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Gliffy


name	waybill high level process flow

The Waybill has different values depending on the delivery method

Variables used on a waybill

Date: is the date the vehicle will depart with the goods
ETA is the estimated time the vehicle will arrive at the warehouse to start loading
Zone is the predetermined normal delivery zones for a particular delivery run
- Customers belong to a delivery zone
- Delivery zones are setup centrally
Vehicle is our Asset of type Truck
Person is a person in the system
Con note number is provided by the courier
Courier is a Creditor in the system with flag of Courier - they might be a courier company or a trucking company.

Types of Waybills

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
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 #

How to build up a waybill

Waybills are created by the warehouse manager

Note

Waybills created on Sales orders

Exceptions to this are:

Delivery by employee - these waybills are normally created from the order
2. This option
  1. creates a waybill (Visible in the waybill finder)
  2. Opens the Pick confirm screen (See below)
  3. Prints a paper pick list
3. On confirming the pick screen the sales order will move to picked and the waybill will become "Ready to Dispatch"
EDI - these waybills are created by the EDI process

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View Existing Waybills

View all the waybills for today
Create any new waybills that you know about
Find any orders that could be added to it - perhaps some of tomorrows orders can be delivered today
View all the Exceptions for today - Orders that are not yet on a waybill
1. Note
  When an order is created the system looks for an existing waybill for that delivery zone that would get the order delivered before the required delivery date and adds the order to it
Once you have a list of orders - you can sequence them on the map - note you may want to do this near the end before packing the truck
2. Late orders can be inserted between two
You can pick multiple times
1. Create a planned pick
2. Once created you can print labels (when labelling as you pick)
3. or just start picking
When you press the "Finished Picking" button
1. The stock is allocated to the invoices
2. If there is not enough stock (short pick)
  1. Stock is allocated based on customer rating (lowest number first)
Once all picks have been done - the stock will be in a floor location awaiting packing
1. You may want to resequence the deliveries) if orders have been added over the day
  1. either start again
  2. or add a delivery in between two others
2. You may label the boxes at this time (if you are doing this) as you pack
3. You may pack the vehicle in reverse order (if you are packing by order)
When the vehicle has arrived
1. Mark the Waybill as "Ready to Dispatch?
Then print the manifest and check the invoices / stock with the driver.
Once the vehicle has left - Mark the waybill as Dispatched