HowTo #076

How to plan an internal transport for a sales order?

Use Case:

As a dispatch or logistics employee, you want to plan an internal transport directly from a sales order without triggering any warehouse movement or item posting in the system.

This is especially helpful in scenarios where goods needed for a sales order are only moved or planned for organizational purposes, for example:

  • when a delivery related to a sales order is prepared only for route planning
  • when goods are assigned to a transport without triggering warehouse activities
  • when dispatching needs to be organized independently from stock handling

A transport order is used purely for dispatching and planning, not for warehouse management.

While we already learned how to create a transport order which is not related to a sales item, let’s take a look at how you can create a transport order from a sales order!

HowTo: Create a Transport Order from a Sales Order

01

To use Transport Orders, the Container/Travel Module has to be activated. To do so, open acadon Module Management.

02

Activate the Container/Travel Module under Timber – Import by selecting it and clicking Enable in the top menu.

Extra tip: You can deactivate the module again if required.
03

Open the desired Sales Order.

04

In the top menu, click on Actions > Functions > Create Transport Order.

05

A notification pops-up, click Yes to confirm you want to create a Transport Order.

06

The system automatically creates a Transport Order including the data from the Sales Order and shows a notification for that. Click on Show transport order to open the Transport Order.

07

Now, you can edit and process this Transport Order like any other, as described in a previous HowTo.

Conclusion

The Transport Order allows you to plan internal goods movement directly from a Sales Order without triggering any warehouse movements or postings in the system. This keeps inventory unchanged while ensuring that the entire transport process is structured and prepared within disposition planning.

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