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- It is important when creating pallets to send out that stock is grouped and travels to maintain cold chainDifferent temperature requirements may then group
Pallets to use based on Temperature
If no pallet type is specified for a stocked Storage Requirement then these article will appear under (none) in counts and with a blank pallet type on the shipping label.
Then group temperature onto Pallets for transport (by Warehouse)
- Example - chocolate is generally a temperature controlled product
- during winter - chocolate may travel with ambient product
- during summer - chocolate may travel with chilled product
- Example - chocolate is generally a temperature controlled product
Code is used in lists of orders and picks and on shipping labels.
Suffix and Instruction are to be used on delivery dockets
Waybill Showing Pallet Groupings
Counts by pallet type show on Waybill form subheader (total for waybill), order list on General tab and pick list on Picks tab.
Map Stock Temperature Requirements with Pallets used in that warehouse
If no pallet type is specified for a stocked Storage Requirement then these article will appear under (none) in counts and with a blank pallet type on the shipping label.
Waybill Showing Pallet Groupings
Printing for Cold Chain
Can print all labels for all customers split into Pallet Types.
Can print all labels by customer split into Pallet Types
Cold Chain Delivery Dockets
When a customer requires separate delivery dockets for cold chain items (example delivery is to a different dock) then use the cold chain printout from the Invoice
(Click to view details)
Delivery Method
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| Waybill Delivery Method | Description | Details required |
|---|---|---|
| Our Vehicle | When our delivery trucks are going to be used | Date, ETA, Zone, Vehicle, Driver |
| Employee | If the Sales Rep (or other employee) will deliver the order | Date, ETA, Person (will default Sales Rep to Person field on waybill) |
| Courier Pickup | For orders being sent by courier or other trucking company | Date, ETA, Courier, Con Note # |
| Customer Pickup | When a customer plans to pickup the order with their vehicle | Date, ETA |
| Buying Group > They pickup | Date, ETA, DC Method (they pickup), Buying Group | |
| Buying Group > We Deliver | Date, ETA, DC Method (we deliver), Buying Group, Vehicle, Driver | |
| Buying Group > Courier | Date, ETA, DC Method (courier), Buying Group, Courier, Con Note # |
Create a waybill - manually
Waybills are created by the warehouse manager manually
Enter a date and delivery method and save.
Quickpicks - Where the system creates Waybills - Rep/Employee OR Customer Pickup
Delivery by employee - created from the sales order
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EDI - waybills are created by the EDI process
To View Existing Waybills
Create new waybills
Add orders to a waybill
| Note |
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When a Waybill is created for a delivery zone - it looks for orders for that zone and adds them to the waybill Future orders that are entered are not automatically added to the waybill so the warehouse manager can maintain control of the orders that are in the waybill. |
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View all the Exceptions for today - Orders that are not yet on a waybill and add manually
View Unbatched Orders to add to the Waybill
Unbatched orders are not yet added to a Waybill batch and may be from the past or future
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This screen is intended to enable filling a vehicle with orders.
Add Return Authorisations to the waybill (to be picked up by the driver)
The RA documents will print as part of the manifest and will also print the RA in the invoice list.
Enter the Delivery Sequence using the Map view
| Note |
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Waybill maps are drawn using the Google API - https://developers.google.com/maps/documentation/geocoding/usage-limits which is currently limited to 2,500 requests per day for free accounts |
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| Note |
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Some addresses are not found by the map. In this case you can enter a manual sequence number from the general list of sales orders
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Undelivered orders, quick picks, RA's to be collected
The unbatched orders dashboard makes it easy to find orders that are suddenly about to be actioned because someone has turned up or booked transport.
Quickpicks
Quickpicks are orders that are not part of a larger group of orders and are normally being delivered by a sales rep or a customer has sent their own vehicle. Action a quickpick from the Order Action menu
Picking the Waybill - overview
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