Warehouse

Auto Apply Linked Credits/Deposits on Shipping

Description: Automatically applies linked credits or deposits to Sales Orders during shipping, ensuring invoices are paid efficiently and reducing manual errors.

Setting: Turn the config on or off based on your preference.

Advance Payment Check for Wave Creation

Description: This setting ensures that orders with the specified payment terms have enough available linked deposits or credits, as specified by the advance payment requirement on the Sales Order, before the wave is created.

Setting: Select one or more option(s) from the available payment terms.

Advance Payment Check in Pack and Ship Module

Description: Enabling this setting prevents Sales Orders with specified payment terms from being marked as shipped in the pack and ship module if the available linked credit or deposit is insufficient as specified by the advance payment requirement on the Sales Order.

Setting: Select one or more option(s) from the available payment terms.

This app config only applies to orders being shipped using the pack and ship module and not using other methods like express ship, quick ship, upload shipment, API, etc

Enable FIFO Picking in Wave Creation

Description: By activating this configuration, the system sorts the pick locations/LPNs for orders based on their manufacture date, prioritizing the oldest items first (First In, First Out) during the wave creation process.

Setting: Enable or Disable the config as per your preference.

Enable LPN Tracking

Description: Enabling this feature allows the use of License Plate Numbers (LPNs) throughout all inbound, outbound, and transit processes. LPNs facilitate the tracking and management of inventory by assigning unique identifiers to groups of items, making them easier to locate and manage.

Setting: Enable or Disable the config as per your preference.

The LPN attributes that need to be tracked can be customized on a per-item level, such as Lot Number, Batch Number, etc.

Enable Ship Confirmation Emails

Description: If this setting is enabled, a ship confirmation email will be automatically sent to the customer once the order is marked as Shipped. The ship confirmation email includes an attached invoice and can be customized using the email templates module.

Setting: Enable or Disable the config as per your preference.

This feature will also work when warehousing is not enabled and the order is directly converted to an Invoice

Ship Confirmation Email - Order Types

Description: This configuration allows you to select the sales order types for which ship confirmation emails will be sent out.

Setting: Select one or more options from the available order types.

Shipping Label - Sender Company Name

Description: This config allows you to select whether you want to display the store name or the company name on the shipping label.

Setting: Select the option you want to display the shipping label.

Enable Over-Receiving in ASN

Description: This configuration enables the ability to receive quantities beyond what is specified in the ASN (Advance Shipping Notice). For example, if 10 items are specified in the ASN, you can receive more than 10 quantities.

Setting: Enable or Disable the config as per your preference.

Restrict Ship Confirmation Emails for Third-Party Accounts

Description: This configuration allows you to specify third-party accounts for which ship confirmation emails should not be sent.

Setting: Enter the third party account name for which for ship confirmation email should not be sent.

Automatic Carton Weight Calculation for Shipments

Description: This configuration allows you to enable the automatic calculation of carton weight based on the sum of the weights of individual items when the shipment is created.

Setting: Enable or Disable the config as per your preference.

Maintain Shipping Cost from Sales Order to Pack & Ship

Description: This config allows you to ensure that the shipping cost from the sales order remains unchanged when it moves to the Pack & Ship phase. When enabled, the shipping cost override checkbox will automatically be checked, and the shipping cost from the sales order will be used as the default value during pack & ship. This can be modified after editing the shipment.

Setting: Enable or Disable the config as per your preference.

This feature is useful for orders created from external sales channels like Shopify where shipping costs are already charged. It ensures that when the order is shipped and the actual freight is calculated, the order total remains unaffected.

Allow Operation On Locked Wave

Description: If this setting is enabled, the system will allow operations on a locked wave based on the selected option(s).

The available options are:

• Void Full Wave

• Void Wave Line

• Update Allocated Quantity

• Split Quantity

• Merge Wave

Setting: Select one or more operation(s) that can be performed on a locked wave.

Planned Ship Date Field in Wave Creation

Description: If this setting is enabled, the "Planned Ship Date" field will be available on the 'Create Wave - Auto' screen. Additionally, this column will also be available in the Wave Centre for Wave Header, Wave Detail, and Wave Detail Allocation views.

Setting: Enable or Disable the config as per your preference.

Enable Address Level Shipping Account Number

Description: When this setting is enabled, a new field "Shipping Account#" will be added to the Customer's Ship To address, which can then be used in Sales Orders. This field will take precedence over the existing Shipping Account Number field at the Customer level.

Setting: Enable or Disable the config as per your preference.

Mandatory Default Location for SO Waving

Description: If this setting is enabled, a default location must be selected in the sales order before waving. The inventory is picked from this location, which can be set under the "Default Location" field in the "Other" tab of the sales order.

Setting: Enable or Disable the config as per your preference.

Mandatory Default Location for PO Receiving

Description: If this setting is enabled, a default location must be selected in the purchase order before creating an ASN. The inventory is received at this location, which can be set under the "Default Location" field in the "Other Info" tab of the purchase order.

Setting: Enable or Disable the config as per your preference.

Enable Lock Wave Alert Pop-Up

Description: This configuration allows you to show or hide the lock wave pop-up alert when creating a wave in the Sales Order module or SO center

Setting: Enable or Disable the config as per your preference.

Enable Freight Markup Calculation by State

Description: This configuration enables the system to auto-calculate freight markup based on state/provincial markup rules defined in the Carrier State Margin module. The shipping cost is adjusted according to the specified markup percentages.

Setting: Enable or Disable the config as per your preference.

This calculation applies specifically to shipments processed through the Pack and Ship module.

Prevent Duplicate Third-Party References in Modules

Description: This configuration prevents duplicate third-party reference numbers from being processed in the following modules: Bill, Purchase, Credit Memo, Customer Deposit, Invoice, Sales Order & Estimate, and ASN. The system will validate third-party reference numbers to ensure uniqueness and avoid conflict

Setting: Enable or Disable the config as per your preference.

Enable Background Loader for Quick Ship and Receive Operations

Description: If this configuration is enabled, batch operations such as express ship, quick receive, and drop ship will execute as background tasks. A brief delay is added if there are many orders in a batch, which is recommended for batch sizes exceeding 50 orders to prevent timeouts.

Setting: Enable or Disable the config as per your preference.

For large batch sizes (exceeding 50 orders), the system will automatically enable this option and display a loader with a progress bar, providing visual feedback instead of making users wait for an extended period.

Wave Template Selection Method

Description: This configuration allows you to choose how the wave template is selected: either manually or automatically using the wave template rule.

Setting: Select the preferred option as per your preference.

Auto Combine LPNs Based on Location Type

Description: This setting enables automatic combination of License Plate Numbers (LPNs) for the same item and location, based on location type. The combination process is triggered whenever there is a change in inventory.

Setting: Select the location for which you want to combine the LPNs.

Bypass Advance Payment Restrictions for Locked Waves

Description: This setting lets you bypass advance payment restrictions when creating a wave. The wave will be created with a locked status immediately.

Setting: Enable or Disable the config as per your preference.

Allocate Orders in Sell Package Multiples

Description: When enabled, this setting ensures that orders are allocated (waved) in multiples of the sell package quantity available at locations. Orders will not be split to break the sell package or inner pack during the wave process.

Setting: Enable or Disable the config as per your preference.

Send Additional Fields with Shipping Label Request

Description: When enabled, this setting sends additional fields (Customer PO, SO Number, Invoice Number) to the third-party shipping integrator app for inclusion on the shipping label.

This information may show differently on the label based on the carrier.

Setting: Enable or Disable the config as per your preference.

Automatic LPN Creation for Each Unit

Description: Enabling this feature activates the auto cartonize toggle in quantity change popups for all inbound and return modules. It allows for the automatic creation of LPNs per unit, so receiving 10 units will generate 10 LPNs in one click. Ideal for serial tracking and high-volume item management.

This feature works only if LPN tracking is enabled.

Setting: Enable or Disable the config as per your preference.

Auto Generate LPNs for Locations with No Existing LPN

Description: This setting auto-generates an LPN when inventory is added to a location that previously had no LPN assigned.

This feature works only if LPN tracking is enabled.

Setting: Enable or Disable the config as per your preference.

Enable Location or LPN Substitution in Pick Wave

Description: This feature allows you to directly substitute the pick location or LPN that meets the criteria, providing greater flexibility in the pick wave module

Setting: Enable or Disable the config as per your preference.

Automatically Merge Unlocked Waves by Ship-to Address

Description: This feature automatically merges waves with the same ship-to address when a locked wave is unlocked. It ensures that all waves matching the address criteria are combined into one, enhancing order processing efficiency. Example: If multiple waves share the same ship-to address and one of them is unlocked, the system will automatically merge these waves into a single wave.

Setting: Enable or Disable the config as per your preference.

Line-Level ASN Closing

Description: This feature allows users to close selected ASN lines and generate partial item receipts, keeping the ASN open until the entire shipment is received.

Setting: Enable or Disable the config as per your preference.

LPN# Pattern for Auto-Generated LPNs

Description: This setting allows users to define the pattern for automatically generated LPNs. The acceptable pattern format is LPN{0:00000000}, where the number of zeros determines the length of the LPN. Adjust the zeros in the format string to fit your required LPN length easily.

Setting: Enter the LPN# pattern.

Prevent Shipping of Waves with Unpicked Lines

Description: This setting prevents the shipping of waves that contain any line with a picked quantity of zero. To proceed with shipping, the user must first void the unpicked line(s).

Setting: Enable or disable the app config.

Enable User-Defined Pick Locations and LPNs for Waves

Description: This feature allows users to select individual locations and LPNs (such as lot numbers) for order allocation when creating a wave. This flexibility ensures that inventory is picked according to specific needs and requirements.

Setting: Enable or Disable the config as per your preference.

This functionality is available in the Create Wave module for Sales Orders and during the Manufacturing Order picking stage.

Allow duplicate third party ref numbers for different 3PL account

Description: This configuration enables or restricts the use of duplicate third-party reference numbers across different 3PL accounts. If this config is enabled, the system allows the same reference number to be used in multiple 3PL accounts.

Setting: Enable or Disable the config as per your preference.

International Shipment Default For Contents

Description: This config allows users to set the default shipping content type for all the newly created international shipments in the pack and ship module.

Setting: Select the default shipping content for international shipping from the dropdown list.

International Shipment Default For Non Delivery Return

Description: This configuration allows you to define the default action for handling undelivered international shipments in the Pack and Ship module. It ensures consistency in managing non-delivery returns by pre-setting a standard approach, reducing the need for case-by-case decisions.

Options for Non-Delivery Return:

1. Return to Sender: The shipment will be returned to the sender if delivery fails.

2. Treat as Abandoned: The shipment will be marked as abandoned and not returned to the sender.

Setting: Select your preferred default action for handling undelivered goods

International Shipment Default For Delivery Duty Paid

Description: This config allows users to set the default Value for DDP (Delivery Duty Paid) for all the newly created international shipments in the pack and ship module.

Setting: Enable or Disable the config as per your preference.

Order Deposit Offset Allowance

Description: This configuration enables you to set a minor variance allowance for order wave approvals based on payment terms. If the discrepancy between the deposit received and deposit expected is within the offset amount, the wave will be created without any issues. If the discrepancy exceeds the offset amount, the system will display an error, preventing the wave from being created.

Setting: Enter a positive value to specify the maximum allowable offset for the deposit amount variance.

Auto generate ASN from TSO

Description: When this config is enabled, the system will automatically generate an ASN for the shipped quantity on a wave as soon as the wave is shipped for a TSO.

Setting: Enable or Disable the config as per your preference.