Shipment Creation in TruePOS enables businesses to define and manage shipment details for branches. This feature is essential for streamlining logistics, ensuring accurate dispatch records, and maintaining compliance with shipping documentation.

The Shipment Creation module allows users to:

1. Add Shipment Details: Define essential information for shipments.

2. Centralize Shipment Management: Ensure that all shipment-related details are recorded accurately.

3. Support Operational Efficiency: Facilitate seamless dispatch processes and tracking.

1. Comprehensive Data Entry: Capture all necessary details such as address, contact number, and location-specific data.

2. Customizable Fields: Define shipment names, statuses, and ERP codes as per organizational needs.

3. Integration with Branch Operations: Link shipments with branches for easier logistics management.

1. Access the Shipment Creation Module

• Log in to TruePOS.

• Navigate to Masters > Branch > Shipment.

2. Add a New Shipment

• Click on the New Add Shipment button.

• Fill in the required fields:

1. Name:

• Enter the shipment name. Example: "Chennai Warehouse Dispatch" or "Delhi Express Shipment."

• Ensure the name is unique and descriptive.

2. Address:

• Provide the complete shipment address, including street name and building number.

• Example: "No. 15, 4th Cross Street, Industrial Area."

3. Mobile Number:

• Enter a valid contact number for shipment inquiries.

• Format: +91-XXXXXXXXXX (for India).

4. Status:

• Choose the shipment status:

• Active: Indicates the shipment is operational.

• Inactive: Indicates the shipment is not in use.

5. Country:

• Select the country to which the shipment belongs.

• Example: India, USA, etc.

6. State:

• Select the state from the dropdown menu. This ensures proper tax and logistics configurations.

• Example: Tamil Nadu, Maharashtra.

7. ERP Code:

• Enter the ERP code for integration and tracking purposes.

• Example: SHP001, SHP002.

8. City:

• Enter the city name where the shipment originates or is destined.

• Example: Chennai, Bangalore.

9. Postal Code:

• Enter the postal code/ZIP code for the shipment address.

• Example: 600032.

10. Save the Shipment

• Once all fields are filled, click Save to create the shipment.

11. Verify Shipment Details

• Navigate back to Masters > Branch > Shipment.

• Confirm that the new shipment details appear in the list.

1. Creating Shipments for Multiple Warehouses

• Define shipments for each warehouse to streamline dispatch operations.

2. Updating Shipment Information

• If a shipment address or contact changes, edit the existing shipment details.

3. Activating/Deactivating Shipments

• Toggle the status to "Inactive" for shipments not in use to avoid errors.

1. Can I edit shipment details after creation?

• Yes, navigate to Masters > Branch > Shipment, select the shipment, and update the details.

2. What happens if I enter incorrect information?

• Edit the shipment record to correct errors. Ensure all fields are validated before saving.

3. Can a shipment be deleted?

• Shipments can be deleted only if they are not linked to any transactions.

4. Why is the ERP Code important?

• The ERP Code helps in integrating shipment data with external systems for seamless tracking and reporting.

5. What should I do if a shipment status is inactive?

• Reactivate the shipment by changing its status to "Active" in the shipment details.

1. Use clear and concise names for shipments to avoid confusion.

2. Validate address and contact details before saving to ensure accuracy.

3. Regularly review shipment details for any updates or changes.

For further assistance with Shipment Creation in TruePOS, contact the support team:

• Email: support@gofrugal.com

• Live Chat: Available on the GoFrugal website.