Pre-sell/Delivery Warehouse Operation Procedure
From Wiki-eostar.com
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:
- Cut out of stocks - Orders to load commit orders:
- Go to Orders>Orders to load>Commit Orders
- Select the Ship Date (delivery date) and Warehouse
- Select the routes you need to process
- Click on “accept selected parameters”
- Click on “Print/Post committed Orders”
- Click on “Click here to post committed Orders and adjustments”
- Click on “Done”
- Send orders to ULM:
- Go to Orders>ULM Export
- Click on “Load Current Data”
- Select the warehouse and Ship Date
- Check the drivers you want to send the ULM
- Make sure the export new orders box is check at the bottom of the screen.
- Click on “Export to ULM”
- Print the pick tickets out of ULM
- Go back and do step 1-2 as many time as you need to
AT THE END OF THE NIGHT
- Enter the Re-Key ( if needed)
- Order>Pre-Sell
- Enter account name
- Enter Delivery Day (ship date)
- Click on “Start Order”
- Find order number in the tree
- Highlight order number
- Click on “Add order number xxx”
- Click on Post
- Click on “Yes” to proceed.
- Cut out of stocks – OTL Commit Orders
- Go to Orders>Orders to load>Commit Orders
- Select the Ship Date (delivery date) and Warehouse
- Select the routes you need to process
- Click on “accept selected parameters”
- Click on “Print/Post committed Orders”
- Click on “Click here to post committed Orders and adjustments”
- Click on “Done”
- Assign Loads/Dispatch Orders
- Go to Orders>Delivery Dispatch
- Select the Ship Date and Warehouse
- Click on “Start Dispatch”
- Find the route you need to assign the load to
- Assign the loads by changing the load number in the grid (see Image 1)
- Continue until all routes that need the load assignment are done
- Click on “Stop Dispatch”
- Send orders to ULM:
- Go to Orders>ULM Export
- Click on “Load Current Data”
- Select the warehouse and Ship Date
- Check the drivers you want to send the ULM
- You can click on “Select All Drivers to send all routes to ULM”
- Make sure the export new orders box is check at the bottom of the screen.
- Click on “Export to ULM”
- Print the pick tickets our of ULM
LAST STEP
- Create transfers:
- Go to Orders>Orders to load>Generate Transfers
- Select the ship date and warehouse
- Select all the routes ( * you can click on the first route then hold down shift and click on the last route)
- Click on “accept selected parameters”
- Click on “Print/Post transfers”
- Click on “Click here to post route issues”
- Click on “Done”
- Print Load Sheets
- Go to Inventory>Transfer Tracker
- Click on “Waiting to be sent”
- Change the filter to display only your warehouse
- Click on “Print Transfers”
- If you want to print them again click the “print transfers” button again
- Highlight all transfers and click on “Mark selected”
- Click on the red arrow to move the transfer to the next queue
- Click on “Waiting to be received”
- Highlight all transfers and click on “Mark selected”
- Click the red arrow to move the transfers to the finalized stage.
- Print invoices
- Go to Orders>Order Tracker
- Click on the “Need delivery documents”
- Change the filter to include only your warehouse
- Check the “use ship date” box
- Change the delivery date
- Click on “print deliver document”
- Make sure all the invoices have a check next to them
- Click on the red arrow to move the orders to the waiting for delivery confirmation queue.
- YOU ARE DONE. DO NOT FINALIZE THE INVOICES.