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REQUEST A QUOTECLIENT PORTAL

How to Create WMS Inbound Receipt

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 RECEIPT

COMP CODE Cheat Sheet:

I1 = Bolingbrook, IL (Chicago)

I7 = Pendleton, IN

I8 = Indianapolis, IN

T1 = Richardson, TX (Dallas)

C1 = Marshville, NC

N1 = LaVista, NE (Omaha)

F1 = Medley, FL (Miami)

Create Inbound Receipt Header

  1. Enter Receipt Reference

    • Required:  Primary non-duplicating reference number for this inbound receipt

  2. SKIP Priority Number

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

  3. Enter Probill Number

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

  4. Extra Reference 2 Number

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

  5. Choose Receipt Date

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

  6. 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 receipt against.

  7. Click CONTINUE

Create Receipt Inbound Header – Continued

  1. Enter TOTAL Line Count

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

  2. Total Units:

    • Optional: Enter Total Units (cases) that are being sent to the warehouse.

  3. Enter Remarks

    • Optional: Enter any inbound receipt instructions into remarks field. Examples; product needs to be blast frozen

  4. Enter Shipper Code

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

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

  5. Enter Shipper (Ship From) Name

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

  6. Enter Shipper Address 1

  7. Enter Shipper Address 2 (if applicable)

  8. Enter Shipper Address 3 (if applicable)

  9. Enter Shipper City

  10. Enter Shipper State

  11. Enter Shipper Zip Code

  12. Enter Carrier Code

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

  13. Enter Carrier Name

    • Optional:

  14. 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 Inbound Receipt 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 or Date (YYMMDD format)

    • 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 – work with warehouse to determine what should be entered. Many times this is the product rotation date in YYMMDD format, which could be receipt date, production date, expiration date, sell by date, etc.

  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 – work with warehouse to determine what should be entered in this field. Many times this is a customer PO #, Lot#, or other number to track the inventory in customers system.

  4. Enter Unique Identifier or Pallet ID

    • Optional

  5. Enter Quantity that is being sent to warehouse for that product (item) code.

    • Required

  6. Enter Hold

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

  7. Enter Unit of Measure – select UOM that is setup for that product (item) code.

    • Generally this will be case or tote

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

COMPLETED INBOUND RECEIPT

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

Additional Notes:

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

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

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