How to Set Up an Inbound to Shipping Pilot

Created by Greg Airel, Modified on Thu, 26 Sep at 9:45 AM by Jess Bonnett

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.

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