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Create Shipment

Purpose

This article explains how staff create a Shipment as part of the logistics delivery process.

A Shipment represents the final outbound delivery unit that is invoiced, tracked, and delivered to the recipient.

Who This Is For

  • Staff

  • Agents

Required Permissions

  • Logistics → Shipment → Create

  • Logistics → Shipment → View

When You Should Use This

Create a shipment after one of the following is ready:

  • Locker Package(s)

  • Approved Pickup

  • Consolidation

You cannot create a shipment without eligible items.

What Happens Before This Step

  • Admin has configured shipping, pricing, and tax settings

  • Recipient exists

  • Package, pickup, or consolidation is available

Step-by-Step: Create a Shipment

Step 1: Navigate to Shipment Creation

Go to Logistics → Shipping and select Create Shipment.

(keep your existing screenshot here — unchanged)

Step 2: Select Shipment Source

Choose the source for the shipment:

  • Locker Package

  • Pickup

  • Consolidation

Only items in valid status will be selectable.

Step 3: Enter Shipping Information

Fill in the required shipping details:

  • Recipient

  • Origin and destination

  • Shipping company

  • Shipping mode

  • Delivery time

Many fields may be auto-filled based on admin configuration.

(keep existing screenshots here)

Step 4: Review Charges

The system automatically calculates:

  • Shipping charges (Tariff Rules)

  • Taxes

  • Total amount

Staff cannot manually edit calculated charges.

Step 5: Save the Shipment

Click Save to create the shipment.

After saving:

  • An invoice is generated

  • Shipment tracking becomes available

  • Further processing actions are unlocked

What Happens After This Step

After creating a shipment, staff must proceed to:

  • Invoice & Payment handling

  • Driver assignment

  • Shipment processing and delivery

Creating a shipment does not complete delivery.

Important Rules to Know

  • Shipments always generate invoices

  • Delivery is usually blocked until payment conditions are met

  • Settings changes do not affect existing shipments

  • Visibility depends on Own vs Global permissions

Common Mistakes to Avoid

  • Creating shipments before pricing is configured

  • Expecting consolidation to generate invoices

  • Attempting delivery before payment approval

  • Assuming branch-specific pricing exists

Related Articles

  • Logistics Module – Overview & Concepts

  • Staff Guide – Daily Logistics Workflow Overview

  • Shipment Processing

  • Tariff Rules

  • Payment Terms Setting

CREATE A SHIPMENT

Step 1. Go to the Settings menu under the Logistics module on the left sidebar → select Taxes -> Enter the corresponding values into the fields under the Taxes settings. Step 2. Go to Shipping menu under Logistic module → select Create Shipment

Step 3. In the Create Shipment, fill in the requested fields. We can create shipment from invoice or enter manually in Package Information section

  • Subtotal: To calculate subtotal, here's how:

Price = 3.55. and package information as below:

  • Step1. Calculate and determine the volumetric weight and actual weight of each pack

Weight Vol.  = Length * Width * Height / Volume percentage  . Volume percentage =  500cm3/kg, this number is configured in Taxes setting.

Pack 1: Weight Vol = 50 * 35 *20 / 500 = 70kg. Actual Weight = 20kg⇒ Chargeable weight is 70 kg

Pack 2: Weight Vol  = 20 * 25 *20 / 500 = 16 kg. Actual Weight = 20kg ⇒ Chargeable weight is 20 kg

  • Step 2. Calculate total weight 

Total weight = 70 kg + 20 kg = 90 kg

  • Step 3. Subtotal calculation

Let's say the shipping cost per kg is $3.55/kg (it is pre-configured in the Weight value field in Tax Settings)

Subtotal = Total weight * Shipping cost per kg  = 90kg * 3.55$/kg = 319.5$

  • Discount = Subtotal * Discount %

  • Shipping Insurance = Value assured * Shipping Insurance %

  • Customs Duties = (Total Weight + Total Weight Vol) * Customs Duties %

  • Tax = Subtotal * Tax%.  The condition for calculating tax is Sub total > Minimum cost to apply the tax

 

Subtotal less than or equal to Minimum cost to apply the tax then tax is not calculated

  • Declared value = Total DecValue * Tax Declared %. The condition to calculate Declared value is Total DecValue > Minimum cost to apply declared tax


    Total DecValue less than or equal to Minimum cost to apply declared tax then Declared value is not calculated

  • Fixed charge = total of Fixed charges on Package Information

  • Total = Subtotal + Shipping Insurance + Customs Duties + Tax + Declared Value + Reissue + Fixed charge – Discount

Step 4. When you’re done, select Save

CREATE MULTIPLE SHIPMENT

Step 1. Go to Shipping menu under Logistic module → select Create Multiple Shipment

Step 2: In the Create Multiple Shipment, fill in the requested fields, each line in the Package information section will be created as a separate shipment

Step 3. When you’re done, select Save. The result is as shown below, the 2 packs above will create 2 shipment lines.

 

The system will send an email notification to the customer after the shipment is successfully created.

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