How to Process an Outbound Order

Step

Action

1

Select Dispatch from the main menu, then select Customer Shipments.

The Summary tab displays all successfully interfaced customer orders.

To view newly interfaced customer orders, click Due Out.

• 1^st Indicator Indicates if the Shipment is overdue (red star) or not.

• 2^nd Indicator Indicates a variance (shortage - red cross) or balance (green tick).

• Shipment The Shipment number (Pick list number).

• Stage The current stage of the Shipment (Due Out, Release, Released, Pick, Pack, Marshalled, Fulfilled etc.).

• Tasks The total number of tasks that have been generated for the Shipment.

• Progress A pictorial representation of the current progress with the tasks. The bar can contain upto 3 colours depending on the current stage of the tasks:

      ○         Red indicates not started.

      ○        Yellow indicates in progress.

      ○      Green indicates completed or closed.

Hovering the mouse pointer over the progress bar will display a pop-up which shows the number of tasks at each stage.

• Name The Customer Name.

• Customer The Customer Id.

• Consignment The Consignment that the Shipment has been assigned to. If the Shipment has not been assigned to a Consignment, then this will default to the Shipment number. A group of shipments going to the same customer can be grouped into a Consignment.

• Class The classification of the Customer Shipment. This is the type of shipment (Pack and non Pack Shipments)

• Load The Load Id the Shipment has been assigned to. A load can be created by adding Shipments in Due Out stage to a truck load. Picking can then be done by Load.

• Reference A reference from the customer for the Shipment.

• Priority The value set against the Priority Dispatch field. This can be Critical, Urgent, Normal, Low. Picking and allocation is done based on Priority.

• Date Ship (Due Out) The expected date the Customer Shipment will be confirmed as Shipped.

• Date Closed The date the Shipment was confirmed as Shipped, or the Shipment was closed.

• Status The current status of the Shipment. This will normally be Valid.

3

The Lines tab displays all the lines to be picked on the pick list.

•       Required and Ordered quantity is the quantity sent from the Host to be picked

•       Allocated column displays the quantity of stock allocated to the shipment

•       Tasked column displays the quantity for which the pick task has been created

•       Shipped column displays the quantity shipped when the shipment is closed

4 The Stock tab displays all the stock that has been picked the pick list. The stock attributes like date expiry, lot number, rev level are displayed.

5

The Tasks tab displays all the pick tasks and other tasks like Packing etc. for the shipment

Step

Action

1

Select Dispatch from the main menu, then select Customer Shipments in the Due Out stage.

2

Click Assign Load.

3

In the pop up dialog, enter a Load id, Ship Date, Carrier for the new Load.

Drag in the Shipments that need to be part of this Load.

Click Action.   The load is created with the shipments.

Step

Action

1

Select Dispatch from the main menu, then select Loads in the Not Started stage.

2

Select a Load and Click the Detail tab. Click Edit to set the Ship Dock Door the Load is to be loaded to. Click Confirm.

3

Click the Release button to Release the Load. All the shipments within the Load is Released. Pick tasks are generated for the shipments.

4

The Released Load shows up under the Released stage.

5

The Shipments tab shows all the Shipments in the Load.

•       Remove Shipment button – This button can be used to remove shipments from the Load

•       Change Drop – This button can be used to assign or change the drop sequence for a shipment in the Load. Drop sequence is the sequence in which the shipments are dropped at each destination.

              6             The Lines tab shows all the Shipment Lines in the Load

7

The Stock tab shows all the stock that has been picked for the Load.

8

The Tasks tab shows all the Pick tasks, Load tasks for the Shipments in the Load

Step

Action

1

Select Dispatch from the main menu, then select Customer Shipments.

2

Click Released in the Summary tab to show customer orders that have pick tasks generated for them. The orders will be in Released or Pick stages.

3

To view orders with shortages, click the Lines tab (at the top of the page). Any order lines with a shortage have a red X next to them.

4

Inform someone in customer service or sales of the shortage so that he/she may contact the customer to determine the customer’s preference for the shorted order.

Step

Action

1

Select Dispatch from the main menu, then select Customer Shipments.

2

From the Lines tab, go to the Detail tab.

3

On the Detail tab, click Set Cutoff.

             4            Click Yes to confirm.

5

The system will now create pick tasks for whatever stock is available.

The order will move to a stage of Pick and will be available for picking.

Step

Action

1

Select Loads from the main menu, then select the Load under Released.

2

From the Detail tab, click the Commence Loading button to generate the Load tasks (SLOD and LOAD). The Load should have a Ship Dock selected for the LOAD task to be created. The SLOD tasks to move the Shipment Stus to the Dock Door would generate if the shipments have been picked.

*** Complete the RF Load function using the RF Load Job Aid

Step

Action

1

Select Load from the main menu, then select the Load to be edited.

2

From the Detail, click the Edit button and enter the BOL for the Load. The Route can also be edited.

Step

Action

1

Select Dispatch from the main menu, the select Customer Shipment. From the Due out or Released stage select the Shipment to be edited.

2

From the Detail, click the Edit button and enter the BOL, Route, Region(FOB), Carrier Tracking number. Click Confirm.

Step

Action

1

Select Load from the main menu, then select the Load to be shipped under Loading.

2

From the Detail, click the Ship and Confirm buttons to ship the shipment.