Build your supplier shipment milestone tracker.

How to build your supplier shipment milestone tracker

1. 1

   Describe the job

   Keep supplier shipment updates connected to their source and next follow-up.

2. 2

   Review the first version

   Choose how the freight coordinator records the order and how the shipping reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your supplier shipment milestone tracker

• Keep the order in context

  Keep order, line, planned milestone, reported milestone, source and delay owner together so the next person can understand the request or record.

• When the next step needs a decision

  A supplier reports dispatch without a carrier reference. Record the reported milestone but keep its verification outstanding and name the next follow-up owner.

• Keep delay owner visible

  Keep dispatch unverified while the carrier reference is missing.

• Choose what each person needs

  Give the freight coordinator a working view and the shipping reviewer a review view. Keep order and line attached to the decision as the work moves between them.