Delivrd Dashboard Layout

There is now a new Dashboard look which gives you more important information in one glance so you can manager you inventory better and more efficiently.

Sales Orders to Fulfill – These are orders that have been set to a Released status but still needs to be fulfilled for the customer.

Shipments Awaiting Pick-Up: The Pick and Pack step has been finished and the orders status has been set to Completed and is awaiting pickup by the delivery company for shipment to the customer.

Overdue Purchase Orders: These are orders that have not had their status changed to Released or the processing of the order has not been completed in the last 30 days and is overdue.

Inventory Alerts: Items that have reached their Reorder or Safety Stock levels and need to be replenished as soon as possible in order to continue conducting business in a timely and efficient manner without losing customers.twitteryoutube

Packing and Shipping in Delivrd

Note: For up-to-date guides on using Delivrd, please refer to official Delivrd documentation.

This how-to guide explains how to perform packing & shipping when using Delivrd’s Wave functionality. A short reminder – a Wave is a group of customer orders you fulfill together, as a batch.

Delivrd’s Wave packing functionality is one of its most unique features among inventory management and order fulfillments solutions. It walks you through the actual, physical process of packing your products as part of fulfilling your customers orders. It’s a ‘keyboard-free’ process, where you do not input the information but rather scan it using a barcode scanner and barcode labels.

Not having to input information using your keyboard minimizes mistakes and makes the actual process of packing a lot more efficient and reliable.

Let’s first look at the Wave Packing page and it’s different elements:

Wave Packing

The screen is made up of several parts:

Top Part:

Packed Lines: Shows how many order lines need to be packed in this wave, and how many lines have already been packed.

Current Shipment No.: Show the tracking number of the current shipment.

Last Shipment No.: Show the tracking number of the previous shipment.

Central Part:

Product to pack: Shows information about the product you need to pack, and an image of the product. Seeing is Believing!

Packing Material: Shows information about the packaging material required to pack the order lines’ product you need to pack, and an image of the packing material.

Order Line Status: Shows various information on the status of the current packed line, such as order number, quantity to pack for this order line and quantity that was already packed etc. It also shows you the status of the different steps of the order line: pick, pack and weight.

The bottom part of the page is made up of  two input lines. The lines vary in usage, depending on the step of the process.

Step 1: Pack order products to shipment

When you first start packing an order, you first need to scan the tracking number of the shipment, and then scan the products barcode.

In Delivrd, A single shipment equals a single customer order, so if a customer order has two order lines, 1 piece of product A and 2 pieces of product B, you will scan the same shipment 3 times, one for each piece, and you will scan each piece once, before you physically place it inside the packaging material (a carton box, a poly mailer or a padded envelope).

So the scanning sequence is :

Tracking Number, barcode of product A

Tracking Number, barcode of product B

Tracking number, barcode of product B

You must scan a tracking number because Delivrd needs a away to uniquely identify the current shipment. If you do not use tracked shipment, you can use Delivrd to print random tracking numbers. These numbers will only be used by Delivrd, not by your courier.

When you scan a product’s barcode, you can either scan a barcode with the product’s SKU, a serial number of that product, or the product’s EAN/UPC/ISBN number.

Whenever you scan a barcode of a product, inventory of this product is updated – a single piece is subtracted from inventory. Also, inventory of packaging materials is adjusted based on their actual usage in the packing process.

Step 2: Weighing the shipment

Once you have completed packing a shipment (e.g., you’ve placed all ordered quantities into a packaging material), you now need to weigh the package. You need to use an weight scale to know the actual weight of the package.

Weighing in Delivrd servers two purposes:

1. Shipment (=package) weight is printed on the shipment label.

2. The weight is used as a control measure to make sure no packing mistakes have been made.

Here’s how this control is achieved:

When products are created in Delivrd, their weight has to be provided by you. Once a shipment was fully packed, Delivrd calculates the expected weight of the package, by combining the weight of all the products + the weight of the packaging material used for packing.

This expected weight is compared to the actual weight reported by the user. If the weights are different, it is very likely that a packing error has occurred!

We recommended that you do not seal and tape the package until the weighing step is complete, so that if a possible packing mistake has been identified, you can easily view the packages content and if required, repack the shipment.

Hopefully the following video will make the process more clear.

Video tutorial – packing Waves in Delivrd

 

To summzarize, the advantages of using Devlird’s Wave packing vs. packing single orders one-by one:

  • Grouping orders together makes picking of products + packaging materials more efficient
  • Visually presenting products to pack and packaging materials minimizes packing errors and makes the process more reliable
  • Barcode scanning minimizes packing errors and makes process more efficient
  • Weighing control identifies packing mistakes before actual shipment
  • Printing shipping labels and packing slips minimizes shipping errors
  • Automatic update of inventory levels, based on barcode scanning, make for a more accurate inventory management of both products and packaging materials.

We will provide you with more video demos that will further demonstrate the power of Delivrd’s Wave Packing & Shipping.twitteryoutube

Wave Management in Delivrd

Note: For up-to-date guides on using Delivrd, please refer to official Delivrd documentation.

This how-to guide will explain how to use one of Delivrd’s most powerful feature: the (pick) Wave.

What is a Wave? the way most order fulfillment processes work is: orders stream in through the different sales channels throughout the day. At certain intervals – once an hour, several times a day, or even once every few days, orders are grouped together, picked, packed and shipped.

The Wave is the grouping of orders for the purpose of picking,packing and shipping them together, making the process much more efficient than processing each customer order separately.

To create a Wave in Delivrd, go to the Wave menu (under Outbound Processing), and click ‘New Wave’.

There are two parameters you need to input – the maximum number of order lines that can be grouped in this wave, and for which sales channel orders should be fulfilled.

When creating a pick-pack-ship Wave, you need to set the courier you are going to use to ship the Wave’s orders.

Important: Only Released customer orders can be added to Waves. By releasing orders you control which orders should be picked for each wave.

Screenshot: Create Wave page

Create Pick Wave

Once a Wave is created, you need to review it and release, before you can start actual packing.

From the Waves list page, you can go to Edit, review the list of order lines in that particular wave, and release the Wave.

You can also use the Edit page to print a picking list – a list of all products you need to pick to fulfill the wave, the quantities, and the storage bin of each material (if you ,maintain the bins in the product information page). The picking list includes all packaging materials required to pack the Wave’s products.

Screenshot: Edit Wave page

Release Pick Wave

Screenshot: Wave Picking Slip

Picking Slip

Of course, you can remove order lines from a Wave and pick them in another wave.

Once a Wave is released, you are ready to start packing.

Video tutorial: Create and manage Waves

 

The next how-to guide will explain how to use the packing functionality in Delivrd, a unique, enterprise-grade packing software solution, which will minimize costly packing errors, and save you a lot of time in the packing process.

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Customer Order Processing in Delivrd

Note: For up-to-date guides on using Delivrd, please refer to official Delivrd documentation.

This post will provide an overview of the different steps involved in completing a customer order – from order creation, to order validation, to picking,packing and shipping.

Since Delivrd functions as an order fulfillment and inventory management software, customer orders are usually generated in systems external to Delivrd.

For example, if you are an eBay seller using Delivrd for order fulfillment & inventory management, your customers orders are initially created in eBay. If you own a large eCommerce website and use Magento as your eCommerce solution, your customers orders are initially created in Magento.

So the first thing to keep in mind is that Delivrd is not your shopping-cart front end, but is designed to process customer orders created by other systems, be it ecommerce solutions, ERP or CRM systems.

There are several ways to create customer orders in Delivrd – manually (possible, but not recommended), import from a text file which contains customer order data exported from your backend system (e.g. ecommerce system), and for eBay sellers’ we have developed an import tool that automatically imports eBay orders into Delivrd.

No matter which method was used to create customers orders, the following steps are part of these orders’ fulfillment process:

1. Review – once orders have been created/imported, you must first review the orders. The purpose of the review step is to minimize shipping errors.

You can review orders one-by-one, but a better solutions Delivrd offers is the review page, which lists all open orders (meaning, all orders that were not released yet), and indicated problems the orders might have, such as order line items without products, orders without packaging materials, stock availability issues, and a basic, yet powerful, address validation indication.

Screenshot: Open orders review page

orders_review_page

2. Fix errors – if any issues were identified in the Review steps, orders must be corrected – be it a wrong address, a missing packaging material, or any other issue. Fixing this errors will minimize shipping errors and customer returns.

Screenshot: Fix  errors in edit order page

edit_order

3. Release – in order to be able to further process an order in Delivrd, it must be released. Once it is released, you can create a shipment based on the order, and start the pick, pack & ship activities in Delivrd.

Screenshot: Release order

release_order

4. Create shipment for order or create picking wave – in Delivrd, to fulfill a customer order, you need to created an outbound shipment. This shipment is used to collect relevant data such tracking number of the package sent to the customer, the package weight and the courier used to ship this order.

A shipment can be created manually by you, or it can be created automatically using barcode scanning of a tracking number, if you use Waves for pick, pack & ship (more on that later).

5. Pick & Pack – Picking & packing in Delivrd describes the process of picking the product ordered by the customer, and packing it using some form of a packaging material (padded envelope, poly mailer, carton box etc.). In Delivrd, these steps are performed using barcode scanning of a product’s SKU, serial number, or EAN/ISBN number, to minimize costly order fulfillment errors.

Screenshot: Packing using Wave

wave_pack

6.Print shipping label & packing slip – once packing of a customer order is completed, you can print a shipping label with all relevant info (exact address, weight, value, type of products packed etc.). If you want, you can also print a packing slip which described which products and how many of each have been packed.

Shipping label example:

delivrd_shipping_label

7. Confirm shipment – once a shipment has been shipped (e.g., was submitted by you to the post office or to your preferred courier), a shipment is completed. The customer order is marked as shipped and the order fulfillment process is completed.

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Receive Ordered Products from Suppliers

Note: For up-to-date guides on using Delivrd, please refer to official Delivrd documentation.

This guide will explain how to receive products that you ordered from your suppliers. Receiving the products in Delivrd, the free order fulfillment and inventory management software, will update their inventory levels, serial numbers (if they exist), and update the status of the shipment/replenishment ordered that we used to order these products.

As explained earlier, Inbound Shipments are created in Delivrd based on Replenishment orders (sometimes called Purchase Orders).

Received Shipped Products To Stock

To receive ordered products and update your inventory, we first need to find the inbound shipment we created in Delivrd. You can do that by searching for the shipment with the tracking number.

Here’s a screenshot of a shipment I received from one of my suppliers, VolumeRate. The tracking number was updated in the shipment I created in Delivrd, and it is printed on a nice barcode which I can actually scan right into Delivrd to easily find the shipment:

shipment_tracking_number

This shipment contains 10 pieces of one of the products I sell on eBay – envelope style leather case for iPhone. I get each piece with a label with the sku number on it (359913) and another label with a unique serial number for each piece:

shipment_products

So you can either type the tracking number of scan it, and once the shipment is found, from the Actions drop-down menu, select ‘Edit’:

search_shipment

From the edit shipment page, go to the page’s ‘Action’ menu and select ‘Receive Shipment Products’:

shipment_receive_products

You will be transfered to the ‘Receive Shipment Products‘ page. Here, you’ll get a list of all products you ordered and were sent in this shipment. To perform the actual products receipt, click on the ‘Receive’ button of each product:

products_recieve_to_stock

You will then enter the quantity you actually received (in the example below, order quantity was 10, and quantity received was also 10):

receive_quantity

The most accurate method to determining the actual quantity received is to count each piece you received in your shipment, and then update this quantity as the quantity received in Delivrd. Alternatively, you can rely on the quantity printed on the delivery note he sent (thus trusting your supplier he did not make any packing mistakes). If you choose to rely on the delivery note your supplier sent, you can use serial numbers scanning (if available) to verify that quantity.

Receive Serial Numbers

One of the strongest features of Delivrd is serial number management. Using serial numbers you can uniquely identify each piece in your inventory. That means improved inventory accuracy, and minimizes mistakes in the order fulfillment process.

One of my suppliers, VolumeRate, labels each piece of any product I order from him with a barcode containing a unique serial number. Whenever I receive a shipment from him, I scan the serial number barcode of each piece I get. It only takes a couple of minutes to complete the process, but once I’m done, I know exactly how many pieces I’ve received. Also, even more importantly, I can scan the serial number barcode when I fulfill customer orders, which eliminates packing & shipping mistakes to almost zero! (more on that in later posts).

To receive serial numbers to Delivrd, I click on the ‘Serials’ button from the ‘Receive Shipment Products‘ page:

recieve_serial

In the ‘Add Serial Number’ page, I can see the quantity received (see previous step), the number of serials I’ve already scanned, and the order number.

The cursor is placed automatically in the Serial Number box, so I can just continually scan all barcodes of serials I received in the current shipment, until I’m done:

scan_serial

Once all pieces have been scanned, I can compare the quantity I received to the quantity I scanned. If there are differences, there are some pieces missing – I either did not scan all of them, or the supplier shipped the wrong quantity.

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Create Inbound Shipment

Note: For up-to-date guides on using Delivrd, please refer to official Delivrd documentation.

This is a short guide on how to create inbound shipments, which is one of the steps of Delivrd’s Inbound Processing functionality. Inbound shipments are a result of replenishment (purchase) orders, and provide details about the actual shipment of products from your supplier to you.

To create an inbound shipment, you first had to create a replenishment order, and then, after reviewing it – had to release it. Once the order is released, you can create an inbound shipment based on it.

An inbound shipment should be created when you receive shipping information from your supplier, which usually happens when your supplier finished picking,packing and shipping your products, based on your order. You will usually get shipping details, such as carrier and tracking number.

Here’s an example of a mail I usually receive from one of my supplier’s, VolumeRate, when products have been shipped to me:

vr_shipping_details

I then go ahead and create an inbound shipment in Delivrd, by viewing or editing the replenishment order. To do that, I first list all replenishment orders, and search for the specific order, using my supplier’s order number (which is the Reference order number field in Delivrd, and in this case, the number is 1501108YUYEIVR):

search_repl_order_byref

 

I select View or Edit in the order line’s Action drop-down menu, and from the order’s page, I select ‘Create Shipment‘:

create_shipment

I can then enter shipment details, mainly the tracking number and the carrier (be it the postal services, DHL, UPS or any other carrier), but also shipping costs, if you did not enter them in the order, weight, and any remarks you might want to keep for this shipment:

new_shipment_page

Clicking on the ‘Save’ button will create the new shipment in Delivrd.

You can now keep track of shipments your suppliers have sent you!

The next step in inbound processing in Delivrd is receiving the shipment and its products in Delivrd and update inventory accordingly.

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