The Shipments Module in MokoCRM allows you to manage the preparation, dispatch, and tracking of goods sold to customers. It links directly to sales orders, supports stock movement, and provides printable delivery notes with real-time status updates.
The Shipments Module in MokoCRM allows you to manage the preparation, dispatch, and tracking of goods sold to customers. It links directly to sales orders, supports stock movement, and provides printable delivery notes with real-time status updates.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Shipments - Click Activate
- Configure options like shipment numbering, PDF templates, and stock behavior
📦 Creating a Shipment
- Go to Sales Orders → Open Order
- Click "Create Shipment"
- Select products and quantities to ship
- Confirm delivery address and carrier (if applicable)
- Validate to reduce stock and generate the delivery note
📤 Managing Deliveries
- Print or download the Delivery Note (PDF)
- Set shipment status: Draft, Validated, Shipped
- Enter tracking number or carrier reference
- Optionally link to logistics providers or APIs
- Track partial shipments and backorders when items are out of stock
🔗 Linked Modules
- Sales Orders: Source for shipment creation
- Stock Management: Automatically updates stock on validation
- Customer Invoices: Can follow after full shipment
- Warehouse Locations: Pulls from assigned stock locations if configured
📊 Tracking and Reporting
- Filter shipments by status, warehouse, customer, or date
- View shipment history for each order or customer
- Export shipping logs for audit or logistics review
📌 Best Practices
- Always validate shipments to trigger stock reduction
- Include tracking numbers for customer communication
- Use delivery notes as proof of dispatch and handover
- Set up warehouse locations for better logistics control
- Monitor pending shipments daily to ensure fulfillment timelines