Dispatch List User Guide

Owned by Roma Sorra (Unlicensed)
Last updated: Jun 07, 2021 by Mary Elaine Romano
9 min read

Dispatch List Menu

This allows the user to view, pick, pack and dispatch Sales Order. Users may opt to cancel, un-hold, and short ship sales orders. Printing of documents such as Pick Note, Packing List, Commercial Invoice, Carrier Label, Gift Message (Optional), and Dispatch Note are allowed for the dispatch orders.

The steps below cover the minimum requirements to dispatch orders in the system.

Logistics Tab> Dispatch Menu> Dispatch List.

  1. From the side navigation menu, click Dispatch Menu and select Dispatch List.

All Tab - Dispatch List

  1. From the All-tab list, click the Search field to see records.

  2. Use the search fields, filter, or scroll down to see the Dispatch line items you need to view. Users can see the status of Dispatch if it is Being Picked, Cancelled, Confirmed, Dispatched, Pick Completed, and To Dispatch.

Note: Create Date(from) and Create Date (to) are set by weekly (default). Create Date(to) as being the present date.

3. To Expand/Collapse the line item, you must click the “+” icon beside the View button.

View – Dispatch Items

  1. From the All-tab list, Use the search fields, filter, or scroll down to see the dispatch line items you need to view and select it.

2. Go to the Items tab below to view dispatch item details.

Notes:

  • Dispatch Note print button will appear upon a dispatch with pick complete status.

  • The Pick Note print button will appear upon a dispatch with a confirmed status.

  • Pick Note, Carrier label, packing list, and Dispatch Note print button will appear upon to dispatch and dispatched status.

To Be Picked Tab - Dispatch List

  1. From the To Be Picked tab, Use the search fields, filter or scroll down to see the dispatch line items you need to view and select it.

2. To Expand/Collapse the line item, you must click the “+” icon beside the View button.

3. To print the pick note, Tick the checkbox of the selected record and click the Print Pick Note button.

4. To view dispatch line item/s and dispatch details, click the View button.

5. To pick items, click the Pick button beside the View Button.

6. Tick checkbox of bin box to pick SKUs and click Pick Selected Items button.

7. Then, click Pick Complete button. Also, the printing of pick note is allowed.

8. After picking all the items, it will proceed to the “To be Packed” tab. If there are items left to be picked for a dispatch, it will proceed to Being Picked tab.

Notes:

  • Dispatch record/s with wave numbers, are pick thru the wave picking process.

  • To short ship an order, click the Short Ship button, then click the Ok button. (If no Short Ship button, please ask our support members for assistance.)

Being Picked Tab – Dispatch List

  1. From the Being Picked tab, Use the search fields, filter or scroll down to see the dispatch line items you need to view and select it.

2. To Expand/Collapse the line item, you must click the “+” icon beside the View button.

3. To print the Pick Note, Tick the checkbox of the selected record and click the Print Pick Note button.

4. To view dispatch line item/s and dispatch details, click View button.

5. To pick items, click Pick button.

6. Tick checkbox/es of binbox/es to pick remaining items, then click Pick Selected Items button. Users may also print Pick Note by clicking Print Pick Note button.

7. Once done picking all the items, click Pick Complete button to proceed in packing of the items.

To Be Packed Tab – Dispatch List

  1. From the “To be Packed”, Use the search fields, filter, or scroll down to see the dispatch line items you need to view and select it.

2. To Expand/Collapse the line item, you must click the “+” icon beside the View button.

3. To view dispatch line item/s and dispatch details, click the View button.

4. To pack items, click the Pack button.

5. Tick Checkbox of item/s and click pack selected button.

6. Once done, click Pack Complete. Users may also print documents.

7. Confirmation message will appear, then click OK button to proceed, else, click the Cancel button.

Notes:

  • Standard pick, mobile pick, or wave pick process are pack in Web Order Packing page or Standard Packing process in the “To Be Packed” tab.

  • Users may delete packed line items by clicking the Delete button or the DB Delete button.

  • Dispatch that was packed from Pick/Pack, Pick/Pack by SKU will also be packed completed in to be Packed tab.

  • After packing of items and manual allocation of the carrier, dispatch will go to the “To Dispatch” tab for dispatch confirmation.

Allocate Carrier

After packing the items, there are two process in allocating carrier: allocate carrier manually or thru TMS allocation.

For Manual Allocation of Carrier

  1. To Allocate Carrier, select from courier drop-down. Then click allocate button.

 2. Enter Courier Reference, then click the Save button.

3. A confirmation message will appear, then click the OK button.

For TMS allocation

After pack completion of the items, the assigned carrier will allow the user to enter the required information and print the carrier label. This will automatically will proceed to dispatched tab. (May vary depending on TMS assigned).

To Dispatch Tab – Dispatch List

  1. From the “To Dispatch” tab, Use the search fields, filter, or scroll down to see the dispatch line items you need to view and select it.

2. To view dispatch details, please scroll to the right-most of the page. Then click

View button.

3. In to dispatch tab, the user may update carrier allocation. To allocate carrier, select record and choose

carrier from the dropdown and then click Allocate Carrier button.

4. Enter Courier Reference, then click the Save button.

5. Once done, the record will be updated. Users may also print required dispatch documents.

6. To confirm dispatch, tick the selected record and click Confirm button.

7. Next, choose the selected Dispatch Date, then click confirm button.

8. Once done, the confirmed record will be in the Dispatched tab.

Dispatched Tab - Dispatch List

  1. To view dispatches, Use the search fields, filter, or scroll down to see the dispatch line items you need to view and select it.

2.To Expand/Collapse the line item, you must click the “+” icon beside the View button.

3. To print Dispatch documents, tick checkbox of record/s, then click print buttons required.

4. To view track consignments, click the Track Consignments button.

To Cancel Tab – Dispatch List

  1. To view dispatch to cancel, use the search fields, filter, or scroll down to see the dispatch line items you need to view and select it.

2. To Expand/Collapse the line item, you must click the “+” icon beside the View button.

3. To cancel dispatch, tick the checkbox and click confirm button. A confirmation message will appear and click the Ok button.

Cancelled Tab – Dispatch List

  1. To view dispatch cancelled records, use the search fields, filter or scroll down to see the dispatch line items you need to view and select it.

2. To Expand/Collapse the line item, you must click the “+” icon beside the View button.

On Hold Tab - Dispatch List

  1. To view on-hold dispatches, use the search fields, filter, or scroll down to see the dispatch line items you need to view and select it.

2. To Expand/Collapse the line item, you must click the “+” icon beside the View button.

 3. To release dispatch, tick the selected record and click the confirm button. A confirmation message will appear and click the OK button.

Export – Dispatch List

1. Use the search fields, filter, scroll down to see the dispatch records you want to see.

2. To Export data, use the Export button.