Introduction

This module guide outlines the steps required to configure for logistics.

Organization - Branch Location Code

Based on the Packing File Naming, associate them to branches, and use the Organization Applet to set up the branches.

Each Packing File Naming has its own Associated Branch/ Location Code.

  1. TNL xxxxx - Guang Zhou to Klang Port: WH-BKTRAJA

  2. YWTNL xxxxx - Yiwu to Klang Port: WH-BKTRAJA

  3. PG xxxxx - Guang Zhou to Penang Port: WH-BMERTAJAM

  4. YWPG xxxxx - Yiwu to Penang Port: WH-BMERTAJAM

  5. KK xxxxx - Guang Zhou to Kota Kinabalu Port: WH-KKINABALU

  6. KU xxxxx - Guang Zhou to Kuching Port: WH-KUCHING

Create Branch

Goods Received Note

From the packing list, create a Goods Received Note in the Internal Purchase GRN Applet.

Create Note

Make sure the branch and location matches up with the Packing List. You can put the Packing List file name in the reference input. Then, go to the Account tab, and choose a supplier.

Create Select Supplier

The Lines Tab represents the item in the packing list.

Line Item

The Item Code means the Customer Marking Number. The Tracking ID is just a combination of the Customer Marking Number and the PO Number.

Status

A newly created Goods Received Note will have the status - Goods departed from port, the user can then choose from 3 other options:

  1. Goods have arrived at part, custom clearance in progress

  2. Custom cleared

  3. Goods have arrived at warehouse

Shipment Tracker

Customers will be notified through the Goods Tracking App, which will show the progression of the goods.

Goods Movement Scenarios

Goods From Oversea

Keys: GRN - Goods Received Note ST-GIN - Stock Transfer Goods Issue Note ST-GRN - Stock Transfer Goods Received Note DO - Delivery Order

You can make a Goods Received Note ‘FINAL’ with 2 ways:

Final

  1. Select the Goods Received Note that has a Posting Status of ‘DRAFT’, by clicking on the checkbox on the left of it

  2. Click on the ‘FINAL’ button on the top to make it ‘FINAL’

Final

  1. Select the Goods Received Note that has a Posting Status of ‘DRAFT’, by clicking on the row on the listing

  2. Click on the ‘FINAL’ on the top-right corner to make the Goods Received Note ‘FINAL’

‘FINAL’ means changes can no longer be made to the Goods Received Note.

Stock Transfer Applet

It is used to transfer goods from warehouse to the distribution hub.

Transfer

  1. Stock Transfer Out: Outgoing warehouse/distribution hub

  2. Stock Transfer In: Receiving warehouse/distribution hub

Create Transfer

It indicates the location sending and receiving.

To add lines into the Stock Transfer, go to the KO (Knockoff) Tab, GRN Tab, to select Goods Received Note to Knockoff.

Create KO

Click on the checkbox of the Goods Received Note to select it and click on the Knock Off button. Items should appear in the Items Tab. Once done, click the create button to finish.

To finalize a Stock Transfer Out, you can perform the same way as with the Goods Received Note.

Create Stock Inbound

It indicates the location receiving and sending.

Go to the KO for Tab and select the Goods Issue Note that has been created earlier to be Knocked Off.

Stock KO

Note: Only Goods Issue Note that are finalized will be shown here.

Select the Goods Issue Note by clicking on the checkbox on the left of them, and click on the Knock Off button. There should be items added into the Line Tabs. Once done, click on the create button.

To finalize a Stock Transfer In, you can perform the same way as with the Goods Received Note.

Customer Maintenance Applet

Used to maintain the shipping address of the customer.

After creating a customer, click on the customer that you want to edit, and go to the Address Tab.

Address

Note: New customers have no addresses.

Create Address

Fill in the required information to create an address. Once done, click on the Add button.

Internal Delivery Order Applet

It is used to deliver goods to the customer.

Create

The branch and location should be the outgoing branch/location.

Next, go to the Account Tab and click on the Entity Id and it will prompt you to choose a customer.

Account

Next, go to Account, Ship To Tab, and click on the Shipping Address. The shipping address is the one that you have maintained in the Customer Maintenance Applet.

Shipping Address

Next, go to the Line Items Tab and select from the listing.

Account Line

Once done, click on the create button.

For the status of the Delivery Order, there are 2 possible options:

  1. Delivery in progress

  2. Goods delivered

Status

Once done, click on the save button to save changes.