Shipment Planning

Convert orders into the right shipments based on stock, warehouse capacity, delivery commitment, and transportation costs.

Shipment planning determines from which warehouse, on what date, in which package or load, and by which transportation method the order lines will be shipped. An order can be fulfilled in a single shipment or in partial shipments from different sources.

During planning, the customer's requested delivery date, stock availability, warehouse preparation capacity, carrier cutting times, product specifications, and the impact of splitting the order should all be considered together.

Shipment planning inputs

  • Order lines and quantities requested
  • Stock reservation and source warehouse
  • Product volume, weight and transport class
  • Delivery address and service area
  • Requested delivery date or time range
  • Warehouse work schedule and capacity
  • Carrier services and cutting times
  • Partial delivery permits

Consolidation and division decisions

Combining products in a single shipment can reduce transportation costs; however, it can delay delivery due to inventory holdings. Splitting an order can increase speed but raise costs and environmental impact. Regulations should consider customer preference, service level, and profitability together.

Planning outputs

  • Shipping number and associated order lines
  • Source repository and planned preparation date
  • Carrier, service level, and route.
  • Package, pallet or load plan
  • Estimated shipping and delivery date
  • Delivery appointment or time slot
  • Special shipping and delivery instructions

Rescheduling

Stock shortages, warehouse delays, carrier capacity issues, or customer changes can affect the schedule. Rescheduling should update order and customer communications; previous commitments and the reason for the change should be traceable.

Planning performance

  • Difference between planned and actual shipping date
  • Order split rate
  • Warehouse and carrier capacity utilization.
  • Packages and costs per shipment
  • Timely shipping and delivery

Manage the shipping schedule not as a simple process of sending order lines to the warehouse, but as an operational decision-making system that balances delivery commitments, capacity, cost, and customer preferences.

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