ROUTE DELIVERY HIGH LEVEL INSTRUCTIONS

 

The following flow assumes that you have a general knowledge of the High Level Shipping Instructions for Coreflex.

 

This flow is for companies that deliver goods to multiple customers with multiple orders on a single delivery truck.

 

1.      Set Up.

 

a.       Shipping Method

 

                                                   i.      The Shipping Method field is used to hold the Route for an Order.  Example Route may be Monday AM, Monday PM, Mon-Albany, Tue-Birmingham, etc. 

 

                                                 ii.      Use the Setup Shipping Methods screen to setup your routes in the system so that they may be selected when entering an order.

 

b.      Product Category 1

 

                                                   i.      When running Routing Reports, the Products for orders to be delivered for a given date range can be broken out by the Category 1 field.  For example, if delivering Food you could break it out into Frozen or Dry food by setting the Category 1 Field to Dry or Frozen when adding the Products on the Search Products screen.

 

2.      Order Flow.

 

a.       Order Entry.

 

                                                   i.      Use the Order Entry Edit Screen to enter the Order Date field with the delivery date of the order.

 

                                                 ii.      Use the Order Entry – Order Data screen to select a Route (Shipping Method).

 

b.      Print Routing Reports.

 

                                                   i.      Use the Coreflex Report – Routing Summary Report.

 

1.      Select Start and End Date and click Refresh

 

2.      Click the Print Button

 

 

                                                 ii.      Use the Coreflex Report – Print Routing Details Report

 

1.      Select Start and End Date and click Calculate.

 

2.      Click the Print Button.

 

c.       Wave Allocate the Orders.  Use the Wave Allocation screen to allocate all of the orders going out for the routes being run.

 

                                                   i.      Set the Account Drop Down to All.

 

                                                 ii.      Set the Ship Method Drop Downs to the rout being run.

 

                                                iii.      Click Refresh.

 

                                               iv.      Highlight all of the order and click Create Wave of Orders. 

 

                                                 v.      Repeat for all of the routes being shipped to at this time.

 

d.      Wave Confirm the Orders.  Use the Pick Multiple Orders screen to pick the inventory for all orders is a Wave.

 

                                                   i.      Use the Drop Down at the Top to select the Wave to Confirm.  Click the Search Button.

 

                                                 ii.      Highlight all of the orders in the Wave or Click Select All.

 

                                                iii.      Click the Pick Complete Button.

 

                                               iv.      Repeat this for all Waves Created.

 

e.       Wave Process the Orders.  Use the Process Multiple Orders screen to mark the orders as Packed for an entire Wave.

 

                                                   i.      Use the Drop Down at the Top to select the Wave to Pack.  Click the Search Button.

 

                                                 ii.      Highlight all of the orders in the Wave or Click Select All.

 

                                                iii.      Click the Packed Button.

 

                                               iv.      Repeat this for all Waves Created.

 

f.        Create BOL.  Use the Create Order BOL Screen to Add the Orders to a Bill of Lading, print the BOL, and Ship the BOL.

 

                                                   i.      Click the New Button.  A New Bill of lading will be opened with its own unique number on the right side of the screen.

 

                                                 ii.      Select Ship Method from the Search By Drop Down.

 

                                                iii.      Select the Route that will be loaded on the first truck from the Values list.  The orders ready to be shipped for that Route will appear in the Orders to Ship list.

 

                                               iv.      Highlight the last order to be delivered and click the Add Order button to add it to the BOL.  Repeat this in reverse order until all Orders are on the BOL.

 

                                                 v.      Click the Add Order button to add all the highlighted orders to the BOL.

 

                                               vi.      Click Edit BOL and the Edit BOL Header screen will appear.  Use that screen to print the BOL.  Exit the Edit BOL Screen.

 

                                              vii.      Click the Ship Button to ship the BOL.  The BOL will clear from the screen and

 

g.       Refer to the High Level Shipping Instructions for the remaining processes for the order.