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Shipment Manager

The Shipment Manager is the starting point from which picking, packing and shipping begins. The Shipment Manager can also be used for the general lookup, tracking and management of individual shipments.

 

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Path: Back Office > Order Processing > Shipment Manager

Shipment Manager Screen

The Shipment Manager screen is comprised of the following sections of information.

 

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Note: Each carrier integration is optional so if you do not see buttons associated to one or more shipping carriers that you would like to use, contact Customer Support to have them enabled.

 

Select/Search Shipments

Before beginning picking and packing, the shipments to be picked and packed in a single run must be selected. The table below describes a common set of filters applied for New shipments; alternate sets of filters can also be used to target the desired shipments.

 
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Filter

Description

Shipment Per Page

Select the number of shipments to pick and pack from the  drop-down.

Sort By

Sort the Pick/Pack slips by order number, customer, delayed delivery or shipping method in either ascending or descending order.

Batch Ship

Check the box if you want to process batch shipments.

Order Status

Select a status from the drop-down associated to orders that are considered ready for shipping. By default, this is In Shipping, but may vary by retailer. 

Originating Brand

Sort shipments by the brand in which the order was placed.

Originating Channel

Sort shipments by the channel in which the order was placed.

Originating Club, Membership, or Delivery

Sort shipments by a Club, Membership level or Delivery method in which the order was placed.

Shipment Status

Select New from the drop-down so only shipments that are ready for picking and packing are selected.

Shipment ID

Enter the system-assigned shipment ID to locate specific shipment.

Tracking Number

Enter the carrier-issued tracking number to locate specific shipment.

Order Number

Enter the customer order number to locate specific shipment.

Purchase Order #

Enter the related purchase order number to locate specific shipment.

Exported

Select whether to search for shipments that have been exported to carriers.

Shipping Method

Sort shipments by shipping method by selecting the desired shipping methods from the list using the <Ctrl> key for multiple selections.

Source/Warehouse

Select the Source of the inventory being shipped and the related Warehouse the shipment is to be  physically be picked, packed and shipped from.

Destination/Warehouse

Select the Destination of the inventory being shipped and the related Warehouse the shipment is to be  shipped to as appropriate.

Workflow State

Search shipment based on the phase of the pick, pack, ship process (workflow state) the shipment currently resides in.

 

Search Results/Status

The shipment search results provide the following information as described in the table below.

 

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Label

Description

ID

The unique CORESense shipment identifier

Order Num

The order number of the order to which the shipment is associated

Note: Every search result should display an order number. If this is not the case, confirm in the search criteria that the source is set to Warehouse and the destination is set to Customer.

 

The Order Status is also listed below the order number.

Customer Name

The name on the shipping address.

PO #

The purchase order number of the purchase order to which the shipment is associated.

Note: Shipments are automatically created and associated to POs when a PO is first created. For orders, this occurs when creating a drop-ship or just-in-time purchase order and is only associated to shipments with a Source = Vendor. Therefore, every search result should display No PO# when only picking and packing shipments when the Source = Customer. If a purchase order number is displayed, confirm in the search criteria that the Source = Warehouse and the Destination = Customer.

Xfer #

The transfer number of the transfer to which the shipment is associated.

Note: Shipments are automatically created and associated to transfer orders when a inter-warehouse transfer is first created.  These shipments are used to track shipment of inventory between two warehouses.  For transfers this is only associated to shipments with a Source = Warehouse and a Destination = Warehouse. Therefore, every search result should display No PO# when only picking and packing shipments with a source of the customer. If a purchase order number is displayed, confirm in the search criteria that the Source = Warehouse and the Destination = Customer.

Shipping Method

The shipping method of the shipment. This is originally set to the shipping method the associated customer's order.

Source

The source location of the shipment.


Note: Every search result should display a source of Warehouse. If this is not the case, confirm in the search criteria that the Source search parameter is set to Warehouse.

Destination

The destination location of the shipment.

Note: Every search result should display a destination of Customer. If this is not the case, confirm in the search criteria that the Destination search parameter is set to Customer.

Delayed Delivery Date

The date assigned to order for fulfillment to be initiated.

Ship Date

The date the shipment is shipped.

Note: Every search result has a ship date of No Ship Date. If this is not the case, confirm in the search criteria that the Shipped Status search parameter is set to New.

Arrival Date

The anticipated arrival date of the shipment. This date is used for informational and tracking purposes only and is set by the user.  By clicking Today, today's date is automatically entered into the Arrival Date field.

Note: When entering an Arrival Date, the status changes to "Delivered." Delivered status functions in the same way "Shipped" status does.

Cost

The shipment cost

Workflow State

The workflow state the shipment currently resides in.

Status

The shipment status

Note: Every search result has a status of New. If this is not the case, confirm in the search criteria that the Shipped Status search parameter is set to New.

Validate

A link to the optional packing validation function is used to increase order accuracy.

Action

Click on X to delete a shipment or the hammer/wrench to edit it.

NOTE: The delete function can be limited to users via the permission: "Delete Shipment."

 

 

See Also

 

 

 

 

 

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