Welcome to Isolocity's Support

FAQs for "Adding A New Shipment"

1. What is the purpose of adding a new shipment in the Isolocity system?
A: Adding a new shipment 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?
A: Log in to the Isolocity system, navigate to Shipping & Receiving → Shipments, and click Create Shipment. This opens the shipment creation form where you can input all necessary details(Adding A New Shipment).

3. What information is required to create a new shipment?
A: 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?
A: Select the customer from the dropdown menu listing all customers associated with your organization. Choosing the correct customer ensures the shipment goes to the correct destination(Adding A New Shipment).

5. Why is it important to enter the Purchase Order Number?
A: Entering the Purchase Order Number links the shipment to the customer’s order, ensuring the correct products and quantities are shipped. It also helps track the shipment and manage customer relations(Adding A New Shipment).

6. What is the significance of the Requested Ship Date?
A: The Requested Ship Date indicates when the customer expects the shipment to be dispatched. Accurate entry helps in planning the shipment process and ensuring timely delivery(Adding A New Shipment).

7. How do I select the product to be shipped?
A: Use the search box to find and select the appropriate product from inventory, ensuring the correct item is included in the shipment(Adding A New Shipment).

8. What is the role of the Batch Number in a shipment?
A: The Batch Number identifies the specific batch being shipped, which is crucial for traceability and quality control. Select from the dropdown or enter a new batch number if needed(Adding A New Shipment).

9. How do I enter the quantity of the product being shipped?
A: Enter the quantity in the Quantity field, ensuring it matches the customer’s order to avoid shipping errors(Adding A New Shipment).

10. What should I do if the product is not found in the search box?
A: Ensure the product is listed in inventory and linked to the correct specification. Add it to inventory if necessary before creating the shipment(Adding A New Shipment).

11. How do I finalize the creation of a new shipment?
A: After entering all information, click Create Shipment to save the shipment and schedule it for processing and dispatch(Adding A New Shipment).

12. Can I add notes to a shipment?
A: Yes, use the Add Notes option to include special instructions or additional shipment information(Adding A New Shipment).

13. How do I confirm the shipment details before finalizing?
A: Review all details—customer, product, quantity, and ship date—before clicking Create Shipment to proceed(Adding A New Shipment).

14. How do I handle multiple products in a single shipment?
A: Repeat the process for each product, ensuring all products and quantities are accurately documented(Adding A New Shipment).

15. What is the purpose of the Actual Ship Date?
A: The Actual Ship Date records when the shipment is actually dispatched. Enter this date once the shipment leaves your facility to maintain accurate records(Adding A New Shipment).

16. How do I manage shipment tracking?
A: Record tracking numbers and courier details in shipment notes. This helps both your team and the customer track the shipment until delivery(Adding A New Shipment).

17. Can I edit a shipment after it has been created?
A: Yes, navigate to the shipment record, update necessary fields, and save changes to reflect updated details(Adding A New Shipment).

18. How do I handle a situation where the shipment cannot be dispatched on the Requested Ship Date?
A: Update the customer as soon as possible and adjust shipment details in the system. Communicating delays maintains good customer relationships(Adding A New Shipment).

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

A: Enter the corresponding Purchase Order Number during shipment creation to link the shipment to the correct customer order(Adding A New Shipment).

20. How do I handle special shipping instructions?
A: Include special instructions in the notes section and communicate them to the shipping team to prevent issues during dispatch(Adding A New Shipment).

21. What should I do if the shipment is rejected by the customer?
A: Investigate the cause, create an NCR or CAPA if required, and initiate a return process if necessary(Adding A New Shipment).

22. How do I generate a shipment report?
A: Access the Reports section and select relevant shipment details. Reports provide summaries of shipments within a specific timeframe(Adding A New Shipment).

23. What are the next steps after finalizing a shipment?
A: Dispatch the shipment according to the planned schedule and regularly track progress to ensure it reaches the customer on time(Adding A New Shipment).