Pre-sell/Delivery Warehouse Operation Procedure

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The following is a list of steps that typically warehouse managers would perform during the workday. This is just a guide as individual companies may require different steps for daily procedures.

During The Day:

  1. Cut out of stocks - Orders to load commit orders:
    1. Go to Orders>Orders to load>Commit Orders
    2. Select the Ship Date (delivery date) and Warehouse
    3. Select the routes you need to process
    4. Click on “accept selected parameters”
    5. Click on “Print/Post committed Orders”
    6. Click on “Click here to post committed Orders and adjustments”
    7. Click on “Done”
  2. Send orders to ULM:
    1. Go to Orders>ULM Export
    2. Click on “Load Current Data”
    3. Select the warehouse and Ship Date
    4. Check the drivers you want to send the ULM
    5. Make sure the export new orders box is check at the bottom of the screen.
    6. Click on “Export to ULM”
    7. Print the pick tickets out of ULM
  3. Go back and do step 1-2 as many time as you need to

AT THE END OF THE NIGHT

  1. Enter the Re-Key ( if needed)
    1. Order>Pre-Sell
    2. Enter account name
    3. Enter Delivery Day (ship date)
    4. Click on “Start Order”
    5. Find order number in the tree
    6. Highlight order number
    7. Click on “Add order number xxx”
    8. Click on Post
    9. Click on “Yes” to proceed.
  2. Cut out of stocks – OTL Commit Orders
    1. Go to Orders>Orders to load>Commit Orders
    2. Select the Ship Date (delivery date) and Warehouse
    3. Select the routes you need to process
    4. Click on “accept selected parameters”
    5. Click on “Print/Post committed Orders”
    6. Click on “Click here to post committed Orders and adjustments”
    7. Click on “Done”
  3. Assign Loads/Dispatch Orders
    1. Go to Orders>Delivery Dispatch
    2. Select the Ship Date and Warehouse
    3. Click on “Start Dispatch”
    4. Find the route you need to assign the load to
    5. Assign the loads by changing the load number in the grid (see Image 1)
      Image 1
    1. Continue until all routes that need the load assignment are done
    2. Click on “Stop Dispatch”
  1. Send orders to ULM:
    1. Go to Orders>ULM Export
    2. Click on “Load Current Data”
    3. Select the warehouse and Ship Date
    4. Check the drivers you want to send the ULM
      1. You can click on “Select All Drivers to send all routes to ULM”
      2. Make sure the export new orders box is check at the bottom of the screen.
    5. Click on “Export to ULM”
      1. Print the pick tickets our of ULM

LAST STEP

  1. Create transfers:
    1. Go to Orders>Orders to load>Generate Transfers
    2. Select the ship date and warehouse
    3. Select all the routes ( * you can click on the first route then hold down shift and click on the last route)
    4. Click on “accept selected parameters”
    5. Click on “Print/Post transfers”
    6. Click on “Click here to post route issues”
    7. Click on “Done”
  2. Print Load Sheets
    1. Go to Inventory>Transfer Tracker
    2. Click on “Waiting to be sent”
    3. Change the filter to display only your warehouse
    4. Click on “Print Transfers”
      1. If you want to print them again click the “print transfers” button again
      2. Highlight all transfers and click on “Mark selected”
    5. Click on the red arrow to move the transfer to the next queue
    6. Click on “Waiting to be received”
    7. Highlight all transfers and click on “Mark selected”
    8. Click the red arrow to move the transfers to the finalized stage.
  3. Print invoices
    1. Go to Orders>Order Tracker
    2. Click on the “Need delivery documents”
    3. Change the filter to include only your warehouse
    4. Check the “use ship date” box
    5. Change the delivery date
    6. Click on “print deliver document”
    7. Make sure all the invoices have a check next to them
    8. Click on the red arrow to move the orders to the waiting for delivery confirmation queue.
    9. YOU ARE DONE. DO NOT FINALIZE THE INVOICES.