Create a Shipment

You can use Procore to manage materials for your project. From the Materials tool, you can create shipments to track the materials you have ordered. You can create shipments for orders you placed outside of Procore, or from approved purchase made in Procore's Commitments tool.

• Required User Permissions

• Once submitted, you can only add files, notes, or custom fields to your shipment.

• Submitted shipments cannot be deleted.

• Materials must be listed in your inventory using the following method:

  • The Commitments tool was used to create a purchase order for materials, and includes the following information:

    • The status is Approved

    • The Schedule of Values (SOV) includes the following for each line item:

      • Description

      • Unit of Measure (UOM)

1. Navigate to the project's Materials tool.

2. Click Create and select Shipment.

3. Enter the shipment information. Show/Hide Fields

   • Shipment Name. The name of the receipt.

   • Associated Purchase Order. The associated purchase order that was created in the Commitments tool.

   • Vendor. The vendor supplying the materials.

   • Estimated Delivery Date. The date you expect the items to be delivered.

   • Delivery Location. The location where you expect the delivery.

   • Notes. Any notes related to the shipment.

   • Attachments. Upload any attachments related to the receipts.

     1. Click Attach File.

     2. Select the file and click Open to attach it.

4. Add Items to Include in the Shipment.

   • Click Add All Order Items to include all items from the associated purchase order.

   • Click the search bar to add items from the associated purchase order. If no purchase order has been associated with the shipment, you can add any ordered material to the shipment.

   • Optional: Click the delete icon to delete the line item.

5. Save or submit the receipt.

   • Click back to the Materials main menu to save the receipt as a Draft.

   • Click Submit to finalize the shipment.
     Note: You can only attach files, add notes, or add custom fields to submitted shipments. Submitted shipments cannot be deleted.

• Create a Receipt