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Fulfillment Process
This article will discuss the fulfillment process. The fulfillment process is a feature that allows you to enter the stage of your order prior to it being loaded and or returned from the jobsite.
Topics included in this article
- Contract Fulfillment definitions
- Prepping In or Out
- RFID
- RFID Scanner Requirements
- Adding Scanners
- Enrolling and Disenrolling tags
- Checking the status of tags
- The fulfillment process with RFID
- Other Notes
Contract Fulfillment definitions
This section will cover some important definitions related to the fulfillment process.
Here's how to get there
Expert: Program Menu > Item Availability > Contract Fulfillment
Elite: Left Menu > Tools > Contract Fulfillment
Prep Out - Items that are pre-staged/prepped. (This replaces the paper version of the item prepping process.)
Prep In - Items being processed in for final counts and inspection.
Will-Call In - Items being returned by the customer.
Will-Call Out - Items being picked up (will-called) by the customer. (This replaces the paper version of Load Slips.)
Loading Out - Items being loaded on a delivery truck. You will be able to see Dispatch Routes by stop or by truck view. Can be used to load or unload a truck.
Loading In - Items being unloaded from delivery. You will be able to see Dispatch Routes and allow by a stop or by the truck view. Can be used to load or unload a truck.
Transport Out - Items being delivered. Add information on transport tab
Transport In - Items being picked up.
Select All Lines - Will check the box on all visible lines.
Prepping In or Out
if on tablets - users can use the keyboard to enter comments
1. Select the appropriate action (Out or In). Then select the appropriate tab (Prep, Will-Call, Loading, or Transport) to produce a list of contracts. You can select any additional filters to assist with your contract search.
2. Select location
2. Select any contract.
3. Select any line item (not the checkbox) to view the Item Detail Screen. The detail screen provides more information than the list view.
4. From the Item Detail view, use the up and down arrows next to the "Qty to be actioned" field to adjust the number of items being actioned (10 in this example). You can also auto-fill this field by clicking on the numeric values under Quantity Required and Quantity Actioned. You can add comments to the line item to notate damages by entering text in the Action Comments field.
- Prepping Out Serialized Items - If an item is serialized, when counting the item out, you will be shown a list of serialized units. You can select from the list of available units to be prepped out.
- Prepping Out Bulk Serialized Items - If an item in the file record is marked as a bulk serialized item, when counting the item out, you will be taken to a screen showing all the individual records making up that bulk serialized item. Normally, this would only be used if you were using a barcode system to track your inventory. If you are not using a bar code device, then each item would need to be counted out separately.
- Prepping In or Out Metered Items - If the item in the file record is a metered item, when counting the item out, you will be asked to enter the meter out number in the appropriate field. When the item is prepped back in, you will be asked to enter the meter in number.
Note: If an item was actioned by mistake, you can use the down arrow key to lower the quantity actioned field.
5. You can action the next item or previous item by clicking the right and left arrows. Pressing the next/previous arrow will save your current entries and move to the next item to action.
Note: You can select each line item individually or all lines at once (using the checkbox) and press the Count-Out/In button to process the selected item(s).
6. Repeat the process of steps 4 and 5 until you have finished with every item on the contract. You will then need to move off of the main prep tab to the next tab in your fulfillment process, either the "Will Call Tab" or the "Loading Tab". Once an item is prepped (in/out) the action status will change colors.
- Green - Items are ready to be prepped out/in.
- Yellow - Items are in the process of being prepped out/in.
- Red - Items have not started being processed out/in.
- Selecting Done
Another option for fulfilling items is RFID. RFID expedites the fulfillment process, allowing you to prep items in or out in mass, by scanning their associated tags. Your scanner devices will need to be configured by your device lender. This is designed to be used with devices that are IP portal based. Please note, you must be licensed for RFID Integration and have network devices set up in order to use this feature.
Two different types of scanners (or communication protocols) are supported.
1. TCP
2. MQTT
TCP scanners only require an IP Address and a Port. MQTT scanners require a name, broker’s IP, client id, and a topic.
Network devices are accessible from any device or workstation within the network.
In order to add a scanner to your Point of Rental software, you will need to follow the path below to your system configuration settings.
Expert: Program Menu > Configuration > System Configurations > RFID Network Devices
Elite: Configuration Gear > System Configurations > RFID Network Devices
1. Select Add.
2. Select the type of scanner you will be using via the Scanner Type dropdown.
3. Enter the Scanner Name, IP Address, Port, and API Key.
4. Press Ok.
Enrolling or Disenrolling tags
Enrolling
To enroll a tag to an item, the item must be marked as a bulk item. You cannot enroll a tag to a non-bulk item. Follow the steps below to enroll your tag.
- Open the item record within File maintenance
- Go to Tools, located in the top menu bar
- From the menu, select bulk serialization.
- Select Add.
- Enter the tag unique identifier (it cannot be a duplicate).
- Press Ok to save
Disenrolling
Disenrolling your tags ensure that they are deactivated and cannot be scanned during the fulfillment process. The disenroll option is for disassociating a large number of tags from damaged or sold items so that they can be recycled for reuse.
To begin the process, follow the path below for your product:
Expert: Program Menu > File Maintenance > RFID Integration
Elite: Configuration Gear > File Maintenance > RFID Integration
- Once you're in RFID Integration, select the Disenroll button.
- Ensure the correct RFID device is selected, by using the dropdown in the top left corner.
- Select Start Scan and begin scanning your tags.
- Press Stop Scan to complete your scan.
- Once your tags have been recognized, select Disenroll tags.
- You'll be asked to confirm your choice. If you select no, you'll be able to go back and scan more items if needed. If you select yes, the tags will be disenrolled.
- If successful, the window will display the number of tags disenrolled.
You can check the status of tags to ensure that they are enrolled (activated) or disenrolled (deactivated) within file maintenance. Follow the path below to get there.
Expert: Program Menu > File Maintenance > RFID Integration > Status
Elite: Configuration Gear > File Maintenance > RFID Integration > Status
The fulfillment process with RFID
Once you are ready to fulfill a contract, you will open the contract in fulfillment. The green gear allows you to set the default scanner you would like to use. Select the button above to start the RFID scan. It will prompt you to pick your device. The center of the button will turn green.
When the contract is prepped back in, it can be done through the contract or through the blind scan or double-blind scan buttons.
Once scanned, a ‘Pass,’ ‘Fail,’ or ‘Duplicate’ status will appear to the right of the box with the number of tags that correspond to each status. The ‘Fail’ label can be selected to see why those items failed.
1. On continuation contracts, they will not show in the OUT tab, only IN, or returns.
2. You can update operations with fulfillment.
3. Parent Contracts will now show line items that are not on a logistic ticket.
Related articles
Contract Fulfillment Labels
Fulfillment Tab