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Sending and receiving deliveries

Sending and receiving deliveries#

In Tryton you use Shipments to send stock to your customers and receive stock from your suppliers. There are different kinds of shipments available depending on whether you’re dealing with customers or suppliers and whether you are sending or receiving stock.

Although each type of shipment helps you manage the delivery of some stock, and encompasses the same set of ideas, each is tailored for a particular type of delivery.

From Suppliers#

You use a Supplier Shipment when receiving stock from a supplier.

  • The supplier shipment is first received in to the Warehouse’s input Location.

  • You can then use the Restocking List to help you put the stock away in the right locations in the warehouse.

To Suppliers#

If you need to send stock back to a supplier you use a Supplier Return Shipment.

To Customers#

You use a Customer Shipment when sending stock out to a customer.

  • When the customer shipment is waiting to be worked on, normally the first thing you need to do is Assign it.

  • You then pick the stock from the Warehouse. A Picking List helps with this as it details how much stock you need, and where it can be found.

  • Once you’ve picked and packed the delivery you can dispatch it to the customer from the warehouse’s output Location. It is common practice to send a Delivery Note along with your customer’s shipment.

From Customers#

Stock that is returned by customers is handled by using a Customer Return Shipment. It works in a similar way to supplier shipments.

Moving stock within your company#

If you want to move stock between Locations within a Warehouse, or between warehouses that belong to the same Company you use an Internal Shipment.

The internal shipment helps you manage the processes of moving stock from one place to another.

  • Once the internal shipment is waiting to be worked on, you need to go ahead and Assign it.

  • You can use the Internal Shipment Report to help you find and pick, or move, the stock.

  • If the stock is intended for another warehouse you then send the shipment to it.

  • Finally once you’ve put the stock away in the correct locations the internal shipment is done.

Tip

You can use the Stock Location Lead Time to setup how long it normally takes for shipments between two warehouses.

Note

If an internal shipment is expected to take more than one day to complete then when the stock is sent it gets put in a transit location until the shipment is done.

Assigning shipments#

Any Shipments types that normally take stock from either a storage or view Location must be assigned before they can be done. The aim of this process is to find and reserve the stock specifically for the shipment.

The Assign Shipment wizard is used when assigning shipments. It tries to Assign each of the shipment’s incoming Stock Moves. In doing so it updates the stock moves based on what stock it managed to find.

If there is not enough stock available to fully assign the shipment you can force the remainder to be assigned, although this will result in some stock locations having negative stock.

Note

When stock moves from a view location are assigned the stock must always be taken from one of its sub-locations, as view locations cannot be the source or destination of a done move. This also means moves from a view location cannot be forced.

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