Build a Delivery/Service/Transfer Manifest

Access

This program is an optional step in the delivery/transfer/service process. The program collects information on specific delivery/transfer/service dates and produces a report, also called an order manifest, that warehouse personnel can use to track actual pieces delivered/transferred/serviced. If a stop time was entered during route scheduling, the manifest prints in stop-time order. It also provides a paper trail for the customer signature and collected dollar amount.

This Help topic describes all three manifest creation routines:

• Build a Delivery Manifest

• Build a Transfer Manifest

• Build a Service Manifest

Once you enter the warehouse, date, and route, one of the following prompts appears, depending on whether or not a manifest already exists for the selected location, date, and route:

    Auto-build this Manifest  Yes  No  

         or

    Auto-update this Manifest  Yes  No

To manually add orders to the manifest, answer No, then enter the document numbers to be added at the Document field.

When actually building a manifest, be sure to access the proper routine. For example, to enter a transfer manifest, use the Build a Transfer Manifest routine.

To print a hard copy of your manifest, use the Print a Manifest program.

Once you add an order to a manifest, you cannot access the order using other processes.

If an order on a manifest has been released for completion, this process prevents you from removing it from the manifest.

Service lines with a Closed Without Completion status as designated in Status Code Settings are recognized as closed lines.

If a previously existing manifest has one or more orders removed, the Enter Reason Code window appears if 1) the Require Reason Code if one or More Orders Removed field is checked in Point of Sale Control Settings and 2) the Removal of Orders from a Manifest Exception reason code is set in Reason Code Settings. An exception is logged if a reason code is required for removal of an order. The Enter Reason Code window appears once even if more than one order is being removed. There is no prompt for a reason code if an order is removed during original creation of a manifest. Manifest exceptions can be reported via Run a Report using Orders Removed from Manifest (S$TE_MAINIF_RMV).

WarehouseEnter (or select) the location code of the warehouse from which the merchandise is being shipped.  

DateToday's date defaults in this field. Accept the default, or enter the scheduled delivery/transfer/service date for which you want to create this manifest.

RouteEnter the route for which you are creating a manifest. Click the Search button to locate a code. The entry of a route code in this field is mandatory.

TruckIf third-party mapping is active on your system and active for the selected location (Mapping Active field is selected in the Location Settings), this field is used rather than the Route field. Use this field to indicate the truck for which this manifest is being created.  

TechnicianThis is the service employee assigned to the service calls on the selected route.  

CarrierThis is the trucking/shipping company that will be used for delivery/transfer of the merchandise. The code entered here must already exist in the Delivery Company Settings (Freight Company) file.

Staging AreaThis is used with batch bar code An inventory bar code scanning process in which you scan labels using a wireless or tethered scanning device. You upload/download information to and from STORIS in batches. STORIS also provides other scanning processes called RF bar code and Store bar code. to assist with cycle counts. Staging areas are most often used as areas on a DOCK or other spaces that items on a manifest may be moved to in order that they be excluded from the cycle count. If a storage location has been set up for this location and has been designated as a staging area, this field may be used to identify the staging area for these deliveries/transfers.

StopsThe total number of stops for the orders on this manifest displays.

UnitsThe total number of pieces on this manifest being delivered/transferred displays.

TypeThe type of manifest (Transfer, Service, or Delivery) being created displays.

Document