How to edit inbound container deliveries after they've been created and submitted to a warehouse.
| IN THIS TOPIC |
To make changes to a container delivery after you've created it in Flexe:
1. Select Inbound Deliveries from the left menu.
2. Select the delivery you want to edit.
If the delivery has not yet been confirmed by the warehouse, you can find it in the New tab. If the warehouse has already confirmed and scheduled the delivery, you can find it in the In Progress tab.
Select the delivery to open the detail page, which is where you can access available edit options.
3. Make changes to the delivery, as needed.
Here's a quick overview of what you can edit from the delivery details:
Editing Delivery Information
Select the Edit option at the top of the page to make changes to Delivery Information, including the Date, Trailer # and Seal #.
Keep in mind that whenever the delivery date is updated by the carrier, you'll also need to update the Date field in Flexe, so that the warehouse has the most current information.
Note: If you need to change something that doesn't have an edit option, contact us at support@flexe.com for additional help.
Adding Inventory
To add items to the delivery, go to the Delivery Summary section and select Add Inventories.
Use the text box to search for the items you want to add. You can search by SKU or item description--you'll start getting results from your Item Master once you enter at least three characters.
Editing or Removing Inventory
You can also adjust quantities from the Delivery Summary section. Open the menu (three dots) next to the item you want to adjust, then select Edit. Use the text box to enter the new amount, then select Save.
If you need to remove an item completely, open the menu and select Remove Item.
Canceling a Delivery
Use the Cancel Delivery option at the top of the page to cancel the delivery altogether.
A warning message then shows onscreen asking you confirm. It explains that you'll be responsible for any fees or penalties that result, including warehouse restocking labor and transportation cancellation penalties.
Select Confirm Cancellation if you want to proceed.
Uploading Documents
You can add and access documents for the delivery in the Documents section.
To add a document, select Upload Document. In the window that opens, select Choose File, then select the file(s) you want to add.
Note: Make to use supported file types (.pdf, .doc, .docx, .txt, .rtf, .csv, .xls, .xlsx)
Also make sure to use the dropdown to select the document type. If needed, you can choose "Other," and then use the Description box to add a description.
Editing In Progress Deliveries
If you make changes to an In Progress delivery already confirmed and/or scheduled by the warehouse, that delivery moves to the Altered tab on the Inbound Deliveries page.
The warehouse will receive an email notification about the changes you made, and will need to re-confirm the delivery before proceeding.
Note: You can't make changes to completed or cancelled deliveries (from the Completed tab on the Inbound Deliveries page). However, all information and corresponding documents for these deliveries remain available in the delivery details as long as your reservation is open.
Comments
0 comments
Please sign in to leave a comment.