Use a purchase order's Fulfillment tab to track shipments, arrival dates and item issues.
Before you start
Open a purchase order in a project with Orders enabled. The purchase order must be Acknowledged before you can add shipments.
A shipment contains whole order lines. You can put different lines on different shipments, but this flow does not split one line's quantity between shipments.
Step 1: Add A Shipment
Open the purchase order and select Fulfillment.
Select the unshipped items to include and choose Add to shipment.
If Gather asks you to choose a shipment, select Create new shipment, then Continue. For the first shipment, the creation form opens directly.
Enter the carrier, tracking information, shipped date and expected arrival information you have available. Add the shipping cost if known.
Review the selected items, then select Create Shipment.
If a purchase order is on hold until a release date, the shipment cannot ship before that date. A line already assigned to a shipment cannot be assigned again.
Step 2: Keep Shipment Details Current
Review the shipment's tracking information and expected arrival date as updates arrive. Use Delayed when a shipped delivery is delayed.
Entering shipment shipping costs can update the purchase order's shipping amount. Review the order total after adding or changing those costs. Freight appears separately from item designer costs in Budget Actuals.
A received shipment can still have an item issue to resolve.
Step 3: Record Receiving
In Fulfillment, open the shipment status menu and select Received.
Review Received on. It defaults to today; change it if you are recording an earlier delivery.
Check each listed item. Flag Damaged or Missing where needed and add a note describing the issue.
Select Mark as received.
Receiving a shipment and recording an issue are separate pieces of information. Keep damaged or missing items identified so the team knows what needs follow-up.
Review the received date and item issues before confirming.
Troubleshooting
Problem | What to check |
You cannot add a shipment | Confirm the order is Acknowledged and check any hold-until date. |
An item is unavailable for another shipment | Check whether its whole line is already assigned. |
The purchase-order freight changed | Review the shipping costs entered on its shipments. |
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