A shipment plan is a crucial document that outlines the essential details and arrangements involved in transporting goods from one location to another. Accurate shipment plans will streamline your operations, helping ensure on-time deliveries to customers. In this article, we will delve into the process of creating a shipment plan in Logiwa.

Step-by-Step Guide

To begin, navigate to the Shipment Plan screen in Logiwa.
Select Create Shipment Plan from the upper righthand corner of the screen.

The Create Shipment Plan sidebar will open. Proceed with filling in the General section.

General

This section contains the bulk of the information about your shipment plan. Fill in the required fields (Shipment Plan Code, Warehouse, and Status). An explanation for each field is below the screenshot.
- Adding additional information is not required, but is beneficial for accurate recordkeeping.

Field	Description
Shipment Plan Code*	Unique code for the shipment plan that will be used in the system.
Warehouse*	Select the location where the shipment plan is being executed.
Client	Select the client for whom the shipment plan is being executed.
Carrier	Select the carrier responsible for transporting the goods from the warehouse to the final destination.
Truck Plate Number	The identification number or license plate number of the truck used for transportation.
Loading Gate	Type to search and select the specific gate or entrance at the warehouse where the truck will be loaded.
Status	The current status of the shipment plan, indicating whether it is Open, In Progress, Started, Completed, Shipped, or Cancelled.
Planned Shipment Date	The originally scheduled date for the shipment to leave the warehouse.
Actual Shipment Date	The actual date when the shipment departed from the warehouse.
Loading Started Date	The date and time when the loading process of the goods onto the truck began.
Loading Completed Date	The date and time when the loading process of the goods onto the truck was completed.
Truck Departed Date	The date and time when the truck left the warehouse after loading the goods.
Expected Total Volume	The estimated volume or capacity required to transport all the goods in the shipment plan.
Expected Total Weight	The estimated weight of the goods that will be transported in the shipment plan.
Note	Any additional information or comments related to the shipment plan that may be important for reference or communication purposes.

Once the necessary information has been entered, click Next to proceed.

Others

This section primarily focuses on the Customer and Customer Address, followed by the Custom Fields section, which allows for optional fields that can be defined to capture additional information specific to your business needs.

Expand each section to learn more.

Customer

To select a predefined customer, type at least 3 characters into the Select customer field.

If you haven't defined customers in the system, please follow the instructions here to add one.

Customer Address

Once you've selected a customer, the addresses that have been added for that customer will be available to choose.

If only one address exists for this customer, that address will be added by default.

Custom Fields

Custom fields can be used to store information such as special instructions, reference numbers, or any other relevant details that are unique to the specific shipment or customer.

To learn more about creating and utilizing custom fields, please see this article.

Click Next to move to the final section.

Orders

Open orders can be added to the shipment plan from this section using either the Add or Search order options. This is not a required step at this time.

To search for an order, type at least 3 characters into the Search order field.
Click the Add button to manually search a list of shipments. This list can also be searched/filtered.
Select the order(s) you wish to add and click Add Selected Order.

The added order will now be displayed. If you wish to remove any orders, select the order, then select the Remove button.

Once any relevant orders have been added, click Save to create your shipment plan.
You can now view, edit, or delete your shipment plan from the Shipment Plan screen.

Create Picking Job

To create or merge a picking job for this shipment plan, select the shipment plan and click Picking/Job Operations.

The choice will appear to either merge with an existing job or create a new job.

If selecting Create New Job, you'll be able to select the Job Type, Batch Size, and Assigned User.

Click Create Job to complete the process.

Print Manifest/Bill of Lading

To print the manifest for shipment plans, select the relevant shipment plans using the leftmost checkboxes, then click the Print button and select Print Manifest / BOL.