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Pickup Order & Warehouse Receipt

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Presentation on theme: "Pickup Order & Warehouse Receipt"— Presentation transcript:

1 Logistics Engineering Introduction to Magaya EIN 5346 Logistics Engineering Fall, 2016

2 Pickup Order & Warehouse Receipt

3 Parties in Pickup Order
Supplier: 0## Xiamen Shoes Manufacturing Ltd. In China Parties in Pickup Order Ocean carrier: 0## Mitsui O.S.K. Line Land carrier: 0## Seaside Trucking Source location: Miami CFS Other address for Ocean carrier 0## Mitsui O.S.K. Line: Destination location: FIU-CEC 0## ABC Sporting Goods Inc.

4 Movement of Materials from/to Warehouse
Supplier Ocean carrier Source Location Land Carrier Destination Location Supplier: 0## Xiamen Shoes Manufacturing Ltd. In China Ocean carrier: 0## Mitsui O.S.K. Line Source location: Miami CFS (Other Address of 0## Mitsui O.S.K. Line) Land carrier: 0## Seaside Trucking Destination location: FIU-CEC Customer: 0## ABC Sporting Goods Inc.

5 Pickup Order Pickup order specifies: - source location of the pickup,
- carrier who will pick up and deliver the cargo, - destination location that the cargo will be delivered to, - applicable charges, and - dimensions and description of the cargo.

6 Pickup Order

7 Tasks for Creating a Pickup Order
1. Go to the Warehousing folder on the left side of Magaya Explorer and click on Pickup Orders (or the Pickup Orders List).

8 Tasks for Creating a Pickup Order
2. Click the Add button from the toolbar. A Pickup Order dialog box will appear. The dialog box can be expanded by clicking and dragging the bottom right corner.

9 Tasks for Creating a Pickup Order
3. On the General tab, enter the information you need as follows: The system will assign a Pickup Order number. Issued By is filled in automatically (this is the company who is issuing the pickup order; if you are the freight forwarder, logistics provider, or NVOCC, NVOCC: Non-Vessel Operating Common Carriers

10 Tasks for Creating a Pickup Order
4. On the Shipper tab, enter the information you need as follows: • Select the shipper’s name. (Shipper is the party who wants the cargo moved such as the manufacturer, supplier, or buyer.)

11 Tasks for Creating a Pickup Order
5. On the Consignee tab, enter the information you need as follows: Select the consignee’s name (who is receiving the goods ultimately. If you are delivering the goods to your warehouse, then you are the consignee.)

12 Tasks for Creating a Pickup Order
6. On the Supplier tab, enter the information you need as follows: • Select the supplier (this may be the same as the shipper). • Enter the invoice number and purchase order number. These are optional but recommended because these are used as reference numbers by customers.

13 Tasks for Creating a Pickup Order
7. On the Carrier tab, enter the information you need as follows: • Select the inland carrier if you are not the carrier. (The inland carrier is usually an overland trucking company.) • Select the main carrier (if the cargo is sent by sea after the pickup, the main carrier will be the ocean carrier). • Enter the PRO number (optional). The PRO number is a “progressive number”, a sequential number used by transportation companies to identify and track freight bills. • Enter the driver’s name and license number (optional). • Enter the tracking number of the carrier if they have one. • Enter the return address. • Enter the booking number.

14 Tasks for Creating a Pickup Order

15 Tasks for Creating a Pickup Order
8. On the Commodities tab, enter the information you need as follows: • Enter the details of the commodities (cargo) by using the Add button. A new dialog box appears. Each commodity added will appear in the table in the Commodities tab.

16 Tasks for Creating a Pickup Order

17 Tasks for Creating a Pickup Order
9. On the Charges tab, enter the information you need as follows: • The charges entered in the Charges tab are integrated into the accounting system in the Magaya Explorer and will appear on invoices, bills, etc. • To Add a charge, click the Add button and select a charge type. Enter information in the new dialog box. • Since the mode of transportation is Ground, the Income Freight Charge and the Expense Freight Charge will be Ground. For local deliveries, Inland Freight is often used.

18 Tasks for Creating a Pickup Order

19 Tasks for Creating a Pickup Order

20 Tasks for Creating a Pickup Order

21 Tasks for Warehouse Receipt (WR)
Create Warehouse Receipt: After the cargo has been picked up and brought to the warehouse, a Warehouse Receipt (WR) can be created from the Pickup Order. All the information from the Pickup Order will be transferred automatically to the WR. The information such as package dimensions or weight can be edited. When you create the WR from the Pickup Order, a dialog box of the commodities opens. You can select all the cargo or pieces.

22 Tasks for Warehouse Receipt (WR)
1. Go to Warehouse > Pickup Order List and select your Pickup order. Click the arrow on the side of the “Actions” button, and select “Create Warehouse Receipt”.

23 Tasks for Warehouse Receipt (WR)
2. In the dialog box that opens, select all the commodities. (Note: There is an option to select pieces if a different quantity arrived.)

24 Tasks for Warehouse Receipt (WR)
A warehouse receipt number is created. Click “Edit”

25 Tasks for Warehouse Receipt (WR)
3. In the WR dialog box, click the Commodities tab. Double-click the item in the first line. Add location for the selected item.

26 Tasks for Warehouse Receipt (WR)

27 Tasks for Warehouse Receipt (WR)
4. On the “Charge” tab of the WR dialog box,

28 Tasks for Warehouse Receipt (WR)
Go to the “WR Receipt List” and click “Refresh”. Go to the Warehouse Inspector and select your location “0##Receiving” you will find your items!

29 Move Items & Release Cargo

30 Move Items move items from one location in the warehouse to another for optimal space allocation using the Magaya Supply Chain Solution. Objectives: Move items from one location in the warehouse to another for optimal space allocation by creating a Move transaction. For example, you have customers’ items in storage, and you need to move items inside the warehouse to make room for an incoming shipment. Steps: Go to Warehousing > Warehouse Inspector

31 Steps: Go to Warehousing > Warehouse Inspector

32 Define the source location and items to be moved

33 Define the destination location
Select “Commit changes right away”.

34 Go to Warehousing > Warehouse Receipts to check location for items

35 Release Cargo A Cargo Release is the document created for “in or out” deliveries and any time you send cargo out of your warehouse. Magaya system combines steps when releasing items: - First you create the Cargo Release, and then - use the Cargo Release transaction to create the Pick and Load Tasks to fulfill the release order. Scenario: A customer requested that you select certain items from storage and deliver them via truck.

36 Go to the Warehousing > Cargo Release.
Click “Add” button to create a new CR

37 Select the client to bill:
Select the carrier:

38 Select the commodities to be released:

39 Cargo release document:

40 Create Task based on cargo release number

41 Task for Pick: Task for Pack:

42 Go to Warehousing > Warehouse Inspector
Review how the system updates the new location information,

43 Magaya Lab 2 (Due date: 10/27/2016)
Lab 2-1:Packing up cargo and receiving in warehouse 1. Preparation for creating master data 2. Create pickup order 3. Receiving inventory in warehouse Lab 2-2: Move items in warehouse Lab 2-3: Release item 1. Create a cargo release 2. Create a pick task 3. Create a load task

44 Project Teams Team Name Userid Team leader 1 Chigin, Dayron Student 51
Crespo, Elias A Montes, Daniel Seijo, Jose Antonio 2 Herrera, Armando Raul Student 52 Alvarez Garcell, Jose Miras, Hossiel 3 Ulloa, Francisco Student 53 Rojas, Valentina Sanchez Fleites, Niurys 4 Sousa Lellis, Ivy Cristini Student 54 Moscoso, Federico Luis Mousili, Mohammad Ghazi M 5 Yang, Dan Student 55 Imumbhon, Johnson Okoduwa Ramirez, Jose Antonio Zhao, Xiaojuan


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