QUICK START – 3PL Public Warehouse

NOTE: 3PL Public Warehouse Customers using the Coreflex Pallet Tracking module should use the Quick Start – Pallet Tracking Document.

Overview:

In Coreflex, the companies for which you manage inventory are called Accounts. The companies you ship to on behalf of the Accounts are called Customers.

Following are the high level steps recommended to integrate Coreflex into your operation and get the first Account setup and billing with Coreflex. Details for each step follow.

• Understand the Startup Process
• Determine how you are going to bill your Inventory
• Understand how Coreflex Billing works
• Set up an Account and its billing.
• Set up Printed Output
• Build the Account’s Product Master.
• Setup Warehouse Locations
• Load the Account’s Inventory.
• Understand how to process Receipts, Shipments and Billing in Coreflex:
  • Review Shipping High Level Instructions
  • Review ASN Receiving High Level Instructions
  • Review Bill Creation High Level Instructions

1. Understand the Startup Process: (back to top)

There are seven high level tasks in a Coreflex 3PL WMS & Billing System startup. These tasks may be performed by a Customer’s in-house staff or with assistance from Coreflex staff. The tasks are:

· Installation

· Business Integration

· Site Configuration and Profile Setup

· Training

· Data Load

· Parallel and Testing

· Live

Please review the Coreflex 3PL WMS & Billing System Startup Guidelines to understand the standard process recommended by Coreflex for successfully transitioning your company and Accounts onto Coreflex. It contains worksheets that will help determine how to set up your Accounts and Billing.

2. Determine how you are going to bill your Inventory: (back to top)

Different billing methods require specific data to be set at the product level and at the inventory level. For example, if you are billing inventory by weight, you must have the weight of each product recorded in the database. However if you are billing inventory by the cube (volume), you must have the cube of each product recorded. If you are billing by the case then the cube and weight are not needed for billing. (However you will need weight and or cube if you are generating Bill of Ladings (BOLs) with Coreflex.)

Since each of your Accounts may bill differently, it is important to specifically identify the way you bill an Account prior to setting up the Account and loading data. We suggest you complete a New Account Worksheet for each Account that has different billing requirements. This worksheet is an integral part of the Business Integration step explained in the Coreflex 3PL WMS & Billing System Startup Guidelines.

3. Understand how Coreflex Billing works: (back to top)

Coreflex provides four levels of billing: Account, Product Type, Product and Accessorial. Only the Account Level Billing needs to be set up to begin billing with Coreflex.

§ Account Level – Applies to the entire Account. (Coreflex refers to your customer as an Account.) After receiving, storage and shipping charges are set up; they will automatically be applied unless corresponding charges are set up at the Product Type or Product level.

§ Product Type Level – Applies to all products that have a specific Product Type field set in the Product master. For example all Hazardous Material bills one way and all Non Hazardous bills differently.

§ Product Level – Applies to a specific Product Identifier (Id) or SKU number.

§ Accessorial Charges – Allows you to set up custom charges that can be manually or automatically applied. For example you can have a pallet build charge that automatically applies a charge based on the number of pallets received.

See the Quick Start – 3PL Billing document for a detailed understanding of how to setup billing in Coreflex.

4. Set up an Account and its billing: (back to top)

Each of your customers is an Account in Coreflex. This step gets the critical account information setup.

4.1. Set up Main Account information:

4.1.1. Go to the Setup menu and select Accounts.

4.1.2. Click the Add button to add an account.

4.1.3. Enter an Account Name, Account Number and Account Prefix.

4.1.4. Click OK to close the screen.

4.1.5. Refer to the Add and Update Account Screen documentation for details

4.2. Assign bill to and ship from addresses to the account.

4.2.1. Go to the Setup menu and select Accounts.

4.2.2. Select the account in the top window.

4.2.3. Select an address type you want to assign in the bottom window.

4.2.4. Click Assign.

4.2.5. Refer to the Assign Address Screen documentation for detailed instructions.

4.3. Setup Account Level Billing:

4.3.1. Go to the Setup menu and select Accounts.

4.3.2. Select the Account in the top window.

4.3.3. Click the Update button to update he account.

4.3.4. Complete the billing fields on the screen as needed.

4.3.5. Refer to the Billing Account Level Example 1 document for an example.

4.3.6. Refer to the Billing Setup Examples document for more examples.

5. Set Up Printed Output: (back to top)

5.1. Setup your return address which will print on various documents. Use the Setup Menu ... Customized Packing list option. You must restart Coreflex for the change to take affect.

5.2. Each Account can use a different print format for Pick Sheet, Packing Slip and Bills of Lading (BOL). Refer to the Printed Output section of the table of contents to select your printed output. Once selected, use the Setup Account Preference screen to set the print forms.

6. Build Product Master: (back to top)

6.1. The quickest way to load in your product definitions to the Product Master is to create an Excel Spreadsheet with the necessary information. This section reviews the steps for creating the spreadsheet and loading into the Coreflex Product Master.

6.2. See the FAQ “Product Master Load” for detailed instructions on creating, importing, and applying a product file into Coreflex. Following are high level instructions.

6.3. Create your product load file.

6.3.1. Refer to the Product Master Load document for selecting a sample file format to use.

6.4. Import the product load file.

6.4.1. Go to the Import menu and select Products.

6.4.2. Click Import Products.

6.5. Apply the products.

6.5.1. Go to Import menu and select Apply Products.

6.5.2. Highlight the products and click Apply.

7. Setup locations: (back to top)

7.1. The quickest way to load in your warehouse locations is to create an Excel Spreadsheet with the necessary information. This section reviews the steps for creating the spreadsheet and loading the locations into Coreflex.

7.2. See the FAQ “Bin Location Load” for detailed instructions on creating, importing, and applying a bin location file into Coreflex. Following are high level instructions.

7.3. Create your bin location load file.

7.3.1. Refer to the Bin Location Load document for selecting a sample file format to use.

7.4. Import the bin location load file.

7.4.1. Go to the Import menu and select Locations.

7.4.2. Click Import Locations.

7.5. Apply the bin locations.

7.5.1. Go to Import menu and select Apply Location.

7.5.2. Highlight the locations and click Apply.

8. Load Inventory: (back to top)

8.1. The quickest way to load in your existing Inventory is to create an Excel Spreadsheet with the necessary information. This section reviews the steps for creating the spreadsheet and loading the Inventory into Coreflex.

8.2. See the FAQ “Case Inventory Load” for detailed instructions on creating, importing, and applying an inventory file into Coreflex. Following are high level instructions.

8.3. Create your case inventory load file.

8.3.1. Refer to the Case Inventory Load document for selecting a sample file format to use.

8.4. Import the case inventory load file.

8.4.1. Go to the Import menu and select Inventory.

8.4.2. Click Import Inventory.

8.5. Apply the Inventory.

8.5.1. Go to Import menu and select Apply Inventory.

8.5.2. Highlight the inventory and click Apply.