Shipping Method On Purchase Order

Managing shipping details effectively is essential for efficient logistics and supplier communication. The Shipping Method on Purchase Order feature introduces the ability to specify a shipping method directly in the purchase order. This provides better control over how goods are transported and ensures the shipping method is documented at all critical points in the purchasing process.

Key enhancements provided by this feature include:

1. Purchase Order Header:
   • A new field is added to the purchase order form to specify the shipping method.
   • Users can select from available shipping methods to indicate the preferred mode of transportation for the order.
2. PDF Report:
   • The selected shipping method is displayed prominently on the purchase order PDF, enabling suppliers to view logistics preferences clearly.
   • This enhances communication and ensures accurate fulfillment of shipping requirements.
3. Customer Portal:
   • For vendors or customers accessing the purchase order via the portal, the shipping method is displayed in the purchase order details.
   • This provides a comprehensive view of all relevant order information, improving transparency.

Key Benefits:

1. Improved Logistics Management: Allows businesses to plan and communicate shipping preferences effectively with suppliers.
2. Enhanced Documentation: Ensures that the shipping method is consistently recorded and accessible across various views and documents.
3. Streamlined Communication: Provides clarity to all stakeholders, reducing errors or misunderstandings related to shipping arrangements.
4. Customer/Vendor Transparency: Vendors accessing the portal can see the specified shipping method, leading to better alignment and collaboration.

Example Use Case:

A buyer places a purchase order for raw materials and specifies "Air Freight" as the shipping method to ensure expedited delivery. The shipping method appears in the purchase order form, is included in the PDF sent to the supplier, and is visible to the vendor in the portal. This ensures that all stakeholders are aware of the preferred logistics method, reducing the risk of delays or errors.