Complex Shipments

Complex shipping requests are for shipments to many people with many products from the BDSMktg Warehouse inventory.

To access the shipping request select a team and then choose Shipping Request. The BDS Shipping Request Manager opens.

From the screen toolbar click the down arrow for Create Shipment to select Complex Shipment.

The Complex Shipping request form is opened.

General Information

The general section is information that applies to the full shipping request.

Date - shipping request creation date
Request ID - system generated ID to track shipment. Displayed after shipment is saved.
Requester - logged in person submitting shipping request
Shipping Name - name the shipment, something the team will understand
Default Job Code - job code to bill this shipment if it is not set per product
CS Lead - client service person responsible for the shipment
Service Requested - single selection for the shipping service (ex. FedEx Ground, UPS Next day)
Project - Is the shipping request for a project. Projects required that the call form and store are entered for every product.
Custom Reference Field
Signature Required - check if the person shipped needs to sign for the shipment.
Comments - Any additional comments for the BDSMktg Warehouse team.

After filling out the general section click the Save button.

The Recipients and Products button are displayed which are reviewed next.

Recipients

Once the shipping request is saved the recipients button is displayed. Click the recipients button to enter the information.

The recipients screen opens to a list to display the person(s)/store(s) chosen for the shipment destination. The other tabs provide different methods to select/upload a store or a persons address as the destination of the shipment.

Lets review the different methods to provide a recipient

Add People

The add person tab enables the user to search for a BDSMktg employee and select the appropriate address to ship.

The options for shipping address on record are the following

Home - this is the home address setup in the HR system for the employee
FexEx - the FedEx storefront location selected by the employee in their ic person profile
Other - this selection opens form fields to enter a custom address

Clicking the Save button saves the employee to this shipment and displays their information on the List tab.

Upload People

The upload people tab enables users to upload a ic personID to designate the recipient. This feature is more useful in the complex shipping method where more than one recipient is enabled per shipment.

Start by clicking the Template link to download the upload template. The Excel template requires PersonID to be filled in for the recipient. The PersonID for an employee is found on the Person report or the Person List.

Next click the Choose File button to locate the Excel template and click the Upload button to upload the recipient. The recipient is displayed on the List tab after upload.

Upload Error
When an error occurs during the upload process an error and a Download Status button is displayed.

Clicking the Download status button download the template to displays any errors with the upload.

Upload Store

When the recipient is a store and it is in the Universal Store List the BDS Store ID is uploaded using the Upload store tab.

Start by clicking the Template link to download the upload template. Enter the StoreID for the store. StoreID's are found on the Universal Store List report or the USL Store Tools search.

Next click the Choose File button to locate the Excel template and click the Upload button to upload the recipient. The recipient is displayed on the List tab after upload.

Upload Alternate Address

When the recipient is an employee but they need an alternate shipping address use the Upload Alternate Address tab.

Start by clicking the Template link to download the upload template. Enter the employee's PersonID and the address information and save the file.

Next click the Choose File button to locate the Excel template and click the Upload button to upload the recipient. The recipient is displayed on the List tab after upload.

Add Non BDS Person

If the recipient is not a BDS employee the Add Non BDS person tab is used. Enter the person's name and address information and click the Save button.

The person is then displayed on the List tab.

Products

The complex shipping process uses an upload to associate products to recipients, quantities and shipping details. Click the Products button to enter the information.

The products screen opens to a list to display the product/associations chosen.

The Product Association tab enables a user to upload associations of products to people or stores with quantities and shipping details.

First select the upload type. Person or Store. Make the choice based on whether stores or person id's were uploaded in the Recipients upload.

Next click the link to download the Products upload template. The template looks like the grid shown below. Fill in the information based on the field definitions below.

PersonID or StoreID - Associate the product to either a Person or Store uploaded.
ProductCode - Enter the BDSMktg Warehouse ProductCode
Quantity- Number of products to ship
Job Code - specific job code to bill this product shipment
Call Form ID - call form ID for this product shipment
BDS Store ID - USL store ID for the store this product is to be placed in
Is Bill to Third Party - Yes or No should the shipment be billed to a client shipping account code.
Third Party Account - Client FedEx or UPS shipping account code. If one is not set the default is the BDSMktg shipping number.

Next click the Choose File button to locate the filled in Excel template and click the Upload button to upload the Products. The products and association information is displayed on the List tab.

Launch Shipment

A simple shipment is launched to make it visible to the Warehouse to begin processing. The shipment details should be reviewed before clicking launch because any edits to the shipment will need to be communicated to the Warehouse.

Some teams restrict the visibility of the Launch button to authorized team members. If the Launch button is displayed it can be clicked and the shipment moved onto the warehouse for processing.