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Shipping & Freight

The following modules in CRM are designed to manage your incoming and outgoing deliveries:

  • Outbound Shipments – this module populates with shipping records that are automatically created when you generate shipments for items on Sales Orders.
  • Inbound Shipments – this module populates with shipping records that are automatically generated when you receipt items on Purchase Orders.
  • Stock Transfer Shipments – this module populates with shipping records that are automatically generated when you create Stock Transfers.
  • Freight Quotes – this module integrates with Machship to provide you with freight quotes based on your existing contract rates. You can also create a freight quote while you are preparing a customer Quote.
  • Sales Orders – you can use this module to view and manage your order deliveries and allocate Resources to shipments – this will be for shipments you are using your own Resources for (e.g. cars/trucks/bikes etc.) and are not outsourcing the shipment to a freight company.

See below for guides on the topic:

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