DSG TRANSPORTATION MANAGEMENT SYSTEM FOR VENDORS

Transcription

1 Overview This job aid is intended to provide support as you perform tasks and actions within the Dick s Sporting Goods (DSG) Transportation Management System (TMS) Vendor Portal. The TMS Vendor Portal is used to create, manage and track routing requests. WebTop Introduction The WebTop will allow you quick access to important segments within the Vendor Portal. It is recommended that you add the following tiles and quick menu shortcuts to your WebTop and Quick Menu in order to enhance your user experience. Purchase Orders (PO) Ready to Ship (RTS) Distribution Orders (DO) Shipments Reference the DSG Transportation Management System Startup job aid to review how to add tiles to your WebTop and create quick menu shortcuts. Customize Lists in the Vendor Portal When displaying the PO, RTS, DO or Shipment Lists, you have the ability to customize the view of visible fields. 1. Once in the desired list, select Customize under the Tools dropdown. Revised December 16, DICK S Sporting Goods, Inc.

2 NOTE: The fields in this screenshot are the DSG suggested fields for the Purchase Order list 2. Select a field from one of the lists and use the available buttons to include, exclude, or reorder the column headings. 3. Once you have customized your settings, click Save. Locate a PO When preparing to schedule a Carrier pickup, you must first locate and select the POs that are available to route. Access the Purchase Orders screen using the Purchase Orders tile on your WebTop or your Quick Menu. Utilize the Saved filters or Quick filters tool to narrow the list of POs that displays. Ensure the Purchase Order Screen is Maximized. Apply a Saved Filter 1. Change from Quick Filter to Saved Filter by selecting from the dropdown menu. Revised December 16, DICK S Sporting Goods, Inc.

3 2. Click the drop down arrow to the right of Add Filter to select the distribution center (DC) where you would like to send your shipment. 3. Click Apply to display available POs for the specific DSG DC destination. NOTE: If a PO is available for an RTS or to be added to an existing RTS, No is displayed in the Ready to Ship column of the Purchase Orders screen. If Yes is displayed in the Ready to Ship column, this means the full PO has already been routed. Apply a Quick Filter 1. Click the dropdown arrow to the right of Saved filters and select Quick filter. 2. Enter the specific PO number you wish to locate in the Purchase Order ID field. 3. You can also choose to view a PO in a specific date range by clicking on the calendar buttons and choosing the date range. Revised December 16, DICK S Sporting Goods, Inc.

4 4. Click Apply to display the PO. Create an RTS Once you have located the POs you need to route, it is time to create an RTS. Select the checkbox next to each PO you are routing. 1. Click Ready to Ship to proceed. 2. Enter the requested information into the following sections of the Add Aggregated Routing Request screen. a. Header: Origin, Loading Method, Pickup Start, Hazardous Materials Revised December 16, DICK S Sporting Goods, Inc.

5 NOTE: Click the magnifying glass to the right of the Origin field to display a list of all available vendor origin facilities. Only the facility ID should show. If you see the company name, city, and state you will need to clear your browsers cache and log back into TMS or manually key in the facility ID only. If Floor loading method is selected, enter total shipment volume in cubic feet in the RTS Size section, PLT POS (Pallet Positions) will be auto calculated. If Pallet loading method is selected, enter total pallet positions in the RTS Size section, Volume will be auto calculated. Pickup Start is the date your shipment will be ready to ship *If the Pickup Start date that you choose is not within the Pickup window for all PO s selected or the PO s Pickup End Date and/or Cancel Date is in the past, you will NOT be able to route the PO s and you will receive an error. If the Pickup End Date or Cancel Date is in the past, you will need to contact your buyer and request an extension on the PO s. b. RTS Size: Weight, Volume or Pallet Positions (based on loading method), Cartons c. Purchase Orders: RTS Quantity Revised December 16, DICK S Sporting Goods, Inc.

6 NOTE: Please ensure that the Cartons Field (located in the RTS Size header) is ALWAYS equal to the sum of all Purchase Orders (RTS Quantity column). If there is a discrepancy between the two fields, please only put the number of cartons you know to be shipping in both the RTS Quantity and Cartons fields Example from above screenshot: = 70 Ensuring these two fields match will designate proper mode and carrier assignment. If shipping a partial PO, adjust the RTS Quantity to the carton quantity shipping for each PO. If shipping a full PO, the carton count in the RTS Quantity column should match the Total Remaining Cartons (Unless there is a known discrepancy!) 3. Once all requested information is entered, click Preview. 4. If you plan to add more POs to your RTS or make changes prior to submission, click Save to edit later. NOTE: Once all changes are final, you will need to confirm your RTS to submit your RTS to DSG. 5. Click Confirm to submit your RTS to DSG. Upon confirmation your RTS is assigned a DO (Distribution Order) Edit a Saved RTS 1. Access the Ready to Ship screen using the RTS tile on your WebTop or your Quick Menu to locate your RTS. 2. Search for a specific RTS ID using the Quick filter tool. NOTE: If you do not have the RTS ID you can locate the number using the RTS tab on the Purchase Order screen. Once located, return to the Ready to Ship screen and proceed with your search. Revised December 16, DICK S Sporting Goods, Inc.

7 3. Double click the RTS number to view the details. 4. Click Edit RTS at the bottom of the screen to edit the details. 5. Edit the following information under the General tab: a. Header: Origin, Pickup Start, Loading Method, Hazardous Material b. RTS Size: Weight, Volume or PLT POS (Pallet Position), Carton Count c. Purchase Orders: RTS Quantity by PO Remove previously added POs using the checkbox to the left of the PO ID and selecting Remove Add POs to the RTS using the Add PO section. Filter to locate POs and select the POs by checking the box to the left of the PO NOTE: Ready to Ship and Canceled columns must equal No in order for the PO to be added to the RTS 6. Click Confirm to submit all changes to DSG or click Save to save the RTS for later edits. Revised December 16, DICK S Sporting Goods, Inc.

8 NOTE: An RTS that has been confirmed and submitted will have a status of Unplanned, while an RTS that has been saved will have a status of Open. To edit an RTS that has been confirmed and submitted to DSG or to ship against a PO with an RTS Status of Yes, contact the TMS Helpdesk at TMS@dcsg.com. Locate a DO There are three ways to locate a Distribution Order (DO): From the RTS screen 1. Access the Ready to Ship screen using the RTS tile on your WebTop or your Quick Menu. 2. Use the Saved filters or Quick filter tool to locate the applicable RTS and click Apply. 3. Double click into the RTS number. 4. Click the DO Lines tab. 5. Double click into the DO number under the Distribution Order column. From the PO screen 1. Access the Purchase Orders screen using the Purchase Orders tile on your WebTop or your Quick Menu. 2. Use the Saved filters or Quick filter tool to locate the applicable PO. 3. Double click the PO number. 4. Click the DO Lines tab. 5. Double click the DO number under the Order column. From the DO screen 1. Access the Distribution Orders screen using the Distribution Orders tile on your WebTop or your Quick Menu. 2. Use the Saved filters or Quick filter tool to locate the applicable DO. 3. Double click the DO number under the Distribution Order Line ID column. Revised December 16, DICK S Sporting Goods, Inc.

9 Locate the Shipment ID and Assigned Carrier To locate an assigned Shipment ID and Carrier: 1. Click the General or Shipping tab on the DO screen to locate your assigned shipment ID (i.e. CS00XXXXXX). 2. Click the Shipment ID hyperlink. NOTE: If the Shipment ID(s) field is blank, it has not been assigned. Please check back later. 3. The Shipment window will display a Status of Accepted and the Assigned Carrier s SCAC when the carrier has accepted the load. NOTE: If you do not see an Accepted carrier it means a carrier has not yet accepted your shipment. Continue to check back on your Status and Carrier throughout the day. 4. Click the blue information icon to the right of the Carrier SCAC to view Carrier details such as contact information. Revised December 16, DICK S Sporting Goods, Inc.