Start a shipment (recycler)
Once you have at least one category in the inventory the start shipment functionality will be available for use. To start making shipments go to the SHIPMENTS tab on your dashboard.
An organisation manager will be able to see an overview of all shipments made by and -to the organisation but cannot make shipments themselves. A facility manager has access to put together and send out shipments from specific facilities.
To create a shipment, proceed by clicking START SHIPMENT.
If you don't see the START SHIPMENT tab, you are using the platform as an organisation manager. Please select the necessary facility from the dropdown on the top right. Then a facility manager role will be acquired.
As the first step, you are asked to choose the receiving party of the shipment. The dropdown list is automatically populated by the partners added to your PROFILE.
If the dropdown does not include the necessary receiving party you can quickly jump back to the PROFILE, PARTNERS tab and update your partners (waste suppliers, waste handlers/collectors/sorters) already on RR platform list. Once the list is updated, come back to the SHIPMENTS tab.
- As the second step, you are asked to enter the order number you are filling with the shipment. This is optional and can be used if you are filling a particular order for a certain recycler or RR network. You can enter the order number itself or a reference to the recycler (free text entry) so that RR can keep track of who this shipment is targeted for. Multiple orders can be fulfilled with one shipment (explained below).
- If there is no particular order involved and you are registering a shipment just to record waste moving out of the inventory click SKIP AND SELECT ITEMS TO SHIP.
- Next, a list of categories from your inventory opens.
Please select which categories should be included in the shipment. If a category consists of several shipments and additions from your sources, you are asked to specify from which lot are you sending out the waste.
If you are fulfilling several orders with one shipment, make sure to build the list of categories linked to one order first and then proceed to add the next order to the shipment (explained below).
Clicking on ADD TO SHIPMENT opens up a modal where the number of bags and the volume that you want to ship out can be specified.
In the comment section, it is possible to add information about labelling, baling or quality of the waste if it should be relevant for the transport or the receiver.
This information is used for the invoice or a challan of the outgoing shipment.
- ADD ITEM TO ORDER will add the inserted amount to the shipment and reserve it from the inventory.
- Reserved volumes are displayed in the INVENTORY tab as in draft: (see screenshot below).
- Once the list of categories for an order or a full shipment (no order number was entered at the start) is completed click on the REVIEW SHIPMENT button top right.
- From the opened page it is possible to add more orders to the shipment and edit them.
- For editing, click on EDIT ORDER, which will allow you to modify the categories already added and select more items.
- To add another order to that shipment click on + ADD NEW ORDER. That will take you to the beginning of this tutorial where an order number can be written.
- Eventually, all the added categories and orders can be seen from the previously shown overview page. From here the shipment can be sent out or deleted if necessary. To do that scroll to the bottom of the page.
To confirm a shipment a date sent out must be selected. This date cannot be in the future, the latest date allowed is today. The transaction date cannot be set too far to the past either, it cannot be for an earlier month than any already registered transaction. For example, if your previous transaction was made two months ago, you cannot register a new shipment with a date from three months ago.
Once you've set the sent-out date the CONFIRM SHIPMENT button will become active. After the CONFIRM SHIPMENT is clicked, the shipment will no longer be editable and will become visible to the receiving party.
If at any point in creating a shipment, the process is left unfinished, the shipment will get saved as a draft which can be accessed from the SHIPMENTS tab. Drafts can always be deleted by clicking on the DELETE SHIPMENT button.
