Shipments in Matium Core will detail pickup and delivery details, freight information and a manifest of all goods being shipped and corresponding weights. Create a Shipment to fulfill an order in Matium and let Matium automate the rest of the shipping process for you.
Shipment Types
There are three shipment types within Matium: Inbound, Output and Trade.
Inbound
Inbound shipments add to your inventory. Your company will automatically be set as the receiver of the shipment. Inbound shipments will prompt you to create a new inventory item once the shipment is delivered.
Outbound
Outbound shipments decrease your inventory and are associated with sell orders of an inventory item. Your company will automatically be set as the supplier of the shipment in this case.
Trade
Trade shipments do not affect your inventory. They provide a way to track a shipment tied to an order you have brokered between two different companies.
Creating a Shipment
Select Shipment from the Create New (+) drop-down in the upper right corner.
Enter all relevant information and click Submit. You will then be taken to the detail page for the newly created Shipment.
Note: New Shipments may also be created by starting with an existing Order and adding a Shipment.
New Shipment Form
Shipment Type - Select the Inbound, Outbound or Trade tab.
Order - The Core Order in Matium being fulfilled by this Shipment. Note that if an Order is not provided, Matium will automatically create a new Order for this Shipment.
Supplier Information
Supplier - The company supplying the materials. Inbound and Trade shipments only.
The drop-down will list all companies.
Click Add to create a new company.
Pickup Location - The location where the goods will be picked up.
The drop-down will list all locations for the company supplying the goods.
Click Add to create a new location for the supplying company.
Pickup Contact - The contact for pickup. Optional.
Pickup Number - The pickup reference number. Optional.
Pickup Appointment - FCFS (First Come First Serve) or Appointment Required. Optional.
Pickup Date - The date and time the goods will be picked up. Optional.
Receiver Information
Receiver - The company receiving the goods. Outbound and Trade shipments only.
The drop-down will list all companies.
Click Add to create a new company.
Destination Location - The location where the goods will be delivered.
The drop-down will list all locations for company receiving the goods.
Click Add to create a new location for the receiving company.
Delivery Contact - The contact for delivery. Optional.
Delivery Number - The delivery reference number. Optional.
Delivery Appointment - FCFS (First Come First Serve) or Appointment Required. Optional.
Delivery Date - The date and time the goods will be delivered. Optional.
Additional Information
Tags - One or more relevant tags. Optional.
Incoterms - The terms of sale.
Representatives - Enter all associates from your company involved with this shipment.
Manifest
Have or Inventory Item - The have or inventory item being shipped. Only shown if an order is not specified. Optional.
Need - The need being fulfilled by the shipment. Only shown if an order is not specified. Optional.
Material Type - The type of material being shipped.
This will be populated automatically if the shipment is associated with an existing order, have or inventory item.
Material - The material being shipped.
This will be populated automatically if the shipment is associated with an existing order, have or inventory item.
Otherwise, the drop-down will list all existing materials.
Click Add to create a new material.
Net Weight - The weight and units of the goods only.
Gross Weight - The weight and units of the goods along with packaging and shipping container. Optional.
Tare Weight - The weight and units of the packaging and shipping materials only. Optional.
Packaging - The type of packaging. If relevant, specify the piece count and if the material will be palletized. Optional.
Buy Price - For inbound shipments, the agreed upon sale price. For outbound shipments, the original price. For trade shipments, the price offered by the supplier.
The price will be automatically populated if associated with an inventory item or have.
Sell Price - For inbound and outbound shipments, the agreed upon sale price. For trade shipments, the price target set by the receiver.
The price will be automatically populated if associated with a need.
Add Item
If additional materials will be a part of this Shipment, click Add Item to add these items to the manifest.