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Batch Shipment Updates

Once a shipment has been generated from the Order Lifecycle, it is available for review and updates within the Shipment Manager. Individual shipments can be updated or multiple shipments can have ship dates and tracking numbers added in a batch mode.

 

Batch Updates

Use the Batch Ship option if you need to enter ship dates and tracking numbers for multiple shipments at once.

 

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Step

Action

1

Perform a search to locate the shipments you want to update.

2

Check the Batch Ship checkbox to initiate the batch update mode.

3

The Customer Name identifies who the shipment is being to.

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4

The Shipping Method can adjusted from this screen.

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5

The Ship Date defaults to the current date. Click on the hammer-wrench.png icon to edit the date.

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6

Enter the Tracking Number for each selected shipment.

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7

The Cost can entered from this screen (this is the vendor shipping cost, not the customer).

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8

Click on the Batch Ship Selected to save your entries.

9

If the Send Confirmation Emails checkbox is selected, confirmation emails are automatically sent to the customers.

 

 

 Individual Update

 

Search for a shipment and the following sections are part of a shipment's details.

 

General Attributes

The General Attributes section includes base information and Location information regarding the selected shipment as described in the table below.

 

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Field

Description

Method

The shipment shipping method, selected from among the active shipping methods.

Ship Date

The date on which the shipment was shipped. This date is provided by the shipping carrier once the shipment has been labeled and shipped. By clicking Today, the current date is automatically entered into the Ship Date field.

Arrival Date

The estimated shipment arrival date. 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.

Workflow State

Workflow states provides additional phases in which to process an order according to your operational needs (reference Workflow States Overview for additional information).

Print FedEx Label

If using FedEx as the shipping method, the label can be printed from this screen.

Tracking Number

The shipment tracking number. This number is provided by the shipping carrier once the shipment has been labeled and shipped.

Cost

The shipment cost. This is your cost, not the price to the customer.

Status

Current status of the shipment in the Pick, Pack, Ship process.

Exported

Identifies whether the shipment has been exported from CORESesne to the shipping carrier for processing.

Transit Time

Estimated time for transport of the shipment

 

Locations

This sections identifies the source from which the product is being sent and the final destination of the shipment.

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Source Section - The location from which the shipment is being picked, packed and shipped.

Destination Section- The location at which the shipment is being received.

 

Boxes

The Boxes section allows you to review the individual items assigned to each box, change the box size, or merge items into other boxes.

 

Step

Action

1

Click on the Boxes link and click on the Launch Shipment Box Editor button review the shipment's boxing details.

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2

The Shipment Box Editor is divided into four sections: Shipment Info, New Box, Inventory, and Boxes.

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3

To change the box assigned to the shipment, click on the box to open the Box Detail.

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4

Click on the Delete Box button and the system prompts you to confirm the deletion. The product(s) is then placed into the Inventory section.

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5

Select another box from the Standard Box drop-down, modify any dimensions, then click Create. The new box displays in the Boxes section. Repeat step to create the necessary number of boxes for the order.

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notes.gifNote: You can add additional boxes to the drop-down list via System Settings > Shipping > Boxes Standard Shipping Boxes.

6

The Inventory section displays all inventory assigned to the order that is not yet contained in a shipment or box, which can be selected to add to the box(es). 

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  • The green highlight identifies the SKU you are currently viewing.

  • The pink highlight identifies that the SKU is currently selected to be placed into a box.

  • The Select All link allows you to select all available SKUs to be placed into the box.

  • The Clear All link deselects all currently selected SKUs.

7

Select one or more inventory items then click the box in the Boxes section to add the SKUs to the box.

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8

The number of SKUs is identified on next to the # Items line under the box. Click the Save Shipment Changes button.

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9

Repeat Steps 5 - 8 if you need to create additional boxes for all SKUs in the order.

 

Correspondence

Communication through e-mail can be initiated and tracked from the Correspondence area. Users have the option to create an email or use a customized template for commonly addressed customer inquiries. Templates are created by the client and may not be available in all systems. 

Create a Blank E-Mail

To send a general email, click Create Blank Email.

 

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An email can be sent to any email address from any email address. The email remains in the correspondence section as a viewable thread for future reference.

 

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Create an Email from a Template

To send an email from an existing template, select the template from the Choose Template drop-down list and click the Send button to preview it.

 

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Make any necessary modifications and click the Send button to send the email to the recipient.

 

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Emails can be categorized and the choices available in the Category drop-down are determined by the client.  Other email features include Preview (allows user to see how the email will look to the customer), attaching a personalized signature, and setting a prioritization level.

 

Comments

Comments should be used to record customer contact and also to relay information about the customer to other users. Comments are classified by type and include: Support, Shipping, Financial, Call Log, Order History, Sales Rep Notes, each are coded with a different color.   

 

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Once a comment is posted it cannot be changed or deleted. A new comment is posted instead to update the information. The newest comments always displays at the top.

 

Follow the steps below to post a comment.

 

Step

Action

1

Click the Post Comment link in the bottom, right corner.

2

Enter your comment in the comment box.

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3

Select the appropriate display option, either Public or Private. All comments are viewable to all users of the system.

4

Classify the comment by choosing the type from the drop-down menu.

5

Click Post Comment to submit the comment.

6

The comment appears in the Comment box and is color-coded by Type.

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7

Not all of the comments associated to a customer record may be visible. To see all of the comments, click the Show All link.

 

 

Documents

The Documents section allows you to view any documents related to the shipment pick/pack process and to then archive them for future reference.

 

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Area

Description

1

The drop-down list of available document to view related to the shipment..

2

Check the box to have all viewing instances archived for the shipment.

3

List of all documents that have been viewed with links of each that can be reviewed again.

 

Custom Fields

If you have added any custom shipping fields to CORESense, they display in this section according to your request.

 

 

See Also

 

 

 

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