Package Creation Logic - Revision history

Russ horton: /* Gift Orders */

2013-04-30T00:11:07Z

Gift Orders

← Older revision		Revision as of 00:11, 30 April 2013
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	=Gift Orders=		=Gift Orders=
			==Version 8.0 or earlier==
	For orders with multiple recipients (aka multi-ship orders) each recipient is stored with its package. If you need to remove a recipient from a multi-ship order, simply remove its items from the order. When you save the order CMS will remove any empty packages from the order and thus the recipient will also be removed. The side-effect of this of course is to make sure you have items assigned to any recipients that you don't want dropped from the order when saving.		For orders with multiple recipients (aka multi-ship orders) each recipient is stored with its package. If you need to remove a recipient from a multi-ship order, simply remove its items from the order. When you save the order CMS will remove any empty packages from the order and thus the recipient will also be removed. The side-effect of this of course is to make sure you have items assigned to any recipients that you don't want dropped from the order when saving.

			==Version 9.0 or later==
			In CMS 9.0 you can delete the recipient from the order and all its items and packages will also be automatically removed. The exception to this is if you've deleted the last recipient on the order and, in this case, you'll have the option to keep that recipient's items and associate them instead with the purchaser (handy if you didn't intend for this order to be a multi-ship.)

			Unlike 8.0 and earlier, CMS will store recipients with the order even if they have no items. This allows for some greater flexibility in how you enter very large gift orders. Don't be afraid to save your work along the way and come back to finish the order later if needed. No information will be lost.

Russ horton: /* Explanation */

2013-04-30T00:05:42Z

Explanation

← Older revision		Revision as of 00:05, 30 April 2013
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	In a single order, each line item could be shipping by different methods, shipping on different dates or shipping to different recipients. Those plus the item flag that indicates an item cannot ship with others (ships in own box) dictates when items can be combined in a package with other such items.		In a single order, each line item could be shipping by different methods, shipping on different dates or shipping to different recipients. Those plus the item flag that indicates an item cannot ship with others (ships in own box) dictates when items can be combined in a package with other such items.

	When '''all''' are equal and the item is not set to ship in own box, it will be added to the first existing package CMS finds that matches all of the same criteria. If any are different or it is set to ship in own box, CMS will create a new package for that item.		When '''all''' are equal and the item is not set to ship in own or new box, it will be added to the first existing package CMS finds that matches all of the same criteria. If any are different or it is set to ship in own/new box, CMS will create a new package for that item.

	Back-ordered~~, future ship~~ and drop ship items are placed in their own "virtual packages" (a fake package used as a place-holder for package data needed when the real package is created on fulfillment) that will be created since CMS cannot know if these items on the order can or will ship together. Your system may not be configured to create/show virtual packages however. (~~setup~~>fulfillment options>shipping)		Back-ordered and drop ship items are placed in their own "virtual packages" (a fake package used as a place-holder for package data needed when the real package is created on fulfillment) that will be created since CMS cannot know if these items on the order can or will ship together. Future ship items, on the other hand, will be placed into the same package if it meets the same criteria for date and everything else. Your system may not be configured to create/show virtual packages however in which case no packages would be displayed until fulfillment. (see Setup>fulfillment options>shipping)

	This logic is true for both hand-entered and imported orders. Perhaps an important point to make is the CMS will always use this logic to create packages for imported orders. We do not expect or allow the order source (call center, website, etc.) to decide which items will be going into which packages and thus do not support package relationships in our XML/imports.		This logic is true for both hand-entered and imported orders. Perhaps an important point to make is the CMS will always use this logic to create packages for imported orders. We do not expect or allow the order source (call center, website, etc.) to decide which items will be going into which packages and thus do not support package relationships in our XML/imports.

Russ horton: /* Package Rules */

2013-04-29T23:59:14Z

Package Rules

← Older revision		Revision as of 23:59, 29 April 2013
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	=Package Rules=		=Package Rules=
	The primary goal of CMS's package logic is to determine/create the fewest possible number of packages required to complete the order. The rules below explain how that is done. We opt for the fewest number of packages because ~~of the~~ many ~~possible combinations a picker/packer might choose for~~ which ~~items go into which boxes~~. ~~To address this we communicate~~ on the warehouse document ~~what the minimum package~~(s) are and, should they need additional packages/labels, on the CMS Manifest screen it is just a matter of clicking the Dupe button to add another package to the order. This duped package contains all of the package detail from the order so you'd only need to weigh the package and you can print the label. Similar options exist if you are shipping from within UPS Worldship, FedEx ShipManager or other carrier systems but generally they will not be as efficient as using the CMS Manifest screen.		The primary goal of CMS's package logic is to determine/create the fewest possible number of packages required to complete the order. The rules below explain how that is done. We opt for creating the fewest number of packages because you'd never want to have too many packages on an order. CMS requires all packages be set as shipped before setting its invoice as shipped (which usually also controls when the invoice's card can be charged.) You also wouldn't want to have to manually remove the extra packages.

			CMS communicates on the warehouse document (invoice or pick ticket) what those packages are and, should they need additional packages/labels, on the CMS Manifest screen it is just a matter of clicking the Dupe button to add another package to the order. This duped package contains all of the package detail from the order so you'd only need to weigh the package and you can print the label. Similar options exist if you are shipping from within UPS Worldship, FedEx ShipManager or other carrier systems but generally they will not be as efficient as using the CMS Manifest screen.

	The rules CMS uses to determine if an item can go into an exiting package or if a new one is required is:		The rules CMS uses to determine if an item can go into an exiting package or if a new one is required is:

	* item's ship method		* item's ship method
	* item's ship date (date scheduled to ship)		* item's ship date (date scheduled to ship) or arrival date (if used)
	* item's recipient		* item's recipient
	* item's flag for 'ship in own box'		* item's flag for 'ship in own box'

Russ horton: /* Package Rules */

2013-04-29T23:46:16Z

Package Rules

← Older revision		Revision as of 23:46, 29 April 2013
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	* item's recipient		* item's recipient
	* item's flag for 'ship in own box'		* item's flag for 'ship in own box'
	* item's flag for 'requires new box'		* item's flag for 'requires new box' (CMS 9.0 or later)

	NOTE: Items that are configured as '''does not ship''' will not be added to packages.		NOTE: Items that are configured as '''does not ship''' will not be added to packages.

Russ horton: /* Package Rules */

2013-04-29T23:38:53Z

Package Rules

← Older revision		Revision as of 23:38, 29 April 2013
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	* item's recipient		* item's recipient
	* item's flag for 'ship in own box'		* item's flag for 'ship in own box'
			* item's flag for 'requires new box'

	NOTE: Items that are configured as '''does not ship''' will not be added to packages.		NOTE: Items that are configured as '''does not ship''' will not be added to packages.

Russ horton: /* Package Rules */

2011-11-03T16:32:21Z

Package Rules

← Older revision		Revision as of 16:32, 3 November 2011
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	* item's ship method		* item's ship method
	* item's ship date		* item's ship date (date scheduled to ship)
	* item's recipient		* item's recipient
	* item's flag for 'ship in own box'		* item's flag for 'ship in own box'

Russ horton: /* Package Rules */

2011-11-03T16:31:53Z

Package Rules

← Older revision		Revision as of 16:31, 3 November 2011
Line 3:		Line 3:

	=Package Rules=		=Package Rules=
			The primary goal of CMS's package logic is to determine/create the fewest possible number of packages required to complete the order. The rules below explain how that is done. We opt for the fewest number of packages because of the many possible combinations a picker/packer might choose for which items go into which boxes. To address this we communicate on the warehouse document what the minimum package(s) are and, should they need additional packages/labels, on the CMS Manifest screen it is just a matter of clicking the Dupe button to add another package to the order. This duped package contains all of the package detail from the order so you'd only need to weigh the package and you can print the label. Similar options exist if you are shipping from within UPS Worldship, FedEx ShipManager or other carrier systems but generally they will not be as efficient as using the CMS Manifest screen.

	The rules CMS uses to determine if an item can go into an exiting package or if a new one is required is:		The rules CMS uses to determine if an item can go into an exiting package or if a new one is required is:

Russ horton: /* Gift Orders */

2010-10-12T21:18:12Z

Gift Orders

← Older revision		Revision as of 21:18, 12 October 2010
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	=Gift Orders=		=Gift Orders=
	For orders with multiple recipients (aka multi-ship orders) each recipient is stored with its package. If you need to remove a recipient from a multi-ship order, simply remove its items from the order. When you save the order CMS will remove any empty packages from the order and thus the recipient will also be removed. The side-effect of this of course is to make sure you have items assigned to any recipients that you don't want dropped from the order.		For orders with multiple recipients (aka multi-ship orders) each recipient is stored with its package. If you need to remove a recipient from a multi-ship order, simply remove its items from the order. When you save the order CMS will remove any empty packages from the order and thus the recipient will also be removed. The side-effect of this of course is to make sure you have items assigned to any recipients that you don't want dropped from the order when saving.

Russ horton: /* Modifying Package Assignments */

2010-10-12T21:11:11Z

Modifying Package Assignments

← Older revision		Revision as of 21:11, 12 October 2010
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	As a rule CMS does not expect operators to decide which items will ship in which boxes or determine how many boxes will be required. So, in most cases, you should not have to pay any attention to the package assignments. In cases where you do need to have control over the package numbers, you can manually manipulate the packages items are assigned to.		As a rule CMS does not expect operators to decide which items will ship in which boxes or determine how many boxes will be required. So, in most cases, you should not have to pay any attention to the package assignments. In cases where you do need to have control over the package numbers, you can manually manipulate the packages items are assigned to.

	Until an item is shipped, you may manually reassign items to new or different packages. Once an item or its invoice has been marked as shipped, these fields will become locked and no further edits to packages are allowed. Bear in mind the comment in the section above which suggests that you are better served by having too few packages on the order than you are by having too many. If you're ever unsure, err on the side of too few packages.		Until an item is shipped, you may manually reassign items to new or different packages. Once an item or its invoice has been marked as shipped, these fields will become locked and no further edits to packages are allowed. Bear in mind the comment in the section above which suggests that you are better served by having too few packages on the order than you are by having too many. If you're ever unsure, err on the side of too few packages and let the warehouse determine how many are needed.

	Manual reassignment of items to packages can be done on the Items screen of Order Entry. There, in the field 'Package #' you can select from existing package numbers or use the + button to create a new package.		Manual reassignment of items to packages can be done on the Items screen of Order Entry. There, in the field 'Package #' you can select from existing package numbers or use the + button to create a new package.

Russ horton: /* Explanation */

2010-10-12T21:09:13Z

Explanation

← Older revision		Revision as of 21:09, 12 October 2010
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	When '''all''' are equal and the item is not set to ship in own box, it will be added to the first existing package CMS finds that matches all of the same criteria. If any are different or it is set to ship in own box, CMS will create a new package for that item.		When '''all''' are equal and the item is not set to ship in own box, it will be added to the first existing package CMS finds that matches all of the same criteria. If any are different or it is set to ship in own box, CMS will create a new package for that item.

	Back-ordered, future ship and drop ship items are placed in their own "virtual ~~Packages~~" (a fake package used as a place-holder for package data needed when the real package is created on fulfillment) that will be created since CMS cannot know if these items on the order can or will ship together. Your system may not be configured to create/show virtual packages however. (setup>fulfillment options>shipping)		Back-ordered, future ship and drop ship items are placed in their own "virtual packages" (a fake package used as a place-holder for package data needed when the real package is created on fulfillment) that will be created since CMS cannot know if these items on the order can or will ship together. Your system may not be configured to create/show virtual packages however. (setup>fulfillment options>shipping)

	This logic is true for both hand-entered and imported orders. Perhaps an important point to make is the CMS will always use this logic to create packages for imported orders. We do not expect or allow the order source (call center, website, etc.) to decide which items will be going into which packages and thus do not support package relationships in our XML/imports.		This logic is true for both hand-entered and imported orders. Perhaps an important point to make is the CMS will always use this logic to create packages for imported orders. We do not expect or allow the order source (call center, website, etc.) to decide which items will be going into which packages and thus do not support package relationships in our XML/imports.