Kanban View
Safecube’s Shipment Kanban helps you visualize, organize, and track shipments with full flexibility — making it easy to follow internal processes, customs clearance, and customer billing.
🔹 Key Benefits
- Continuous Process Visibility: Monitor shipments at every stage and identify opportunities to streamline workflows.
- Phase-by-Phase Overview: Track shipments by custom columns representing milestones such as customs, internal documentation, or billing.
- Deviation Detection: Quickly spot shipments that require attention with color-coded columns and customizable alerts.
🔹 How It Works
1️⃣ Create & Customize Columns
- Choose the number of columns you need and name them as you like (e.g., Customs, Internal Documentation, Customer Billing, Ready for Dispatch).
- Assign colors to columns for easy visual identification.
- Reorder columns to match your internal workflow.
2️⃣ Assign Shipments
Each shipment has a new “Kanban Status” field:
- Drag-and-drop: Move shipments between columns in the Kanban view.
- Direct edit: Click the Kanban Status cell in the shipment table to update it manually.
This allows you to track shipments exactly the way your team works.
3️⃣ Filter & Focus
- Filter Kanban columns by shipment status, ETA, POD, or group.
- Focus on specific stages of your workflow without losing sight of the bigger picture.
🔹 Best Practices
- Use color coding to highlight high-priority shipments or bottlenecks.
- Reorder columns regularly to match evolving workflows.
- Combine Kanban with filters for internal follow-ups, emergency cases, or milestone tracking.
🔹 Example Workflow
| Column Name | Example Use Case |
|---|---|
| Customs | Track shipments in clearance or waiting for approvals |
| Internal Documentation | Monitor completion of internal paperwork |
| Customer Billing | Shipments pending invoice or payment confirmation |
| Ready for Dispatch | Shipments ready to leave your facility |
Tip: Drag a shipment from “Customs” → “Internal Documentation” → “Customer Billing” → “Ready for Dispatch” as it progresses.
🔹 Getting Started
- Navigate to the Kanban View in the shipment module.
- Click “Add Column” to create your workflow stages.
- Assign colors and reorder columns as needed.
- Update the Kanban Status either via drag-and-drop or in the shipment table.
- Use filters to focus on specific shipments or groups.
Updated 25 days ago