Fulfillment Process

 

From the Program Menu->Item Availability->Contract Fulfillment.

 

Prep Out            – Items that are pre-staged/prepped. (This replaces the paper version of the item prepping process)

Prep In              –  Items being processed in for final counts and inspection.

Will-Call In         – Items being returned by the customer.

Will-Call Out     –  Items being picked up (will-called) by the customer. (This replaces the paper version of Load Slips)

Loading Out     –  Items being loaded on a delivery truck.

Loading In       –   Items being unloaded from delivery.

Transport Out –  Items being delivered.

Transport In      – Items being picked up.

 

Departments     – Displays contracts that have items from the selected department.

Store                –  Displays contracts from the selected store.

Data Filter        –  Additional filters.

All Contracts    – Displays all contracts; by default, this screen will only display contracts requiring action. Checking this box will include contacts that have already been processed.

 

Add Items/Mis-scan: When processing a contract in Fulfillment using a barcode scanner, the employee may scan an item that is not on the contract. This will be displayed in red as an exception, but otherwise handled as if the item was on the contract. Counter System will display these items in the Fulfillment tab as exceptions. If the item needs to be part of the contract, the employee can right-click the exception on the fulfillment tab and select ‘Add Item to Contract’. This will clear the exception and add the item and applicable charges to the contract.

 

 

Prepping in or Out

 

1.  Select the appropriate action (Out or in)

Select the appropriate tab (Prep, Will-Call, Loading, or Transport) to produce a list of contracts.

Select any additional filters.

Select any contract to proceed with the fulfillment.

 

Use the list to select each line or all lines (using the check box) and press the Count Out/In button to show completion for the selected items.

For a more detailed view select any line (not the check box) to view the Item Detail Screen. The detail screen provides more detail than the list view.

 

 

Clipboard           – Will display additional information about the transaction and the customer

Show All Items    – Displays all items; by default, this screen will only display items requiring action. Checking this box will include items that have already been processed.

Select All Lines   – Will check the box on all visible lines.

Count Out/In       – Used when one or more lines have been selected to show completion for the selected items.

Prep Label          – Print labels to physically identify inventory ready for customers. (Only available in Prep Out)

  

 

From the Item Detail view, click/touch the number under ‘Quantity Required’ (10 in this example) to auto fill the ‘Qty to be Actioned’ box. You can manually adjust the quantity with the up/down buttons.

 

Add comments to the line item by entering the text in the Action Comments. Comments can be viewed in the Item Detail screen, Action History, Fulfillment Tab in the contract, or from the Fulfillment Manager.  

 

a.  Comments can be used to notate damage or any exceptions pointed out by the customer or the employee.

 

You can move to the next or previous item by clicking/touching the right and left arrows. Pressing the next/previous arrow will save your current entries and move to the next item.

 

View Action History will show the action history of this selected item.

 

The calculator and keyboard icons are shortcuts for touch screen users.

 

 

 

 

Bulk Serialized Items

 

If an item in the file record is marked as a bulk serialized item. When counting the item out, you will be taken to a screen showing all the individual records making up that bulk serialized item. Normally, this would only be used if you were using a barcode system to track your inventory. If you are not using a bar code device, then each item would need to be counted out separately.