MTS #09 – Warehouse Order Management

SMARTSystem Management Training Series

Training Session #9 – SMARTSystem Warehouse Order Management

Purpose:  To streamline the operations in the warehouse by improving accuracy and information for staff to operate efficiently.

Keywords:  The following is a list of key terms used in the SMARTSystem that you should be familiar with and understand.

• Warehouse Order Management (WOM) – Is a tool to keep the warehouse operations update-to-date with sales activity for delivery to customers.

Overview:

Warehouse Order Management (WOM) is the first sub-menu item under the main menu SHIPPING and when selected will display this screen:

WOM provides many features for Warehouse Management which includes:

• A special Sales Order View for Active or Invoiced sales orders within the Start / End Dates with the latest order at the top of the list.

  WOM is automatically checking for new sales activity every 30 seconds.  When new sales activity is identified the screen will show, in red “Refresh Required.”  When this occurs, click the yellow “Refresh / Clear Selections” button at the bottom left of the screen to update current sales orders.

                     

• Selection of sales activity by:
  • Specific Customer
  • Order Type
    • Sales Orders (ORD) or
    • Pre-Books (PB)
  • Order Status
    • ALL Orders
    • Not Cancelled (Active and Invoiced)
    • Active only
    • Invoiced Only, and
    • Cancelled Only
  • Sales Persons Orders
  • Ship Via routes for delivery
  • Shipper Code if you are dispatching for more than one organization
• Each order can be marked SHIPPED and a ship report printed as needed or at the end of a day.These orders are also used in the Delivery Export outlined below.
• Documents can be printed for
  • Pick Tickets
  • Invoice
  • Labels – see sample below when this label is printed

• Delivery Labels-see sample below when this label is printed

There are several options outlined below for the Delivery Label in System Control:

Control Info > System Control > Options Tab

Control Info > System Control > Sales Options > General

Note: if the sales order is not invoiced the sales order number will be

Printed instead of the invoice number

• Documents that have been printed are highlighted in yellow:

  

• Right click on a line item for options to:
  • View the Sales Order or double click on the link
  • View the Invoice
  • Enter Tracking Data

    

• The number of Delivery Labels identifies the pieces for delivery that are printed on the invoice and used in the Route Report as illustrated below:

  

  

• The lower portion of the WOM screen provides for:
  • The Order Number and Customer Name displayed for the line that you click on and highlight.
  • To the right are the Warehouse Comments that can be entered in the Sales Order Entry program or entered in this space provided.
  • Also, there is a field for the Freight Amount to be entered, if it applies.

    

• The next section contains each line item on the sales order. On each line you can:
  • Change the Box Type, if it applies
  • Length Width and Height of the box
  • Armellini Box Code, if it applies
  • Number of Boxes
  • Box Charge, if it applies
  • Packing for the Box
  • Product Description
  • Picked By for entering initials
  • Packed By for entering initials
  • Comments that can be entered for the line item
• An excel Delivery Export Option is available for a dispatcher when lines are marked SHIP:

  

  

Delivery Labels

Once you know how many boxes are being sent for the customer you can use the Delivery Labels column to print out the correct amount of delivery labels. Enter the number and then click Print Selected

Here is an example of what the label will look like. You can change some of the printed options under System Control - Sales - Labels. And the type of label for each ShipVia is selected under the Shipvia menu (Customers - Ship Via)

These # of delivery labels also display on the Sales View screen, so a manager can see how many boxes were shipped to the customer

The orders displayed on the screen can be exported to excel:

Pick Ticket Scanning

Using a scanner you can scan the barcode on a Pick Ticket to bring up the order in Warehouse order management

Route Report

Questions and Answers

If you have any questions or need support, please contact us at Support@Floralcomputer.com or call 727-483-5306 for assistance.