Working with Shipments

Creating a Shipment from a PO

Once a PO has been ordered, you can start tracking shipments from the vendor. This will typically occur when a vendor advises you of a shipment pertaining to your order.

1. Create the courier responsible for the shipment, if not already created. You might also want to create a courier account, but this is not required.
2. Ensure the PO's status is "Ordered." Shipments cannot be created for POs that have not yet been ordered.
3. Navigate to the PO and click the Create Shipment button at top right.
4. Select the courier and, if applicable, courier account.
5. Enter the tracking number provided by the courier.
6. Verify the shipment's initial status. This will be "Prepared" by default, but may be changed to "Shipped" if the shipment is already in transit.
7. If known, record the shipped and expected dates.
8. Click Create to save the shipment.

If the contents of the shipment are known, proceed with the workflow below to populate its line items. Otherwise, wait until the shipment is delivered to confirm and record its contents.

Associating PO Line Items with a Shipment

Individual PO line items can be associated with a shipment to more accurately track the delivery of materials.

1. Navigate to the PO and click the Line Items tab.
2. Select the appropriate line items and click Add to Shipment.
3. Select the correct shipment associated with this PO, or create a new one via the quick add button on the "Shipment" field.
4. Adjust the line item quantities as needed.
5. Click Add to Shipment.

Receiving a Shipment

Once a shipment has been received from the courier, update its status and location in NetBox.

1. Verify that the shipment's status is "Shipped."
2. Click Edit to modify the shipment details. Change its status to "Received" and enter the site and/or location where the shipment has been delivered. If known, also enter the date on which it was received.
3. If the shipment's line items have not already been populated, you may wish to add them now by following the workflow above.
4. Individual line items can be confirmed as received as the shipment is unpacked. To do so, select the desired line items and click the Mark Received button below the list. Update any quantities as needed, and click Save.

Once a shipment has been received, the objects associated with its BOM can be marked as installed.

Archiving a Shipment

Once a shipment is no longer needed for production use, it can be archived. Archiving a shipment, rather than deleting it, preserves its details for potential future reference.

1. Navigate to the desired shipment.
2. Click the Archive button at top right.

Once a shipment has been archived, it will no longer appear in the shipments list, and changes cannot be made to it.

Restoring an Archived shipment

1. Navigate to the desired shipment.
2. Click the Unarchive button at top right.

The shipment will be restored with its status and other attributes set at the time of archival.