PRE-PACK ORDER SHIPPING HIGH LEVEL INSTRUCTIONS

 

Overview:

 

Pre-pack order processing is used for orders which contain one line for each item in a pre-pack. These orders generally consists of a large number of records.

 

For example if a carton has Style 1000 in a 1221 pre-pack (S, M, L, XL) and two cartons are being ordered, the order import file will contain 8 lines.

 

Carton label numbers such as UCC128 numbers can also be imported. (See EXTERNALREFNO field in the Standard Order Import specification.) Coreflex groups all items in the same carton together for processing during allocation and pick confirmation. If one item in a pre-pack is not available, Coreflex automatically "short picks" the remaining items in the same carton. This allows for accurate reporting and generation of EDI 945 order confirmations.

 

 

There are six high level steps for processing a large Pre-pack Order:

 

  • Order Import .  Due to the size of the orders, they will probably be sent via flat file from your Account. A Custom Order import has been made to import large pre-pack orders. To use the custom import for this Account, set the Account Pref: Shipment Import Custom Order Import Parse File Name to "ImportOrder_Custom_Parse_PrePackDetails.sql". Click here to view a sample import file.
    • Use the Import Customer Orders.... screen to import the order
    • Then use the Import Apply..... screen to apply the order.

 

  • Allocation.  This will be done using the Pre-Pack Order Allocation screen found on the Tools Menu. While this method of allocation does not use all of the strict rules of the normal allocation, it is much faster especially for large pre-pack orders. The Order is entered or selected on the Order # Drop Down and then allocated using the Allocate button. The Pick Sheet may then be printed using the Print Pick Sheet button. In order for allocation to not allocate part of a pre-pack carton, set the Account Pref: Shipment Allocation - Allow Partial Pre-packs to No.
    • The Pick sheet may also be printed from this screen. The picksheet designed for use with orders of this type is PickSheet_PPKCTN. To use that Pick Sheet, change the Account Pref PickSheet Print Form to PickSheet_PPKCTN.

 

  • Confirmation and Packing .  This will be done using the Pre-Pack Order Confirmation screen found on the Tools Menu. Enter or Select the order to confirm on the Order # Drop Down.
    • This method of confirming the order allows for short picking of entire lines only using the Short Pick Button. For orders where Pre-Packs are being picked, check Roll Up by External Ref# to see the order lines rolled up by external refno. This way you can short pick by Pre-pack.
    • When the items have been short picked as desired, click the Confirm button to complete the Picking process.
    • If labels are needed and/or the Account / End Customer requires the Standard Carton Multi-Tnx Export, the Labels may be exported by clicking the Export Labels Button. This button is available after the Order is confirme.
    • After any required Labels Exported, click the Pack Order button to change the order to a status of Packing Complete.

 

  • Shipping.  The pre-pack orders are shipped using either the Create BOL screen (if BOLs are needed) or the Ship Multiple Screen.

 

  • Export Order Confirmation. If needed, Use the standard order export to create an order confirmation file for the orders processed.

 

  • 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.