Claritum allows your Warehouse Suppliers to connect directly with Claritum’s web services to automate the stock order-to-despatch process and the stock replenishment process, removing the need for manual intervention. This workflow begins after the Customer placed the order for the stock item.

This article highlights the workflow for the Warehouse Integration.

For information about how to configure Warehouse Integration, please refer to the Warehouse Integration Setup and Configuration

Releasing Orders to the Warehouse

Orders Once the order is placed by the Customer through the Customer Catalogue it will automatically be placed 'on hold' ( if you have the ‘On hold by default’ option enabled in the Customer's profile).

You can release send the order to the Warehouse in one of two ways:

• Release a single order
• Release multiple orders

Releasing a single order

1. Go into 'Inventory' → 'Orders' and view the order
2. Find the warehouse delivery you wish to release
3. Uncheck the ‘HALT’ checkbox
4. Click ‘Save’

Releasing multiple orders

1. Go into Inventory → Batch Processing
2. Select ‘Halted Deliveries’
3. You can filter orders by 'Customer' if required
4. Select the orders that you wish to release
5. Click 'Release Deliveries'

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If no further deliveries are due then the Claritum Account Manager will need to adjust this manually by adding a goods receipt for the balance, noting that it was a short delivery and then adding a stock adjustment to match the warehouse balance.

Delivery Cost

The Customer Catalogue can use a Rate Card item to calculate a delivery charge for the stock items in the order.

The Delivery Rate Card Setup for Stock Items knowledge article explains how to configure the Delivery Rate Card

Reconciliation Report

A list of all of items (product code, quantity and unit of measure) is sent to Claritum every night by the Warehouse Supplier's system. Claritum then checks these levels against the Claritum items.

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