1. What is the purpose of adding a new shipment in the Isolocity system?

    • Adding a new shipment in the Isolocity system allows you to organize and track the dispatch of products to customers. It ensures that all necessary information is documented, including customer details, product information, and shipping dates, which is essential for maintaining accurate records and fulfilling orders efficiently(Adding A New Shipment).

  2. How do I begin the process of adding a new shipment in Isolocity?

    • To begin, log in to the Isolocity system, navigate to the "Shipping & Receiving’" section, then to “shipments” and click on "Create Shipment." This will open the shipment creation form where you can input the necessary details(Adding A New Shipment).

  3. What information is required to create a new shipment?

    • The required information includes:

      • Customer: The customer who will receive the shipment.

      • Purchase Order Number: The order number associated with the shipment.

      • Requested Ship Date: The date the customer has requested the shipment to be sent.

      • Product: The product being shipped.

      • Batch Number: The batch number associated with the product.

      • Quantity: The amount of product being shipped(Adding A New Shipment).

  4. How do I select the customer for the shipment?

    • The customer is selected from a dropdown menu that lists all customers associated with your organization. Make sure to select the correct customer to ensure that the shipment is sent to the right destination(Adding A New Shipment).

  5. Why is it important to enter the Purchase Order Number?

    • Entering the Purchase Order Number links the shipment to the customer’s order, ensuring that the correct products and quantities are shipped. This also helps in tracking the shipment and managing customer relations(Adding A New Shipment).

  6. What is the significance of the Requested Ship Date?

    • The Requested Ship Date indicates when the customer expects the shipment to be dispatched. Accurately entering this date helps in planning the shipment process and ensuring timely delivery(Adding A New Shipment).

  7. How do I select the product to be shipped?

    • The product can be selected using the search box to find the appropriate item in your inventory. This ensures that the correct product is included in the shipment(Adding A New Shipment).

  8. What is the role of the Batch Number in a shipment?

    • The Batch Number identifies the specific batch of the product being shipped, which is important for traceability and quality control. Select the Batch Number from the dropdown list or enter a new one if applicable(Adding A New Shipment).

  9. How do I enter the quantity of the product being shipped?

    • The quantity is entered in the "Quantity" field. Ensure that the quantity matches the customer’s order and that it is correctly documented to avoid shipping errors(Adding A New Shipment).

  10. What should I do if the product is not found in the search box?

    • If the product is not found, ensure that it is listed in your inventory and linked to the appropriate specification. If necessary, add the product to your inventory before proceeding with the shipment(Adding A New Shipment).

  11. How do I finalize the creation of a new shipment?

    • After entering all the necessary information, click "Create Shipment" to finalize the process. This action saves the shipment in the system and schedules it for processing and dispatch(Adding A New Shipment).

  12. Can I add notes to a shipment?

    • Yes, you can add notes by selecting the "Add Notes" option during the shipment creation process. This is useful for including special instructions or additional information related to the shipment(Adding A New Shipment).

  13. How do I confirm the shipment details before finalizing?

    • Confirm the shipment details by reviewing all the entered information, such as customer, product, quantity, and ship date. If everything is correct, click "Create Shipment" to proceed(Adding A New Shipment).

  14. How do I handle multiple products in a single shipment?

    • For multiple products, repeat the process of adding each product and its details to the shipment. Ensure that all products and quantities are accurately documented(Adding A New Shipment).

  15. What is the purpose of the Actual Ship Date?

    • The Actual Ship Date is the date when the shipment is actually dispatched. This date should be entered once the shipment leaves your facility to keep accurate records of shipping activities(Adding A New Shipment).

  16. How do I manage shipment tracking?

    • Shipment tracking can be managed by recording tracking numbers and courier details in the shipment notes. This information helps both your team and the customer track the shipment until it is delivered(Adding A New Shipment).

  17. Can I edit a shipment after it has been created?

    • Yes, shipments can be edited by navigating to the shipment record and updating the necessary fields. Ensure that any changes are saved to reflect the updated shipment details(Adding A New Shipment).

  18. How do I handle a situation where the shipment cannot be dispatched on the Requested Ship Date?

    • If a shipment cannot be dispatched on the Requested Ship Date, update the customer as soon as possible and adjust the shipment details in the system. Communicating delays helps maintain good customer relationships(Adding A New Shipment).

  19. What should I do if the customer’s address changes after the shipment is created?


  20. How do I associate the shipment with a specific order?

    • The shipment can be associated with a specific order by entering the corresponding Purchase Order Number during the shipment creation process. This links the shipment to the correct customer order(Adding A New Shipment).

  21. How do I handle special shipping instructions?

    • Special shipping instructions can be included in the notes section of the shipment. Ensure that these instructions are communicated to the shipping team to avoid any issues during dispatch(Adding A New Shipment).

  22. What should I do if the shipment is rejected by the customer?

    • If a shipment is rejected, investigate the cause and from there you would create an NCR or a CAPA as required . You may also need to initiate a return process depending on the circumstances(Adding A New Shipment).

  23. How do I generate a shipment report?

    • Shipment reports can be generated by accessing the reports section of the system and selecting the relevant shipment details. These reports provide a summary of all shipments made within a specific timeframe(Adding A New Shipment).

  24. What are the next steps after finalizing a shipment?

    • After finalizing a shipment, it should be dispatched according to the planned schedule. Regularly review and track the shipment’s progress to ensure it reaches the customer on time(Adding A New Shipment).