Shipments

Recording and receiving products from placed Purchase Orders.

Advanced Feature

This feature is part of our advanced offerings. If you're interested in exploring this and other premium features, we encourage you to contact our sales team.

A Shipment opened in the Shipment Details Window.

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 appears in the Purchase Order Shipment, you can close both the shipment and order to mark the process as complete.

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Create a New PO Shipment

More Options Menu choices in the Vendors tab of the Navigator Window.

To create a new PO shipment:

• Open the Vendors tab in the Navigator Window.

Then,

1. Select a vendor from the list.

2. Choose More Options > New Shipment from Vendor.

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PO Shipment Details

Vendor Shipment Details in the Receiving Window.

The first step after creating a new PO shipment is to add some basic information related to the shipment.

Including:

• 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:

1. Click the Edit icon.

2. Enter the new details.

3. Click Update or press Return.

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Receive Products

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,

1. Choose the associated purchase order.

2. Select desired products to receive.

3. Click the Receive Selected button.

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Purchasing Tab Details

Product Details in the Purchasing tab.

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:

1. Select a purchase order.

2. Select the desired product.

3. Enter the new value into the desired text entry.

4. Click the Update button.

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Add to Print Queue

When activated, received products are sent to the Inventory Tool with the received quantity values.

Quick Tips!

For more information, please refer to the section covering the Inventory Tool.

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Manage PO Shipments

PO Shipment adjustment entries in the Receiving Window.

After adding them to a PO Shipment, you can adjust product quantity and price for that shipment.

1. Select desired products from the PO shipment.

2. Enter a value into the desired text entry.

3. Click the Update button.

Quick Tips!

Make sure to update your purchase order if you receive more products than you ordered.

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Shipping and Other Adjustments

More Options in the Receiving Window.

Additional adjustments can be applied to a PO shipment using the More Options Menu.

• Add Other Amount: Add additional item lines for other amounts.

• Add Shipping Amount: Add additional item lines for shipping amounts.

• Delete Selected Items: Removes any selected items from the shipment.

• Delete Shipment: Delete the shipment and remove it from your records.

• Close Shipment: Mark the shipment as closed when and indicate the order was successful.

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Close Shipments

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.

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Delete Shipments

You can delete PO shipments by following these steps:

1. Open a PO shipment.

2. Choose More Options > Delete Shipment.

3. Confirm the action.

Quick Tips!

Deleting shipments should only be done as a last resort in shipment management. Avoid deleting shipments for more complete ordering records.

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Notes

PO shipments feature the standard Tuplo Studio Notes section for internal communications.

To attach notes to PO shipments, follow these steps.

1. Click the Add button.

2. Enter a Note.

3. Click the Save button.

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Video Tutorial

Discover how to create purchase order shipments and receive products in Tuplo Studio, completing the second half of your purchase order process.