Shipments
Last updated
Last updated
A shipment is how you track parts destined to arrive at your facilities. A shipment can include quantities of any item from your .
Shipments are the first step in the parts workflow as parts move toward becoming a production asset:
A shipment includes a set of parts, and each part has a quantity. These parts will arrive in parts inventory at their destination location.
Note: shipments are intended for inbound parts inventory, they are not used for logistics on finished goods. To manage your ongoing business operations in the field, see .
To see a list of all shipments, navigate to the . Here you will see a table with each shipment, along with the following information:
Reference numbers. Shipment reference number (assigned by Hardfin), PO number (entered when creating a shipment), and tracking number (optionally provided when recording a shipment)
From/to location. The from location and to location of this shipment.
Items. The part SKUs and unit quantities expected for each shipment.
Dates. The dates associated with this shipment: ship date (the date that the sender sent the shipment), promise date (the date the sender committed to deliver the shipment), expected date (the date you or the carrier actually expect the shipment to arrive), delivered date (the date the shipment was actually delivered), received date (the date the contents of the shipment were received in inventory.
Status. Whether the shipment is pending, delivered, or received.
Actions. For each shipment status, different actions are available. Pending shipments can be Marked delivered; Delivered shipments can be Marked received; Received shipments are complete and can only be viewed.
Use the tabs to filter shipments by Pending, Delivered, or Received. Use the search to search all shipments.
To create a new shipment, click the "Add shipment" button and a window will appear. Enter the appropriate detail for the shipment that you have available, being sure to enter the appropriate unit quantities of parts in the shipment. Once everything is correctly configured, click "Create shipment" to confirm.
Not all fields are required to create a shipment.
Once a shipment is pending, it can be marked delivered after the shipment has been delivered to its delivery location. When a delivery is recorded, the actual delivery date and actual delivery location can be specified. Notes can also be provided about the delivery.
Marking a shipment as delivered changes the shipment status, but does not bring the parts into inventory. To bring parts into parts inventory, a shipment must be received.
Once a shipment is delivered, units can be received into parts inventory. The date of receipt is automatically recorded at the time the shipment is received in Hardfin. You can specify the receiving location, the received unit quantity for each part, and an optional reference ID, such as a supplier batch number. Notes can also be provided about the delivery.
Upon receipt, the units of inventory for each part are automatically assigned a unique batch identifier. This batch identifier is linked back to the shipment and to the shipment receipt date.
To import shipments in bulk, configure an integration with an ERP, upload a CSV or XLSX file, or to set up , please .
Once a shipment as been received, the parts are available in and the shipment can no longer be updated. If any additional modifications are needed, they should be made as inventory adjustments.
Hardfin follows the first-in first-out (FIFO) model of batch tracking. As parts are used — whether they are transferred, adjusted, built into , or used for replacements — the oldest units are considered to be used first.
For more information, read about tracking in inventory.
Batch costing is coming soon! Please if you'd like to enroll your team in the batch costing beta when it is released.
