This article highlights the requirements for configuring the Warehouse Integration.
To understand the workflow, please refer to the Warehouse Integration Workflow article.
Setting Up Warehouse Integration
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This is regardless of whether the item is ‘box ordering’ or not.
Warehouse Integration Workflow
Releasing Orders to the Warehouse
If you have ‘On hold by default’ then the orders placed by the users will immediately be ‘on hold’, hidden from the warehouse. The status of the order will still show as ‘Pending’ however.
You can release the order in one of two ways:
- Go into the order and release the ‘on hold’.
- Release lots of orders using the Batch Processing.
Releasing the single order
- Go into the order and find the warehouse delivery you wish to release.
- Un-tick the ‘HALT’ checkbox.
- Click ‘Save’
Batch Processing the Releases
- Go into Inventory / Batch Processing
- Select ‘Halted Deliveries’
Handling Warehouse Errors
Occasionally you may receive ‘Web Service Export Failure’ notices from the system. You’ll get a separate one for each order that was rejected by the warehouse and can be for many different reasons. Here’s how to handle the different ‘reasons’:
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Replenishments / Goods In
Where a stock item linked to a warehouse supplier is also linked to a job in progress, that jobs is considered as a ‘replenishment’ of that item into that warehouse.
When the goods arrive at the warehouse, their system can update the project on Claritum, registering the ‘Goods Receipts’ and eventually marking the job as ‘Delivered’, for you.
The warehouse integration locates the appropriate project part by matching the product code and the quantity. It then registers the goods receipt for the quantity received.
Over Delivery
If more arrives at the warehouse than is expected then only the expected quantity is registered and the project part marked as ‘Delivered’. The warehouse system, however, will show a higher than expected quantity in stock and you can pick this up on the next Reconciliation Report.
Under Delivery
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Delivery Cost
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Reconciliation Report
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