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    Working with Shipping and Logistics
    • 18 Oct 2024
    • 2 Minutes to read
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    Contents

    Working with Shipping and Logistics

    • Updated on 18 Oct 2024
    • 2 Minutes to read
    • Contributors
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    Article summary

    Shipping and Logistics includes information on shipping, receiving and how to move equipment around your company. How to adjust inventory balances, manage out of service products and managing re-rent is also covered.

    About the Shipping Tab

    The Shipping tab displays the history of various types of shipments made to and from locations. The Shipping tab grid is focus-sensitive: it displays the history of shipments for the location selected in the Organization Tree. When you click a Branch Office, the Shipping tab grid displays the shipping history for Shipments to and from that Branch Office. When you click a Job Site, the Shipping tab grid displays the shipping history for just that Job Site.

    Note: To see Shipments to/from inactive Job Sites when focused on a stocking location (such as a Branch Office), Inactive Job Sites must be included in the tree view through My Options.

    The top table shows information about all the Shipments, Reservations and Returns in the tab and provides features for viewing and working with them, including:

    Reports dropdown

    The Reports dropdown provides access to:

    • A preview of the selected Shipment (summary and detail)

    • A preview of the selected Shipment with pricing

    • Print selected Shipment

    • Save Selected Shipment (PDF or excel)

    • Print preview Shipment as pick ticket

    • Print preview return pick ticket for Job Site

    • Print preview return labels for pre-return

    • Shipment pivot

    • Shipment Consumables pivot

    • Shipment Additional Charges pivot

    • Shipment pivot for Job Site

    Change dropdown

    The Change dropdown enables you to change or update the Rate Profile of selected Shipments and change the Order number for a Scaffold (if the parent Job Site is not set to invoice a single Order).

    Receive/Send Selected Shipment buttons

    The Receive Selected Shipment button () enables you to receive a Shipment you select. You can only select one Shipment.

    The Send Selected Shipment button () enables you to send a Shipment you select. You can only select one Shipment.

    Count Materials for Selected Pre-Return Shipment button

    The Count Materials for Selected Pre-Return Shipment button () enables you to count a selected Pre-Return, so that Quanitfy can process it.

    Drivers button

    The Drivers button () enables you to manage the list of available drivers.

    Filter Dropdown

    The Filter dropdown enables you to filter the Estimates tab by Estimate status:

    • Show All Statuses

    • Reserved (to be sent)

    • To Be Received

    • Completed

    • Completed with Discrepancy

    • Pre-Return

    • Include Voided Shipments

    • Show All Dates

    • Within Last Month

    • Within Last Two Months

    • Within Last Six Months

    • Only Show Shipments from Active Scaffolds

    The bottom area shows details about the selected Shipment, including:

    Bill of Materials tab

    The Bill of Materials tab displays the Bill of Materials for the selected Shipment. 

    Consumables tab

    The Consumables displays a list of Consumables associated with the selected Shipment.

    Additional Charges tab

    The Additional Charges displays a list of Additional Charges associated with the selected Shipment.

    Recurring Charges tab

    The Recurring Charges displays a list of Recurring Charges associated with the selected Shipment.

    Attachments tab

    The Attachments tab displays any items attached to the Estimate and enables you to attach new items.

    Details tab

    The Details tab displays the date the Shipment was created, who created it and any notes associated with the Shipment.

    History Tab

    The History tab displays a list of all changes made to the Shipment and enables you to generate a History Pivot report for the selected Shipment or all Shipments.

    Shipment History

    The History tab displays the Edit, Receive and Void history of selected Shipments.

    Each entry in the History tab shows:

    Date

    The Date column displays the date and time a shipment was edited.

    User Name

    The User Name column displays the Quantify User who edited the shipment.

    Change

    The Change column displays the type of change that was made to the shipment.

    Item

    The Item column displays the item that was edited.

    Old Value

    The Old Value columns displays original value for this item before the edit.

    New Value

    The Net Value column displays the current or new value for the item after the edit.

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