Tutorial
Prepare a shipment
Open the shipment work area and create Shipment or the appropriate delivery document.
Before you start
Prepare shipments and deliveries, record parties and transport information, and track execution. Link commercial orders and stock documents so physical movement remains consistent with the ERP transaction trail.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Open the shipment work area and create Shipment or the appropriate delivery document.
- Select the source order/delivery and identify the parties and addresses.
- Add packing and transport information, review quantities and record the relevant references.
- Update execution through the supported statuses and retain proof of delivery or shipping evidence when applicable.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
Carrier booking or tracking is available only through a configured provider integration. Do not assume every Shipment creates a courier booking.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.