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Once finished, just click on Done and the countries will be all filed below
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Battery Countries
Products
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In this section, users should include all the available products at the Warehouse.
By typing the product name or SKU on the first field, a drop-down menu will show up, and the user can select the product needed
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By typing the name or the SKU on the search field above the table, the user can look for a specific product within the ones already added:
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On the Products table, the user has at hand the below details:
The product SKU
The SKU Alias: are a bundle of SKUs.
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For example:
30082 (Wifi Booster)
30032 (Insole)
new alias SKU (Wifi Booster + Insole Bundle): 39999
CRM understands 39999 = 1x 30082, 1x 30032 for fulfillment.
Product Name, Category, and Type
Quantity: the stock available at the Warehouse
Buffer: the fulfilment buffer is an amount of stock reserved that is used to guarantee the fulfilment of orders coming from the Marketplaces, like orders from Amazon MCF. This can be set up by clicking on the Buffer, Quantities and Package Settings button
Skip Conciliation toggle: when the toggle is set to ON, if the Warehouse has also ON the automatic conciliation (which is set up at the top of the page, by turning on the toggle Keep Conciliation?),
for this specific product, the automatic conciliation will be OFF.
Keep the Quantity Available: to use this tool, please bear in mind that the automatic conciliation should be set to OFF, otherwise will override this value. By setting a default quantity available, the system will still send the orders to the warehouse, which also means that orders will pass from a Paid status to Shipping and then Shipped. Orders backlog (Orders in Backorder status) cannot be generated in this particular case. In order to set up a default quantity the users need to:
Click in the Buffer, Quantities and Package Settings button
and fill in the Keep the Quantity Available field
Restriction Weight Per Package: in this column is shown the product weight restriction for specific countries. This can be set up by clicking on the Buffer, Quantities and Package Settings button
Allowed Countries: it shows all countries, already configured for the Warehouse and in which it can deliver the product. This column will display the allowed countries ONLY if the user has restricted the delivery of the product in one or some countries by using the button Update SKU Country List
The Actions buttons: Adjust Request | Transfer Request | Update SKU Country List | Buffer, Quantities and Package Settings | Delete.
The Actions buttons
1. Adjust Request button (Update the product Inventory)
The Adjust Request button allows the user to manually update the product inventory.
In order to change the product inventory, please follow the below instructions:
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Click on the Adjust Request button
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Set the quantity on the “Quantity Available” field
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On the Reason box, users can leave a comment
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Hit Request button
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The Product quantity shown in the table will be adjusted accordingly and instantly for the product
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2. Transfer Request button
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By clicking on the Transfer Request button, the user will be able to inform the Warehouse that an amount of a product stock should be transferred to another Warehouse, for example in case the product is out of stock at the other fulfilment centre.
Once the Transfer Request button is selected, a tab will be displayed that the user needs to fill in with the transfer request details (see the below example)
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Once all details have been included, the user should click on the Request button, the command is sent to the Warehouse, which will effectively work on it.
Furthermore, the request will be listed in the In Transit section.
3. Update SKU Country List button
The Update SKU Country List button allows users to limit the country where the SKU/product can be shipped to and delivered.
| Note |
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It’s important to highlight that upon switching on this option, shipments will go exclusively to the Country List selected. If no country is selected, the product will NOT be shipped. |
To enable this option, please follow the below instructions.
Once the Update SKU Country List button has been selected
A small tab will pop up and the user should set to ON the toggle Limit Countries?
Then, by clicking on the button Please Select a Country selecting all the countries where the product can be delivered to
Next, hit the Update button at the bottom of the tab
Ultimately, all SKUs, which have this option enabled, are flagged with the Update SKU Country List button in yellow (see the below example)
4. Buffer, Quantities and Package Settings button
By clicking on the Buffer, Quantities and Package Settings button
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a small tab will pop up and the user can set up the below options:
If the product should have a Protective Packaging
The Buffer quantity for the product. The Buffer is the amount of stock of a product that is reserved at the Warehouse in order to guarantee the fulfilment of orders placed on the Marketplace.
If there is any weight restriction, for the product, in specific countries
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Please note that if the buffer quantity is included, this information will be then visible in the Products table as per the below image example:
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Likewise for the Restriction Weight Per Package:
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5. Delete button
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The Delete button is for deactivating the product from the Warehouse. However, in order to deactivate a product from the Warehouse, users need to make sure that its stock is set to zero.
Please note that this will not remove the product from the CRM, which is still available in the Products section.
In Transit
In this section, users can verify the following information:
1. By clicking on the Arriving button, users can check the product(s) that are coming into the Warehouse and which have been sent from another Warehouse employed by the company (see the below example)
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From each column of the table, the user can monitor:
What product and what SKU belongs to it
The Origin is the Warehouse, from which the products are coming, which is followed by the Column showing when the request was made, the Delivery ETA, the Quantity, etc.
The Transfer Method
The Actions buttons:
Edit button: the user can modify the information of the Transfer displayed on the table
using the tab that pops up
Check-In button: the user can modify the information of the Transfer displayed on the table
including the date when the stock was received and the status of the product
Cancel button: the user deletes the row and information shown on it
2. By clicking on the Leaving button, users can check the product(s) that are leaving the Warehouse and are sent to another Warehouse, employed by the company, and which had no stock of the product available.
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From each column of the table, the user can monitor:
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What product and what SKU belongs to it
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Followed by the Column showing when the request was made, the Delivery ETA, the Quantity, etc.
The Actions buttons:
Edit button: the user can modify the information of the Transfer displayed on the table
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Cancel button: the user deletes the row and information shown on it
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Marketplace Warehouses
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As mentioned above, this feature is working ONLY for the Amazon FBA warehouse.
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Please note that the toggle Allow Marketplace and the Marketplace Warehouses area don't have any relationship with the CRM section, called Marketplaces.
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The Allow Marketplace toggle is using the Fulfillment by Amazon (FBA) program
With the FBA program, eManage CRM is also employing Amazon Warehouses (Amazon fulfillment chain) to fulfill DFO orders.
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The Marketplaces section is using the Fulfillment by Merchant (FBM) program
With the FBM program, eManage CRM stores and ships orders created in a Marketplace, such as Amazon, Shopify, or Walmart.
For more information about this, please check the helpdesk article: The Marketplaces
To configure it, please follow the below instructions:
Switch to ON the toggle Allow Marketplace
In the Marketplace Warehouses area, users can include other Warehouses that are stocking Amazon SKU, helping the Amazon Warehouse fulfil orders; or else, some Amazon inventory is kept in other Warehouses (i.g. V-Logic, Swan, etc). Therefore, the warehouses that have those products are linked to the Warehouse Amazon FBA on the Marketplace Warehouses, on the Warehouse Setting page (see the below example).
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The system is able to pull the full amount of stock of Amazon products, not just in the Amazon warehouse itself, but in the other warehouses where they kept them.
Please note that on the non-Amazon warehouses, the user needs to include the specific Amazon SKU on the list of products available on it.
Shipping Methods
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In this section, users can configure the Shipping Methods for the Warehouse.
In order to add a new Shipping Method, the user needs to fill in the below fields:
The courier name
Shipping method
The Transit days
Select the countries where the shipping method is going to be applied
Decide whether switching to ON the toggle Is Default? or not. Only one method should be set as default.
Click on the Add button to save the new method
To edit an existing one, just click on the edit icon on the right side of the method and proceed to edit it
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once done, just click on the Update button.
Shipping Delays
In this section, users can include the minutes of shipping delays that orders can have for both:
Standard Sale Channel Orders (CRM Campaigns Orders)
Marketplaces Orders (Walmart, Shopify or Amazon)
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Once the amount of minutes is added in one or both fields, just click on the Update Shipping Delays button to save the changes.
Package Weight
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In this section, the user can add the Weight Limit per Package (Kg), which can be:
for all countries in which the Warehouse delivers. Those countries are the ones selected in the section Common Countries on the Warehouse Settings page
for just specific ones
Once the options have been picked, click on the Update Package Weight button to save the changes.
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Please note that if no weight limit is selected, then packages won’t be split based on weight as well as if the weight limit is selected, then we split packages based on the available weights stored at the SKU level (unit, packaging, label). |
Fulfillment Error Messages
In this area, users can include all the possible errors returned by the system, which refrains orders to be sent for the fulfilment, for example, wrong or incomplete shipping address.
By adding the error in this section, those orders will be flagged and grouped in the CRM section called Address Verification. From this module, users can spot the orders, and make the necessary adjustment to them so they can be sent to the Warehouse to be fulfilled.
To include an error message in this section:
Type or paste it into the Error message field
Switch to ON the toggle Send to pending address
Click on the Add button
Add
To edit or cancel an error message, click either on the Edit button or the Delete button
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Custom Fields
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In this section, the user can add any additional information related to the warehouse by typing on the fields and clicking on the Update These Custom Fields button.