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REQUEST A QUOTECLIENT PORTAL

How to Create WMS Order

Getting Started:

  1. Select COMPANY

    • In Most cases there will only be one company code available to select. If there is inventory in more than one Vertical Cold Storage Warehouse than you will need to select the company. As needed, work with customer service on what company code correlates with what warehouse.

  2. Select NEW ORDER to create a new order.

COMP CODE Cheat Sheet:

I1 = Bolingbrook, IL (Chicago)

T1 = Richardson, TX (Dallas)

C1 = Marshville, NC

N1 = LaVista, NE (Omaha)

F1 = Medley, FL (Miami)

Create Outbound Order Header

  1. Enter Customer Order Number

    • Required:  Primary non-duplicating reference number for this order

  2. SKIP Priority Number

    • SKIP THIS FIELD:  Changing priority has no affect on order priority.

  3. Enter Purchase Order Number

    • Optional:   If the order needs be tracked by a secondary reference number

  4. Extra Reference 2 Number

    • Optional:   If the order needs an additional reference number. Example: transportation reference number

  5. Choose Order Date

    • REQUIRED:  This is the date the order was created.  Choose today’s date

  6. Choose To Ship Date

    • REQUIRED:  This is the date the order will be picked up and shipped.

  7. Choose To Arrive Date

    • REQUIRED: This is the date the shipment is expected to arrive at destination.  This is used for guaranteed shelf life calculations when applicable.

  8. Select Customer Code

    • REQUIRED:  Most customers, this will automatically populate with customer code.  If customer has multiple accounts in the warehouse (Cooler, Freezer accounts) then need to choose which account to create order against.

  9. Click CONTINUE

Create Outbound Order Header – Continued

  1. Enter Line Count

    • Required: Enter ‘1’.   Order detailed lines can be added in detailed section as needed.

  2. Enter Remarks

    • Optional: Enter any order instructions into remarks field Examples; CHEP Pallets Required, etc.

  3. Enter Consignee Code

    • Optional:  If known this will populate the consignee address information in the next field. If consignee code is known, else this can be skipped.   After first shipment to a consignee a consignee code will be created for the account.

    • Consignee Codes will start with the first 5 characters for the consignee name.

  4. Enter Consignee Name

    • NOTE: If Consignee Code is not selected and information does not prepopulate all the consignee fields then the fields need to be entered manually.

  5. Enter Consignee Address 1

  6. Enter Consignee Address 2 (if applicable)

  7. Enter Consignee Address 3 (if applicable)

  8. Enter Consignee City

  9. Enter Consignee State

  10. Enter Consignee Zip Code

  11. Enter Carrier Code

    • Optional:  If known.   Carrier Code can be chosen in the drop down list.

  12. Enter Carrier Name

    • Optional:

  13. SKIP the rest of the fields and choose CREATE DETAILS

    • Unless entering a bunch of lines with the same information the remaining fields can be skipped.

Create Outbound Order Line Details

  1. Enter Item Code –  or Select from drop down list

    • Required:  A valid ITEM code has to be entered

  2. Enter Batch Code

    • Optional.   Note this inventory description may defer from customer to customer, account to account.  Some customers might see Date Code or other descriptions.

    • In most cases this would be left blank to allow WMS to apply allocation rules to ship oldest product or product that meets shelf life rules.

  3. Enter Customer Lot

    • Optional.   Note this inventory description may defer from customer to customer, account to account.  Some customers might see SYSTEM LOT or other descriptions.

    • In most cases this would be left blank to allow WMS to apply allocation rules to ship oldest product or product that meets shelf life rules.

  4. Enter Unique Identifier or Pallet ID

    • Optional

    • Ordering product by certain Pallet ID could lead to additional charges. Please discuss ordering by PALLET ID with customer service prior to creating orders.

  5. Enter Quantity to ship for that Item Code

    • Required

  6. Enter Hold

    • Optional. Only needed if requested product is currently on a hold.

  7. Enter Unit of Measure (leave blank)

    • Optional

  8. Click Submit. ONLY IF there are NO more order lines to enter. Else start back over at Step #1.

COMPLETED ORDER

This screen will be displayed showing Order was created in Warehouse Management System

Additional Notes:

  • Any changes to the order will need to be communicated to customer service via email.   Changes can’t be made to the order via the online portal

  • DO NOT DELETE orders via online customer portal.   Please communicate all cancellations via email to the customer service team.

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