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PrerequisitesBefore scheduling a shipment, make sure:
  • A Sales Order has been submitted.
  • Items are available in stock or production is complete.
  • You have access to the Delivery Note and Shipment modules.
  • The customer’s shipping address and contact info are up-to-date.

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Step 1: Create a Delivery Note

The Delivery Note is the document that records which items are being shipped, how many, and to whom. To create:
  • Go to Sales Order > open the relevant order.
  • Click Create > Delivery Note.
Make any adjustments (e.g., partial quantity if doing a split shipment), then Submit the Delivery Note.
If shipping directly from production, you can also create a Delivery Note from a Work Order or Finished Goods Stock Entry.

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Step 2: Schedule the Shipment

Once the Delivery Note is submitted, schedule the shipment:
  • Navigate to Stock > Shipment (or “Shipping Schedule” depending on your ERP view).
  • Click New to create a new shipment schedule.
  • Link the Delivery Note.
  • Fill in:
    FieldDescription
    Delivery DateWhen the items are expected to ship
    CarrierName of logistics company (e.g., DHL, local transporter)
    Tracking NumberProvided by the carrier (if available)
    Vehicle or Container InfoOptional but useful for internal tracking
    Shipping Rule (Optional)Applies predefined shipping cost logic
  • Click Submit to finalize.

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Step 3: Hand Over to Logistics

Once the shipment is scheduled:
  • Print the Delivery Note or Packing Slip.
  • Physically hand over the goods and documents to your logistics provider or driver.
  • Update the Tracking Number in the Shipment document if it wasn’t available earlier.
If the shipment is being handled by CGIC’s internal fleet, update vehicle info and driver details in the Shipment record.

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Track and Manage Shipments

You can view all scheduled and delivered shipments in the Shipment List or through custom filters like:
FilterWhat It Shows
Status = ScheduledReady to ship
Status = In TransitShipped but not yet delivered
Status = CompletedSuccessfully delivered
Carrier = [XYZ]Shipments via a specific logistics partner
This gives your team visibility into what’s shipped, what’s pending, and what’s delayed—so you can respond quickly.

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Notify the Customer

Before or after shipment:
  • Open the Delivery Note.
  • Click Email.
  • Attach the PDF and add a short message like:
    “Your order has been shipped and is expected to arrive on [Date]. Please see attached for the delivery details.”
For even more automation, consider setting up email notifications when a Delivery Note or Shipment is submitted.