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.

 

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.

 

Create Customer Order

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

The folowing guide will explain how customer orders are created in Delivrd, the free order fulfillment and inventory management cloud solution.

It’s important to understand that Delivrd is not an eCommerce solution or an ERP system, and therefore, orders are usually imported into Delivrd from an external system, such an eCommerce solution, a CRM system or an ERP system. You can also manullay create an order in Delivrd, as this guide explains.

Delivrd handeles the entire order fulfillment process – from picking, packing all the way to shipping. Delivrd does not handle the actual payment for these orders. Your ecommerce/CRM/ERP system should take care of customer billing.

There are basicaly 3 ways to create orders in Delivrd:

1. Create the order manualy

2. Import orders directly from eBay

3. Import orders from a text file.

We will first guide you through the process of creating a customer order manually, and in later posts, we’ll explain how to easily import order from eBay or from text files.

Create Customer Order Manually – Order Header

Much like replenishment orders, customer orders comprise of header data, contaiing information abour the customer and some other general data, and details, which are a list ofall products and quantities the customers ordered.

To create a new customer orders go to: Outbound Processing->Customer Orders, and from the order list page, click on ‘New Order’

add_customer_order

Order Header Information:

Reference Order: This is the number of the order in the original ecommerce/CRM/ERP system. For example, if you create an order that was originated in eBay auction, you can use eBay’s item # (for example, 331550404698) as a reference number.

Sales Channel: the sales channel which the order came from. This can be eBay, Amazon (if you are an Amazon Seller), Shopify, Magento, or any other sales channel you sell through.

Shipping Costs: these are the shipping costs your customer paid you. If you offer free shipping, leave this as zero, otherwise, enter how much your customer paid you for delivery costs.

Requested Date: this is the date the customer requested to receive the products. Although most online shippers expect immediate shipment (you can enter the current date as requested date), some other customers might order ahead of time and ask to you to ship products at a future date.

Shipping Address: Obviously, Delivrd needs to know the exact shipping address in order to properly fulfill the order (address data is printed on the shipping label created by Delivrd).

new_cust_order_header

Once you’ve completed updating the header information, click on the Save button.

Order Line Items:

We will now add the order line items – select the product, the quantity and the price for a single unit of the product:

add_cutsomer_order_line

You can enter as many order lines as you like, so if your customer ordered several products, you can use the same order for all these lines. In general, since customer orders originate in systems outside Delivrd (e.g. ecommerce/CRM/ERP), an order is uniquely identified by the its reference number, and orders in Delivrd should be exact ‘copies’ of orders in the originating system, both in terms of header information as well as details (line items) data.

Once all order lines has been added, the order should be reviewed and then released.

Only released orders can be picked, packed and shipped!

You can go to the release order page by clicking on ‘Review and Release’ in the action menu in the top-right hand part of the page:

customer_order_review

 

You’ve just created a new customer order in Delivrd! Next post will explain how customer orders are processed in Delivrd, as the ultimate purpose is to fulfill the quickly and accurately fulfill the order – pick the ordered products, pack them, and ship them to the customer.

Video tutorial: Creating new customer order in Delivrd: