 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 to record length, width, and height.
Defines the unit used to record weight.
Defines the unit used to count shipment elements.
Defines the currency used to express the declared value.
Defines the currency used to express the insured value.
Defines the customs office selected by default.
The default values for Logistics Model, Transport Mode, and Trade Direction must already be enabled in the general configuration.
Houses
Allows you to enable the use of Houses and configure their numbering.
Enables or disables the use of Houses.
Defines the format used to generate House numbering. The numeric sequence must be specified inside curly braces { }.
Packages
Allows you to configure the mechanism used to generate package identifiers.
Defines the method used to generate the identifier for each package. Depending on the selected option, the system can generate the code automatically.
Save Changes
Once the configuration is complete, select Save to apply the changes.
Warehouses
The Warehouses tab allows you to configure the general parameters used for warehouse, reception, and consolidation management.
Figure 3. Warehouse configuration
Manage Warehouses
Allows you to enable or disable warehouse-related features and their associated configurations.
If the organization does not use warehouse operations, this option can be disabled.
Receptions
Allows you to define the format used to generate the numbering of warehouse receptions.
Defines the structure used to generate the identifier for each reception.
Numbering Structure
The numbering can be built using the following components:
Identifies the reception type.
Includes the reference of the associated warehouse.
Includes the corresponding period in the numbering.
Includes a numeric sequence in the identifier.
The identifier structure depends on the selected Mask Type.
Consolidations
Allows you to configure consolidation numbering and the associated document requirements.
Defines the format used to generate consolidation numbering.
Defines the documents required to add a reception to a consolidation. If required documents are configured, the reception must include those documents and their corresponding attachments. If no required documents are defined, no document requirements apply when adding the reception.
Save Changes
Once the configuration is complete, select Save to apply the changes.
The parameters defined under Warehouses affect the management of receptions and consolidations.