Delivery Note
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and .
Get the items from the Sales Order by clicking Get items from
and selecting "Sales Order". Select the appropriate order and click OK
.
Determine if the order requires pictures, or if there are any other special requirements.
Determine if the shipment is eligible to ship early by checking the Early Dispatch Eligible
check-box. If unchecked, the order can ship on the ship date. If yes, the order can ship ASAP.
Fill Item Information.
Fill Batch/Serial info if necessary
For more information, see Supplemental Guide 4 – Delivery Note Item Details.
Fill the "Packing information" section, as necessary. Fields are:
Weight - Total weight of shipment, in lbs. If multiple cartons/pallets, record individual weights in the comments section.
Cartons - Number of cartons in the shipment
Cylinders - Number of cylinders in the shipment
Vol - Total amount of agent in the shipment
Pallets - Total number of pallets in the shipment
Exempt - Unused
Attach photos if taken.
Attach Dangerous Goods Identification Sheet (MC Sheet), if necessary
Save the delivery note.
If third party verification is required, have the verifier comment on the order.
Once finished, update the status by clicking Actions
and then Complete
. This will update the status to Packing Complete.
The CS user will be responsible for clearing Delivery Notes for Shipment. Orders that need review will be in the Packing Complete or QA Documentation Complete status. To clear a Delivery Note for Shipment:
Open the Delivery Note to be cleared for shipment.
Review the Delivery Note and linked Sales Order to verify it is ready for shipment. Items to address may include:
Payment
Grouping of customer orders for consolidated shipment
Quality documentation (open QA drop-down section to scan for requirements)
If QA documentation is required, change the status to Pending QA Documentation
When QA has attached the proper documentation, the status will be QA Documentation Complete.
If QA documentation is not required, go to the next step.
Once the Delivery Note has been verified and can be cleared for shipment, change the status to CLEARED FOR SHIPMENT
Open the Delivery Note that you intend to complete QA documentation.
Save the Document.
Filter the list to show Delivery Notes with the status Cleared for Shipment.
Open the proper Delivery Note for the shipment.
Determine if the shipment is eligible to ship early by checking the Early Dispatch Eligible
check-box. If unchecked, the order can ship on the ship date. If yes, the order can ship ASAP.
View the delivery method under the Shipping Information section. Fill the carrier name and tracking number, if applicable. Fill any additional required information.
Save the Form.
For Packing Lists, use Sea-Fire Packing List.
For Commercial Invoices, use Sea-Fire Commercial Invoice.
to show records .
to show records .
Complete the appropriate QA documentation.
Change the to QA Documentation Complete.
.
the order by changing the workflow state to Shipped.