Wai System Document

Appearance

Order List ​

The Order List page provides a comprehensive overview of all orders, allowing users to manage, search, and filter orders efficiently.

Detailed Instructions ​

Search and Filter Section ​

  1. Search Bar:

    • DN Number

      1. Search orders by Delivery Note (DN) number.

    • Attention Name

      1. Search orders by Delivery Note (DN) number.

    • Expected Shipping Date:

      1. Use the calendar icon to select a specific expected shipping date to filter orders that are expected to be shipped on that date.

    • SKU Type:

      1. Select the SKU Type from the dropdown list to filter orders based on the type of SKU associated with them.

    • Status:

      1. Filter orders by their current status. By default, the system uses the following statuses: Pending, In Progress, Ready To Ship, Shipment Pending, Partial Ship, Insufficient

    • Batch ID:

      1. Enter the Batch ID to filter orders that are part of a specific batch.

    • Packed By:

      1. Use the dropdown to select the name of the user who do the packing.

    • ShipOut Date:

      1. Select a specific ShipOut Date using the calendar icon to filter orders scheduled to be shipped out on that date.

    • ShipOut By:

      1. Choose the person responsible for shipping out the order

    • Batchable Checkbox:

      1. Check this box to filter for orders that are eligible to be included in a batch.

Order List Table ​

  1. Column Headers:

    • Items Ordered: Displays the number of items in the order. Clicking on this link opens a detailed list of items in the order.

    • DN Number: The Delivery Note number associated with the order.

    • Tracking Number: The tracking number for the shipment.

    • Expected Shipping Date: The date when the order is expected to be shipped.

    • Status: Current status of the order (e.g., Shipment Pending, In Progress, Ready to Ship, Shipped).

    • Ship Method: Method of shipping.

    • Batch ID: The batch ID associated with the order.

    • Attention Name: The name of the person receiving the order.

    • Purchase Order: The purchase order number associated with the order.

    • Packing Date: The date when the order was packed.

    • Packed By: The user who packed the order.

    • Shipout Date: The date when the order was shipped out.

    • Shipout By: The user who shipped out the order.

    • Pending Duration: The duration for which the order has been pending.

    • Days Until Delivery: The number of days until the expected delivery.

    • Ship Address: The shipping address for the order.

    • Special Instructions: Any special instructions associated with the order.

    • Note: Additional notes related to the order.

    • Action: Actions that can be performed on the order (e.g., view details, edit, cancel).

  2. Select Orders:

    • Purpose: Select orders for batch processing or other actions.

    • Usage: Check the box next to the orders you want to select.

Action Buttons ​

  1. Clear Selected:

    • Purpose: Clear all selected orders.

  2. Create Batch List:

    • Purpose: Create a batch from the selected orders. Please see more details about the batch in the section below.

    • Usage: After selecting the orders, click the Create Batch List button to generate a batch.

  3. Cancel Order:

    • Purpose: Cancel the selected orders.

    • Usage: Select the orders and click the Cancel Order button to cancel them.

  4. Create Order:

    • Purpose: Create a new order.

    • Usage: Click the Create Order button to start the process of creating a new order.

Order Creation ​

The Order Creation page allows users to create new orders by entering relevant information such as order details, shipping information, and item specifics.

Page Overview ​

The Order Creation page is divided into three main tabs:

  1. INFO: General order information.

  2. SHIP FROM: Details of the shipping origin.

  3. SHIP TO: Details of the shipping destination.

Detailed Instructions ​

INFO Tab ​

  1. Order Number:

    • Purpose: Displays the automatically generated order number.

    • Usage: This field is pre-filled and can be edited.

  2. Expected Shipping Date:

    • Purpose: Set the date by which the order should be shipped.

    • Usage: Click on the calendar icon and select the desired date.

  3. Order Note (Optional):

    • Purpose: Add any additional notes related to the order.

    • Usage: Enter the notes in the provided text box.

  4. Special Instruction (Optional):

    • Purpose: Add any special instructions that need to be followed for this order.

    • Usage: Enter the instructions in the provided text box.

  5. Select Shipping Method:

    • Purpose: Choose the shipping method for this order.

    • Usage: Use the dropdown menu to select the preferred shipping method, then specify any further details if required.

  6. Adding Items to the Order:

    • SKU Number: Enter or select the SKU (Stock Keeping Unit) number of the item.

    • Line No: Specify the line number for the item.

    • QTY: Enter the quantity of the item to be ordered.

    • SAP Bin: Select the SAP bin.

    • Add Item: Click the ADD button to include the item in the order.

  7. Adding a lot to the Order:

    • Please note that you can create a new order from a lot number by clicking the "Generate Lots" button and entering the lot number.

  8. Save or Cancel:

    • Save: Click the SAVE button to save the order details.

    • Cancel: Click the CANCEL button to discard the order and return to the previous page.

SHIP FROM Tab ​

This section is used to input the origin details of the shipment. It includes the address and relevant information about where the items are being shipped from.

  1. Address Info:

    • Name: Enter the name of the shipping origin.

    • Address: Fill in the address details including state/province, city/district, street, country, and zip code.

    • State/Province Code: Enter the appropriate state or province code.

    • Sub-district (Optional): Fill in if applicable.

  2. Contact Info:

    • Contact Person (Optional): Enter the name of the contact person at the shipping origin.

    • Email (Optional): Provide an email address for contact purposes.

    • Phone (Optional): Provide a phone number for contact purposes.

    • Phone Number Extension (Optional): Enter any additional phone number extensions.

SHIP TO Tab ​

This section is used to input the destination details of the shipment. It includes the address and relevant information about where the items are being shipped to.

  1. Address Info:

    • Name: Enter the name of the shipping destination.

    • Address: Fill in the address details including state/province, city/district, street, country, and zip code.

    • State/Province Code: Enter the appropriate state or province code.

    • Sub-district (Optional): Fill in if applicable.

  2. Contact Info:

    • Contact Person (Optional): Enter the name of the contact person at the shipping destination.

    • Email (Optional): Provide an email address for contact purposes.

    • Phone (Optional): Provide a phone number for contact purposes.

    • Phone Number Extension (Optional): Enter any additional phone number extensions.

Order Editing ​

The Order Editing page is similar to the Order Creation page, with the added functionality to view and manage prepared items. You can also remove prepared items from the order. Here's a brief overview of the additional features:

Prepared Items Pop-Up ​

  • Access: Click the "Prepared Items" button to view the items that have already been prepared for the order.

  • Details Displayed:

    • Line Number: Indicates the position of the item in the order.

    • WMS Number: The unique identifier for the item in the warehouse management system.

    • Unit S/N: Serial number of the unit.

    • Status: Shows the current status of the item (e.g., "Pack").

    • SKU: The stock-keeping unit identifier.

    • BIN Type: refers to the categorization of items within the warehouse based on their status, purpose, or condition.

    • Quantity: Number of items prepared.

    • Zone/Location: The specific zone or location in the warehouse.

    • Pallet Number: The pallet number where the item is stored.

    • BIN Number: The bin number where the item is stored.

    • Box Number: If applicable, the box number containing the item.

  • Print Label: Click the "Detail" button next to an item to print a label.

Remove Items Pop-Up ​

Everything in the "Remove Item" process is similar to the movement page, except that the item status will revert to "Inventory" after removal. For detailed steps, please refer to the movement section.