Shipment planning

Regional delivery runs, capacity and orders carried over to the next run — fixed weekdays, province / district / per-company regions, cut-off, route, loading sheet, proof of delivery and a customer tracking link.

Shipping (main menu, below Calendar; Shipping board on the Orders page) distributes open orders across the regions' delivery runs. When an order is entered it goes to the first suitable run of its region; if the run is full or the goods can't go, the order is carried over to the next run with a reason, and the number of carry-overs is counted. Reps follow where their orders are on the board; customers can be told when their order is scheduled and one day before delivery.

Setup

1. Vehicles (Shipping → Regions and vehicles): name, plate, driver and phone, capacity (kg, ton, pieces, pallets… — from your product units) and maximum stops.
2. Regions: for each region - Provinces — in bulk by geographic region (Marmara, Aegean…) or one by one; a province belongs to one region. - Districts — to take only some districts of a province (e.g. İstanbul/Tuzla); a district match wins over the province. - Per company — companies shipped from this region regardless of their address (e.g. a customer receiving at a warehouse in another province). - Run days (e.g. Monday and Thursday), cut-off (how many days before the run, at what hour — later orders go to the next run), capacity and unit, maximum stops, default vehicle, owner (gets the notifications) and how many days ahead runs are opened.
3. Settings: depot location (route ordering starts here) and plan automatically when an order is entered (on by default).

Runs open automatically on the fixed days; Extra run adds one on a given day. If a day is removed from a region, its empty runs are cancelled and orders on filled runs are redistributed to the new days.

In the menu and on records

• Menu: Shipping sits in the main menu below Calendar. Admins always see it (for setup); other users (with opportunity access) once the first region exists. In installs with the services or software industry selected it stays under More until a region is set up; pin or remove it in Settings › Menu.
• Orders: under each order's status a shipping chip — Ships Mon 26 Oct (↻ 2 if carried over; amber when after the due date or carried over), On the road, Delivered, Not delivered, Waiting to ship (reason on hover: No region, Credit hold…), Not planned. Clicking the chip opens the order drawer on the board.
• Company card: a Shipping strip — region and how it matched (province, district or per company), run days and cut-off, next delivery (day, orders, vehicle), on the road, waiting, carried over (with reason) and last delivery. Companies without a region show a notice.
• Activity feed (company and opportunity): Scheduled for delivery, Delivery date changed, Carried over to the next run · reason, Delivered, Not delivered · reason, Redelivery planned; upcoming deliveries appear under Planned with day and vehicle. Filter: Quotes and orders.

Board

The board shows 7 days starting today (arrows move a week). At the top: region chips and the My orders filter, then the indicators:

Alerts surface what needs attention: past runs not closed (record the shipment, or move the orders on), orders planned on a run after their due date, and orders carried over twice or more.

• The Unplanned queue is grouped by reason: No region, Credit hold, Capacity full, Order only (not planned), Not delivered… Plan eligible orders distributes those with a region and no hold by cut-off and capacity.
• Each day lists its runs with a fill bar (load / capacity, stops / maximum) and the stops. Drag an order to another run: it moves even over capacity, with a warning, and is pinned to that run (re-planning leaves it there).
• Clicking an order opens a drawer: due date, owner, region, carry-overs and reason, movement history; Move to another run, Pin to this run, Remove from plan, Plan on the next run, Order only (not planned), and Plan redelivery if it couldn't be delivered.
• Re-plan (per region) redistributes unpinned orders: carried-over, earliest due date and oldest orders first.

Run

The run page shows status (Planned · On the road · Completed), fill, stops, vehicle and driver, cut-off and the stops.

• Vehicle and driver: a vehicle, driver and capacity for this run only.
• Sort route: stops are ordered for the shortest tour from the depot (from company locations, straight-line); arrows reorder by hand. Route on map opens the stops in order in Google Maps; each stop has call and directions buttons.
• Loading sheet: printable — stop order, product, quantity, PO, due date and signature fields.
• Ship: the quantity shipped per order (default: everything remaining), a reason for anything left (Out of stock, Production not ready, Capacity / vehicle full, Customer asked to postpone, Payment / credit hold, No vehicle / driver, Address / delivery issue, Other) and the waybill number. The shipped part is written as the order's shipment (waybill and ERP chain as usual); the rest moves to the next run with its reason.
• Proof of delivery: on a run on the road, each stop is Delivered (received by / note) or Not delivered (reason). The run completes after the last stop. A failed delivery goes back to the board's queue; Plan redelivery puts it on the next run.

When an order is carried over, the person who entered it, the company owner and the region owner are notified (… carried over to the next run (Out of stock) → 28.10.2026). A past run left open is reminded to the region owner the next morning; empty past runs are cancelled automatically.

Customer updates and tracking link

Every planned order has a tracking link that opens without signing in: Order received → Scheduled for delivery → On the road → Delivered, with the delivery day and, if it changed, the previous date. The page shows no prices and is closed to search engines.

To inform customers, use the Shipping and delivery templates under Workflows → New:

Texts can use {sevk_tarihi}, {sevk_bölge}, {sevk_araç}, {sevk_şoför}, {takip_link}, {kalma_nedeni}, {sipariş_no}, {po} and {termin} (delivery date, region, vehicle, driver, tracking link, carry-over reason, order no, PO, due date); direct sends wait for business hours. Workflows

Order from an action

The fourth answer to What happened with this action? on the action card is Order and ship: product, quantity, price (suggested from the company's contracted price or price list), customer PO, due date and note. Three options: Add to the next run (it names the run), Ship now (a shipment today) or Order only (planned later). Saving completes the action and can schedule the next task.

Permissions and limits

• The board, run pages, order chips and the company-card strip are for admins and users with opportunity access; regions, vehicles and settings for admins only.
• Capacity counts an order when its unit converts to the run's unit (kg ↔ ton); a unit that doesn't convert (pieces ↔ kg) isn't counted and shows as a warning on the run.
• The route is straight-line from company locations (not real driving time); stops without a location go last.
• With a partial shipment the shipped part is the order's shipment; the remainder of the same order is tracked on the new run.