SHIPPING HIGH LEVEL INSTRUCTIONS

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

• Order Entry. This can be done by Manual Entry in Coreflex, import from QuickBooks, or 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.
• Processing. The packing list and shipping label are printed and the order is shipped this step. There are various choices including Scan Packing, RF Verification, BOL Generation, and UPS Worldship Interface during this step depending on the Features purchased.
• Export to QuickBooks. This creates the invoices on QuickBooks for the order.
• 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 WMS 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 Sales Orders – Order Entry Edit. For more information on this screen, go to the Sales Orders – 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 a Customer. 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.

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

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

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

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

1.8. 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 Sales Orders – Order Entry Edit – Search Products Screen Documentation.

1.9. 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.

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

1.11. 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 Sales Orders – 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 Sales Orders – 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. Processing.

4.1. Go to the Sales Orders - Process Orders Tab. For more information, see the Sales Orders - Process 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 Shipped Button. The Order Status will go Shipping Complete.

5. Create Invoice in QuickBooks.

5.1. Go to the Export Menu and select QuickBooks. For more information about this screen see the Export – QuickBooks Screen Documentation.

5.2. Highlight Create Invoices.

5.3. Set the Date Range of Sales Orders to send to QuickBooks as desired.

5.4. Click the Connect to QuickBooks button. All Sales Orders with a status of Shipping Complete will be inserted into QuickBooks as Invoices. The Status of the Sales Orders in Coreflex will be changed to Awaiting Backorder Generation.

5.5. Notes:

5.5.1. Customer #, Product Ids, and Shipping Method must exist in QuickBooks.

6. Create Back Order.

6.1. Go to the Sales Orders – Create Back Orders Tab. For more information, see the Sales Orders – 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. 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.