Procedure - Shipment pool

Purpose

Following activation, the workflow is modified when the shipment is saved in that the defined shipment type is available in the pool and has to be released.

Process

Step 1: Shipment entry
 

Shipments can be provisionally entered and then released from the shipment pool. This can then be used as two-stage shipment entry. To do this, you can save a new shipment as a pool shipment (field Type) as usual.
 

Tip: if necessary, you can receive support to help you work efficiently through the additional product Shipment template. Please contact Imtech to this end.

 

Step 2: Save shipment
 

Once the shipment has been entered as a pool shipment, you can save this but also edit it further via the shipment ID hyperlink. However, the shipment type cannot be retrospectively modified.

 

Step 3: Release shipments
 

Next, you can click [Release shipments].
 

All the shipments in the pool that have not yet been released are displayed for the configured period. Cancelled shipments are not included in the table.

You can use the hyperlinks to release all or only the selected shipments or a single shipment through the shipment ID hyperlink in the pool.

Furthermore, you can also re-edit the shipment via the icon.

 

Step 4: Shipment release in progress
 

As the release process can take several seconds per shipment, you are shown continual feedback about the status of the shipment release.

Note: do not close the browser or press Back to go to the previous page during the release process as your session ID will become invalid.

 

Step 5: Shipment release complete

 

the following options are now available to you in the final step:
 

  • You can click the shipment's hyperlink to re-edit it
     

  • Providing the print function is enabled in the configuration, you can select [Run print module] for the shipment or
     

  • You can click [All printouts] to start the successfully released shipments.