How to Track Non-Standard Shipments with Sage X3’s Transport Note Feature: In scenarios where non-standard shipments occur; which is when items are moved from one place to another for other reasons asides from a delivery of products to customers, these item movements can be tracked using Sage X3’s transport feature. The transport feature tracks items that you move or ship, which are not the products you manufacture or sell. You may need to send an item for repair or a machine for review, these are examples of possible scenarios.
Peculiarities of the Transport Note Feature:
1. Focus is on Non-Core Business: The transport note feature tracks the goods shipped for maintenance, events, or other non-sales purposes.
2. Simple Workflow: The transport note feature does not require linking, to existing documents, invoices, or inventory movements.
3. Versatile Shipping: You can send items to both customers and suppliers with ease.
4. Clear Tracking: Each Transport Note has a unique number for simple identification.
Setup the Transport Notes:
1. In the common data interface, locate and navigate to the transport note.
2. Add an item movement in the transport note.
Transport Notes offer a solution for non-sales transfers, keeping sales & inventory workflows untouched.