Click on “Orders” and you will arrive in the order overview
Expand the order you would would like to trigger a new routing decision for
Click on the three dots and click on Reroute task (only possible if picking has not started)
A new routing will be triggered for the selected Pickjob to find the ideal location of fulfillment
How to assign order to another facility?
Select "Network View"
Click on “Orders” and you will arrive in the order overview
Click on the order that you would like to assign to a different store (only possible if picking has not started)
Select the store
The order will arrive as a new task in the selected store
How to cancel an order?
Select “Network View”
Click on “Orders” and you will arrive in the order overview
Select the order you would like to cancel
Click on the button “Cancel order”
You will be asked if you really want to cancel the order. If yes, click on “Cancel order”. The order will be marked as canceled and will disappear in the picking app
How to change the delivery address?
Select “Network View”
Click on “Orders” and you will arrive in the order overview
Select the order and select “Change delivery address”
Change customer address and save
How to add an order with an item from a specific brand
The filter for brands just appears if there is an order with an item which is descriptions contains a brand.
A brand can be added to an orderline by adding an attribute with the category "miscellaneous" the key "BRAND" and with a value naming the brand (like in the following example).
Click on “Orders” and you will arrive in the order overview
Click on the three dot menu at the order you would like to check and click on Order History
Now you can check the order movements
How to check the order status?
Select “Network View”
Select “Network View”
Click on “Orders” and you will arrive in the order overview
Open up the order task and check status (orange= in prgress grey = not started, green = done)
How to reset the order status?
Select “Network View”
Select “Network View”
Click on “Orders” and you will arrive in the order overview
Open the order and click on the lower three dot menu and click on reset status
How to unlock an order which is marked as locked?
Select "Network View"
Click on “Orders” and you will arrive in the order overview
Click on the locked order that you would like to unlock, and clock on "Unlock"
Unroutable orders
How to deal with unroutable orders?
You have the following options to deal with unroutable orders:
Assign a new facility for fulfillment: Assign an order to a specific facility by ignoring any configured fences. A possible scenario might be to route a Same Day order to a given facility, change it to a Standard Delivery Order (see Carrier change ) and fulfill it. It is possible to assign the partial or the whole order.
Changing consumer adress enables the user to handle situations where the shipment could not be delivered and a second attempt (with another address) should be performed.
Trigger a new DOMS decision: Rerun the routing process to re-evaluate whether a facility now exists that can fulfil the order. This might come in handy when a misconfiguration of the DOMS has been fixed and all orders should be processed in a regular manner.
Canceling an order cancels all corresponding Pickjobs of an order. It is possible to cancel the partial order or the whole order.
How to set up a tenant wide fallback facility via API
How to set up a tenant wide fallback facility via backoffice
When no store can fulfill the order in case of shortpick, will the order go into unroutable?
No, if "blacklistedassignedfacilities" is set on "true" , the order will stay in the last routed facility or you can define a fallback facility for it, so the order will then directed into that facility. If the settings are not set on "true" the order keeps rerouting through the facilities.
Waiting - Preorders / Backorders
How to deal with "waiting" orders?
You have the following options to deal with "waiting" orders:
Assign a new facility for fulfillment: Assign an order to a specific facility by ignoring any configured fences. A possible scenario might be to route a Same Day order to a given facility, change it to a Standard Delivery Order (see Carrier change ) and fulfill it. It is also possible to assign the partial or the whole order.
Changing consumer adress enables the user to handle situations where the shipment could not be delivered and a second attempt (with another address) should be performed.
Trigger a new DOMS decision: Rerun the routing process to re-evaluate whether a facility now exists that can fulfil the order. This might come in handy when a misconfiguration of the DOMS has been fixed and all orders should be processed in a regular manner.
Canceling an order cancels all corresponding Pickjobs of an order. It is also possible to cancel the partial order or the whole order.
curl --location --request PATCH 'https://your.api.fulfillmenttools.com/api/facilities/{facilityId}/listings/{tenantArticleId\--header 'Authorization: Bearer TOKEN'{"actions": [ {"action":"<Use the corresponding action, see documentation>","outOfStockBehaviour":"BACKORDER" } ],"version":1}
Facilities
How to add facilities?
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on “Add facility”
Enter facility data and save facility
How to set fulfillment times and capacities?
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on the setting sign
Define store individual fulfillment times and capacity
How to set fulfillment times for multiple facilities
Open Network view
Select Settings
Select “Fulfillment times for multiple facilities” and click on “Edit”
Either select all facilities or those you want to change the fulfillment times for
Set the timeslots and according capacities per timeslot.
Hint: The quantity capacity defines the number of tasks that can be handle during a timeslot. The capacity is considered in the routing decision as soon as the capacity fence or ratings is acitvated
Optional: Set Fulfillment free days in batch for holidays, during cycle counting or other fixed dates
Check your added data and confirm via the “save” button
How to set fulfillment times and capacities?
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on the setting sign
Define store individual fulfillment times and capacity
How to set closing times?
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on the setting sign
Click on “Add day”
Define store individual closing times
How to set average average fulfillment duration?
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on the setting sign
Either activate the tenant-wide default duration or you can define a specific value for a facillity
How to connect carrier to a facility?
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on the setting sign
Activate all the carrier, that should pick up shipments from a specific store
Enter or change the Carrier Credentials and click on “Save”
How to set average fulfillment duration?
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on the setting sign
Either activate the tenant-wide default duration or you can define a specific value for a facitlity
How to set stock to 0 in case of shortpick?
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on the setting sign
Enable this feature, if the stock should be set to 0 in case of an shortpick
How to use fulfillment capacity for capacity planning
Safety stock can be configured on facility level by clicking on the three-dot menu on the right. Safety stock can be defined on facility level. It work as a buffer for offline sales to ensure that online sales do not cannibalize offline sales. If the safety stock is reached within a facility, the facility is not considered for routing any more so that no online orders are accepted to be fulfilled from this facility. Users can configure a different safety stock quantity for each listing.
User
How to add users and define the role?
Select “Network View”
Click on “Users”
Click on “Create user”
Enter the user data and select the role for this user
Service Types
How to define order type Ship from Store?
Select “Network view”
Define which Service Type can be selected by the customer
In DOMS Configuration you can enable fences to precise the Ship from Store settings
How to define order type Click & Collect?
Select “Network View”
Select “Facilities” in the Cockpit
Click on the setting-symbol in the facility overview
Define for each facility the preferred order type(s)
Routing
How to set fences & ratings in your order routing
Select “Network View”
Click on “Doms Configuration”
Open up “Routing rules”
Define the weight of each criteria ( 1 = important, 10 = not important)
How to activate Order Split Settings for initial Routing
1.) Select “Network View”
2.) Select “DOMS configuration”
3.)Open up “Order Split”
4.) Define your individual Order Split Count
Shortpicks
How to activate Order Split after Shortpick - Ship from Store
Select “Network View”
Select “DOMS Configuration”
Open up “Routing decision in case of a shortpick”
Select "Order Split". An press the "Save" Button.
Now the order can be splitted in case of a shortpick
Shortpicks in Case of Click & Collect - Ship to Store / Interfacility Transfer
Select “Network View”
Select “DOMS Configuration”
Open up “Routing decision in case of a shortpick”
Activate Click & Collect Reroute
When exactly will the order be rerouted?
The order will be rerouted after finishing the Pickjob. So before the packing starts.
When exactly will the stock set to 0 in case of shortpick when feature is enabled?
The stock will be set to 0 after finishing the Pickjob.
If an order is rerouted due to a shortpick, is it possible for a store that has already attempted to pick the item to receive the order again?
That depends on the configurations. If you have set 'blacklistedAssignedFacilities' to 'true,' the facilities that have already had the order will not receive it again. If not, it is possible that the order will be rerouted to the same facility again.
Settings
How to connect carrier network wide?
Select “Network View”
Click on “Settings”
Open up the field “Carrier credentials”
Click on “Change credentials”
Enter the API Key and enable the toggle if you have a network-wide contract
Enter the credentials for the network-wide carrier
Define the carrier credential data and click on “Save”
How to define substitution items?
Select “Network View”
Click on “Settings”
Open up the field “Substitution items”
Enable the function by clicking on “Feature disabled”. It will turn into “Feature enabled”. Afterwards click “Save”
⚠️ Substitute items can just configured via API
How to enable manual stock adjustments?
Select “Network View”
Click on “Settings”
Open up the field “Manual stock adjustment”
Enable the function by clicking on “Manual stock adjustment is inactive”. It will turn into “manual stock adjustment is active". Afterwards click on “Save”
In the facility view it is then possible to change the stock manually in the listings. After changing click on “Save”.
An inbound process can be set on hold by clicking on the three-dot menu in the inbound card. After clicking "Set on hold", the inbound process is paused. The status is adapted in the inventory app as well. The "on hold" status can be removed in the same way.
How to cancel an inbound process?
An inbound process can be cancelled by clicking on the three-dot menu in the inbound card. After clicking "Cancel inbound process", the whole process is cancelled. Deliveries that have already been accepted stay on "closed" status and no information is lost. A cancelled inbound process can NOT be re-opened via Backoffice.
A new storage location can be created by clicking the plus-icon in the right corner.
It is mandatory to define:
Storage location name
Type
It is optional to define:
Location ID: Additional value that should be uniquely identifying the location. If no value is set by the user, an ID is created automatically and cannot be changed afterwards.
Zone
Barcode: string describing the scannable code by which the storage location can be found
Storage location information: brief description of location limited to 1024 characters
How to edit stock on storage locations?
Stock that is already placed on a storage location can be added in the expanded location view by clicking on the three-dot menu on any of the product cards. Stock can only be deleted if the quantity has been set to zero beforehand.
How to add stock to storage locations?
In the expanded location view, a product can be added to a storage location by clicking on the "Add product and amount" button. Upon click a search field is opened where the user can search for existing listings via name or ID. After a listing was selected, the desired amount can be configured and the stock can be created on the chosen storage location.
Task View
How to understand the functions in the task overview?
A goods receipt can be started by either clicking on one of the entries or by scanning the delivery note. If you want to scan, click on the symbol in the right corner and scan the barcode on the delivery note with your MDE device.
Upon opening an entry in the inbound overview, the user receives an overview of all items that are expected to arrive.
By clicking on an entry, the inbound process can be started. For each product that has arrived, the user can indicate total quantity and quantity of rejected items.
In addition, it is possible to add a comment and photos, explaining, e.g., reasons for rejecting certain items. If at least one product has been confirmed, the user can continue to scan the storage location.
After that, a summary of all accepted items as well as the scanned storage location is shown and the user can complete the receipt of goods.
How to receipt partial deliveries?
It is still possible to complete the receipt of goods without accepting all items. In that case the entry gets the status "Partial Delivery". The process remains in that status until either the rest of the delivery was accepted or the rest of the delivery was cancelled.
If a subsequent delivery arrives that belongs to the same entry, the receipt of goods can be continued by clicking on the entry. In that case the user can edit quantity and condition of items that have not been accepted yet. Items that have already been accepted cannot be edited anymore. If all remaining items have arrived in the subsequent delivery, the status of the process is changed to "closed" and the entry is not visible any more in the overview.
How to add attachments to a goods receipt?
Details on the delivery in general or on specific items can be added via comments and/or photos.
Comments concerning the whole delivery can be added on the overview page by clicking on the comment icon.
Comments concerning a specific product can be added by clicking on the "Add comment" section in the product detail view for products without properties, or at the end of the wizard for products with properties. Photos of delivered product can be added by clicking on the "add photos" section in the product detail view.
Storage and Relocation
How to stow items after good receipt?
Switch to the stowing section
Upon opening the stowing section, the location scan screen is displayed. To start the stowing or relocation process, scan a storage location.
After a location has been selected, an overview of all items situated on the location is displayed. Select items that should be relocated by scanning or clicking on the respective product(s) in the app. If not all available pieces are to be taken, the exact number can be specified in the next step. To relocate items, click on the "Start stowing" button.
Next, an overview of all collected products along with the respective storage location recommendations is displayed. Upon scanning or clicking on a product, the quantity that should be relocated can be chosen.
In the next step, the storage location where the product should be placed can be scanned. The location which is recommended for stowing is displayed in the screen.
After scanning a storage location, a summary is shown including the products that should be relocated as well as products that are already placed on the storage location. By clicking the "Stow" button the user is redirected to the overview of collected products and stowing can be continued until all products are relocated.
How to stow items with stock properties?
When removing a product with stock properties from a location, the user must indicate exactly which items with which properties are taken. This step can be skipped if all products on the location with the same product ID have the same properties as well.
When stowing products with properties on a location, every property set (e.g. expiry date) that was collected is shown as a separate line item. Depending on the defined properties, different storage location recommendations are displayed.
If unmixed storage is enabled and a location is chosen for a product with properties, a modal is shown if there already exist items with the same product ID and different properties. However, the user is allowed to skip the modal, select the storage location and continue.
How do I add a storage location if scanning does not work?
Upon clicking on the plus icon in the location scan view, an overview of all existing storage locations is shown. It is possible to search for storage locations by storage location ID or storage location name. A location can be selected via click. After that, the user is forwarded to the summary page.
Operations App
Picking
How to pick
Open Pick section
Select Order that you would like to pick, by clicking on it
Search for articles and collect these
Pick each collected item item by either scanning or manually adding the picked amount
Scanning
Scan the Barcodes of each item by pressing the Scan button on the display of your smartphone or by using the scan button on the side of your scanner.
Adding the quantities manually
In case you can not scan a barcode or don´t want to do so, you can also select one item by clicking on it and add the quantity manually with the amount handler and saving the amount.
After having picked all available items you can finish the Order/ Pickjob by sliding the complete button to the right.
How can a picking task be aborted/cancelled?
In case a picking task must be aborted because it can’t be fulfilled in any facility, this can be directly done in the picking task.
Open the picking task which must be aborted. Do not pick any items so that every line item has picked amount of 0/0.
Now click “Complete”.
The “Picking finished?” dialog asks you to confirm that you complete the task with 0 picked items. Tick off the checkbox to confirm and click “Yes, complete picking”.
You will be informed that the picking task has been aborted and now you can proceed to the next task.
How to pick tasks in batch?
All orders that can be picked in a batch-pick are - marked with a checkbox. This needs to be activated via API first. Click on all the orders that you would like to pick in one batch-run.
Click on “Tasks selected” to jump into the Picking UI
You can now pick by scanning or manually inserting the picked quantities. In the webapp you can additionally press “Print List” if you are picking e.g. with a POS device to print out the picking List, pick the items and enter or scan the amounts in the web app
Click on an item to enter the picked amount. Its possible to click on the “+” sign or enter the picked amount manually
When you are done with picking click on “complete and to packing” to move to the packing steps
Select the orders for packing
How to pick in case of forced barcode scanning?
If forced barcode scanning is configured it means, that it is mandatory to scan the items, that have to be picked.
The picking process its self is similar to the normal picking. (Look: Android App & Web App: How to pick articles)
The only difference is, that in case of an non scanned barcode, the app sends you a warning:
How to pick from storage locations with forced scanning (Location first, item second)
Open Pick section
Select Order that you would like to pick, by clicking on it
Search for articles based on the displayed storage location. Depending on your configuration either first scan the item or the storage location. The following example will be based on storage location first and items second.
Scan the Barcodes of each location by pressing the Scan button on the display of your smartphone or by using the scan button on the side of your scanner and wait for green confirmation "Location scanned successfully"
Scanning is mandatory means you need to scan all items! Scan the Barcodes of each item by pressing the Scan button on the display of your smartphone or by using the scan button on the side of your scanner
Move to next item of the orderline and repeat steps 4 and 5 until you have completed the pick
After having picked all available items you can finish the pick by pressing the finish button
After finishing you will be lead to the pickjob overview, where the status of your picked order is shown as done (green), or to the packjob overview - depending on your selection
How to pick substitute items
Open the task and start picking the ordered items
Pick all available items
Whenever the originally ordered product is not available, you have the possibility to switch to the substitute options by pressing the ⋮
Click on “Select substitute item”
Select from the available substitute articles and insert the correct/ available quantity
Confirm substitute pick by clicking on “Close”
Complete the picking process or continue your normal picking process
How to pick weighted goods with one measurement unit?
There are different cases for a consumer to order weighted goods. This How To show´s the example of the case, when a consumer orders weighted goods in form of weight (1500g pears)
Start the pickjob as usual (Pick)
When you need to pick an weighted item, first weight the item and then enter the weighted amount into the app
Press "OK" when you are done
How to pick weighted goods with two measurement units?
This How To shows the example of the case, when a consumer orders weighted goods, that are ordered in pieces, but need to be weighted as well to define the price. (2 Watermelons)
Start the pickjob as usual (Pick)
Collect the amount of the item that are ordered. Afterwards enter the weighted amount and click on OK
Example for configured tolerances - hard tolerance
This How To shows the example of the case, when a consumer orders weighted goods in form of weight (1500g pears) with hard tolerance configured. In this case a hard tolerance for overweight is set with 20%.
Start the pickjob as usual (Pick)
Collect as much of the ordered item as is shown in the order. When you are about to enter the amount of weight, you can already see the max. tolerance rate (1200g in this case)
When you enter a weight over the max. tolerance rate. You will not be able to pick that amount of weight. The amount is shown in red and the “Save” button is greyed out and not able to be pushed.
Take less amount and try to stay in the tolerance range
Click on “Save” and continue with the picking process
Example for configured tolerances - soft tolerance
This How To shows the example of the case, when a consumer orders weighted goods in form of weight (1500g pears) with soft tolerance configured. In this case a hard tolerance for underweight is set with 20%
Start the pickjob as usual (Pick)
Collect as much of the ordered item as is shown in the order. In this example we could just pick 700g instead of 1000g because we were out of stock. Enter the 700g that have been picked
In case of a soft tolerance you will get a notification about the missing amounts, that you need to confirm.
When you are finished with picking, you have to confirm again, that the missing amounts, are correct. Click on “Yes, complete picking” to finish the process
Packing / Printing (New version in development)
How to Pack and print shipping labels or other documents in the packing section
Open the pack section and open the task you would like to complete
Press the print button at the bottom left corner and request shipping label via +
Wait until the label was generated
Select the correct shipping label by marking the ☑️ and open the shipping label by pressing “view shipping label”
Select the correct printer & print the label
Return to the pack section by swiping left on your android device
Print further documents or close the packjob
Handover
How to hand over orders to customers
Open Handover section at the bottom of the fulfillmenttools App
Select whether the order is a (2a) shipment (ship-from-store) or a (2b) Pickup order (Click & Collect or Click & Reserve)
Select the correct package/ bag by matching e.g. order number or name of customer with Short ID and hand the package over to the customer or carrier.
Open task, which needs to be handed-over
Press “Task picked up”
Confirm “Task has been picked up”
Hint: Ship-from-store orders with standard carriers are usually automatically handed-over.
Returns (New version in development)
Select “Network View”
Click on “Facilities” to reach the facility overview
Click on the setting sign
Enable this feature if you wish to consider the fulfillment capacities for capacity planning (Capacity per fulfillment time slot needs to be set within the “Fulfillment times” tab) In order to exclude facilities in the routing decision that do not have any capacities available in a desired timeframe the corresponding fence needs to be activated within the DOMS settings. There is also the possibility to give priority to facilties that do have (more) free capacity by enabling the corresponding rating within the DOMS settings.
