Creating a freight order directly from the order screen in ProdSys streamlines the shipping process, ensuring that the delivery is efficiently managed. Follow these steps to create a freight order:
1. Access the Order Module
Navigate to the Order Module from the main dashboard or menu.
Select the relevant order you want to ship by searching for the order number or filtering by customer.
https://app.prodsys.com/#/orders
2. Open the Freight Section
Once inside the order details, locate the Freights Section i upper right of the screen.
Press + New to create a new freight order
3. Select the Carrier
The system creates a new freight order with default settings
Choose the preferred shipping carrier from the available options, based on delivery time or cost.
If the system integrates with Freight API, you may compare rates and services from multiple carriers in real-time.
4. Fill in Shipping Details
Verify that the shipping address and contact details are correct.
If necessary, you can update these fields to reflect the correct destination or recipient.
Confirm the package weight, dimensions, and any other details required by the carrier.
5. Edit Order Line Fields
For each line item, the following fields are displayed:
Line Number: This shows the position of the item within the order.
Article Number: A unique identifier for each product in the order. This article number is linked to the item in your inventory system.
Description: A brief description of the product, helping to identify the item quickly.
Ordered Quantity: This column displays how many units of the product were ordered by the customer.
Quantity Now: The quantity currently being processed for delivery.
Remaining Quantity: This indicates any outstanding quantity yet to be delivered. If the value is "0," it means all items have been delivered.
Managing Quantities for Delivery
Check Delivery Quantities: Ensure that the quantity in the Qty Now column reflects the correct number of items that are being shipped.
Partial Deliveries: If you are processing a partial delivery, update the Qty Now field to reflect the number of items shipped in this instance. The remaining quantity will automatically adjust in the Remaining column.
Complete Deliveries: If you are delivering all items, ensure the Qty Now matches the total ordered quantity and that the Remaining field shows "0."
6. Define Package Details
In the Parcel section, you will see a table with fields to enter or edit shipping information for the package(s). Here are the key fields:
Type: Choose the type of package from the dropdown menu (e.g., Pallet, Box, or Package).
Quantity (Qty): Specify the number of packages you are preparing for this shipment.
Weight: Enter the total weight of the package in kilograms (kg).
Length, Width, Height: Enter the dimensions of the package in centimeters (cm) to ensure accurate volume and shipping cost calculation.
Volume: The system may automatically calculate the volume based on the dimensions, or you can input it manually.
Load meters: Indicate the load meters (if applicable).
Description: Provide a description of the contents in the package (e.g., "Various Goods" or "Fragile Items").
Note: If there are any special instructions or details about the package, they can be noted here.
Net Weight and Sum Weight: The system will calculate the net and total weight based on your inputs.
Add Multiple Packages
If your shipment includes multiple packages:
Click on the Plus (+) button in the top right corner of the parcel section to add additional rows for new packages.
Repeat the process by filling in the required fields for each package.
Review the Package Information
Ensure that all entered data for the parcels is correct. Double-check that the weight, dimensions, and number of parcels match what is being physically prepared for shipping.
7. Book Freight
Once all the details are correct, click the "Export" button to generate a freight order.
The system will automatically communicate with the selected carrier, finalizing the shipment details.
8. Print packing list and labels
After booking, the system will generate a packing list
Print the packing list and attach it to the package for the carrier to scan upon pick-up.
Open the suppliers web site and print labels and other report that is needed for the shipment
9. Track Shipment
The system will update the order with tracking information from the carrier.
You can monitor the shipment status in real-time directly from the order screen in the action menu to the left of the freight order.
By following these steps, you can easily create and manage freight orders, ensuring that your deliveries are processed quickly and accurately.