SHIPPING HIGH LEVEL INSTRUCTIONS

There are six high level steps for processing an order in Coreflex:

• Order Entry. This can be done by Manual Entry in Coreflex, Remote Entry on the Web by the account, and the importing of a flat file.
• Allocation. This is when inventory from specific locations is allocated against the order. Coreflex can do this automatically based on rules setup in the Product Master or it can be done manually. Automatic allocation can be done in for waves of orders. The Pick sheet is generated in this step.
• Confirmation. This is when the picks made by the pickers are confirmed. Case inventory is removed during this step. This step can be done order by order or for an entire wave of orders.
• Packing. The packing list and shipping label are generated in this step. There are various choices including Scan Packing and RF Verification during this step depending on the Features purchased.
• Shipping. Shipping of the order can be done with or without a Bill of Lading (BOL). Orders shipped via bill of lading can also be placed on a Master BOL, where several orders going to the same destination (a Distribution Center for example) can go together on one BOL that lists them all.
• Back Order Generation. This final step will evaluate whether everything has shipped for an order. Shorted items are placed on a new order based on Settings for the Account and Ship To Customer.

There are several ways to process each of the above steps based on Customer requirements and Features purchased. The Flow below is the simplest flow using the Coreflex 3PL program without extended Features.

Coreflex staff can assist you with alternate standard and custom flows. Contact us at customerservice@coreflexoffice.com for assistance.

1. Order Entry

1.1. Go to Shipments – Order Entry Edit. For more information on this screen, go to the Shipments – Order Entry Screen documentation.

1.2. Click the Create new Order Button. A new Order will be displayed on the screen in a status of In Entry.

1.3. Select an Account. Accounts are setup on the Setup – Accounts Screen.

1.4. Select a Ship To address. These addresses are setup on the Setup - Customers Screen. Setting up Customers allows you to select the customer and not have to re-enter the address every time an order is entered.

1.5. Enter a Customer PO. This is typically the end customer’s reference number for the shipment.

1.6. Enter a Pick Ticket. This is typically your Accounts reference or release number for the Shipment.

1.7. Enter the Remaining Header fields and click the Save Button before proceeding.

1.8. Use the More… Button to fill in additional order information.

1.9. To add items to the order, click the Select Products Button.

1.10.  A dialog will appear allowing you to search products by Productid, Description, and/or any of the 10 product category fields. For all the functions of this screen, please refer to the Shipments – Order Entry / Edit – Search Products Documentation.

1.11. For quicker entry on this screen, enter the productid in the large field at the top and hit enter. The cursor will move to the QTY field. Type a Qty and hit enter. The item will be added to the Order as shown in the right list and the cursor will go back up to the Edit field ready for the Next productid.

1.12. After all the products and quantities are entered, click the Close Button.

1.13. Back on the Order Entry Edit Tab, click the Order Entry Complete button. The Order will go to a status of Awaiting Allocation.

2. Allocation.

2.1. Go to the Shipments – Allocate Orders – Single Order Tab. For more information, see the Shipments – Allocate Orders – Single Order Screen documentation.

2.2. Enter the Order number in the Order # field or click the Search Button to select the order from a list of orders Awaiting Allocation. The order will appear on the screen.

2.3. Click the Allocate Inventory button. Coreflex will allocate inventory against the order. A dialog will appear with the results of the allocation. The order will go to a status of Allocated.

2.4. Click the print Pick Sheet button to print the Pick Sheet for the Order. The order will go to a status of In Picking.

3. Confirmation.

3.1. Go to the Shipments – Confirm Orders Tab. For more information, see the Shipments – Confirm Orders Screen documentation.

3.2. Enter the Order number in the Order # field or click the Search Button to select the order from a list of orders In Picking. The order will appear on the screen.

3.3. If an item was not located or are not to be picked with the order, highlight the item in the list at the bottom of the screen, enter the qty picked (can be 0) in the Enter Qty Picked Field, and click the item picked complete button. Repeat this step for any other items that need to be short picked.

3.4. Confirm the remaining order items by clicking the Pick Complete button at the top of the screen. All of the remaining items will be picked complete using the To Pick quantity. The Order will go to a status of Picking Complete.

4. Packing.

4.1. Go to the Shipments – Pack Orders Tab. For more information, see the Shipments – Pack Orders Screen documentation.

4.2. Enter the Order number in the Order # field or click the Search Button to select the order from a list of orders that are Picking Complete. The order will appear on the screen.

4.3. Click the Print Shipping Label Button to print the Shipping Labels.

4.4. Click the Print Packing List Button to print the Packing List.

4.5. Click the Order Packed Button. This button may be disabled if the Hold at Pack flag is set to Yes. In this case, use the Check Complete Button. The Order Status will go to Packing Complete.

5. Shipping.

5.1. Go to the Shipments – Ship Orders – Create Order BOL Tab. For more information, see the Shipments – Ship Orders – Create Order BOL Screen documentation.

5.2. Click the Refresh button to see a list of all the Orders with a status of Packing Complete. The filters at the top of the screen can also be used to narrow down the list and group orders together.

5.3. Select Bill of Lading in the drop down box in the Top Center of the Screen. Selecting Master Bill of Lading allows you to put multiple orders on the BOL and prints a Master BOL Format for use when delivering multiple order to a Distribution Center (DC) for example.

5.4. Click the New Button. A New BOL will be created with the BOL # appearing on the right side of the screen.

5.5. Highlight the desired order in the left list and click the Add Order button. The Order will move from the left list to the right list. The order status will be changed to ON BOL (the status is not displayed on this screen).

5.6. Click the Edit button. A dialog will appear that will allow you view and update the addresses for the BOL and print the BOL. See the Shipments – Ship Orders – Create Order BOL- Edit BOL Header Screen Documentation for more information. Click Close to return to the Create Order BOL screen.

5.7. Click the Ship Button. This will clear the BOL from the screen and set the Order status to Awaiting Backorder Generation.

5.8. To reprint the BOL, go to the Shipment – Ship orders – Print BOL tab. Click the Refresh List button to see a list of the BOLs. Highlight the desired BOL and click the Print Button. Double Click the desired BOL to bring up the Edit BOL Screen for that BOL.

6. Create Back Order.

6.1. Go to the Shipments – Create Back Orders Tab. For more information, see the Shipments – Create Back Orders Screen documentation.

6.2. Click the Create Back Orders button. The order status for all orders Awaiting Backorder Generation will go to Complete. Based on the settings for the Account and or Customer, a new order will be created with the unshipped portion of the original order. The new order will be suffixed indicating the number of times the original order was backordered (-.1, -.2, etc.) and will be in a status of Awaiting Allocation.