Before you start
| Action | Permission |
|---|---|
| Transfer out, dispatch, mark delivered, cancel and return, change ETA | inventory.transfer at the origin |
| See shipments | inventory.read at your locations |
The kind follows the destination you choose. Your approval policy can require a second approval first.
The shipment list
- Open Work, then Shipments.
- Choose Timeline (the default) or List with the View buttons.
- Filter by Direction (Inbound and outbound, Inbound, or Outbound), Status, and Timing (Overdue only). Click Clear filters.
- Each row shows the label, kind, status, route, lines, request or dispatch date, and ETA. Overdue is red and due today is amber. Click Show more for the next 100.
Send a shipment
- Click Transfer out. The From is your working location. To send from somewhere else, switch location first.
- Choose where it goes. If the destination holds stock the shipment is a Transfer out. If not, a banner says "This is a dispatch, not a transfer".
- Optional: set Expected arrival (optional) and Time (optional). The time is in your time zone and is midday if empty. A time needs a date.
- Optional: Carrier (optional) (up to 120 characters), Reference (optional) (up to 64), and Note (up to 1000).
- Under What leaves, choose the From storage area. Scan or add each item. Scanning an item again adds one. A serial label adds that serial.
- Click Transfer out (Dispatch for a dispatch).
- Confirm "Transfer out to CODE?" It says the stock leaves now and is in transit until the destination receives it. A dispatch says nobody receives it there. A SENSITIVE line adds "It includes SENSITIVE items."
If the shipment goes by Hovera Fleet, the button reads Request transport. The confirmation says nothing leaves stock yet: the stock is held for transport and posts when Fleet's driver collects it. See Fleet.
Result
The page shows "Dispatched SHP · FROM → TO". The buttons are View SHP, Transfer another, View in ledger, and CODE on the map. For Fleet it shows "Transport requested for SHP".
From a resupply order
Open Transfer out from a resupply order. The destination is fixed ("Set by ORDER") and the lines are filled with what remains. The page can say "ORDER cannot be fulfilled", "ORDER is sent from CODE" (with Switch to CODE), or "Resupply order not found".
The shipment page
The header shows the label, the kind, the status, on-time, and Hovera Fleet if relevant. The actions that you may use appear as buttons. A table shows each line with Dispatched, Received, Short, and Outstanding, and a timeline links to the ledger.
| Button | Who | Effect |
|---|---|---|
| Mark delivered | Origin, for a dispatch | Confirms it arrived. Stock does not change. Serials are recorded as issued. It closes the shipment. Optional Proof of delivery (optional) such as who signed. |
| Cancel and return | Origin, before any receipt | The destination can no longer receive it. It comes back to the origin, which must receive it back. Then it shows Returned. You cannot undo it. Optional Reason (optional), up to 500. |
| Change (ETA) | Origin | Set Date and Time. Leave the date empty to clear it. Both ends see the change. |
Receiving and closing are in Receive and close shipments.
If something goes wrong
| Message | Action |
|---|---|
| Choose where the shipment goes. | Choose a destination. |
| choose a location other than the origin | Pick another location. |
| CODE is not active | Choose an active destination. |
| CODE does not hold stock; dispatch to it instead | Use Dispatch. |
| CODE holds stock; transfer to it instead | Use Transfer out. |
| carrier must be at most 120 characters | Shorten it. |
| CODE is being counted; wait until the count is posted or cancelled | Wait for the count. |
| SERIAL is already listed on line N | Remove the duplicate. |
| only X available at AREA | Reduce the quantity. |
| only the origin of a shipment can do this | Ask the origin. |
| LABEL has already been received in part; it can no longer be recalled | You cannot cancel after a receipt. |
| LABEL changed while this operation was being posted; refresh and try again | Reload. |
| Shipment not found | It does not exist, or it is not to or from a location you can see. |