Shipping

Shipping Scenarios Flow Chart

Shipping Scenarios

Our Truck

In this most basic of scenarios, you are shipping material to a customer via your truck.

• Pick ticket prints with items in stock to be picked as well as items on B/O

  

• Notice Ship Via indicates “Our Truck”

• Take PT and pick material

• Take PT to the computer and open Warehouse manager (Inventory -> Warehouse Manager-> Shipping) or Inventory -> Shipping -> Picking

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• Enter Order # OR find the order in the picking queue

  

• Click the order to open the shipper

• Pick all items if you picked all items. Manually type the quantity picked per line item in the “Qty Picked” field if you didn’t pick all items.

  

• Set Staging Location for your Truck Area

  

• Post to Staged

  

• A packing list will automatically print

  

• Physically package material and place material in Truck Area staging location

• This order will be added as a stop in the active, “Truck Area” manifest. To view (Shipping -> Manifests -> Truck Area)

  

• Follow manifest management process detailed below to complete delivery of this order

Common Carrier

In this scenario, you will be shipping an order via UPS or another common carrier.

• Pick ticket prints with items in stock to be picked as well as items on B/O

• Note Ship Via on PT indicates UPS

  

• Take PT and pick material

• Take PT to the computer and open Warehouse manager (Inventory -> Warehouse Manager-> Shipping) or Inventory -> Shipping -> Picking

  • 

• Enter Order # OR find the order in the picking queue

  

• Click the order to open the shipper

• Pick all items if you picked all items. Manually type the quantity picked per line item in the “Qty Picked” field if you didn’t pick all items.

  

• Set Staging Location to UPS/Fedex area

  

• Post to Staged

  

• A packing list will automatically print

  

• Physically package the material and place material on the “UPS Table” staging area

• This order will be added as a stop in the active, “UPS Table” manifest. To view (Shipping -> Manifests -> UPS Table)

  

• Follow manifest management process detailed below to complete delivery of this order

Pack & Hold

A pack and hold is where you will stage material on the pack and hold shelf for later delivery.

Pick ticket prints with items in stock to be picked as well as items on B/O. Note that “Pack and Hold” is prominently displayed on the PT.

• Take PT to the computer and open Warehouse manager (Inventory -> Warehouse Manager-> Shipping) or Inventory -> Shipping -> Picking

  • 

• Enter Order # OR find the order in the picking queue

  

• Click the order to open the shipper

• Pick all items if you picked all items. Manually type the quantity picked per line item in the “Qty Picked” field if you didn’t pick all items.

  

• Set Staging Location to “Pack and Hold” (Shipping -> Staging Location)

  

• Post to Staged

  

• A packing list will automatically print

  

• Physically package material and place in the “Pack & Hold Shelf” staging area

• When the last back-ordered item is received and processed, a final PT will print. Notice “Pack & Hold Complete” is prominently displayed which is your trigger to merge all the releases and release the material for delivery.

• Prior to posting this release to staged, merge all releases as is explained below

Merging Releases

We will assume that you have picked and packed the material from all releases of a Pack and Hold order and have been notified that the order is complete and ready for final release.

• To merge releases, find the order using the open form

  

• Search by order number

  

• Double Click Order to open

• Within the order go to the Status Tab and select Release Management

  

• Within the order select ‘Release Management

  

• You will see the Shipper -00 and Shipper -01 listed. On the right-hand side, select ‘Merge All’

  

• This will combine the multiple shippers into one order and list it under Shipper To Allocate Details.

  

• As you can see it will let you know what shippers are being merged, under Merged from Shippers

  

• Next select, Select Allocate Shipper

  

• Both the -00 and -01 have been canceled and a brand new 02 has been created combining the entire shippers that were merged.

  

• A new PT will be created.

• Within the Picking screen Fill All Items -> Pick All Items

  

• Shipping Tab -> Staging Location

  • Choose relevant staging location tied to a manifest
  

• Post -> Staged

  

• A packing list will automatically print

• This order will be added as a stop in the relevant active manifest tied to whatever staging location you chose. In this example, the Active UPS Table Manifest. To view (Shipping -> Manifests -> UPS Table)

  

• Follow manifest management process detailed below to complete delivery of this order

Picking Less Than Allocated

Sometimes a PT will print and you won’t pick the full quantity of items allocated on that release. This will typically happen for two main reasons. 1. You can’t pick the full quantity because there are missing items 2. You choose not to pick the full quantity because it doesn’t make sense at the time. If this occurs follow the process below.

• Open Shipper within the Picking screen

• Manually type the quantity picked per line item in the “Qty Picked” cell

  

• Choose Staging area (Shipping -> Staging area)

  

• Post to Staged

  

• You will be prompted on how you want to handle picking less than allocated.

  

• Either Keep the “Update” Box Checked Or Uncheck it depending on what you want to happen to your inventory. It is explained in the prompt, but the summary is below.

  • Keep box checked: Do this only if you can’t find the inventory. Your on-hand inventory value will be changed and the missing inventory will be added to the suspect on hand queue.

  • Uncheck the box: By doing this you are telling the software that you simply don’t want to pick the full quantity allocated despite the inventory being present. Inventory will not change, and a new release will kick when you process back orders.

Cherry Picking

Sometimes you will have a scenario where a customer wants to pick up or have shipped only a partial quantity of an order that is already allocated in full.

Cherry Picking Before Material is Staged

Let’s assume a customer calls in an order and tells you that he wants some of the material shipped immediately and the rest held to be released later. Customer specifies they want 5 of the Q0120 fuses immediately and will call to let you know when to release the rest.

• Order has been converted, all material has been allocated to the 00 release

  

• Select the line or lines you want to ship now by right-clicking on the line and selecting” unrelease line”

  

• Next enter the amount you want to release by subtracting the quantity

  

• So, for example, I want 75 shipped now. I will enter 125 to still keep allocated to the order. NOTE: 200 is allocated, I still want to hold 125 so I will release (un-allocate) 75.

  

• After you unrelease your lines and quantities select “ Save and Close”

• The order will now reflect these changes on the line item grid.

  

• Now within the ‘Status’ tab select ‘Release Management’

  

• The screen will reflect the “Not Release” 75, and the Shipper with all the materials that we are currently holding for shipment.

  

• Next select ‘ Force Out Available Only’ and a Shipper to Allocate will be created.

  

• Finally select ‘Allocate Shipper’ and another shipper will be created that you can ship that adjusted quantity from.

  

• The rest of the order will remain on hold until the customer is ready for shipment.

• Double click the new shipper and follow the standard process to stage the material to a staging location of your choice.

Cherry Picking After Material is Staged

Perhaps the material for a certain order has been staged as is the case in a standard pack and hold scenario. Then the customer calls and asks for just some of the material to be released. The example below will cover how to manage this. Let’s assume the order has already been picked and staged.

• Open the shipper

  

• Notice that the entirety of the shipper has been staged to the pack & hold staging location

• The customer has requested release of just 3 Q0120 fuses

• Post -> Picking

  

• It will ask you if you are ok with posting to a prior stage -> Yes

  

• The shipper will revert to the picking stage

  

• Now since we want to release 3 Q0120s, we need to remove the 5 Q0115s and 7 Q0120s from this shipper

• Right click the first line and select unrelease line

  

• You will be asked how many you want to allocate to this release. In other words, how many should remain on the release? In this case we will type 0 because we are removing all of the Q0115s from this shipper.

  

• Click OK

• Now repeat this for the second line of Q0120s except this time you will allocate 3 since you want to actually release those three items

• Now we will finish the staging process to get it onto the proper manifest.

• Shipping tab -> Our Truck

  

• Post to staged

  

• Now notice the shipper strikes through the first line item and displays only 3 of the second line item picked

  

Manifest Management

Preparing Manifest for Delivery

When you add orders to staging areas tied to manifests, they are added to the active manifest dedicated to that staging location. There will always be an active manifest available, as when you change the status of the existing active manifest, a new active manifest will be created in its place. Once you are ready to deliver the material in a given manifest follow the process below.

Move Manifest to Preparing for Delivery

• Inventory -> Warehouse Manager -> Shipping -> Manifests

  

• Notice that the manifests are shown and can be expanded to show what stops/orders are assigned to the manifest

  

• At this time you will edit the manifest and change its status to “Prepare for Delivery”

• Right click the manifest you would like to deliver and choose “Edit Manifest”

  

• Change the Manifest Status from “Active” to “Prepare For Delivery”

• Click Save

  

• Your manifest will now show “Prepare For Delivery” and will no longer have additional orders or stops added to it unless you manually add them. A new active manifest will automatically be created which all new orders staged to the relevant staging area will be added to.

  

Move Stops Not Being Delivered to Active Manifest

• In this step you will want to move any stops or orders that shouldn’t be delivered on this manifest to the new, active manifest.

• Right click the stop you want to move -> Move Stop to Manifest

  

• Choose the active manifest you would like to move the stop to -> Save

  

• It will now be removed from the “Prepare for Delivery” manifest and added to the applicable “Active” Manifest

Sort Stops Manually

• Now you will want to sort the order of the stops on the manifest

• Expand the manifest you are working on to show all stops

• Click the stop that you want to re-order

• Click “Move Up” OR “Move Down” arrow according to what you are trying to accomplish

  

Sort Stops With Google Maps

• You can use Google Maps to help you intelligently sort stops by clicking on the manifest itself and clicking “Sort Stops” -> “Google Maps”

  

• You can apply the same “Move Up” “Move Down” logic explained in the section above to re-order the stops while getting a visual of the route on the map as well as a list of directions

  

• You are now set to print the manifest (Right click Desired Manifest -> Print Manifest) and physically deliver the material.

Mark Manifest as Delivered

Once you are back from the delivery, OR the common carrier has picked up material for a given manifest, you are ready to mark the manifest as delivered. This will auto post all orders on said manifest to delivered and will flow to AR to be invoiced.

• Once you delivered the orders on the route, you will now need to move this manifest to the “Delivered Status”

• Right click the manifest -> “Mark As Delivered”

  

• All orders are now posted to delivered and can be invoiced accordingly

Common Scenarios Encountered

Delivery Was Thwarted and Material is Back in Warehouse

• If for some reason you were unable to deliver the material to a stop, you will simply need to move the undelivered stops to the active manifest (As described above) BEFORE marking the manifest “Delivered”

• Right click the undelivered stop -> Move Stop to Manifest

  

• Choose the correct active manifest you’d like to move the undelivered stop to

  

• You will now deliver this stop/order when you prepare and deliver the active manifest you moved it to

Forgot to Set Common Carrier Manifest Out For Delivery After Pick Up

• If you forget to set an active manifest to the ‘prepare for delivery’ or ‘delivered’ status after pickup, simply mark the existing active manifest as “Prepare for Delivery”

• Move the stops that weren’t taken for the delivery to the new common carrier active manifest

• Mark the “Prepare for Delivery” manifest as “Delivered”