Warehouse Howto

Content:

Where to find

• Frontoffice -> Warehouse
• Backoffice -> Warehouse
• Backoffice -> Shipments -> Warehouse

General description of the Warehouse system

• Warehouse is used by companies to digitalize their warehouse orders. This creats a better overview of all goods available in stock.
• Goods (or articles or items or products) can be stored at a certain location inside your warehouse.
• With help of the batch-facility orders can be sent orders to the cargoOffice later on.
• Automated addition and deduction of products can be realised.
• There is un unlimited amount of orders that can be entered to the warehouse order entry system.
• Some ordereoutput connections to TMS products have been realised. Ask your supplier for more information or send us a request by using your bug tracking system.
• The warehouse system is also used for crossdocking.
• Inside cargoOffice the warehouse system is called warebox.

How to start, create users

• First you have to create users. You are able to restrict access to users, depending on the kind of information you like to share.
  Note: To create users you have to be a level-70 user yourself.
  
• For more information, see "How to install, modify or maintain users" in UserLevels.

How to use the warehouse form

• Customers can access the warehouse order entry form in the frontoffice (if provided with a login code).
  Staff can access the warehouse order entry form in the backoffice.
• Warehouse orders can be inserted direct or as batch.
• Below you see our default warehouse order entry form. This form is template based. If you like different fields, than contact your supplier.
  
  
• 1. Extra rows form. If more goodslines are needed, click this tab-button.
  This is a template based form, see: WarehouseextrarowsTemplate.
• 2. General data concerning customer, reference, shipment type and COD.
• 3. Pickup- and delivery addresses, details, dates and times.
• 4. Formerly used addresses are saved per customer. This way new order entries are processed faster.
  • If you like large amounts of customer addresses to be inserted into your system, contact your supplier.
  • For an overview of all inserted addresses inside your Cargooffice, see: CustomerAddresses. In this function you are also able to change or to add new addresses.
• 5. Data entry for goods.
• 6. By pressing the defaults button all present data entries are saved and will turn up when filling in a next order.
• 7. By using the clear button all present data in the form are cleared as well as all present saved default settings.
• 8. By pressing submit, all inserted data is sent to the cargoOffice overview of active orders.
• 9. When selecting an article dropdown box, you see the same funcionality with the same items as explained below by "Warehouse Goods List".
• All other dropdown-boxes also have values which can be modified per customer, see settings warehouse and modify table contents concerning your wishes.
• Inside the form there are a lot of (invisible) checks concerning data-import. Depending on your wishes fields can be made as required data fields.
• Mind that the above shown form is only the most used warehouse form.
  • The warehouse orderentry form is template based. We know every company is different, using a lot of different fields. It is possible to show a different template per customer.
  • If you like to know more about warehouse orderentry templates, see: WarehouseTemplates.
  • Contact your supplier whenever you have special wishes concerning your data-entry import or sent us a request by using Bug tracking (see BugtrackingDocumentation).

Batch Overview

• All inserted batch orders are listed inside "Overview of warehouse orders".
  An overview of all orders are displayed in your active shipments.
  
  
• 1. Make a selection from which customer you like to have an overview of current batchorders.
• 2. Make a selection from which delivery date you like to have an overview of current batchorders.
• 3. Sort your batchorders.
• 4. Batch users are able to upload order files. These files needs to have a certain layout. Read more in: EdiHowto
• 5. For every order/shipment you can see/print the booking details.
  Bookingdetails are template based. Another template can be created/inserted, read more in: BookingTemplates
• 6. Multiple orders can be selected. For selected orders certain actions can be chosen.
• 7. Datafield columns can be modified in Backoffice -> Settings -> Warehouse -> Table: batchListColumns.
• 8. Edit this order.

Warehouse Goods List

• You can find the goods list in: Backoffice -> Shipments -> Warehouse.
• Inside the goods list you are able to maintain all goods/products/items from your warehouse system.
  
  
• 1. Search for earlier inserted articles/goods/products.
• 2. When adding a new product or editing an existing product a new window is opened.
  This is a template based form described in: WarehouseproductTemplate
• 3. Delete this product.
• 4. Different column fields. It is possible to maintain these fields from a warehouse parameter.

Product Status Actions

• For every available status we can create a particulair status action.
  • For instance: when reaching a particulair status, you can sent notifications to certain users or parties involved.
• This system is almost equal to the status actions as described in ShipmentStatus.
  • If you have certain wishes start drawing a diagram about what kind of action should be triggered when reaching a particulair status.
    Or send us a request by using your bugtracking system.

-- RutgerRutgers - 07 Jul 2006