How to Set Up an Inbound to Shipping Pilot

Please read our article, Inbound Address & Requirements, before beginning an inbound.

Introduction to Inbounding

• This video covers inbounding with Shipping Pilot using Packiyo.
• This walkthrough uses a test store selling snowboards and snowboarding supplies.

1. Creating a Purchase Order

• Access the purchase orders section and click "Create PO" in the upper right-hand corner.
• Search for the designated warehouse and specify the vendor (can use a vendor from the company name or actual supplier).

2. PO Number and Tags

• Assign an internal PO number (e.g., PO-i-m-v, 00003).
• Tags are crucial for understanding inbound shipments, with three types: SP-freight, SP (small packages), and SP-container (for container shipments).

3. Tracking Information

• Include tracking information, order date, and expected date.

4. Back Orders and Reorders

• Options to add back orders and reorders to the purchase order.
• Reorders are based on the quantity set for each product.

5. Adding Products to PO

• Search for and add specific products (e.g., snowboard wax, standard snowboard, ADLOOK snowboard).
• Specify quantities for each product.
• You cannot currently add kit products to the PO, please enter the kit components.

6. Sell Ahead Quantity

• An option to set a sell-ahead quantity if wanting to sell inventory before it arrives at the warehouse.

7. Saving the Purchase Order

• Click "Save" to complete the purchase order.

8. PO Management

• Return to the PO Management screen to view all created POs.

9. Tracking and Status

• Quantities set during creation are visible; the status will switch to "closed" when the inventory is received by Shipping Pilot.

10. Additional Features

• Upload and export to CSV, edit columns, and filter based on status, warehouse, receipt, and tags.
• Use tags for creating custom reports based on supplier, product, or other criteria.