Steps

  1. Bill each courier, freight, customs or moving job on the logistics POS with the consignee, route, waybill and weight. Move it on the Shipments board as it goes in transit, arrives and is delivered.
  2. Open Sales → Shipments dashboard and pick the period (the last 30 days at first). The figures count the shipments billed in it; open shipments and stuck ones count whatever their billing day.
  3. Chase the stuck shipments at the bottom, oldest first: open the invoice, check the waybill with the carrier and move the shipment on the board.

Tips

  • Days to deliver run from the billing day to the day the shipment was marked delivered on the board, so mark each step on the day it happens.
  • Weight adds up the weights typed at the till in kg (a number followed by t counts as tonnes); cancelled shipments are left out.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Shipments dashboard module. Learn more

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