Related Articles Shipping performance records are Shipping slip Upstream order creation is Individual Order Entry / Order Hub Please refer to the following. The on-site work screens for picking and shipping will be covered in an article in Phase 3. The overall sales process is Sales workflow , an overview of the progress is Order progress board Please refer to the following.

What you can do on this screen

The shipping schedule list is a business screen that allows you to view the delivery schedules for orders, organized by date and destination.

You can check this week's and tomorrow's shipping schedule by date and delivery address.
Multiple order details can be combined and converted into a picking list (instruction sheet for the warehouse).
You can allocate inventory for each item to ensure it doesn't compete with other shipments.
You will be assigned as a picker (picking person) in the warehouse.
When changing delivery dates, you can record the reason, which makes it easier to understand during audits.

Screen URL:/app/shipment-plan-list

An overview of the shipping schedule list. Left: List of shipping destinations (date → shipping destination tree), Right: Order details for the selected date and shipping destination (status / product code / product name / planned quantity / remaining quantity / stock)

Overall view of the screen

The screen is composed of two areas, left and right.

Left side: Date → Delivery destination tree

Nodes are arranged by shipping date, and when expanded, the shipping destination card is displayed.
Clicking on a date will display all delivery destinations for that day.
Clicking on the shipping address will display the corresponding order details on the right.

Right side: Order details

Information	Content
Summary	Number of selected dates and delivery destinations, and total quantity
Detailed Statement	Item, Quantity, Inventory Status, Allocation Status, Picking Progress
Actions	Assigning personnel, creating picking lists, allocating inventory, etc.

Supplement: Internal structure of "Shipping Plan"

This screen does not create new, independent "shipping plan" data. It simply groups existing order delivery dates and destinations by date and destination for display. Therefore, operations such as "change date" and "create picking list" on this screen are actually performed as data updates for orders, picking lists, and inventory allocations.

Main Features

Features	Overview
Date → Delivery Destination Hierarchical Display	Delivery destinations are displayed in a tree structure for each shipping date
Order Details List	Item, Quantity, Stock, and Delivery Destination are displayed in one table
Inventory Summary	View inventory details for each item
Display Picking Status	Badge display for Not Created/Draft/In Progress/Completed
Assignment/Removal of Personnel	Designation of Warehouse Workers
Bulk creation of picking lists	Combine multiple items into a single instruction sheet
Shipping Date Change	Delivery Date Change (with reason recorded)
Inventory Allocation/Release	Reserve inventory for specific order details
Shipping Notes	Handover Notes for Each Shipment

Main Operations

1. Check the shipping plan for the following day.

Open the shipping schedule list.
Click on the next day's date on the left side.
Click on the shipping address displayed below to view details.
Check order details, inventory status, and picking progress on the right side.

2. Create picking lists in bulk

Select multiple order details.
Click the "Create Picking List in Bulk" button.
Specify which warehouse to pick from (parent warehouse).
Select either Automatic Pick or Manual Pick
A draft picking list will be created.
As picking progresses, the badge on the tree will automatically switch between Not Created → Draft → In Progress → Completed.

This is the picking list creation screen. It lists the selected unprocessed items (order number/product code/product name/quantity) and creates a picking list using the "Create" button.

3. Assign pickers (person in charge of picking)

Select the item(s) you want to select.
Select a warehouse manager using "Assign Personnel".
The person in charge will be able to check the relevant picking list on their scan screen.
To cancel, select "Cancel" from the same screen.

4. Change the shipping date (with reason)

Select the item(s) you want to select.
Click the "Change Shipping Date" button.
Enter the new date and reason for the change (e.g., "Postponed to the next day due to customer request").
The scheduled delivery date for the order will be updated, and the reason will be recorded in the audit log.

5. Allocate inventory

This feature is available when the inventory allocation function is enabled.

Select the item(s) you want to select.
Specify the target warehouse in "Inventory Allocation".
Inventory is allocated, and the same inventory can no longer be contested by other items.
If you wish to cancel the allocation, select "Cancel" on the same screen.
The allocation status (allocated/not allocated/insufficient) can be viewed on the screen.

Note: Canceling an order may not automatically release the allocation. In such cases, please explicitly release the allocation.

The inventory/allocation status is shown on the right. The header displays the remaining quantity and insufficient stock, while the line details show stock levels of 0 (warning) and unprocessed orders with a red bar.

6. Leave a shipping memo

You can save handover notes for each shipment, such as messages to customers and instructions for drivers. These can also be viewed on the on-site scanning screen.

Tips for Use

Morning 10-minute routine: Every morning at 8am, check the day's inventory, create the picking list, and assign tasks to each person.
Delivery routes are based on regional divisions: This can be used as a guideline for optimizing routes based on the customer's region (territory).
Allocate inventory carefully: Over-allocating can easily lead to inventory shortages in other orders.
Clearly state the reason for the change in shipping date: This will be recorded in the audit log, so standardizing the reason to "customer request," "internal company circumstances," "weather," etc. will make it easier to track down later.
Reconciliation at the end of the workday: Compare the planned number of items with the number of shipping slips, and any remaining items will be carried over to the next day.

FAQ

Q: Is there a separate data set called "shipping plan"?

We do not have this data as a separate entity. This screen is a display-only view that groups orders by delivery date and shipping destination. Saving actually translates into updating the order, picking list, and inventory allocation data.

Q: What do the picking status badges mean?

Not Created: The picking list has not yet been created.
Draft: Picking list created (picking has not yet started)
In progress: Picking in progress
Completed: Picking complete, awaiting creation of shipping slip.

Q: If I change the shipping date, will the customer be automatically notified?

This screen does not have an automatic notification function. If necessary, the receiving party will need to set up a separate notification customization.

Q: What is the role of a picker?

This is the person who actually performs the picking work in the warehouse. Once assigned as the person in charge, the corresponding picking list will be displayed on their scan screen.

Q: There is a staff member who cannot open the screen.

You may lack the necessary permissions (roles) to access the screen. Please ask your administrator to grant you screen access rights using the Sales/Warehouse Staff role.

Next Steps

Record shipping performance → Shipping slip
Overall overview of order progress → Order progress board
Invoice after shipment → Sales invoice
Overview of sales operations → Sales workflow

Shipping Schedule