Contract Fulfillment


 

This article will be an overview of contract fulfillment, including definitions you will need to know. Going paperless just got easier! By combining real-time contract processing with the flexibility of mobile tablet devices, Contract Fulfillment replaces load slips and prep reports, making it easy to fill contracts accurately and efficiently. Now, even out in the warehouse, your team can view existing contracts and mark items as prepped in real time. When contract modifications are made, such as item additions, subtractions, and removals, the Action Status indicates changes, instantly alerting the warehouse. Remote locations will know what they need to pull to ship directly to customers or transfer to another location. In the contract closing process, returned items can either be “eyeballed in” (marked as returned without physically counting them), or “counted in” to show that inventory is complete. Warehouse staff can document shortages or damages easily and create notes that are communicated in real-time to sales staff. Immediate updates mean you’ll reduce customer wait times and be able to recover costs associated with loss or damage. Contract Fulfillment gives sales staff a real-time view to the operation, speeding up final billing and cash flow.


Notable Definitions

Contract Fulfillment definitions
 

Departments - Displays contracts that have items from the selected department.
 

Store - Displays contracts from the selected store.
 

Data Filter - Select the Data Filter button to open additional data filters that now allow you to view data in many ways. This includes the following:
 

- Delivery and Pickup Trucks
 

- Delivery and Pickup Trips
 

- By Delivery, Will Call, and All orders
 

- Contract Status: Reservation, Open, Closed, etc.
 

- Operations: These can be customized for your operation. (See Transaction Operations.)
 

All Contracts - Displays all contracts; by default, this screen will only display contracts requiring action. Checking this box will include contacts that have already been processed.
 

Add Items - When processing a contract in Fulfillment using a barcode scanner, the employee may scan an item that is not on the contract. This will be displayed in red as an exception, but otherwise handled as if the item was on the contract. Counter System will display these items in the Fulfillment tab as exceptions. If the item needs to be part of the contract, the employee can right-click the exception on the fulfillment tab and select ‘Add Item to Contract.' This will clear the exception and add the item and applicable charges to the contract.
 

Note: When adding items to the contract in this way, if you scan the item twice within the contract fulfillment screen, it will ask if you want to remove it when you hit the ‘Exit’ button.
 

Include Today - When working on future dates you can check this box to see any orders that are entered for the current day. This will keep you from having to go back to the current date to check orders that have changed or have been added to the current day.
 

Prepping In or Out definitions
 

Clipboard - Will display additional information about the transaction and the customer.
 

Count Out/In - Used when one or more lines have been selected to show completion for the selected items.
 

Prep Label - Print labels to physically identify inventory ready for customers. (Only available in Prep Out.)

Show All Items - Displays all items. By default, this screen will only display items requiring action. Checking this box will include items that have already been processed.
 

Will Call - Indicates the customer is picking up the items from your store location. On the contract, the boxes at the bottom will not be checked for delivery or pickup.
 

Delivery - Indicates you will be delivering or picking up the items from the customer. On the contract, the boxes at the bottom will be checked for delivery or pickup.
 

View Action History - This will show the action history of the selected item.
 

The calculator and keyboard icons are shortcuts for touch screen users.
 

Comments can be viewed in the Item Detail screen, Action History, Fulfillment Tab in the contract, or from the Fulfillment Manager. Comments can be used to notate damages or any exceptions pointed out by the customer or the employee.


For more information on how Contract Fulfillment works click here.

This is an additional module available for purchase. Please contact our sales department for purchase information: sales@point-of-rental.com. 

Related articles

Contract Fulfillment Labels
Fulfillment Actions