Create a Shipment

Tip icon Tip

If you uploaded your materials instead of ordering them through the Commitments tool, use this method to create your shipment.

  1. Navigate to the project's Materials tool.

  2. Add materials that need to be adjusted to your list. See Add Materials to List.

  3. Click Create and select Receipt.

  4. Optional: Select a Purchase Order.
    Note: Select this option if you ordered materials through the Commitments tool.

  5. Enter the 'Vendor' information.

  6. Enter the 'Receipt Date'.

  7. Click in to any field in the 'Route' table to make adjustments based on your shipment information.

  8. Optional: Enter any notes.

  9. Under 'Line Items', click the quantity field for each line item and enter the quantity of the material that needs adjustment.

    list-quantity.png

  10. Click Build Document.

  11. Optional: On the shipment, update the 'Document Status' to Released if the shipment is in transit.

    materials-status.png

Import Materials
Create a Receipt