Course Code: INV-07
Goal: Coordinate efficient shipment of materials to projects and field sites, improving job start times and reducing material handling errors.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for warehouse coordinators, service dispatchers, and project leads)

Resources Provided:

• Shipping Management Quick Start Guide
  
• Shipment Tracking and Ticketing Template
• Multi-Location Delivery Reference

Learning Objectives

By the end of this session, participants will be able to:

• Create shipping orders directly from Material Requests or Inventory transfers.
  
• Manage and coordinate shipments to multiple locations and projects.
• Generate and track shipping tickets through CUBE.

Session Agenda

INV7.1 Creating Shipping Orders from Material Requests

• Launching a shipping order from an approved request.
  
• Selecting items, quantities, and destination sites.
• Scheduling shipments based on project timelines.

INV7.2 Managing Shipments to Multiple Locations

• Splitting orders to send materials to:
  
• Job Sites
  
• Satellite Offices
  
• Service Technician Trucks
  
• Managing delivery groups by address and priority.

INV7.3 Generating and Managing Shipping Tickets

• Auto-generating Shipping Tickets when an order is finalized.
  
• Tracking shipped quantities vs. requested quantities.
  
• Recording carrier information, tracking numbers, and delivery confirmations.

 Hands-On Preview (Optional if time allows)

• Create a sample Shipping Order.
  
• Assign to a project location.
• Print or email a Shipping Ticket.

Post-Session Action Items

• Audit upcoming projects for material shipment needs.
  
• Standardize carrier and shipment recording fields.
• Set up a weekly shipment planning meeting between warehouse and project teams.

Note: When scheduling, make sure to include this session code: INV-07

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