How to Configure an Expeditions Process?

Instruções

1. Go to the "Settings" menu in the sidebar.
2. In the "Outputs" tab, select the "Expedition Processes" tab.
3. Click on "+ Add."
4. In the "General" tab, fill in the fields:
   • Description (required)
   • External Code - if there is integration with external software, the code should match the one used in that software.
   • Include packing (optional)
   • Default process (optional)
   • Type of Expedition - expedition to a customer, delivery to the factory, return to the supplier, or warehouse transfer (optional)
   • Picking Type - normal or wave (required)
   • Automatically ship after closing the Packing (optional) 
   • Pick per unit during picking (optional) - for more information about this field, you can refer to Pick per unit during picking: what it is, what it is for, and how to activate it
5. In the "Hierarchy of the process" tab, define the hierarchy (order) of the zones from which you want the expedition to take place.
6. Click "Save."

Note: In the "Delivery/Pickup Points" tab, define which delivery points will use the created expedition process. You can select them individually or in bulk.

View in the application

Please note

After configuring all types of expedition processes, when creating a new expedition order, either manually or by synchronization with external software, the delivery point will determine the expedition process to use. The expedition process is automatically associated with the delivery point of the expedition guide, and all configured validations will be taken into account.

It may be of interest

• How to perform picking?
• How to Create a Shipping Guide?
• Blog article: Wave Picking | what it it and should I use it in my warehouse?
• Blog article: What are the benefits of process integration?
• Blog article: How can you optimize your warehouse operational process?