Distribution
Warehouse Despatch Board
The Warehouse Despatch Board allows you to plan outbound shipments efficiently. The page provides a consolidated view of outbound sales and transfer orders where you can determine your transport requirements and optimize your warehouse operations. The board presents data in a tree structure with document headers and individual lines, allowing you to work at both summary and detail levels.
Key Features
The dashboard allows you to:
- Plan shipments strategically - Select one or more orders and view the weight and volume totals to optimize transport utilization
- Create warehouse shipments - Generate new warehouse shipments based on your selected orders
- Update existing shipments - Add additional orders to existing warehouse shipments, useful when accepting rush orders that must ship the same day
- Filter and sort intelligently - Use multiple filter criteria to find the right orders for your shipment planning
- Save and reuse filters - Store frequently used filter combinations for quick access
- Monitor ATP-calculated availability - View real-time inventory availability based on Available to Promise calculations to ensure accurate planning
The page only allows you to create warehouse shipments based on inventory in your warehouse that has not already been picked. This helps you track the status of picking against the warehouse shipments, as they would only contain lines that can be picked.
Advanced Filtering Options
The Warehouse Despatch Board provides extensive filtering capabilities to help you plan shipments effectively:
Core Filters
- Location Filter - Filter by specific warehouse locations (required field)
- Shipment Date Filter - Focus on orders due to ship within specific date ranges
- Shipping Agent Filter - Group orders by carrier or shipping method
- Shipping Agent Service Filter - Filter by specific shipping services or routes
Advanced Filters
- Package No. Filter - Filter by specific package tracking when package tracking is enabled
- Warehouse Class Filter - Group items by warehouse classification (visible when warehouse classes are configured)
- Customer Posting Group Filter - Filter by customer categories (can be enabled in Advanced Sales Setup)
- Warehouse Pick Group Filter - Filter by customer pick groupings for optimized picking routes
- Item Classification Filter - Filter by item classification codes for specialized handling
Smart Options
- Include Only Sales Orders with Promised Delivery - Focus on orders with confirmed delivery commitments
- Include Only Lines with Qty. to Handle - Hide lines that are already fully allocated or have no available quantity
Data Columns and Information
The board displays comprehensive information to support your shipping decisions:
Document Information
- Document type and number
- Customer/Transfer-to information
- Item codes, descriptions, and variant codes
- Package numbers (when package tracking is enabled)
Logistics Information
- Shipment dates and promised delivery dates
- Requested delivery dates
- Shipping agent and service codes
- Location codes
- Special requirements
Quantity Management
- Outstanding quantities
- Quantities already in warehouse shipments
- Quantities to handle (editable for planning)
- Available quantities in both sales and base units of measure
Physical Characteristics
- Gross weight per unit and total weight
- Volume per unit and total volume
- Customer minimum order values
- Total order values
Workflow Actions
Selection Management
- Select All - Mark all visible lines for processing
- Deselect All - Clear all selections
- Individual line selection for precise control
Data Management
- Refresh - Update all data based on current filters and get latest inventory levels
- Get Available Inventory - Quick update of inventory availability without full refresh
- Show Document - Navigate directly to the source sales or transfer order
Filter Management
- Save Filters - Store current filter combinations for future use
- Apply Saved Filters - Quickly apply previously saved filter sets
- Delete Saved Filters - Remove obsolete filter combinations
Sorting Options
- Shipment Date Sorting - Organize by shipment priority
- Requested Delivery Date Sorting - Sort by customer requirements
- Reset Sorting - Return to default document-based sorting
Creating Picks Automatically
The app can automatically create warehouse picks immediately after creating warehouse shipments from the Despatch Board. This streamlines the warehouse fulfillment process by eliminating the need for separate pick creation.
Setup
To configure automatic pick creation:
- Open Advanced Sales Setup
- Navigate to the Warehouse section
- Enable Create Picks on Warehouse Shipment Creation
This setting will be used as the default when creating warehouse shipments from the Despatch Board. It is possible to override this setting when creating the shipments.
Best Practices
Efficient Planning
- Use the Location Filter as your starting point - it's required and drives all other data
- Apply Shipment Date filters to focus on urgent orders first
- Use the tree structure to select entire orders or individual lines as needed
Inventory Management
- Regularly use "Get Available Inventory" to ensure accurate planning
- Monitor the "Available Qty." columns to avoid over-committing inventory
- Use "Include Only Lines with Qty. to Handle" to focus on actionable items
Filter Management
- Save commonly used filter combinations to speed up daily operations
- Use specific filters like Shipping Agent to group shipments by carrier pickup schedules
- Combine multiple filters to create precise shipment batches
Warehouse Receipt Board
The Warehouse Receipt Board allows you to plan inbound Receipt. The page provides a consolidated view of inbound purchase, transfer and sales return orders where you can determine your transport requirements. The page lets you filter and group orders by various criteria, such as location and receipt date. The dashboard allows you to:
- Select one or more orders and view the weight and volume totals.
- Create one or more warehouse receipts based on your selected orders.
- Update existing warehouse receipts to include additional orders. This is useful when you accept orders that must be received on the same day.
Transfer Back Order Management
It is possible to define back order rules that can be applied when shipping transfer orders.
Transfer Back Order Codes
On this page, you configure the different back order rules you wish to apply, and you can specify the default rule to use. These are the same rules that can be used for sales. You can read more about this here..
Transfer Back Order Types
| Type | Description |
|---|---|
| Short Delivery % | Specifies outstanding quantity as a percentage of the original order. The line remains on back order if the percentage is greater than the tolerance specified. |
| Short Delivery Quantity | Specifies quantity shipped to determine if it is within tolerance. A common usage of this scenario is that you might ship partial quantities (e.g. 0.9 packs) and want to count this as shipping a full unit. |
Location-Specific Rules
You can override the default for a location by selecting a different Back Order Code.