Shipments
Recording and receiving products from placed Purchase Orders.
Last updated
Recording and receiving products from placed Purchase Orders.
Last updated
When products you've ordered start arriving, tracking this information allows you to account for any missing or incorrect quantities of any products to avoid discrepancies in your inventory later.
Creating PO Shipments gathers all products from a purchase order in one place as they arrive as a checklist. Once everything in the purchase order is accounted for in the vendor shipment, you can close both the shipment and order to mark the process as complete.
Closed orders and shipments act as a record of your past orders and can be reviewed anytime you wish.
To create a new PO shipment:
Open the Vendors tab in the Navigator Window.
Then,
Select a vendor from the list.
Choose More Options > New Shipment from Vendor.
The first step after creating a new PO shipment is to add some basic information related to the shipment.
This includes:
Date: When you received the physical products.
Shipped Via: The services performed by the carrier to deliver the shipment.
Tracking Number: The tracking number provided by the shipping carrier.
Total Cost: The total cost to you to place the order.
To enter these details:
Click the Edit icon.
Enter the new details.
Click Update or press Return.
After creating the PO shipment, the next step is adding products from the associated purchase order.
First:
Confirm that the PO shipment you want to add products to is open.
Open the Purchasing tab in the Navigator Window and expand all sections.
Then,
Choose the associated purchase order.
Select desired products to receive.
Click the Receive Selected button.
When receiving items, you can adjust product details in the Purchasing tab.
These include:
UPC: Any universal product codes for the received products.
SKU: Any vendor-specific product codes for received products.
Receive: The quantity of the received products.
Amount: The cost to you of the received products.
To update a product:
Select a purchase order.
Select the desired product.
Enter the new value into the desired text entry.
Click the Update button.
When activated, received products are added to the Inventory Tool with the received quantity values.
Quick Tips!
For more information, please refer to the section covering the Inventory Tool.
After adding them to a PO Shipment, you can adjust product quantity and price for that shipment.
Select desired products from the PO shipment.
Enter a value into the desired text entry.
Click the Update button.
Quick Tips!
Make sure to update your purchase order if you receive more products than you ordered.
Additional adjustments can be applied to a PO shipment using the More Options Menu.
Add other amounts like credits issued by the vendor or adjustments to the total cost.
Add shipping amounts to account for more expensive expedited shipping costs.
Delete selected items that have been received into the shipment.
Delete shipment when created on accident or if the shipment is unneeded.
Close shipment is when you have received all products from the purchase order.
PO shipments are considered complete and ready to be closed if they meet the following conditions:
The shipment must have every product from the purchase order received.
The remaining balance is $0.00.
Quick Tips
Account for any adjustments added to your PO shipments. You may need to update your total cost in the PO shipment details.
You can delete PO shipments by following these steps:
Open a PO shipment.
Choose More Options > Delete Shipment.
Confirm the action.
Quick Tips!
Deleting shipments should only be done as a last resort in shipment management. If possible, shipments that have received products should be finalized to keep your order records accurate.
PO shipments feature the standard Tuplo Studio Notes section for internal communications.
To attach notes to PO shipments, follow these steps.
Click the Add button.
Enter a Note.
Click the Save button.
