Shipping Consumable Parts

When you want to send consumables to a customer or to sales, you must record the shipment in TIGA. This way TIGA can keep track of the warehouse stock, and where parts are being shipped to. This helps the warehouse team be more efficient and accurate in their work.

When you create the shipment in TIGA, the shipping documents will be generated and the warehouse team will be notified automatically. You should create the shipment in TIGA as soon as you receive the request, so that the shipment can be processed and received as quickly as possible.

To ship consumable parts:

1. Open the Shipments table.

2. Click the Plus button in the top-left corner of the screen to create a new shipment.

3. In the Create New Shipments window, type or select the appropriate information for the following fields:

   • From — Select Formulatrix USA.

   • To — Select the customer account.

   • Address — Type the recipient address.

   • Shipping Date — Select the date on which the requested parts will be shipped.

   • Brief Description — Type a short description of the parts being shipped.

   • Estimated Shipping Quote — Type an estimate for the total shipping cost.

   • Currency — Select the currency that will be used to pay for the shipping.

   • Shipping Terms — Define your shipping terms accordingly.

   • Billing Terms — Define your billing terms accordingly.

   • Reason Code — Select Consumable.

   • From Warehouse — Select Support - FUSA.

4. Click Create in the lower-right corner of the Create New Shipments window. At this point you can create a new transaction.

5. Open the Transactions table.

6. Click the Plus button in the top-left of the screen to create a new transaction.

7. In the Create New Transactions window, type or select the appropriate information for the following fields:

   • Issuance Type — Select Shipment Out Consumable.

   • Warehouse — Select Support – FUSA.

   • Employee — Select the FORMULATRIX employee who created the transaction.

   • Shipment Tracking Number — Select the parts tracking number that will be sent.

8. Click Create in the lower-right corner of the Create New Transactions window.

9. Create new Transaction Line Items (TALI). Under Related Tables on the right, find the Transaction Line Items table.

10. Click the Record menu and click Add to create a new TALI.

11. In the Create New Transaction Line Items window, type or select the appropriate information for the following fields:

    • Item ID — Type the specific item ID.

    • Quantity — Type the details and quantity of the parts being shipped.

    • Status — Select Unconfirmed.

12. Click Create in the lower-right corner of the Create New Transaction Line Items window.

13. Under the Main Table, click the Actions menu, and then click Notify Warehouse Team.

At this point, TIGA will notify the warehouse email group, so that they can immediately prepare the requested parts and ship them to the specified customer.