INTRODUCTION

This document will assist users with the Crossfire Order Portal. It is intended for:

• • Suppliers receiving orders from retail or wholesale customers

  • Suppliers sending orders to 3PL distributors

This document is for existing Crossfire Cloud EDI customers. You will have been provided login details for the Crossfire Ordering Portal.

The Crossfire Ordering Portal is ready to use once testing has been completed with your retailer.

LOGGING IN

The Crossfire Ordering Portal is accessible through https://orders.crossfireedi.com

Login using the credentials you have been provided by the Crossfire Support Team.

After logging in, you will be taken to the dashboard. This will summarise your orders for the week.

ORDERS FROM RETAILERS/WHOLESALERS

Viewing Received Orders

Orders will be delivered directly into the portal from your trading partners. Select ‘Orders’ from the menu on the left to view a list of all Orders.

Orders which have not been actioned and sent to Orderbot can easily be identified as they will be shown in an ‘Order Sent’ status. See the top order in the screenshot below.

The filter option provides a way to restrict your view to a certain date range. By default orders from the last year are shown.

If you are looking for a particular order number, clicking on the magnifying glass provides a search facility by Order Number. The image below shows the search and filter options.

The orders shown in the portal may be for a number of retail stores, or they may be for a single retail store. Different retailers will order in different ways. Typically Cross-Dock orders are for many stores and Direct-to-Store orders are for single stores.

Select an order which you want to view. The individual orders for each store will be displayed.

The order shown below only contains an order for a single store. Only one ‘Store Order’ line is shown.

The series of circles shown on the Store Order indicates how far along the ordering process this order has been processed. A summary of the statuses is shown below.

Click the “View Order” button to see the products which have been ordered and the delivery address.

This gives you a view of the products which have been ordered. If your retailer requires Acknowledgements, these are typically required within 24 hours.

See the next section for details on how to send an Order Acknowledgement.

Sending Acknowledgements (POA/POR)

Open the order as shown in the section above. Use the ‘Ack’ button beside each line to confirm that quantity which you will be supplying to the customer.

It is important to provide accurate quantities for delivery on this steps as many retailers report on the quantity acknowledged vs the quantity shipped and may require additional steps or even have additional costs when you deliver the goods.

It is also important to check the following:

• • If the retailer has provided pricing, check that these match the prices you’ve agreed in your contract with them.

  • The quantities which have been ordered are a multiple of the pack size you typically deliver in.

Contact your retailer to resolve these cases.

Click the ‘Send Ack’ button at the bottom of the screen. You will be prompted to confirm. This will send the acknowledgement to the retailer.

Sending Shipments (ASNs) and Printing Labels

Follow these steps when you are ready to ship the goods. The orders must already be acknowledged before you can send shipments.

From the Store Orders screen, select the ‘Create Shipment’ button. If you have already created a shipment in your system, the button may say ‘View Shipment’.

If you provide perishable goods (food, pharmaceuticals, etc) and trade with a retailer which requires expiry dates and batch numbers, these will need to be entered on this screen for the goods which you are providing.

If your retailer requires SSCC labels you will need to allocate your goods to Cartons. By default one carton is already created. You can allocate goods to cartons by dragging them from the ‘Unallocated’ area into the Carton.

To move the shipped items to the carton, click the “Move to Carton” button, then click on Carton 1 (as shown below). Add cartons as necessary by clicking on “New Carton” button. Continue allocating until all the goods to be shipped are allocated to cartons, ensure you pack the goods matching exactly how you allocate them.

If your retailer does not require SSCC labels you may allocate all the goods to a single carton.

Once you have completed allocating goods to cartons, populate Expiry Date and Batch fields as applicable. Then click the ‘Confirm Shipment’ button to complete the order. Ensure your allocation is correct as you cannot change a confirmed shipment.

If your retailer requires SSCC labels, click the ‘Print Labels’ button. Ensure you label each carton accurately.

Click the ‘Send ASN’ button to send the ASN to the retailer.

Sending Invoices

Orders must be acknowledged and shipped before they can be invoiced (see above).

When you are ready to send invoices, click the ‘Send Invoice’ button on the Store Order Details page.

Cancelling an Order

An order can be cancelled by using the button next to the View Shipment button. This will change the order status to “Not Ordered”

FURTHER SUPPORT

Clicking on the support link on the left menu provides contact details for the Crossfire Support Team, should you require assistance.