English | English
Transport delivery
Here you will learn how to set up vehicle catalogs, as well as activate and create the system objects required for transport delivery management.
Activate Delivery management
Here you can enable managing vehicles and delivery zones, registering itineraries and information about vehicles, routes, and goods.
In the application, you can manage goods delivery processes related to:
- Shipment of goods to customers
- Purchasing of goods from vendors
- Transfer of goods between warehouses and warerooms
In the application, you can manage your own vehicle fleet or dispatch itineraries to a transport company (carrier).
Delivery is performed considering delivery zones, delivery address routes, and vehicle carrying capacity.
Paths
| Path | Master data and settings → Master data and sections → Warehouse and delivery |
|---|---|
| In-app link EN code | e1cib/data/DataProcessor.TMAdministrationPanel.Form.WarehouseAndDelivery |
| In-app link RU code | e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.СкладИДоставка |
What you can do after activation
Now you can access:
- Vehicle types catalog
- Delivery zones catalog
- Vehicles catalog
- Courier delivery zones catalog
- Delivery requests document
- Store employees catalog
- Kitting and delivery statuses catalog
- Itinerary document
Vehicle types catalog
Here you can create a list of vehicle types used by the enterprise.
The Vehicle types catalog item contains a number of key logistic parameters, including carrying capacity and volume.
Paths
| Path | Warehouse and delivery → Settings and catalogs → Delivery management → Vehicle types |
|---|---|
| In-app link EN code | e1cib/list/Catalog.VehicleTypes |
| In-app link RU code | e1cib/list/Справочник.ТипыТранспортныхСредств |
How to create a vehicle type record
1. Open the catalog and click Create.
2. Fill the Description and Details fields.
3. Specify Carrying capacity and Volume.
Delivery zones catalog
Here you can create a list of delivery zones.
Delivery zones are geographic areas grouped into districts, regions, and other units that have similar parameters in terms of transport logistics. Delivery zones help you optimize delivery address routes.
Paths
| Path | Warehouse and delivery → Settings and catalogs → Delivery management → Delivery zones |
|---|---|
| In-app link EN code | e1cib/list/Catalog.DeliveryZones |
| In-app link RU code | e1cib/list/Справочник.ЗоныДоставки |
How to keep the catalog structure
1. Open the catalog and click Create group.
2. Fill the Description field.
3. Select a parent catalog item.
How to create a delivery zone record
1. Open the catalog and click Create.
2. Fill the Description and Details fields.
3. Select a parent catalog item.
Activate Edit delivery addresses only in the dialog box
Here you can enable the address classifier.
Paths
| Path | Master data and settings → Master data and sections → Warehouse and delivery |
|---|---|
| In-app link EN code | e1cib/data/DataProcessor.TMAdministrationPanel.Form.WarehouseAndDelivery |
| In-app link RU code | e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.СкладИДоставка |
Now you can:
- Use the address classifier
Activate Itineraries for accounting of delivery by carrier
Here you can enable delivery by carrier.
If you select this delivery method, you can create and control itineraries assigned to third-party carriers.
Paths
| Path | Master data and settings → Master data and sections → Warehouse and delivery |
|---|---|
| In-app link EN code | e1cib/data/DataProcessor.TMAdministrationPanel.Form.WarehouseAndDelivery |
| In-app link RU code | e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.СкладИДоставка |
What you can do after activation
You can assign an Itinerary to a third-party carrier and track the delivery progress.
Warehouses and stores catalog: Delivery
Here you can set up warehouse shipment processes using transport delivery tools.
There are two shipment options:
- Pick goods according to the delivery procedure
- Goods picking priority doesn't depend on the delivery sequence
The Pick goods according to the delivery procedure option is used when the following shipment procedure is applied in the enterprise:
- First, an Itinerary is created. It determines the goods delivery sequence (trips are generated for delivery routes).
- The warehouse keeper then starts picking, packing, and transferring goods to the outbound area according to the sequence of these Itineraries.
The Pick goods according to the delivery procedure option has the following advantages:
- The sequence of Itineraries and warehouse operations for preparing goods to be shipped is synchronized.
- You can assemble goods separately for a separate Sales order or for all orders specified in the Itinerary.
- You can load goods directly into vehicles, without keeping them in the outbound area first.
- You can consider the delivery route when loading goods into a vehicle. For example, goods to be unloaded last must be loaded into the vehicle first.
If you select the Goods picking priority doesn't depend on the delivery sequence option, the warehouse keeper has no access to the Itinerary.
Paths
| Path | Master data and settings → Master data → Warehouses and stores |
|---|---|
| In-app link EN code | e1cib/list/Catalog.Warehouses |
| In-app link RU code | e1cib/list/Справочник.Склады |
How to set up warehouse management processes for delivery
1. Open the catalog and then open a warehouse card.
2. Click More actions → Allow attribute editing. Select the options and click Allow editing.
3. Click the Warehouse management parameters tab and select Pick goods according to the delivery procedure.