Crear un envío

You can use Procore to manage materials for your project. From the Materials tool, you can create shipments to track the materials you have ordered. You can create shipments for orders you placed outside of Procore, or from approved commitment change orders or purchase orders made in Procore's Commitments tool.

• Permisos de usuario necesarios

• Once submitted, you can only add files, notes, or custom fields to your shipment.

• Submitted shipments cannot be deleted.

• Los materiales deben enumerarse en el inventario utilizando uno de los siguientes métodos:

  • Create Materials Requirements

  • The Commitments tool was used to create a commitment change order or purchase order for materials, and includes the following information:

    • The status is Approved

    • El desglose de partidas incluye lo siguiente para cada partida:

      • Descripción

      • Unidad de medida (UM)

1. Navigate to the project's Materials tool.

2. Click Create and select Shipment.

3.  

   Enter the shipment information. Show/Hide Fields

   • Shipment Name. The name of the receipt.

   • Associated Purchase Order. The associated purchase order that was created in the Commitments tool.

   • Vendor. The vendor supplying the materials.

   • Estimated Delivery Date. The date you expect the items to be delivered.

   • Delivery Location. The location where you expect the delivery.

   • Notes. Any notes related to the shipment.

   • Attachments. Upload any attachments related to the receipts.

     1. Click Attach File.

     2. Select the file and click Open to attach it.

4. Add Items to Include in the Shipment.

   • Click Add All Order Items to include all items from the associated purchase order.

   • Click the search bar to add items from the associated purchase order. If no purchase order has been associated with the shipment, you can add any ordered material to the shipment.

   • Optional: Click the delete icon to delete the line item.

5. Save or submit the receipt.

   • Click back to the Materials main menu to save the receipt as a Draft.

   • Click Submit to finalize the shipment.
     Note: You can only attach files, add notes, or add custom fields to submitted shipments. Submitted shipments cannot be deleted.

• Crear un recibo