Published at: 2026-10-12
Create an export shipping notice
Overview
Record shipping arrangements and the plan date for an export order.
Before you begin
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Permissions: You can create and edit Shipment Orders.
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Prerequisites: The export order is saved.
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Setup: An admin assigned the export shipping notice record type and layout.
Steps
- On the export order detail page, push a Shipment Order.
- On the new Shipment Order page, select the Export shipping notice record type.
- Check the products and quantities brought in from the order.
- Select trade terms and shipping method.
- Enter the freight forwarder, port of loading, and port of discharge.
- Enter the departure date and arrival date.
- Save and Submit the shipping notice.
Expected result
- The shipping notice is linked to the export order.
- The record includes shipping method, ports, and plan date.
- Shipping information is available for later fulfillment tracking.