Ship from Store

Admin Menu

Admin Menu

Ship from Store is the capability of retailers to use physical stores as distribution centers for online orders from one or multiple sales channels as it can be the case of having an ecommerce and multiple market places.

Benefits

The benefits of this process are:

  • Physical Stores will fulfill online orders from store inventory when the warehouse is out of stock
  • Allow faster shipping to customers
  • Lower shipping costs
  • Flexible and cost effective solution
  • Integrated with Point of Sales (POS) mobile application. This means, allow store assistants to manages SFS orders more efficiently
  • Adaptable as the client’s needs and sophistication increases

Access

There are three different ways to access:

  • Go to Dashboard > Operation Dashboard or the Home Page when you log in. This view offers a summary of SFS orders pending to be picked. Additionally, there is a link “Go to ship from store page” that allows to go directly to the SFS page.

  • Go to Dashboard > Ship from Store Dashboard

Ship from store - Dashboard access:

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  • Go to Sales > Ship from store page from the left menu.

Ship from store - Sales access:

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Pick

Once you have found the SFS page, a list of all the stores will be displayed:

Stores List:

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The information shown in the store list is the following:

  • Number of new orders (pending to be picked)
  • Pick List in progress
  • Pick List packed
  • Pick List Complete

Note: the list of stores showed could change depending on the Users permissions and you can activate/deactivate stores for SFS. If there is not any order pending to be picked the view would be empty.

1.Pick list generation. Select the store from where you want to start generating a pick list and click the “Generate Pick List” button next to that Store.

Generate Pick List Button:

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Then, you have created a new pick list for this store.

New Pick List:

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The header shows the Store, the Pick List ID and the status “New”. Furthermore, you will see all the Pick List details: when has been created, Status, number of orders and number of items. This list groups the items by Stock Keeping Unit (SKU) and doesn’t take into account the order.

2.Pick/Decline products. The picking process can be done with a mobile device (tablet) using our In Store Interface (ISI) where you will be able to confirm or decline the picking of a product. It can also be done by printing a pick list and then updating the interface based on final results.

Pick List Options:

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  • Confirm: you have found all the items in the store and want to confirm the total quantity of this product. The status of the Pick list will change to “Ready to Pack” when all products have been picked confirmed/ declined.

    Status Ready to Pack:

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  • Modify the Item Quantity: you have not found all the items in the store and you need to update the quantity of this product. A new panel will show the number of requested items and then, you must select the number of items to be confirmed and to be declined. You have to indicate the decline reason that could be: missing, damaged or hold. The list of reasons is configurable.

    Then, click the “update” button and the Pick List will be updated.

Modify the Quantity:

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3.Start Packing. Once you have the list of items updated and you have confirmed the quantity, click the “Start Packing” button. In case you have declined all the items, you have to click the “Confirm Selection” button.

Start Packing button

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Continue picking:

In case you have created the Pick List but you have not finished the Picking process:

  • Go to Sales > Ship from store page from the left menu.

Ship from store - Sales access:

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  • Select the store from where you want to continue working with a pick list and click the “Continue with the pick list” Button.

Continue with the pick list button

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If there is more than one pick list in progress, then a list of pick lists will be displayed. The information showed is the following:

  • Number of Pick Lists
  • Number of Orders
  • Number of Items
  • Pick List details (ID, Date of generation, Status, Orders, items and Action)

List of Pick Lists:

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  • Select the Pick List you want to Continue Picking and click the “Continue Picking” Link.

Continue Picking Link:

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Note: If there is only one pick list in progress, you would be redirected to the Pick List view.

  • Then, continue with the process as it was described previously.

Pack

When you click the “Start Packing” button that it was described in the previous step, a list of orders will be displayed for this specific Pick List.

Pick List - Start Packing

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1.Pack products per order. When there is an order with more than one product, you can configure the number of boxes you want to use by clicking the “Configure boxes” link.

Configure boxes Link

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Configure boxes View

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You can even create a new box by clicking the “Add Box” button.

Add Box and Save button

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Once you have modified the configuration, click “Save”

2.Prepare Orders for carrier. Once you have your boxes ready, you need to complete the Carrier information:

  • Carrier: select the carrier.
  • Tracking Number: write the tracking number provided by the carrier.
  • Tracking Link: this information can be automatically displayed based on configuration.

Carrier information

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3.Print the Packing Slips and put it into the physical box.

You can print the Packing slips individually per box:

Print Packing Slip for one box

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Or you can print all the packing slips at the same time:

Print all Packing Slips

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4.Click the “Confirm Packing” button when you have all the information. This confirmation is per box.

Confirm Packing button

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Once, you have pressed the button, you cannot change the carrier information.

5.When all the boxes are confirmed, the status of this Pick List will be “Packed”

Pick List Packed:

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Continue packing

In case you have started Packing but you have not finished the Packing process:

  • Go to Sales > Ship from store page from the left menu.

Ship from store - Sales access:

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  • Select the store from where you want to continue packing a pick list and click the “” Button.

Continue with the pick list button

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A list of pick lists will be displayed. The information showed is the following:

  • Number of Pick Lists
  • Number of Orders
  • Number of Items
  • Pick List details (Date of generation, Status, Orders, items and Action)

Select the Pick List you want to Continue Packing and click the “Continue Packing” Link.

Continue Packing Link:

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Note: If there is only one pick list in progress, you would be redirected to the Pick List view.

  • Then, continue with the process as it was described previously.

Ship

The last step of this process will be confirm the shipping

1.Print the Shipping Manifest:

Print Shipping Manifest Button

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The Shipping Manifesto gathers all the information related to this Pick List:

  • Carrier identification
  • Pick List ID
  • Number of Packages
  • Number of orders and packages by order

Information to be filled manually:

  • Date and time
  • Store Assistant
  • Carrier Driver

Shipping Manifest

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2.Give orders to carrier and then, confirm order collected by carrier by clicking the “Confirm Shipping” button.

Confirm Shipping button

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3.Then, the status of the Pick List will change to “Complete” and the status of this order will be “Shipped”.

Pick List Complete:

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4.You can always check the status and information of the Pick Lists that have been packed

  • Go to Sales > Ship from store page from the left menu.

Ship from store - Sales access:

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  • Select the store from where you want to check the status of the different pick lists and click the “View Pick List” Button.

View Pick List Button

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A list of Pick Lists will be prompted

Pick List Information

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