Manually triggered automatic shipments

Manually triggered automatic shipments


1. What are manually triggered automatic shipments?

Trials configured with manually triggered automatic shipments allow the users to manually trigger a shipment initiation. This shipment will take into account the target defined for that location and send the needed amount of product (of each treatment) to reach the target.

The main purpose of this feature is to allow binded users to perform the first shipment to the sites with enough product quantity.


Requirements:

The location needs to have the following configured:

1. Depot;

2. Supply scheme.



2. How to manually trigger automatic shipments?

1. In Product List, scroll down until you find the portlet "Manual Resupply".

2. Select the location to where the products will be shipped.

3. Click on Initiate Shipment button.




The shipment initiated will have enough products to reach the resupply target defined for each treatment.


The following example will better illustrate how this process works:

Location:Centre 01

Resupply trigger = 3

Resupply target = 8


The following table shows the available products in Centre 01.

TreatmentAvailable products
Control0
Test0

   

  1. A manually triggered automatic shipment resupply is requested for Centre 01.
  2. An automatic shipment will be initiated from the preferred depot to Centre 01.
  3. The shipment will be initiated from preferred depot to Centre 01 with the following number of products for each treatment type, in order to achieve the resupply target (8).
TreatmentNumber of sent products
Control8
Test8


Note 1: Only active products in site will be considered for the shipment initiation.

Note 2: Products currently with Status "In Transit"/"Waiting" that are destined to Centre 01 will also be considered for the shipment initiation (will be counted as being in destination to avoid initiation of more shipments).



3. How to configure location for Automatic Shipment Initiation?

Refer to the following article:  How to configure a location for Automatic Shipment Initiation


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