Fulfilment Layout

Field

Comments

Updatable from layout ?

Date Required

The Date the fulfilment needs to be despatched


Note: This date is input at the job level and may well require review

For example, if there are multiple fulfilments related to the job,  each fulfilment will appear as a separate record and this will have its own independent required date.

The job required date should look up the earliest-not delivered date.

TBA

Sort

A manual entry field allowing you to record a numeric value that you can then use to sort the data-set.

You can sort the displayed data-set by the values in this field by clicking on the column header

Yes

Type

A drop down selector that denotes the origin/type of the fulfilment.
Current values are:-
V - meaning that the fulfilment originates from the vendor site

B - meaning that the fulfilment is only for the supply of blank garments

W - meaning that the fulfilment originates from a web order

These values aid the warehouse staff in identifying where the fulfilment was originated

Enhancements: Consider .
a) Having an indicator for "normal" fulfilments

b) Having Scripted finds / filter buttons for these

Yes

Pick Location

Records the location of where the assembled and ready to despatch fulfilment is placed.

Company

The company whom placed the job order.

No

Contact

The contact at the company whom placed the job order

No

Job Number

The job order which the fulfilment is associated to.
This is useful for finding specific fulfilments.

Enhancements:

Need a way to reflect (and allow searches) when there are multiple jobs associated to a fulfilment. Consider exposing all of these into this field to allow user to search for one of the job orders and return the corresponding fulfilment to which it is linked.

No

Fulfilment Number

The unique internal identifier for the fulfilment record

No

Job Name

Taken from the Description field of the underlying fulfilment record.

Enhancements:

Consider making this editable, whilst still back filling this from the fulfilment itself.

No

Venue button

Clicking this will bring a pop up window showing the address details populated on the fulfilment, together with Set Recipient, Use Company and Set Venue buttons which allow you to select or update a delivery address. This information is taken from the Delivery details on the underlying fulfilment record and is dynamic."

Note: You can over-type this data if you need to

Yes

Icon

Comments

Available to Allocate

This constitutes an aggregate of the available to allocate status for all the items contained on the fulfilment.

The available to allocate status is calculated by comparing the maximum quantity of an item that can be allocated relative to the quantity of the item required on the fulfilment.

The maximum quantity of an item that can be allocated is calculated as an @sum of the (quantity in warehouse plus the quantity expected)

Given this, the field can have one of three statuses:-

a) When Green it indicates for all the items on the fulfilment, the quantity available to allocate is equal to or greater than the quantity required.

b) When Amber it means that for one or more of the items on the fulfilment, the quantity available to be allocated is less than the quantity required.

c) When Red it means that for all of the items on the fulfilment, the quantity available to allocate is zero

Allocated

Depending on the origin of the fulfilment, this should have been populated:-

1. For a [fulfilment] delivery order entered via the Vendor Site, once the order has been successfully placed.
2. For a fulfilment record that has been written up internally, as part of the process of populating fulfilment details.
   

In either case, items that are included on fulfilments are allocated in full (i.e. Qty allocated = Qty Required) and thus the status light should be Green

In summary:-

• Green when all items fully allocated (i.e. allocated = required)

• Amber when one of more items not fully allocated (i.e. allocated < required)

• Red: when all items Unallocated  (i.e. allocated=zero)

.

 Available to Pick

This constitutes an aggregate of the available to pick status of all the items that are contained in the fulfilment. Note:-

a) When Green it indicates for all the items on the fulfilment, the quantity physically available to be picked is >= quantity required, and thus items can be picked.

b) When Amber it means that for one or more of the items on the fulfilment, the quantity available to be picked is less quantity required.

In this case of b) it is worth drilling down into the fulfilment details to see what the quantities available vs. the quantities required, especially as the shortfall may be due to rejects encountered in production that will not be replaced.

In such circumstances you may conclude that you should de-allocate the item, reduce the quantity required, re-allocate, and thus you should now have an available amount >= quantity required.
See Dealing with Insufficient Stock on a Fulfilment for more details.

Picked

This denotes the picking status of all of the items contained in the fulfilment.

a) When Green it indicates for all the items on the fulfilment, the quantity picked is equal to the quantity required, and thus the fulfilment can be ready to be boxed up..

b) When Amber it means that for one or more of the items on the fulfilment, the quantity picked is less quantity required.

Again, as per the Available status icon, it is worth drilling down into the detail to see what the discrepancy is, and taking action accordingly to enable you to on process the fulfilment.

See Dealing with Insuffcient Stock on a Fulfilment for more details

Ready

This denotes the assembly status of the fulfilment. It updates to in progress (amber) when the assembly (boxing up, packing, despatch paperwork etc.) begins and completed (green) once the assembly of the fulfilment is completed.

Sent

This indicates the despatch status of the fulfilment. It gets updated when the fulfilment is despatched.

Ready To Invoice

This status icon denotes whether the fulfilment has been sufficiently populated such that it can be invoiced to the client.

This icon is initially set as Red (Not ready), and is manually set to green when a user decides that the fulfilment is in a state where it can be billed..

Typically a fulfilment is marked as ready to invoice once the finalised fulfilment charges are known and agreed with the client.  

This could be done at one of the following points in the process chain: -

1. Once the fulfilment has been fully assembled, because part of the charges involve costs for the effort involved in assembling / boxing up the fulfilment.

2. It might be as soon as costs are finalised which could be before the assembly/ boxing up of the fulfilment

3. The fulfilment may have no fulfilment charges (usually when a client collects the fulfilment from the warehouse)

Ultimately, the point at which the fulfilment will be marked as ready to invoice will vary depending on situation, but best practice is to do this once fulfilment costs have been finalised, recorded and agreed with the client..

Field

Comments

Updatable from layout ?

Picked Stock Location button

This button records where the physical contents of the fulfilment are. This gets updated as items are picked and packed.

Yes

Temp stock location

A temporary field: This is likely to be removed:
A drop-down to allow the recording of where the temporary staging post for the stock prior to despatch
Enhancements:Consider removal as PJ regards this a temporary fix

Yes

Boxes

Denotes the quantity of packed boxes, or "outers" that constitute the fulfilment.

Yes

Method

The Despatch Method for the fulfilment, e.g.

• Customer Collection

• Courier

• Overnight Courier

Yes

Consignment Number

Field to record the reference number that is applied to any fulfilment that is despatched via external courier

Yes

Despatched Date

Populated when the fulfilment is sent. Provides an audit record of when the fulfilment was completed.

No

Press

To

To Do

Show only fulfilments where Date Required =Today() And Not Sent

To Prepare

Show only fulfilments where Date Required =Today() And

Dev: is this now defunct ?

Vendorsite

Show only fulfilments where Date Required =Today() And Type is V or O

Press

To

Can be Picked All

Can be Picked Part

Can be Picked Both