Shipment
Overview
Shipment – Business Overview
Shipment is a key business document used to manage and track the physical movement of goods from your organization to customers, branches, or other destinations. In Dafater, it acts as the formal record that goods have been dispatched and are on their way, helping teams coordinate logistics, delivery, and customer communication.
What Shipment Is Used For
Shipment is used to: - Confirm that goods have left your warehouse or store - Track delivery details such as carrier, transport method, and delivery dates - Link dispatched goods to customer orders or internal transfers - Provide visibility to sales, logistics, and finance teams on outgoing deliveries - Support customer communication by sharing shipment and tracking information
In simple terms, Shipment bridges the gap between order fulfillment and successful delivery.
Prerequisites and Setup Requirements
Before using Shipment effectively, the following should already be in place: - Items and products properly defined in Dafater - Warehouses or storage locations set up - Customer records available (for customer deliveries) - Approved sales orders or delivery commitments - Logistics partners or transport methods defined (if applicable)
These ensure that Shipments are accurate and aligned with real business operations.
Typical Workflow and Business Process Fit
A common business flow involving Shipment looks like this:
Customer Order Confirmed
A customer places an order and it is approved for fulfillment.Goods Prepared for Dispatch
Items are picked, packed, and made ready for delivery.Shipment Created
The Shipment document is created to record:- What is being shipped
- From where and to whom
- How it will be transported
- Expected delivery details
Goods Dispatched
The Shipment is confirmed once goods leave the warehouse.Delivery Follow-up
Sales or customer service teams can track delivery progress and respond to customer inquiries.
Shipment ensures that everyone knows what was sent, when it was sent, and how it was sent.
Key Business Scenarios Where Shipment Is Essential
Shipment plays a critical role in: - Customer Deliveries – Ensuring orders are dispatched accurately and on time - Inter-Branch Transfers – Moving stock between company locations - Third-Party Logistics Coordination – Sharing shipment details with transport partners - Export or Long-Distance Deliveries – Maintaining clear records for compliance and tracking - Customer Support – Answering delivery-related questions confidently
Without Shipment, businesses risk losing visibility over outgoing goods.
Important Considerations for Users
- Always verify item quantities and destinations before confirming a Shipment
- Ensure Shipment details match the customer order to avoid disputes
- Update delivery and carrier information accurately for reliable tracking
- Use Shipment status to communicate clearly with customers and internal teams
- Treat Shipment as a commitment—once confirmed, it reflects real-world movement of goods
Summary
Shipment is a vital document in Dafater that ensures transparency, control, and accountability in your delivery operations. It helps businesses deliver on promises, maintain accurate stock movement records, and provide a smooth customer experience from dispatch to delivery.
Basic Information
- Module: Stock
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| headingpickupfrom | Pickup from | Heading | - | Section heading for defining shipment pickup origin in Dafater | |
| pickupfromtype | Pickup from | Select | Company, Customer, Supplier | Select entity type from which goods are picked up | |
| pickup_company | Company | Link | Company | Company location responsible for shipment pickup | |
| pickup_customer | Customer | Link | Customer | Customer location where shipment is collected | |
| pickup_supplier | Supplier | Link | Supplier | Supplier location from which goods are picked up | |
| pickup | Pickup From | Data | - | Free-text pickup location name or reference | |
| pickupaddressname | Address | Link | ✓ | Address | Linked pickup address record in Dafater |
| pickup_address | pickup_address | Small Text | - | Complete pickup address details for logistics use | |
| pickupcontactperson | Pickup Contact Person | Link | User | Internal Dafater user coordinating pickup activities | |
| pickupcontactname | Contact | Link | Contact | External contact person at pickup location | |
| pickupcontactemail | Contact Email | Data | - | Email address of pickup contact person | |
| pickup_contact | pickup_contact | Small Text | - | Additional pickup contact details or notes | |
| headingdeliveryto | Delivery to | Heading | - | Section heading for defining shipment delivery destination | |
| deliverytotype | Delivery to | Select | Company, Customer, Supplier | Select entity type receiving the shipment | |
| delivery_company | Company | Link | Company | Company location where shipment will be delivered | |
| delivery_customer | Customer | Link | Customer | Customer delivery location for the shipment | |
| delivery_supplier | Supplier | Link | Supplier | Supplier delivery location for returned or transferred goods | |
| delivery_to | Delivery To | Data | - | Free-text delivery destination name or reference | |
| deliveryaddressname | Address | Link | ✓ | Address | Linked delivery address record in Dafater |
| delivery_address | delivery_address | Small Text | - | Complete delivery address details for carrier | |
| deliverycontactname | Contact | Link | Contact | Primary contact person at delivery location | |
| deliverycontactemail | Contact Email | Data | - | Email address of delivery contact person | |
| delivery_contact | delivery_contact | Small Text | - | Additional delivery contact details or notes | |
| shipment_parcel | Shipment Parcel | Table | Shipment Parcel | List of parcels included in this shipment | |
| parcel_template | Parcel Template | Link | Shipment Parcel Template | Predefined parcel configuration for quick entry | |
| add_template | Add Template | Button | - | Button to add parcels using selected template | |
| total_weight | Total Weight (kg) | Float | - | Total shipment weight calculated from all parcels | |
| shipmentdeliverynote | Shipment Delivery Note | Table | Shipment Delivery Note | Linked delivery notes included in this shipment | |
| pallets | Pallets | Select | No, Yes | Indicates whether shipment includes pallets | |
| valueofgoods | Value of Goods | Currency | ✓ | - | Declared monetary value of shipped goods |
| pickup_date | Pickup Date | Date | ✓ | - | Scheduled date for shipment pickup |
| pickup_from | Pickup from | Time | ✓ | - | Pickup time window start |
| pickup_to | Pickup to | Time | ✓ | - | Pickup time window end |
| shipment_type | Shipment Type | Select | Goods, Documents | Specifies whether shipment contains goods or documents | |
| pickup_type | Pickup Type | Select | Pickup, Self delivery | Defines carrier pickup or self delivery method | |
| incoterm | Incoterm | Link | Incoterm | Applicable Incoterm defining delivery responsibilities | |
| descriptionofcontent | Description of Content | Small Text | ✓ | - | Brief description of shipment contents |
| service_provider | Service Provider | Data | - | Logistics service provider handling the shipment | |
| shipment_id | Shipment ID | Data | - | External or internal shipment reference number | |
| shipment_amount | Shipment Amount | Currency | - | Total cost charged for the shipment | |
| status | Status | Select | Draft, Submitted, Booked, Cancelled, Completed | Current processing status of the shipment | |
| tracking_url | Tracking URL | Small Text | - | Carrier tracking link for shipment monitoring | |
| carrier | Carrier | Data | - | Name of carrier transporting the shipment | |
| carrier_service | Carrier Service | Data | - | Specific carrier service level used | |
| awb_number | AWB Number | Data | - | Air Waybill or consignment tracking number | |
| tracking_status | Tracking Status | Select | , In Progress, Delivered, Returned, Lost | Latest carrier-reported shipment tracking status | |
| trackingstatusinfo | Tracking Status Info | Data | - | Additional details about current tracking status | |
| amended_from | Amended From | Link | Shipment | Original shipment reference amended in Dafater |
Child Tables
Shipment Parcel (Shipment Parcel)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| length | Length (cm) | Int | - | Parcel length in centimeters for shipping calculation. | |
| width | Width (cm) | Int | - | Parcel width in centimeters for carrier rate calculations. | |
| height | Height (cm) | Int | - | Parcel height in centimeters used for volumetric weight. | |
| weight | Weight (kg) | Float | ✓ | - | Actual parcel weight in kilograms for billing and handling. |
| count | Count | Int | ✓ | - | Number of parcels included in this shipment. |
Shipment Delivery Note (Shipment Delivery Note)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| delivery_note | Delivery Note | Link | ✓ | Delivery Note | Reference to related delivery document for this shipment |
| grand_total | Value | Currency | - | Total monetary value of goods included in this shipment |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stock Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Address | Links to | Contacts |
| Company | Links to | Setup |
| Contact | Links to | Contacts |
| Customer | Links to | Selling |
| Incoterm | Links to | Setup |
| Shipment | Links to | Stock |
| Shipment Parcel Template | Links to | Stock |
| Supplier | Links to | Buying |
| User | Links to | Core |