Load and Delivery Process

To keep track of product, you must perform certain load and delivery operations. These operations vary depending on the needs, but they enable you to record the status of the shipment and delivery of products.

When you confirm an outbound shipment, the system indicates that the product leaves inventory to be placed with a shipment for delivery. You can enter shipment tracking numbers to track a shipment with a carrier or to request delivery information.

For inbound transactions, such as purchase orders or credit sales orders, you can perform load and delivery operations for pickups. You use the same process to confirm returned items that you use to confirm delivered items.

You can print delivery documents for both shipments and loads. The system provides standard delivery documents, including bills of lading, manifests, invoices, and shipping labels.

Confirming a load is similar to confirming a shipment. For each operation, you verify what is actually on the shipment or load. When you confirm the delivery, you verify that the load reached the final destination. If the loads are compartmentalized or if you are tracking in-transit inventory, the process for confirming loads varies. You can record unscheduled deliveries if you track in-transit inventory for loads.

For in-transit loads only, you can record the disposition of goods after the deliveries are made and the vehicle returns with product left on board. You can record disposition for bulk or packaged products.