Cross Shipment. Kwik Order Work Instruction. Step-by-step instructions with screen shots

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1 Cross Shipment Kwik Order Work Instruction Step-by-step instructions with screen shots Robert Gorman 11/1/2011

Cross Shipments A cross shipment is when warehouse A enters an order into the Kwik Order system and has warehouse B ship the order directly to the customer.

2 Cross Shipments A cross shipment is when warehouse A enters an order into the Kwik Order system and has warehouse B ship the order directly to the customer. A cross shipment is different than a warehouse transfer; warehouse transfers are shipments from warehouse A to warehouse B. It is imperative that all cross shipments go directly to the customer, so that the cross shipment handling fee may be earned by the shipping warehouse. Log into Kwik Order system

3 Run the Warehouse Quantity Listing report to determine if any stock is available for the item the customer is ordering. MI-HUB-2

4 Mechler Sales has inventory showing available and not promised to another order.

5 Now that it has been determined that Mechler Sales has the inventory, the warehouse (A) needing the inventory will contact the warehouse(b) that has the inventory and confirm that it is available for shipment. Once Warehouse B gives the OK, Select Place Quote/Order and begin. Enter the Customer #: or use the Search Button.

6 Select the appropriate customer and click OK.

7 Enter the Item #, if you don t know the complete item# enter part of the number and hit the Pin- a box will pop-up with all item # s that are associated with that number.

8 Select the item # and hit OK.

9 Enter the quantity needed. Press the Pin for Total Onhand.

10 A listing of all warehouses and the inventory on-hand will pop-up.

11 Mechler Sales has the inventory needed.

12 The default Warehouse is always your warehouse, in this example, Test warehouse (1) is the name of this warehouse. Press the Pin to the right of Warehouse.

13 Scroll until the shipping warehouse is found, in this example, Mechler Sales.

14 Select Mechler Sales, the line will highlight green when selected. Now Scroll to the end to find the OK button.

15 Scroll to the end and press OK.

16 The Warehouse has now been changed to Mechler Sales. Enter the Unit Price. This unit price is an example only and isn t correct. Press the Save button.

Notice that the Warehouse still reads Mechler Sales (20), if you are entering additional items that will ship from this warehouse, there is no need to

17 Notice that the Warehouse still reads Mechler Sales (20), if you are entering additional items that will ship from this warehouse, there is no need to change the warehouse number. The # of line item entered: 1 Total Order Amount is This example order only has 1 line item, press the CheckOut button.

18 You will come to this screen, where additional information about this order is entered. Press the Pin to the right of Shipping Address ID#:

19 Select the appropriate Address #

20 The customer s shipping information is now populated. Enter the Customer P.O.

21 Press the Pin to the right of Ship Via :

22 Select the appropriate carrier.

23 Press the Pin to the right of FOB:

24 Highlight the appropriate Code and press OK

25 If the Freight Amount is known enter the amount in the Freight Amount: box Press the Save as a Sales Order button

26 Press OK The Sales Order #: field will populate with the sales order # for this order. You may Preview Order or Preview Pick List.

27 You may print the sales order by pressing the Print button.

28 I pressed the Ship SO button to show you that the order does not show up in your Ship SO listing of orders, that is because this order is a cross shipment and will Ship out of warehouse 20 Mechler Sales.

29 The order is listed in the Amend Quote/Order section, as the order is still open.

30 The order will not be listed in the Cross Shipment section of Warehouse A, the warehouse entering the order.

31 Warehouse A may contact Warehouse B and advise them that the order has been entered and provide the sales order #. In this example, Warehouse A is TRAIN (test sales person) #1 and Warehouse B is Mechler Sales. THE FOLLOWING SCREEN SHOTS ARE FOR THE SHIPPING WAREHOUSE B. MECHLER SALES. These are the steps for shipping Cross Shipments. Logged into Kwik Order as Mechler Sales.

Warehouse B (Mechler Sales) has been notified by Warehouse A that sales order 1000190417 has been entered and is ready for Cross Shipment.

32 Warehouse B (Mechler Sales) has been notified by Warehouse A that sales order has been entered and is ready for Cross Shipment. The order WILL NOT be listed in the Ship SO menu of sales orders.see below Ship SO was selected, sales order is not listed below. See next page

There was already an order in the system that Mechler was to cross ship for a different customer. Sales order 1000190417 appears at the top of the available cross shipments.

33 There was already an order in the system that Mechler was to cross ship for a different customer. Sales order appears at the top of the available cross shipments. In this case there is an actual cross shipment pending SO Select the SO# that is being cross shipped. Cross Shipment option now appears on your navigation menu. Press Cross Shipment button.

34 Select the Ship All button

35 The Ship QTY has been populated with the amount being ordered and shipped,

36 Enter the Waybill: #

37 Enter Tag#: Enter the Freight Amount: Press the Ship SO button Press OK button

38 Please or fax a copy of the Packing Slip to Warehouse A the Warehouse that asked you to make the shipment Preview Packing Slip and print, the packing slip must be posted on the shipment.

40 Sales Order no longer appears in the Cross Shipments menu of Warehouse B (Mechler Sales), since it has been shipped out. THE END

Rev.2.0. p f W. 119th Street Chicago, IL

Rev.2.0. p f W. 119th Street Chicago, IL Rev.2.0 1321 W. 119th Street Chicago, IL 60643 p. 1.800.465.2736 f. 1.773.341.3049 sales@mifab.com www.mifab.com Table of Contents I. Log on to Kwik Order... 3 II. Kwik Order Home... 4 III. Modules/Functions...