Despatch Requirements

View workload

Ability to view despatch requirement workload list

Ability to filter workload list  by several criteria:

• Required Date (T, >T)

• Can be picked full & partial

• Delivery Method

• Missing delivery details

• Origin Type (V, W etc)

• Priority

• Company / contact

Exists

Essential

Organise Workload

Ability to identify  record set of despatch requirements

Ability to assign a relative priority against each item in record set

Ability to assign items in record set to one or more  staff members

Ability to amend any of the above prioritisation attributes

Exists

Essential

Workload assignment

Ability to see workload assigned to signed in user

i.e. foundset of despatch requirements hat require processing which are assigned to the signed in user

Exists

Essential

Respect specific delivery notes

Provide ability to indicate specific delivery notes on a despatch requirement

Ability to denote that delivery notes have been actioned

Exists

Essential

Delivery Details

Ability to define delivery details

Recipient details - name/ contact details / company

Description

Company

Delivery Address

Customer reference

Provide functionality to look up saved / favourites destinations for selection

Provide functionality to look up destinations via post code / street name etc

Courier Details

Courier

Courier Service

Courier consignment reference

This all exists currently so can be reused ?

Exists

Essential

Pick Fulfilment

Per Pick requirement, per location per Sku - ability to see

Location Balance
Pick Requirement

Allocated Qty

Picked Quantity

Ability to specify a qty of item as picked

Ability to specify whole qty as picked

Provide controls to prevent above two actions allowing a qty picked > Item location

Account for the qty picked (CR Picked; DR available, Dr location

Update pick requirement status  - at line and requirement level

Ability to amend / unpick quantities

Provide ability for user to record one or more locations where picked stock located to

Persist this location

Provide ability to generate labels for the picked stock / location

Exists

Essential

Picking Optimisation

Smart relocation

Ability to smart pick a requirement - i.e. optimised route to reduce number of locations item stored in

Ability to smart pick a series of requirements

Note: for the above - relocate does not process the requirement as picked, but the requirements are relocated to a picking trolley(s) from which they then are processed as picks to the individual requirement orders
Thus the integrity of the SKU requirement to order is maintained

Exists

Essential

Box Labels

Ability to build box end labels

 - specify contents of a box

 - one or more SKU's

 - allow for multiple boxes

 - record the QTY of SKU per box

 - provide control so @sum of sku recorded in boxes <= total requirement

Ability to output box end labels

Exists

Essential

Packing Note

Ability to generate packing note

 - Despatch #

 - recipient

 - list of contents [SKU, description, boxed qty, box number]

 - delivery method

 - disclaimer verbiage

Provide easy method to update verbiage - i.e. hold this in a table / user accessible place

Ability to generate delivery note

Ability to generate specific labels  - UPC and White label ?

Exists

Essential

Communication  of Packing Note

Ability to communicate delivery and /or packing details via email

 - to client

 - to interested parties

Ability to communicate delivery and /or packing detail via portal

Exists

Essential

Shipping Weight

Calculate the weight of despatch

Provide the ability for user to amend weight

Exists

Essential

Shipping API

Ability to communicate with delivery service(s) to determine shipping charges

[Consider returning a selection of couriers and services with ability to select based on differing info]

Ability to accept/book a delivery service

Capture the costs of the delivery service and persist this

Calculate the customer shipping cost

[this to be determined, but some % factor up ?]

Ability to mark the record as costs capture

Ability to capture and persist the courier shipping reference

Ability to generate courier shipping labels

Exists / Enhancement

Essential

Fulfilment Charges

Ability to add one or more charge records

Ability for charge records to use matrix for pricing

Ability to manually override charge details

Ability to delete charge records

Provide audit trail of charge record activity

Note: provide capability to record certain charges as time duration based.

Exists

Essential

Charge Notification

Provide capability to denote that charges are completed

Provide control for this to check that charge records existing  are fully populated

Provide audit trail of charge record activity

Exists

Essential

Financial Authorisation Control

Provide additional controls for financial authorisation cases

Where Customer On Hold status <> Not on Hold

Provide facility to record that financial authorisation needed

capture authorising user / timestamp / any notes

denote that financial authorisation has occurred

Prevent or  Warn ? on send update if  Customer On Hold status <> Not on Hold and no financial authorisation captured

Audit log above

Exists

Essential

Credit Check

provide capability for credit check

TBC whether this should be in workflow stages (e.g trigger when updating record to ready) and/or on demand

Needs agreement about what to evaluate here  -

 e.g. value of fulfilment (goods and charges
(challenge here is how to value))

if attached to job  - value of job + charges

Assuming a value - then validate

1) credit breeches ?

If yes, then some form of warning / action needed

2) No credit terms

If financial authorisation has been recorded, then ignore, else

If there is prepaid amount recorded

provide warning for user to ensure it sufficient to cover / release despatch

user must acknowledge warning

If there is no prepaid amount recorded

provide warning for user to that goods are being released against no payment

user must acknowledge warning

Audit log of above

Enhancement

Essential

Confirmation of Readiness

Ability to mark one or more despatch records as ready for delivery

Triggers the following

 - prompts for a location to record where the  ready to deliver record are placed

 - allows order labels to be generated

 -generates delivery note

  update record status as ready

Exists

Essential

Courier Signature

Provide capability to capture courier name, quantity of boxes, courier signature and timestamp for a delivery

Where courier is collecting multiple deliveries, provide ability to capture name / signature across numerous record

Update status to sent once signed

Persist this information

Denote that signature information captured on delivery

Exists

Essential

Record Despatch

Ability to record that despatch is sent

Exists

Essential

Collection Note

Provide Collection note functionality

** Need to drill down on this more **

Exists

TBC