Skip to main content

Groupage

In this tab, all information related to groupage is entered.
This involves grouping various shipments of goods from different senders but destined for the same geographical area into a single load or container. In this way, it is possible to make the most of the available space in transportation means (such as trucks, shipping containers, or airplanes) and offer a more economical service compared to shipping single batches of goods.

The tab is divided into two main sections:

Groupage Shipments​

In this grid, information related to the shipments contained in this groupage is entered. Therefore, to add a new shipment to the grid, you can position yourself on the row to fill in the various data or use the New button present in the ribbon bar.

The available columns are as follows and grouped by:

Shipment

  • Line number: indicates the row number of the shipment and is entered automatically;
  • Start date: indicates the start date/time of the shipment;
  • End date: indicates the end date/time of the shipment;
  • Planned hours: indicates the duration in hours of the shipment and is calculated automatically based on the start and end dates;
  • Tracking number: indicates the tracking number of the individual shipment; if specified in the header tab, the tracking number is proposed in all created shipments, and can always be manually modified by the user.

Loading location address

  • Origin: indicates the business name/name of the loading location;
  • P.code: indicates the postal code of the loading location;
  • City: indicates the city of the loading location;
  • Province: indicates the province of the loading location;
  • Loading location address: indicates the address of the loading location. This is defaulted to the company address, from which goods should normally depart, as indicated in the document header.

Destination location address

  • Destination: indicates the business name/name of the destination location;
  • P.code: indicates the postal code of the destination location;
  • City: indicates the city of the destination location;
  • Province: indicates the province of the destination location;
  • Destination location address: indicates the address of the destination location. This is automatically populated from the customer registry, but can still be manually modified by the user.

Vehicle

  • Motorvehicle: indicates the vehicle that will be used for the shipment;
  • Assigned driver: indicates the driver who will conduct the shipment.

Additionally, for each row of the groupage, you can expand the relevant row details by clicking on the + to manage the following fields related to the loading location:

  • Phone: allows you to enter the phone number related to the loading location;
  • E-mail: allows you to enter the e-mail address related to the loading location;
  • Notes: allows you to enter a free note related to the loading location; and for the destination:
  • Phone: allows you to enter the phone number related to the destination;
  • E-mail: allows you to enter the e-mail address related to the destination;
  • Notes: allows you to enter a free note related to the destination.

Shipping Items​

In this section, all items contained within the selected shipment in the groupage are displayed.
To insert a New Item into the grid, you can position yourself on the row to fill in the various data or use the New button present in the ribbon bar.
Alternatively, items can also be added directly from customer orders through the Transfer items procedure.
By pressing the Transfer items button, the form named Linking Sales Orders opens, where the customer of the shipment is already proposed in the respective filter by default. Then, by pressing the Search button, all items from the unfulfilled and partially fulfilled orders of that customer will be displayed in the right grid.
On the left side of the form, grids related to groupage shipments and shipping items are shown with the data entered in the main groupage form.
At this point, the user can, with drag & drop, drag the items from the right grid directly onto the individual shipment, and they will automatically be inserted into the shipping items grid related to that shipment. Additionally, it is also possible to add items from other customers' orders by simply changing the value of the Client filter and pressing Search again. Once all items have been added, by pressing the Transfer button, the user will confirm all modifications.

The available columns are as follows:

  • Line number: indicates the row number of the item entered in the groupage;
  • Class: indicates the class of the item;
  • ITEM: indicates the item code;
  • Item variant: indicates the item variant;
  • Variant description: indicates the variant description of the item;
  • Units of Measure: indicates the unit of measure of the item;
  • Brand: displays the value of the brand entered in the item registry;
  • Quantity: indicates the quantity of the item;
  • Alternative Measurement Unit: indicates the alternative unit of measure of the item;
  • Alternative quantity: indicates the quantity of the item;
  • Volume: indicates the volume of the item;
  • Net weight: indicates the net weight of the item;
  • Gross Weight: indicates the gross weight of the item;
  • Customer order account: displays the account of the customer order to which the item belongs;
  • Sales order type: displays the type of the customer order to which the item belongs;
  • Customer order date: displays the date of the customer order to which the item belongs;
  • Invoice or DDT: displays the reference of the invoice / DDT created by pressing the Invoice or Delivery notes buttons; the value is displayed in the format document type / document date / document number;
  • Picking reference: displays the reference of the picking created by pressing the Picking button; the value is displayed in the format document type / document date / document number.

Specific buttons

  • New groupage: allows you to insert a new shipment into the groupage;
  • Delete groupage: allows you to delete the selected shipment from the groupage;
  • Transfer items: allows you to add items to the shipment by taking them directly from customer orders;
  • Delivery notes: allows you to automatically create DDT for the shipments selected in the groupage;
  • Invoice: allows you to automatically create Invoices for the shipments selected in the groupage;
  • Picking: allows you to automatically create Pickings for the shipments selected in the groupage.

For anything not detailed in this document regarding the common functionality of the forms, refer to the following link Common Functions, Buttons, and Fields.