NOTE: This information is unique to our Partner Warehouse program.
The Processing column lists all current transactions you are releasing or delivering out of your warehouse.
How to Create a New Outbound
To release or deliver product out of your warehouse:
1. Click New next to Processing.
2. From Details, choose your warehouse.
3. Choose the Customer/Project for this transaction.
4. Enter the Carrier, for example UPS, Fedex, Company Driver. If the transaction is being delivered, enter the Delivery Address Information and other relevant information.
5. The Shipping and Processing date will default to today’s date and time. Change if needed.
6. Enter any notes under Special Instructions that you wish to relay to your Partner Warehouse provider.
7. Click Upload Transaction Documents to upload pictures of documents to this transaction (Bill of Lading, Delivery Ticket, etc.).
8. From Items, click anywhere on the Items bar.
9. There are two ways to complete an outbound transaction: from Item Listing or with Add Items from Grid.
To release items using the Item Listing:
a. Click the Item No. drop down and choose the Item number of the first product you are releasing.
b. Enter the total quantity to be released under Qty to be delivered.
c. Click Add Item button.
d. Repeat for the remaining items to be released/delivered.
e. To edit or delete quantities for items entered and listed in the Item Listing, click the edit or delete icon, if needed.
f. Once all items have been released, please click Save at the bottom right of the screen.
To release items using the Add Items from Grid:
a. Click on the Add Items from Grid button.
b. All the inventory for this project will list here on the Grid.
c. Click on the box to the left of the item to be released and enter the Quantity Request and then enter the pulled quantities in the location field of where they were pulled.
d. Continue this process for all remaining items within this grid.
e. Once all items have been added click Select Items. Notice that all items chosen will be listed in the Item Listing.
f. Click the Save button at the bottom right of the screen.
10. Once you have finished, please send an email to your Partner Warehouse provider notifying them that transaction number has been completed and is ready for handoff.