Shipping

An overview of the shipping tools in iMACS.

Overview

The shipping functions are a way to track equipment that is shipped out to customer sites. These functions are available on the stock summary level. The shipping tab defaults to a list of component locations.

Component Locations

A component location is a description of something that will be shipped to the customer. It can be made up of one or many parts. Each part added to the bill of materials is associated with a component location. When a stock number is created, default component locations are added depending on the stock type. The Shipped Loose component location is added by default for all stock types. If the stock type is Engine, an Engine component location is added, and if the stock type is Engine with Control Panel, or Gen-Set, the Engine and Control Panel component locations are added. Any component locations added by default when the stock number is created cannot be deleted.

To add a component location, click the Add New button. Enter the component location, and click Save. To edit an existing component location, click the Edit button, then Save after the information has been updated. To delete a component location, click the Delete button. You cannot delete a component location if any parts on the bill of materials has been associated with it.

Adding a Shipment

To add a new shipment, click the View Shipments button in the top right section then Add Shipment. Enter the FOB, Date Shipped, Shipped Via, and Comments fields. Click the Search button, and click Add next to the shipping address to use. Check off the parts that will be included in the shipment. You can also enter a Skid, Carton, or Box. Click the Save button after all the information has been entered.

Editing a Shipment

The shipment information can be edited when the status is Pending. Once the status is changed to Shipped, no changes can be made. You can edit the header information by click Edit, then Save after the information has been updated. To remove an item from the shipment, uncheck the checkbox next to the item. To add items to the shipment, click the Add button. Check off the items you want to add, and click the Add button.