RICS Order Fulfillment Overview

Transcription

1 RICS Order Fulfillment Overview

2 Table of Contents RICS Order Fulfillment Overview... 1 Overview... 3 Web Order Entry... 3 Create Web Sale on POS... 3 Order Fulfillment... 4 Process Orders... 6 Order Details... 7 Allocation... 8 Auto Allocate... 8 Reallocate... 8 Process Orders from POS Print Pick Lists Process and Ship Quick Ship Order Status... 18

3 Overview RICS Software offers retailers the ability to manage and fulfill both web orders and transfer orders from within their RICS account. The Process Orders page allows you to view all orders in your organization, print either single or consolidated pick lists, allocate orders from one store to another, and mark orders as shipped. supported. Currently both transfer orders and web orders are This document details the order entry and fulfillment process within RICS for web orders specifically. Web Order Entry Web orders can be entered into a RICS store or warehouse in two ways: Orders are manually entered on a Point of Sale (POS) as Web Sales. Via an ecommerce integration. It is important to note that web orders are not counted as a sale until it is shipped from the back office. Create Web Sale on POS A Web Sale recorded on the POS is a regular transaction with Sale Type as Web Sale. Order Fulfillment Summary RICS Software, Inc. Page 3 of 19

4 At the end of the sale, select the shipping carrier and speed: Note: These options are configurable through the back office. Order Fulfillment Orders are recorded in RICS and require additional processing. Authorized users will receive notification within the back office of new Web Orders awaiting further action. The Process Orders page can be accessed from the RICS Point of Sale (POS) or the RICS back office. From the RICS POS: o Select the back office tab Order Fulfillment Summary RICS Software, Inc. Page 4 of 19

5 From the back office: o Select Go to Process Orders on the main page. o Select the red exclamation point at the top of the navigation bar from any page. This action will take you to the System Alerts page that was summarized on the main page. o Navigate to Inventory :: Stock Maintenance :: Process Orders. Order Fulfillment Summary RICS Software, Inc. Page 5 of 19

6 Process Orders The main Process Orders page shows all open orders requiring further action. Select the checkbox next to one or more orders to process: You can also click on the hyperlinked order # to view the order details: Order Fulfillment Summary RICS Software, Inc. Page 6 of 19

7 Order Details This screen provides a general overview of the entire order: Order Fulfillment Summary RICS Software, Inc. Page 7 of 19

8 Allocation Orders can be manually allocated by the user or auto allocated based on logic. Orders can be kept together or split. Auto Allocate RICS can assist with the allocation of orders using the Auto Allocate button. This feature will allocate orders based on item availability and the sales performance of the item. Each RICS account can be set up to specify a Distribution Center (DC). When a distribution center is established, RICS will utilize the following rules to allocate inventory: Items are allocated to the DC when the DC has inventory. If the DC does not have the item in inventory, items will be allocated to the store with the lowest sales performance over the last 30 days for that specific item. Reallocate Manually allocate an order to one or more stores by using the Reallocate button. Order Fulfillment Summary RICS Software, Inc. Page 8 of 19

9 Reallocate Pop up Determine items to allocate to another location: Order Fulfillment Summary RICS Software, Inc. Page 9 of 19

10 Process Orders from POS Once orders are allocated to a specific store, they will appear in the back office through the Process Orders screen. In addition, a notification also appears on the POS of the allocated store. Click on the notification button to bring up further details: Click Process Orders to view the order in the back office: Order Fulfillment Summary RICS Software, Inc. Page 10 of 19

11 Click Return to POS to go back to using the Point of Sale. Print Pick Lists Select Print Pick Lists to print the corresponding list of items for each order. Once you select Print Pick Lists for selected orders, the order status will automatically update to Being Picked. The Pick Lists will appear in a PDF file on screen. A consolidated pick list sorted by SKU number, as well as an individual pick list per order is provided to assist in order packaging. Order Fulfillment Summary RICS Software, Inc. Page 11 of 19

12 The Consolidated Pick List will appear first in the Pick List Report: Order Fulfillment Summary RICS Software, Inc. Page 12 of 19

13 Scroll down in the report to view the Individual or web Order Pick List: Order Fulfillment Summary RICS Software, Inc. Page 13 of 19

14 Process and Ship Select Process and Ship to ready packages for shipping: Users directly scan each picked item for order packaging. Only authorized users can manually enter items to an order: Order Fulfillment Summary RICS Software, Inc. Page 14 of 19

15 Users can add an additional package should the need arise to split the order into more than one shipment: Order Fulfillment Summary RICS Software, Inc. Page 15 of 19

16 Complete Shipment by providing additional package details: Reprint the shipping label if needed: Shipped orders are no longer displayed on the Process Orders screen. Order Fulfillment Summary RICS Software, Inc. Page 16 of 19

17 Quick Ship From the bottom of the Process Orders page, select Quick Ship to ship packages: Enter shipping parameters: Order Fulfillment Summary RICS Software, Inc. Page 17 of 19

18 Order Status View order status by navigating to Inventory :: Stock Maintenance :: Order Status. Use the search options to locate orders. A wildcard (%) can also help narrow your search. Enter the Order # and click Go to view it: Order Fulfillment Summary RICS Software, Inc. Page 18 of 19

19 From the Order List, select an order to view additional details: From within an order, users can Void Order or Void Shipment if needed: Order Fulfillment Summary RICS Software, Inc. Page 19 of 19