Shipments

A CTS Shipment contains Packages of items for distribution. Typically, packages are generated from pre-defined Kits that act as a template for the Package(s).

Shipment

The list of shipments is accessible via the Shipments link in the primary navigation. From here you can create, edit, delete shipments and access the map view.

A shipment can be created via the Create Shipment button on the /shipments/. The editable attributes of a shipment are:

  • Description – this field is auto populated if left empty, but a custom value can be supplied if desired
  • Store Release (required) – A CTS provided value
  • Partner (required) – The associated Partner for this Shipment
  • Transporter – The associated Transporter for this Shipment
  • Shipment Date (required) – The anticipated date that this shipment will leave the warehouse
  • Est. Delivery (in days) – The estimated number of days before this Shipment should arrive at its destination. Setting this field will allow the system to derive when Shipments are overdue.

Shipment Status

Shipment status is not directly editable. Rather, it will auto update based on various parameters related to the Shipment itself.

  • In Progress – Shipment is in an ‘editable’ state in terms of adding or removing packages (and items)
  • Ready for pickup – Shipment is no longer editable in terms of adding or removing packages (and items)
  • Picked up – Shipment Package(s) have been scanned via the mobile Package Delivery Status Form at a picked up location
  • In transit – Shipment Package(s) have been scanned via the mobile Package Delivery Status Form at an in transit location
  • Received –Shipment Package(s) have been scanned via the mobile Package Delivery Status Form at a received location
  • Overdue – The end user will see a Shipment as overdue when the calculated expected date of arrival for the Shipment has passed
  • Lost – Shipment has been marked as lost
  • Cancelled – Shipment has been marked as cancelled

Shipment Actions

In addition to being able to Save a Shipment, additional actions are available on the Shipment object.

  • Finalize – Disables adding/editing additional packages and/or items to a Shipment. This also changes the Shipment status to ready for pickup
  • Re-open – Enables adding/editing packages and/or items in a Shipment and resets the Shipment status to In Progress
  • Print – Exposes additional print options
    • Summary Manifests printable summary of Packages (and Package Items) for the Shipment
    • Full Manifests – printable list of Packages (and Package Items) with barcodes for the Shipment
    • Shipment Details – printable detailed listing of Shipment, Package, and Package Item information
    • Package Barcodes – printable package barcodes for the Shipment
  • Cancel – Cancel editing the current Shipment
  • Cancel Shipment – Mark the Shipment as cancelled
  • Lost – Mark the Shipment as lost. A Shipment can be marked as lost in the web interface once it has been finalized and has shipped
  • Edit lost note – Edit the lost note

Packages

Once a Shipment is created, a User can start adding Packages to it. Packages can either be created manually via Create New Package or generated based off of an existing Kit via Create Package from Kit. The latter action provides an interface from which a User can search existing Kits, and select one or more to then create the Shipment Package from. If multiple Kits are selected a name and description must be provided for the Package. If a single Kit is selected the Package will inherit the name and description from the selected Kit.

As Packages are added to the Shipment, the User is able to drill down into each Package and edit as needed. Items can be added via Add Item or existing items within a package may be removed or edited. Editing item records can be done singularly or via Bulk Edit. For instance, all items within a Package may need their default Donor updated.