Shipping Notes, also known as Despatch Notes, are used for logging and recording when anything is sent out of the building. This means that you have a history of the item being sent, where it went to, the method of delivery, and collection details when the return of the item is required.
To create a Shipping Note:
- Open the Main Menu
- Next to Shipping, click the green + icon
- A new Shipping Note page will open
- Complete the fields (required fields are displayed in bold)
- Click Save (the details section will become available in the lower half of the screen)
- Click into the Barcode field and Scan the Assets Barcode
(If you don't have a scanner, Enter the Barcode and click Enter from that field - Repeat Step 6 as required until all required Media has been added
- Progress Shipping Note Status:
- Set to Prepared and Print your Shipping Note once it's ready for Dispatch
- Set to Dispatched once the goods have left the premises (the Media records Location will be updated)
- Set to Complete when you receive confirmation that they goods have arrived at their new location
Please Note: If the Service drop-down is empty, you will need to add Shipping Services to your Rate Card before you can add Shipping Notes.
| Field | Description |
|---|---|
| Project Type | The Project Type this shipment belongs to. This ensures the Shipping Note is tied to the correct business unit or workflow |
| Product | The Product or Client brand associated with the shipment. Appears on the Shipping Note PDF under “Product.” |
| Project # | The Project number the shipment relates to. Appears on the Shipping Note PDF under “Project Number.” |
| Job ID | The Job ID the shipment is connected to. Ensures traceability back to the originating Job |
| Description | A short description of the shipment. This appears on the Shipping Note PDF under “Description.” |
| Deadline Date | The date the shipment is due or expected. This appears on the PDF as “Date.” |
| Delivery Company Name | The company the shipment is being sent to. This becomes the new media location once dispatched, and is shown on the Shipping Note PDF under “Deliver To.” |
| Delivery Contact Name | The recipient contact at the delivery company. Shown under “Deliver To” on the PDF |
| Service | The Service type selected from your Rate Card (e.g., Messenger, Courier). Defines how the shipment is sent. If the service requires a cost, you must enter it in Cost To Us before saving |
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