Ship from Store

Overview

Ship from Store (SFS) offers the capability to retailers to use physical stores as distribution centers. That helps you fulfill online orders from one or multiple sales channels, such as an ecommerce store, or multiple marketplaces.

Admin Menu

Admin Menu

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 the SFS orders pending to be picked. Additionally, there is a link Go to ship from store page that allows you 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:

The information shown in the store list is the following:

  • Number of new orders (pending to start picking)
  • Picking/Packing
  • Shipping
  • Pick Lists Complete

The list of shown stores can change depending on the User’s permissions.
The SFS can be enabled (by default) or disabled at the source level in the configuration portal. If it is disabled, the source does not appear in this page, unless there are remaining pick lists still in progress.

Pick list generation

First, you need to select the specific store to start generating the pick list. Then, click Alt text to create a new pick list for this store:

Customize Pick list allows you to select specific orders to generate a pick list

For warehouses, and the integration with the Warehouse Management System, users in the backoffice should not create pick lists. To avoid this, you can disable the feature in the Config UI:

If there is no pick list in progress and the SFS is disabled in the configuration portal, the source does not appear in the Stores list:

You can continue with the next step once you Generate Pick List with All Orders.

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, such as: when it was created, Status, number of orders, and number of items. This list groups the items by Stock Keeping Unit (SKU) and does not take into account the order.

Pick/Decline products

The picking process can be done with a mobile device (tablet) using our In Store Interface 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 update and the Pick List will be updated.

Modify the Quantity:

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Start Packing

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

Start Packing

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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 Continue with pick list.

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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 Continue Picking.

Continue Picking:

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If there is only one pick list in progress, redirects you to the pick list view.

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

Pack

When you click Start Packing, a list of orders will be displayed for this specific Pick List.

Pick List - Start Packing

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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. To do that, click Configure boxes.

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.

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Once you have modified the configuration, click Save

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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You can print the Packing slips individually per box (and put them in each physical 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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Click Confirm Packing once you have all the information

This confirmation is per box.

Confirm Packing

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Once you confirm, you cannot change the carrier information.

Status of this Pick List will be Packed

When all the boxes are confirmed, the status of the Pick list changes to 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 Continue with pick list

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A list of pick lists is displayed. The information available 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 Continue Packing.

Continue Packing Link:

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If there is only one pick list in progress, redirects you to the pick list view.

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

Shipping

The last step of this process is to confirm shipping, for that print the Shipping Manifest

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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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Give orders to carrier

Then, confirm order collected by carrier by clicking Confirm Shipping.

Confirm Shipping

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Pick list Complete

Then, the status of the Pick List changes to Complete and the status of this order will be Shipped

Pick List Complete:

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Status of a Pick list

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 View Pick List.

View Pick List

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A list of Pick Lists is shown:

Pick List Information

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