Minimum Version Required: 23.01
Pre-Conditions
The following workflow assumes you already have Docks set up for the selected Location, an Unscheduled Shipment, and a Purchase Order (PO) created in your system. The Calendar under the Location must be set to the Shipment Delivery Date.
Steps
How to Schedule a Shipment on the Dock Time Calendar
1. Using Universal Search, navigate to the ‘Dock Time Calendar’ dashboard
2. Select the Location and Date
3. Fill out the information in the Filter(s) if necessary to find a particular shipment, then click search
4. There are two methods that can be used to schedule a shipment
a. Option 1: Click on the Unscheduled Shipment and manually enter values to all required and applicable optional fields displayed the shipment details overlay’ form and click the ‘Save’ button when complete
NOTE: Dock and Dock Time are required. Dock Time can only be in quarter hour increments (i.e. - 8:00, 8:15, 8:30, or 8:45)
b. Option 2: Click and drag. The User can click and then drag the shipment to the desired time slot on a particular Dock
Fields And Definitions
* = required field
Location* - the location of where Shipments will be delivered
Calendar* - the date of when Shipments will be delivered
Filters - allows for a search of Unscheduled Shipments by the following criteria
a. Date
b. Shipment Num
c. PO Num
d. Vendor
e. Carrier
Unscheduled Shipments - a list that scrolls from left to right allowing for a manual search
Functions - allows for schedule manipulation and notifications to carriers
a. Add Dock
b. Add Shipment
c. Notify Carriers
d. Week / Day View (toggles between the two Views)
e. Knowledge
Docks - shows Dock availability and when shipments are scheduled
Best Practices
The Location must have Docks to schedule/receive a Shipment.