# Shipping Order

_Applications › Projects Management_

![Shipping Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/78ccc1990fae303f49da80ce82890130.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%226%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A6%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Shipping Order*

## Overview

Use Shipping Order records in Projects Management to register shipping instructions for a sales job. Project managers and operational users record the related sales job, the person requesting shipping, and the request date, then save the record for later review. The Shipping Order list also supports searching, filtering, exporting, and managing list layouts.

## Workflow

1. Open **PM**, then open **Projects Management** and **Shipping Order** to work with shipping-order records.

   ![Shipping Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/586f8589e55603bdff8af7456c5eb25d.png)
*Shipping Order*

2. When a new Shipping Order form is available, enter the shipping request details:
   - Enter the related job in **Sales Job Number**.
   - Enter the requester in **Shipping ordered by**.
   - Enter the request date in **Shipping ordered on**.

   ![Shipping Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0e11b88ac3f90ede48d9a00ed50ea881.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%226%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A6%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Shipping Order*

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d600c528627746a7d163991ba4458d0f.png)

   > **Tip:** Use the Sales Job Number consistently so that shipping requests can be located alongside the relevant project or sales job.

3. Decide whether to retain the record for further work or finish the entry:
   - Select **Save** to save the Shipping Order and remain on the form.
   - Select **Save and Close** to save the Shipping Order and return from the form.

   ![Shipping Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ca7ba4c1a2ca1f469b1445e1e9446a75.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%226%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A6%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Shipping Order*

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/39ada1ebd1b632fd20c2891e638d9834.png)

4. If supporting documentation is required, use **Attach** and **Select** to choose a file, or add it in the **or Drop a file here** area. Select **Ok** when the attachment action is complete.

5. Review saved Shipping Orders from the list. Use **Search** to find records, select **Apply filter** to apply filtering criteria, or use **Export** to export the displayed information.

6. Choose how the list is displayed:
   - Select **Standard Layout** to use the standard list arrangement.
   - Select **Add Layout** to create another layout.
   - Select **Update Current** to save changes to the current layout.
   - Select **Columns Chooser** to select displayed columns.
   - Select **Delete Current** or **Delete** only when removing a layout or item is intended.
   - Select **Cancel** to leave a layout action without saving changes.

   > **Warning:** Use **Delete Current** and **Delete** carefully, as these actions remove the current layout or selected item.

## Examples

A project manager receives a shipping request for job `J24.2087`.

1. Open the Shipping Order form.
2. In **Sales Job Number**, enter `J24.2087`.
3. In **Shipping ordered by**, enter `Mariam Hassan`.
4. In **Shipping ordered on**, enter `12 February 2024`.
5. Attach the customer’s shipping instruction using **Attach**, then **Select** the file.
6. Select **Save and Close** to complete the entry.
7. Return to the Shipping Order list and use **Search** with `J24.2087` to locate the saved record.

## Tips

> **Note:** The Shipping Order list can display information such as sheet number, order date, responsible person, client order number, and job number.

> **Tip:** Use **Columns Chooser** when the current list does not show the information needed for daily shipping follow-up.

> **Tip:** Use **Export** after applying a search or filter when you need to work with the displayed Shipping Order records outside the system.

## Troubleshooting

- **Symptom:** You cannot find a saved Shipping Order in the list.  
  **Likely cause:** The list is not filtered or searched for the relevant job or record details.  
  **Fix:** Use **Search** and select **Apply filter** to narrow the displayed records.

- **Symptom:** Important list information is not visible.  
  **Likely cause:** The current layout does not include the required columns.  
  **Fix:** Select **Columns Chooser**, or return to **Standard Layout**.

- **Symptom:** An attachment has not been added to the Shipping Order.  
  **Likely cause:** A file was not selected or dropped into the attachment area.  
  **Fix:** Select **Attach**, use **Select** to choose the file, or use the **or Drop a file here** area.

## Related pages

- [Production Order](doc:projects-management-production-order-edit-record)
- [Buyout To Order](doc:projects-management-buyout-to-order-edit-record)
- [Projects Management — Learning Path](doc:workflows-projects-management)
- [List](doc:projects-management-buyout-to-order-list-view-record)
- [List](doc:projects-management-edit-list-view-record)
- [NewDirectOrder](doc:projects-management-edit-list-newdirectorder)
- [NewInstantJob](doc:projects-management-edit-list-newinstantjob)