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

Related articles

Page:

Warehouses and Stock Locations
Page:

Useful things to know
Page:

Being a Third Party Logistics Warehouse (3PL) for others
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Stock Reports
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Stock Take

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