Unleashed
Overview
This guide explains how orders from retailers are processed by Crossfire and loaded into Unleashed. It then explains the steps to take which trigger EDI responses to your retailer.
Typical implementations include:
Orders from retailer
Acknowledgements to retailers
Shipping Notifications (ASN's) to retailers
Invoices to retailers
Your specific implementation may not include all of these. For example, The Warehouse does not require acknowledgement messages.
Orders
Typically orders are received each week. A single order is generally received and this order specifies the details for many stores.
The delivery details for each store vary. You may ship directly to the stores, so each store will have it's own delivery address, or you may ship to a number of distribution centres, which handle the distribution to each store. Either way, the delivery address will vary across the stores.
For this reason, the order set will be broken down into multiple orders inside Unleashed. Each order will be for a specific store and have it's own delivery address and product breakdown.
When the order first appears in Unleashed, it appears in "Parked" status. It is at this step when you can look at each store order and modify the quantities if needed.
When orders arrive from retailers, they will typically appear in Unleashed within 5 minutes.
When orders arrive, they will all be shown in the 'Parked' status.
Order Acknowledgement
Once you have reviewed an order and can confirm the order can be accepted you mark the order as placed. This can be selected via the drop down box under the save button which changes the status.
If you have insufficient stock to deliver the requested amount you will need to modify the order quantity to the amount which can be delivered, before setting the order to 'Placed'. This will send back a reduced quantity on the order acknowledgement.
This will send out the Order acknowledgement back to the customer confirming that this order has been accepted.
Shipping
Once the order is ready to be shipped you will need to create the shipments within Unleashed, this can be done by selecting the products via the tick box and hover over the cog wheel within the order's order line details. You can then mark these products as shipped.
Alternatively you can create the shipment via the drop down box under the order button. This way you can select the orders which are being shipped here and add any additional fields required such as the Tracking number.
This will then generate the shipment where you can include all the extra details required. Typically a shipment is created for each pallet which is being sent which lists the appropriate goods inside.
From this we will generate the required labels and the ASN (Advance Shipping Notice) will be sent on to the customer.
You will be required to do this for each of orders. When all of the orders have been changed to 'Shipped'. The shipping notification will be sent back to the retailer.
For this reason, it is important that you update all of the orders for this order set.
Invoices
When you are ready to send out the invoice for the order you can create the invoice or mark the order as completed which will generate create the invoice in Unleashed as well. When you need to send it out you mark the order as completed which will cause our system to pick up the invoice and send it on to the customer.
Credit Notes
When you are ready to send out the invoice for the order you can create the invoice or mark the order as completed which will generate create the invoice in Unleashed as well. When you need to send it out you mark the order as completed which will cause our system to pick up the invoice and send it on to the customer.
