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How To Create Shipment Information as a Buyer

A guide for creating and updating ASNs and Shipment Tracking records as as buyer in lieu of your suppliers.

Written by Arthur Myers

Overview

Buyers can now create shipment information directly in Leverage instead of waiting for suppliers to provide it. This feature helps when:

  • Important suppliers only send shipment details via email instead of using Leverage

  • Suppliers make mistakes in their shipment submissions and you need quick corrections

  • You want to maintain accurate delivery timelines without supplier delays

Creating New Shipment Information

Method 1: From Order Lines Table

  1. Navigate to Purchase Order Lines page

  2. Locate your PO:

    • Find the purchase order you need (must be in Acknowledged status or later)

  3. Access actions menu Click the three-dot menu (⋮) in the "Actions" column

  4. Select "Provide Shipment Info..."

Method 2: From PO Line Details View

  1. Open PO Line details:

    • Click on any PO Line to open its detailed view

  2. Use the Actions dropdown

    • Click "Actions" in the top-right area

  3. Select "Provide Shipment Info..."

Completing the Shipment Form

  1. Choose information type:

    • Select either ASN (Advanced Ship Notice) or Shipment Tracking

  2. Enter shipment details:

    • Fill in all required tracking and delivery information

  3. (Optional) Use provisional tracking:

    • Check this option if you want supplier information to override your entry later

  4. (Optional) Add additional PO Lines:

    • Include other lines from the same shipment if applicable

  5. Submit:

    • The PO Line status may automatically update to "Shipped" or "Delivered" based on your dates

Updating Existing Shipment Information

Method 1: Update via PO Line

  • Follow the same steps as creating new shipment info

    • Existing information will automatically populate in the form

  • Make your changes and resubmit

Method 2: Update via Shipments Page

  1. Go to Shipments page

  2. Find your shipment:

    • Locate the shipment record you need to modify

  3. Open shipment details:

    • Click on the shipment to open its flyout

  4. Locate the tracking record:

    • Find the specific ASN or Tracking entry

  5. Access update menu:

    • Click the three-dot menu (⋮) in the top-right

  6. Select update option:

    • Choose "Update Shipment Tracking" or "Update ASN"

⚠ Important Notes:

  • PO must be in Acknowledged status or later to add shipment information

  • Status will automatically change to Shipped or Delivered based on your entered dates

  • Provisional tracking allows supplier information to take precedence if submitted later

  • Multiple PO Lines can be included in a single shipment record

Need Help?

If you encounter any issues during this process, contact our support team via our Help Desk or email us at support@tryleverage.ai.

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