Wiki

Case Status
Log In

Wiki

 
Shipping Status
  • RSS Feed

Last modified on 11/4/2011 4:46 PM by User.

Tags:

Shipping Status

 

Shipping Status in OASIS

Why enter shipping status?

  • Record MFG Sales order numbers
  • Identify what has been acknowledged/scheduled by the manufacturer – by line item.
  • Identify what has been shipped – by line item. Optionally recording the “ship from” warehouse, freight type, carrier and pro numbers.
  • Produce project and order status reports showing shipping status by line.
  • Drive the OASIS web status website.

Planning

The agency must decide when shipping status is collected on orders. Only when shipping status is collected for all orders is it possible to fully utilize the OASIS web status product.

Here are the options

Status collected for

OASIS features available

MFG Sales order number only

View SO number on order

Search for orders by MFG SO number

All shipping information for given orders

View SO number on order

Search for orders by MFG SO number

Produce Order status reports

All shipping information for given projects

View SO number on order

Search for orders by MFG SO number

Produce Order status reports

Produce Project status reports

(Limited OASIS Web status.)

All shipping information for all orders

View SO number on order

Search for orders by MFG SO number

Produce Order status reports

Produce Project status reports

OASIS Web status

Configuration

Shipments Configuration Screen

The following information is collected from the Shipments application. Select “File” then “Configuration”.

  • Carriers – a list of common carrier codes (normally SCAC codes created by the freight association). Also contains information used by OASIS web status allowing your customers to link to freight company’s websites.
  • Freight Types – a list of freight types.

The default OASIS database has a limited number of entries for each. Contact Ingen Software for a more complete set or key (maintain) the information yourself.

Manufacturer Setup

Configure the following for each manufacturer:

  • From the “Terms Tab” in the manufacturer editor, key the Project and Stock lead times. This information is used to calculate estimated ship dates in the PO editor. Estimated dates are used on order and project status reports (including the web).
  • From the “Warehouses Tab” in the manufacturer, key the warehouse code typically used by the manufacturer and related information. Additionally, a “transit time” may be added to estimate an “Estimated Onsite Date”.

Global Settings

From the “Software” application in the “Configuration” folder, select “Settings” to configure the following:

  • From the “Orders Tab”, set the number of days you allow before asking the CSR to check on shipping status for each order.
  • From the “Orders Tab”, set the number of days before an order is deemed “unscheduled”. This information is used to populate the “Unscheduled View” in the orders application.
  • From the “Shipments Tab”, decide whether or not the CSR should be warned (via an OASIS reminder) when a shipment is late.
  • Most agencies collecting all information for order status, skip simple acknowledgements. Check “No acknowledgements” if this is the case.
  • From the “Shipments Tab”, set whether or not shipping data must match the configuration data (e.g. can an unknown carrier code be entered).

The Ad-Hoc Process

Use the ad-hoc process to collect shipping status on just a few orders or as information is “discovered” about an order (e.g. the CSR needs to review the order on manufacturer’s website for another reason).

  1. Find the PO in the OASIS orders application.
  2. Apply the shipping information (see Recording shipping information on orders)

 

The Formal Process

Implementing this process will ensure shipping information is collected on all orders. (A side benefit is that all orders are reviewed after the manufacturer has the order. The result is the ability to catch problems before they become severe.)

  1. Define the number of days for the CSR to gather shipping status on the orders.
  2. Create the PO, and allow OASIS to create a reminder for the CSR to later gather shipping status for the order
  3. Use the “Unscheduled” view to review the process, looking for orders that have been missed (see Shipping Views)
  4. When an order appears on the CSR’s home page (under reminders), click on the PO and apply shipping status as described above.

Reports

Order Status is available from orders application:

 

Project status is available from the projects application and shows all fixtures on the project – regardless of brand.

Web status is essentially the project and order status reports “dressed up” for the web. One nifty feature is the ability to view pro numbers from the carrier’s website anytime the pro number is clicked on from OASIS web status: