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Being a Third Party Logistics Warehouse (3PL) for others
Table of Contents
Overview
When you rent out warehouse space to other organisations and need to receive their stock and pick their stock to send to them or directly to their customers
You do not own the stock
The system manages this stock the same as other stock - except it has zero value to your business
The Supplier and the customer are normally the same company (the company that owns the stock)
Orders may be sent out to any other person - however no invoice will normally be required for the end customer from your business.
Stocking the warehouse
Stock can be created using stock adjustments
Using a purchase order to create stock allows tracking of batches, sizes, expiry dates etc more easily. The value of the stock will be zero.
Can manually create a po as normal.
Quickly create the Purchase order by uploading XLS
This example is using a company that imports Slacklines that does not have their own warehouse.
Once the xls has been loaded to the server...
Move the PO status to Confirmed Status
Then receipt the stock and put it away in the warehouse
If the stock has been recently in the warehouse then propose putaways will indicate bays recently used
Stock is now in the location
Giving the 3PL Stock Owner a view of the stock levels
The company will be both a supplier and a customer
A supplier can see stock levels of the products they supply only
On the supplier - give a contact the role "Supplier" and ensure the supplier is ticked as allow login
They can now login to the WPF screens (they will need to download the WPF browser and enter the correct client code)
They have access to the finder screen (a cut down version with visibility limited to them as a supplier)
They can view stock levels
Importing and picking Shopify Orders
Overview
This will describe the test process for importing Shopify Orders for Skywalker and will be updated later to describe the Live process.
Import Orders
Select the option on the Edit menu - Shopify orders SFTP: Get new orders
All the Shopify orders from the SFTP site which are on the ShopifySkywalkerOrders directory will be imported (but not deleted because we are in Test mode.
They can be listed with the Sales Order List menu option.
Authorise
Each order can be viewed and status changed to Done (Plan) and then Authorise (Authorised)
Print Picking Slip
Pick this order will print a picking slip and this can be used to pick the items
Record Picks
Once the item has been picked the picks can be recorded in the system and a packing slip will be produced (format to be confirmed)
Packing Slip
Despatch
The order can be dispatched to the customer now
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For information about SaaSplications go to http://saasplications.com.au