Why shipping management software changes your warehouse days

Your DoliPlus solution includes shipping management software that carries an order from the shelf to the customer signature:

  • shipments created straight from the sales order, warehouse by warehouse;
  • picking done on a phone, barcode in hand, without a single keystroke;
  • the customer signing the delivery note on the driver screen;
  • batch numbers, expiry dates, parcel counts, weights and tracking numbers printed on the document;
  • every validated shipment writing the stock movement for you.

As a result, your stock stays true and your proof of delivery lands in the file the same day. DoliPlus is the enhanced cloud edition of Dolibarr, the open-source ERP & CRM used across Europe.

💡 Good to know: the screenshots in this guide currently show the French interface. However, buttons and screens keep exactly the same layout whatever the display language.

 

Turning on the shipments module

The Shipments module handles everything you send to customers. First, switch it on: log in with an administrator account, then go to “Home → Setup → Modules”. Pick the module tab and click “Activate”.

A small icon then appears at the end of the line. Click it to open the module settings.

turning on the shipping management software in DoliPlus

Note that delivery PDFs are produced directly from the shipments, customer signature included. Moreover, if you run stock management, remember to switch on the physical stock decrement option.

settings of the shipping management software in DoliPlus

Ship a customer order

Everything starts from the order. A “Ship product” button takes you to the Shipment tab. Then select the source warehouse and create a new shipment.

shipping a customer order in DoliPlus

When stock management is active, you name a warehouse and DoliPlus works out what is left to ship from it. Moreover, a colour code shows availability in your other warehouses. Therefore you can pick elsewhere, or run a stock transfer first. Finally, you may add an item that is not invoiced — a pallet, for example.

Ship from a phone: from the scanned parcel to the signed note

Out in the warehouse, your picker works straight from the DoliPlusMobi mobile app. Consequently, an order leaves the building without ever going back to a desk.

Pick the order by scanning

First, the picker opens the order to prepare. Then they scan each product as it goes into the parcel. DoliPlus ticks off the quantities as they go, and the batch numbers whenever the product carries them.

Picking and barcode shipping therefore happen without a keyboard, which removes copying mistakes entirely.

Fix the picking before validating

As long as the shipment stays a draft, it can be corrected in one gesture. Indeed, an item is missing, a quantity changes, a parcel stays on the dock: the picker simply taps the pencil on the draft. The screen reopens exactly as they left it.

They can therefore:

  • correct a picked quantity;
  • remove a line that was not loaded after all;
  • add a forgotten item, batch number included.

Moreover, your stock does not move while the draft is still a draft. In other words, this correction carries no consequence: the stock movement waits for validation.

shipping management software: correcting a draft picking list on a phone

Have the customer sign on screen

Finally, once the shipment is validated, your customer signs directly on the driver phone. The delivery note is then regenerated with that signature, in its usual place in the “For the customer” box.

The proof of delivery therefore joins the shipment file the same day. Consequently, there is no paper note left to bring back, scan and file.

shipping management software: customer signing the delivery note on a phone

💡 Good to know: the signature goes onto the final document. It is therefore offered once the shipment is validated, when the delivery note reference is settled. However, a failed signature is redone straight away with a single tap on “Reset”.
See this chapter: the DoliPlusMobi mobile app

The three documents of a shipment

One shipment can produce three complementary documents. You generate them from the “Documents” tab of the shipment record:

  • the picking list: the picker route sheet, before packing;
  • the packing slip: the summary of what leaves the warehouse;
  • the delivery note: the document handed to the customer, signature included.

You set the default template in the module settings. However, you can also produce each document on demand, whenever you need it.

What your documents carry

A delivery note is far more than a product list. Indeed, good shipping management software adds several details that serve your customer and your own logistics.

Batches and expiry dates

For each line, the document prints the batch number along with the use-by or best-before date. That matters enormously in food supply: your customer receives traceability evidence, batch by batch.

Packing and parcel count

DoliPlus shows the packaging of each product. Moreover, it works out the number of parcels in the shipment. You therefore know how many boxes are leaving, without counting them by hand.

Weight and dimensions

The shipment adds up the weight of the goods automatically. Besides, you can enter the real weighed value and the parcel dimensions. Those figures then feed your carrier labels and your shipping cost calculation.

Parcel tracking number

Finally, enter the tracking number your carrier sends back. DoliPlus prints it on the document with a direct link to follow the parcel online. Your customer therefore tracks the delivery in one click.

Signing delivery notes on screen

You can also have delivery notes signed on a desktop screen. First, go to “Home → Setup → PDF/Interface parameters”. Then switch on option PG70, which adds the signature pad to the shipment.

customer signature on a delivery note in the DoliPlus shipping management software

From then on, generating the document again includes the customer signature. Besides, out in the field, that same note is signed straight on the driver phone.

Going further with shipments

Your shipping management software works together with several other tools:

Interface and behaviour options

Ref. Description
PG69 Allow a quantity higher than the order (turns off the quantity check)
PG70 Enable the electronic signature pad on the shipment
PG73 Enable the 3-column PDF: ordered unit / sales unit / delivered quantity
PG79 Carry the public note of the order over to the delivery note
PG81 Remove the company signature box from the shipment PDF
PG82 Print the barcode under each item in the shipment PDF
PG89 Give priority to the stock figure when it falls short of the quantities to ship
PG103 Show ordered but undelivered products (delivered quantity 0) on the delivery note of the last shipment

Shipment PDF options

No. Description
123 Show the shipping date instead of the delivery date
148 Hide phone and fax for the shipment recipient
158 Enable the separator between lines on the shipment document
159 Show only the lines with a shipped quantity above zero
160 Add the “Left to deliver” column on the shipment document

For the full list, see the PDF/Interface parameters chapter.

Never hide a product forgotten during picking

A picker sometimes forgets to scan a product. Until now, that product simply vanished from the delivery note: nobody could see it was missing.

An option now fixes that. On the last delivery of an order, DoliPlus shows the ordered but undelivered products with a delivered quantity of “0”. The oversight therefore jumps out, and you react at once: either you deliver the rest later, or you take it off the invoice.

To switch it on, go to “Home → Setup”, section “Receipts / Shipping-Delivery”, then toggle the matching option. It stays off by default: your shipping management software only changes if you decide it should.

options of the shipping management software in DoliPlus

What about goods receipts?

The settings screen gathers “Receipts” and “Shipping-Delivery” under one roof, because they are the two faces of the same flow. Receipts handle goods arriving from your suppliers, while shipments handle goods leaving towards your customers. The principle stays identical: a note, a check, then a stock update. Your teams also receive goods by scanning, from that very same phone.

Why structure your shipments?

A badly tracked shipment means a badly served customer and a false stock figure. Shipping management software makes that whole step reliable.

In short, you gain on three fronts:

  • a true stock: every departure decrements the right warehouse;
  • a proof of delivery: the customer signature sits inside the PDF;
  • full traceability: batches, serial numbers and barcodes follow every item.

 

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