Shipping Parts to an Outside Supplier
When a job step is done by an outside supplier (plating, anodizing, heat treating, specialty machining), your machined parts physically leave the shop. Forge prints a packing slip addressed to that supplier so the box that goes out carries a document listing exactly which parts and how many are inside.
Prerequisites
- The outside operation is on the job's routing (see Work Orders).
- A purchase order exists for the operation, created from the supplier's RFQ response or from the job's Sourcing view (see Creating a Purchase Order).
- The supplier has a shipping address on file (see Managing Suppliers). If none is set, the billing address is used.
Printing the Packing Slip
From the purchase order:
- Open the PO from Purchasing > Purchase Orders.
- Click Packing slip in the page header, next to Download PDF. The button only appears on POs that include at least one outside-operation line.
- Review the document, then click Print or Download PDF.
From the job:
- Open the job and switch to the Sourcing view.
- On the outside-operation row, the PO pill shows a small printer icon. Click it to open the packing slip for that PO.
What the Packing Slip Contains
- Ship from: your company name, address, phone and email, with your logo.
- Ship to: the supplier's shipping address.
- Order info: the PO number, the job number, the order and required dates, the ship date and any tracking number recorded on the outside operation.
- Items: one row per part going out, with the part number, part name, the operation to perform and the quantity. Other lines on the PO (shipping surcharges, consumables) are left off, since nothing ships for them.
- Notes: the PO's shipping instructions, so the supplier reads them at receiving.
- A signature line for the person receiving the parts.
Ship date: the slip uses the date the outside operation was marked sent, which is stamped when the PO is emailed to the supplier. If the parts leave later than the PO was sent, the ship date on the slip will be the earlier date.
Several parts, one supplier: a PO that covers the same operation on several parts prints one row per part, each with its own quantity, so the supplier can check the count part by part.