Fulfillment: Warehouse & Inventory Management

MarketDirect Fulfillment (MDFF) is an integrated web-based pick-and-pack fulfillment solution. MDFF expands the capabilities of the e-commerce platform with an integrated warehouse management and fulfillment system that supports your Print Shop's pick-and-pack and distribution workflows. MarketDirect StoreFront also offers the additional Rental and Reservations module (MDFF Rental), which allows you to rent products on your storefront for events and trade shows.

The MarketDirect Fulfillment integrated Fulfillment module and the Rental and Reservations module are license add-ons for MarketDirect StoreFront.

For information on obtaining a license for MDFF and/or MDFF Rental, please contact your Graphic Communications sales representative, call (855)-334-4457, or complete the form at https://printepssw.com/contact-us.

More information on MDFF features and functionality

See the eLearning course MarketDirect Fulfillment Course available in the SmartHelp Menu on the Administration page.

What would you like to do?

Verify your license for the Fulfillment modules

• Verify your license

  To verify that your site is licensed for the MarketDirect Fulfillment module:

  1        Go to Administration > License.

  2        On the License page:

  ●        Scroll down to the PLATFORM section and verify that the MDFF-Inventory Module option is selected.

      

  ●        Scroll down to the SCALE OPTIONS section and verify that you have the correct number of warehouses licensed for MDFF in the MDFF Warehouses field.

  

  To verify your site is licensed for the Rental and Reservations module:

  The MarketDirect Fulfillment module and the Rental and Reservations module are now independent from one another. You do not need to have MarketDirect Fulfillment in order to enable the Rental and Reservations module.

  1     Go to Administration > License.

  2     On the License page:

  ●        Scroll down to the E-COMMERCE OPTIONS section and verify that the MDFF Rental option is selected.

      

  For information on obtaining a license for MDFF and/or MDFF Rental, please contact your ePS sales representative, call (855)-344-4457, or complete the Web form at https://epssw.com/contact-us.php.  

Set up a warehouse

• Add a warehouse

  1        Go to Administration > Manage Warehouse.

  2        On the Manage Warehouse page, click Add Warehouse.

  3        On the Add Warehouse page:

  

  ●        Facility: Select the facility with which the warehouse is associated.

  ●        Warehouse: Specify a name for the warehouse you are adding. 

  ●        Prefix: Adding a prefix for the warehouse, for instance, can serve as an identifier if you have more than one warehouse.

  ●        Unit: Select the unit of measurement for the warehouse: Inches, Feet, and Centimeters. 

  ●        Use facility address: The default option is to use the facility's address for the warehouse.

  4        Click Save to add the warehouse to the system. 

  

• Set up locations in the warehouse

  A location is a specific area in the warehouse where inventory is housed for receiving, picking, packing, etc. 

  Before you begin

  ●        The locations you create in the Fulfillment system will map to physical locations in your warehouse.

  ●        Having a diagram or schematic of your warehouse will be useful. 

  ●        The diagram below depicts a warehouse with 4 rows of 2 racks that are 5 levels high. 

  ●        So there are 40 basic locations in the warehouse that you need to create in MDFF. 

  

  1        Go to Administration > Manage Warehouse Locations.

  2        Click either Create Location to create locations one at a time or Bulk Location to add many location at once.

  

  For a warehouse such as the sample warehouse with 40 locations, the bulk location creator is the best option.   

  3        Set up the locations on the Create Location page:

  ●       Warehouse: Select the warehouse in which to create the locations.

  The system is set up for warehouses with locations in Rows (or Aisles), Racks (or Bays), and Levels. The first step is to specify the number of rows (or aisles) in the location, so let's consult the sample warehouse diagram. 
  
  

  ●       Rows (Aisle): Specify the number of rows in the warehouse.
  To add 4 rows, type the number 1 then press Enter, 2 then Enter, 3 then Enter, and 4 then Enter. 

  

  ●       Racks (Bays): Specify the number of racks in the warehouse.

  ●       Type: Select either Numeric or Alphabet to indicate whether the rack sequence scheme uses numbers or letters.

  ●       Start: Specify the first number or letter in the sequence (e.g., 1 or A).

  ●       Levels:

  ●       Type: Select either Numeric or Alphabet to indicate whether the level sequence scheme uses numbers or letters.

  ●       Start: Specify the first number or letter in the sequence (e.g., 1 or A).

  ●       Height (Inches): Specify the height of each location in the specified unit of measurement for the warehouse.

  ●       Width (Inches): Specify the width of each location in the specified unit of measurement for the warehouse.

  ●       Depth (Inches): Specify the depth of each location in the specified unit of measurement for the warehouse.

  ●       Location: The Location field specifies the format for the warehouse locations, which will be used for receiving inventory into the warehouse, creating walk-sequences for picking, etc. You can arrange the 4 elements (WarehousePrefix, Row, Rack, and Level) in any order.

  You can remove an element from the sequence and arrange the elements in any order. The default order is Warehouse Prefix, Row, Rack, Level.
  
  —If you wanted to remove the Warehouse Prefix, you would simply click on it.
  —If you wanted to change the order from Row, Rack, Level to Level, Rack, Row, you would simply delete all 3 elements and then reenter them in the desired order by typing the first few letters of Level, selecting the item from the autosuggestions drop-down, and then clicking Enter, and then repeating the procedure for Rack and Row.

  ●       Separator: Select the separator for the location.

  ●        Dot: Row.Rack.Level.

  ●        Comma: Row,Rack,Level.

  ●        Underscore: Row_Rack_Level.

  ●       Description: The Description field specifies the description format for the warehouse locations. See Location field above for formatting information.  

  ●       Separator: See Location Separator above for formatting information.

  ●       Zone: Zone is an optional field you can use if the warehouse locations are for a special purpose, such as an area set aside for "Customer A's Products" or for "Shipping Department Supplies." 
  You can select an existing zone from the pull-down list or click the edit button and the + create storage zones as needed.

  

  ●        Storage Type: Storage Type is another optional field you can use to note the type of storage the location provides (such as "Cold Storage" or "Oversized Storage" or "Security Cage" or "Printed Sheets"). 
  You can select an existing type from the pull-down list or click the edit button and the + create storage types as needed.

  ●        Click Preview to see the locations in table format.

  ●        The sample warehouse with 4 rows, 2 racks, and 5 levels would result in a location table with 40 records , corresponding to the 40 locations in the warehouse. 

  

  ●        If you need to make adjustments to the location setup, click Location details  to return to the Create Location page to edit.

  ●        When you are satisfied with your warehouse location setup, click Commit to save it. 

  You can change the location setup at any time to match changes you make to your physical warehouse. For instance, if you add a row or level, combine 2 locations so they are suitable for storing larger items, add new racks, etc. See Edit warehouse location later in this help topic for more information on editing warehouse locations.

• Define walk sequences

  A walk sequence maps out the most efficient route to a warehouse location by optimizing the sequence of steps a picker should take. It's like shortest-route driving directions for your warehouse. Note that each warehouse will have a unique set of walk sequences. After setting up your warehouse and defining locations within it, your next step is to create walk sequence markers.

  1        Go to Administration > Manage Warehouse Locations.

  2        On the Warehouse Location page, select the target warehouse for the walk sequences.

  For example, to create walk sequences for warehouse W3, filter on W3 in the Warehouse column.  

  

  3        Click the Export-Import button and select Export.

  

  4        Open or save the warehouse location list. The list is in comma-separated value format and will typically open in MS Excel or another spreadsheet application or text editor.

  5        In the location list, first right-click, select Sort > Sort A to Z.

  

  6        Next, go to the walkSequence column and assign each location a unique number in the system—not just in the warehouse or in the zone, but the number must be unique across all warehouses in your system. This number is a walk sequence marker (or ID).

  

  7        Save the CSV file with your changes. 

  8        Back in MarketDirect Fulfillment, click the Export-Import button and select Import.

  

  9        Click Browse… and select the CSV file and then click Upload File.

  10    Note that the walk sequences were imported from the CSV file.

  

  To see only the walk sequences for the W3 warehouse, you would again filter on W3 in the Warehouse column. 
  
  
  
  You can change the sort order of the sequences as needed.

• Edit warehouse location

  Warehouse layouts are subject to change as your storage needs change. You might need to add new rows, racks, and levels or add a new zone or type of storage. You can make changes to your warehouse location setup in MarketDirect Fulfillment at any time. In this section we will walk through the process of editing a warehouse location. 

  For example, let's say you just began carrying a new product line that is too large for your existing locations. You can combine 2 existing locations into a single location that can accommodate the new product and then make changes to your location setup in Fulfillment. You will need to combine location 1.01.A and 1.01.B into a new location 1.01.AB.
  
  

  1        Go to Administration > Manage Warehouse Locations.

  2        On the Warehouse Location page, select the target warehouse for the walk sequences.

  

  3        Go to the Location you want to modify and edit the name as needed.

  If you wanted to combine 2 locations (e.g., 1.1.A and 1.1.B) to make a larger location, you might change the name to 1.1.AB.

  

  4        Next, change the Description and Height, Width, and Depth  for the new (combined) location.

  Change any other fields as needed. The next step in our example use-case (combining 2 locations into a single larger location) would be to delete the now obsolete location 1.1.B.
  
  
  
  You can use this basic procedure to make any needed changes to your warehouse location setup. 
  
  If the changes you make affect the walk sequences, simply export the location list, delete the existing values in the walk sequence column, and re-number (using AutoFill to save time). Then re-import the location list to Warehouse Location page in MarketDirect Fulfillment. 

Create Fulfillment or Rental products and receive inventory

• Create a Fulfillment product

  Fulfillment products are finished goods kept in stock and ready to ship, or print-on-demand products produced when ordered. This sub-topic list every setting available when creating or editing a Fulfillment product, organized by General settings and the different tabs used to configure the product.

  

  Create a Fulfillment product

  1       Go to Administration > Products.

  2        Click Create Product.

  

  3        Complete the fields in the Create product window:

  ●        Name: Enter a name for the product.  

  ●        SKU / Product ID: Enter a unique alphanumeric value to easily track inventory for the product.

  ●        Display As: Enter a name for the product that will be visible to the buyer.

  The Display As value will be the same as the Name field by default.

  ●        Product Type: Choose FF-Inventory from the drop-down list.

  4        Click Create.

  5        Complete the settings in the available Product Information tabs.

  6        Click Save.

  7        Click Add Quantity to receive inventory for the product or click Done.

  You can access the Receive Inventory page for the specific product by clicking the Add Quantity icon in the header. For information on receiving product inventory, see Receive items into inventory.
  
  

  General settings and information

  ●        Product Name: Name entered for the product when it was created. This information is auto-populated from the Create Product window.

  ●        Copy Short URL: Click to copy a link directly to the product's page. The link is created using the SKU/Product ID following the format http://[site domain]/DSF/PRODUCTS/SKU/[SKU].aspx.

  The Short URL is often used for marketing purposes.

  ●        Product Type: Display-only field showing the product type.

  ●        Item ID: Unique, system-generated identifier created when the product is saved.

  ●        SKU: Unique SKU/Product ID for the product.

  ●        Creation Date: Date the product was created.

  ●        Last Modified On: Date the product was last edited.

  ●        Status: Click the icon to make the product Active or Inactive. Active products are available for ordering once published to a storefront.

  ●        Stock on Hand: Total quantity of the product currently in inventory.

  ●        Reserved: Quantity reserved for orders that have been placed but not yet shipped.

  ●        Damaged: Quantity marked as damaged by an administrator. This inventory is not available for sale.

  ●        Available on Hand: Quantity available for new orders. This quantity is calculated by subtracting Reserved and Damaged inventory from the  Stock on Hand.

  ●        On Order: Quantity to be produced, typically from an MIS-generated PO or kits to be assembled.

  Information tab

  Product Details

  ●        Product Name: Name entered for the product when it was created.

  ●        Display As: Name for the product that will be visible to the buyer.

  ●        SKU: Unique SKU/Product ID for the product.

  ●        Buy Now Button Text: Custom text for the storefront's Buy Now button. The default text is Buy Now.

  ●        Display Priority: Choose the display priority from the drop-down list. This determines whether the product appears higher or lower on the storefront page.

  ●        Company: Assign the product to the selected company.

  ●        Commodity Code: Enter a tax code to specify the type of item for more accurate tax calculations. Commodity Codes are available from your external tax service provider.

  ●        Item Template: Enter the name of the MIS template to associate with the product. This will connect the product to a particular estimate in the MIS, so it knows which specifications should be used to produce the print job. The system populates the Product ID field for Fulfillment products sent from the MIS.

  The Item Template field will only be displayed when MarketDirect StoreFront is integrated with an MIS.
  
  For PrintSmith Vision integrations, Product ID will be used to link all products.

  ●        Description Footer: Enter additional product information shown on the storefront and product details page.

  ●        Description: Click the toggle to switch between Short and Long descriptions.

  

  ●        The Short description is shown on the storefront. It has a 2,000 character limit.

  ●        The Long description is shown on the full product details page. It has a 4,000 character limit.

  ●        Product Images / Thumbnail Upload As: Designates each uploaded image as the Product Icon (thumbnail), Detail Image(s) (product details page only), or Both.

  

  Only one image can be the Product Icon, which is marked with a black star.
  
  If you change the Product Icon by clicking the star, then the previous Product Icon will become a details image.
  
  If you upload multiple images as both the product icon and details image, then only the first image uploaded will be the Product Icon.
  
  If you already have a Product Icon assigned and upload another image as the Product Icon or both, then the new image will overwrite the existing Product Icon.

  ●        Keywords: Enter keywords to help search engines locate the product. Keyword must be separated by commas.

  ●        Production Notes: Enter internal notes for the production team. These notes will appear on the job ticket and tickets sent to output devices.

  Availability

  ●        Valid From: Select the date the product becomes active.

  ●        Expiration date: Select the date the product becomes inactive.

  ●        Turn Around Time: Enter the turnaround time to process the order.

  ●        Enter a numeric value into the Turn Around Time field and choose the unit of time to measure the value. Turn Around Time is measured in Hour, Day, Week, and Month.

  

  Order Quantities

  ●        Any quantity: Select to allow buyers to order any quantity of the product.

  ●        Maximum Order Qty Permitted: Enter the maximum quantity, up to 100,000 items, the buyer can order during a single purchase.  

  ●        Fixed quantities: Select to define specific quantities of the product the buyer can choose to order (e.g., 100, 200, 300).

  ●        Quantity: Enter the individual fixed-quantity entries. Add, Edit, or Delete the entry using the fixed-quantity tools.

  

  The Fixed quantities option presents the buyer with a quantity drop-down list on the storefront.

  ●        By Multiples: Select to define set increments of the product the buyer can order.

  ●        Minimum: Enter the minimum quantity buyers must order.

  ●        Maximum: Enter the maximum quantity buyers can order.

  ●        Increment: Enter the increment buyers must order in (e.g., Minimum=2 and Increment=2 allows orders of 2, 4, 6...).

  ●        Advanced: Select to specify a complex quantity option in order to match a pricing structure.

  ●        Quantities: Enter a regular expression that defines quantity options.

  The Advanced option presents the buyer with a quantity drop-down list on the storefront.
  
  For more information on regular expressions, see Quick Reference on Regular Expressions.

  ●        Multiple Recipients (SmartStores only) determines how the minimum quantity is enforced across a split order.

  It is only is available when Order Quantities is set to Fixed, Multiple, or Advanced.

  ●        Each recipient set to a valid quantity: Select to enforce the minimum order quantity for every recipient individually.

  ●        Total quantity must add up to a valid quantity: Select to enforce the minimum order quantity only against the combined total across all recipients.

  ●        Enforce Max Quantity Permitted in Cart: Enable to apply the Maximum Order Qty Permitted limit at the cart level.

  Behavior

  ●        Mobile Supported: Enable the product to be shown and available for purchase to buyers using mobile devices.

  ●        Customer Owned: Mark the product as owned by a third-party customer.

  If the product is Customer Owned, you will be required to specify who owns the product from the Customer list. 

  The Company field and Customer Owned setting information is available in the Inventory Summary report. Administrators can use this information to identify customer owned products and plan for restocking their inventory.

  ●        Return Policy: Enable the product to be eligible for returns.

  The return policy (i.e., the number of days the buyer has to return the product) is determined in the Order Return Policy Settings on the Edit Company page.

  SEO

  ●        SEO Title: Enter the product page title shown in search results. The default SEO Title is the product name.

  

  ●        URL Slug: Enter the URL-friendly version of the product name. The default URL Slug is the product name with spaces replaced by hyphens and non-alphanumeric characters removed.

  

  MarketDirect StoreFront recommends you choose a URL-friendly version of the product name for the URL Slug field.

  ●        Meta Description: Enter the short description shown in search results. The default Meta Description is the product's Short description.

  

  The best practice is to keep the Meta Description to 50 words or less.

  Inventory tab

  Stock Settings

  ●        Default Pick Location: Choose the default warehouse location where the product is stored. The Default Pick Location drop-down list only shows locations containing the product.

  ●        Inventory Pick Strategy: Choose the strategy for how the product is picked once ordered.

  ●        Default Location, FIFO Skid ID: This strategy has the picker first go to the Default Pick Location (DPL) to get the product. If the ordered quantity is not available at the DPL, the picker will then get the product from the FIFO skid (first in first out).


  ●        FIFO Skid ID: This strategy has the picker bypass the DPL and go directly to the FIFO skid to get the product (first in first out). This is the skid with the oldest received inventory.


  ●        LIFO Skid ID: This strategy has the picker bypass the DPL and go directly to the LIFO skid to get the product (last in first out). This is the skid with the most recently received inventory.

  ●        Threshold: Enter the Stock On Hand quantity that triggers a low-inventory email notification.

  ●        Customer Rep (this item): Enter or choose the contact at the supplying company who receives inventory notifications.

  ●        Sales Rep (this item): Enter or choose the contact at your company responsible for the supplying customer, who receives inventory notifications.


  ●        Notification Email: Enter additional email address(es) to notify if the product Threshold is triggered.

  ●        Notify on Inventory Receive: Enable to send an email to the specified recipients when inventory for the product is received.

  Unit of Measure

  ●        Inventory UOM: Choose the unit used to count physical inventory. Options include Each, Bunch, and Box.

  The Inventory UOM appears throughout the warehouse management pages. The default value is Each (1).

  ●        Conversion Factor: Enter the number of base units contained in the Inventory UOM (e.g., a Box of 10 pencils has a Conversion Factor of 10).

  ●        UOM Description: Combined Inventory UOM and Conversion Factor (e.g., "Box (10)").

  Barcode

  ●        Barcode: Enter or generate via scanner the alpha-numeric identifier assigned to the product. The same barcode can apply to multiple products, but the best practice is one barcode per product.

  Only 2D barcodes are supported.

  Barcodes can be scanned by any hand-held device with the capability to browse the internet and scan a barcode. This includes tablets and mobile devices integrated with a hand-held bluetooth scanner.

  Inventory Rules

  ●        Storage Type: Enable to track the inventory by special storage requirements (e.g., cold storage). Choose a type from the drop-down list.

  Click the Edit icon to open the Storage Type list. You can add, edit, or delete storage types from the list.
  
  

  ●        Allow Back Order: Enable to permit orders to exceed available stock.

  ●        Back Order Rule: Choose the rule that determines what happens when ordered quantity exceeds Stock On Hand. The rules include None, Cancel entire order, Cancel back order-ship partial, Backorder-ship partial, or Backorder Entire Order.

  ●        Back Order Max Quantity: Enter the maximum quantity allowed on back order for the product.

  ●        Show Inventory when back order is allowed: Enable to let the buyer see current inventory levels when back orders are permitted.

  ●        Physical Count Interval: Choose how often the product's physical inventory is cycle-counted. Intervals include None, Weekly, Monthly, Quarterly, or Yearly. The count clock starts when inventory is received. Choosing None still allows manual counting on the Physical Count page, but excludes the product from the Ready to Count tab.

  ●        High Value Product: Mark the product as high value.

  ●        Unique Skid: Mark the product as having a unique skid per unit.

  ●        Has Serial Numbers: Enable serial number tracking for the product.

  Serial Numbers are disabled once the product has received inventory. For more information, see Inventory Serialization.

  ●        Lot's: Enable lot assignment and tracking for the product.

  Lot's are disabled once the product has received inventory. For more information, see Lot Management.

  ●        Enable Substitution: Enable the Substitution tab, which allows you to designate substitute product(s) that can be sent to the buyer in place of this one.

  For more information, see Inventory Substitution.

  ●        Revisions: Enable to manage and track different versions of the product on the Revisions tab.

  Revisions are disabled until a new product is saved. Once a revision is created for the product, the Revision No & Rule section will appear, which allows administrators to edit the revision number and the revision rule.  
  
  
  
  For more information, see Inventory Revisions.

  ●        Auto Replenishment to Default Location: Enable to automatically replenish inventory at the Default Pick Location when it falls below a set minimum, pulling from other locations per the Inventory Pick Strategy.

  ●        MIN Qty: Enter the minimum quantity allowed at the Default Pick Location before a transfer request is triggered.

  Auto-replenish transfer requests are handled in the Transfer Requests table or by tapping Items to be Transferred on Mobile Fulfillment. For more information, see Inventory Transactions and Inventory Transactions using Mobile Fulfillment.

  ●        MAX Qty: Enter the maximum quantity allowed to be auto-replenished. The maximum quantity does not limit the amount of inventory allowed in the Default Pick Location.

  Inventory can be moved from multiple locations to accommodate the auto-replenish transfer request.

  Stock by Location tab

  Inventory Management table

  

  ●        Location: Warehouse location where the skid is stored.

  ●        Skid ID: Identification number of the product skid.

  ●        Quantity: Total quantity of product on the skid.

  ●        Reserved: Quantity on the skid released for picking, but not yet shipped.

  ●        Damaged: Quantity per skid marked as damaged. This inventory is not available for sale.

  ●        Available Qty: Quantity per skid available for new orders. This inventory is calculated by subtracting Reserved and Damaged inventory from the Quantity.

  Inventory can be transferred, adjusted, damaged, and destroyed using the Quick Access Menu options. For more information, see the following sub-topics:
  
  Designate Damaged Items
  
  Destroy Items
  
  Transfer inventory to another location
  
  Manually adjust product inventory quantities
  
  

  Shipping

  Sizes and Weight

  ●        Unit of Measure for Weight: Choose the unit of measurement for the product's weight. Options include ounce (oz), pound (lb), gram (g), and kilogram (kg).

  ●        Unit Quantity: Enter the number of units per shipping calculation.

  For example, enter 1 to measure the product by a single unit.

  ●        Weight: Enter the product weight for the Unit Quantity.

  ●        Max Quantity per Subcontainer: Enter the maximum number of units allowed per sub-container. If no sub-container is used, this value reflects the dimensions of the shipping container to ship a single unit.

  ●        Unit of Measure for Dimensions: Choose the unit of measurement for the product's dimensions. Options include Inches, Feet, Centimeters, Meters, millimeters (mm), Yards, or TWIP.

  ●        Width: Enter the product width in the selected dimension measurement.

  ●        Length: Enter the product length in the selected dimension measurement.

  ●        Height: Enter the product height in the selected dimension measurement.

  Handling Rules

  ●        Ship item separately: Enable to ensure the product ships in its own dedicated package.

  Size Preview

  Displays a preview of one product unit based on the entered Width, Length, and Height.

  

  Pricing

  Behavior

  ●        Cost: Enter the cost of the product. This setting is required for cost-plus pricing.

  ●        Average Cost: Weighted average cost calculated from actual procurement costs across purchases.

  For example, you purchase 100 units on January 1st for $7 each and another 200 units on February 3rd for $6.50 each, the average cost will be calculated by:
  
  100x7.00=$700
  
  200x6.50=$1,300
  
  $2000\300=$6.67 average cost for each item.

  ●        Costing UOM: Choose the unit of measure for cost. Options includes Each, Bunch, and Box. The default unit is Each (1).

  Defining Costing UOM is important if the cost per item is different than the Inventory UOM. For example, if you sell a box of pencils containing 10 pencils for x price, you may wish to calculate cost based on each individual unit in the box. In this case, the Inventory UOM for the pencil product will be Box (1), but the Costing UOM will be Each (10).

  ●        If the Sales Tax model is applied, then the following fields appear:

  ●        Exempt Taxes: Enable to exclude the product from tax calculations.

  ●        If the VAT model is applied, then the following fields appear:

  ●        Use Print Shop Setting: Select to use the Print Shop VAT Numbers.

  ●        Select Cross Border VAT Definition: Select and choose a VAT sheet from the drop-down list.  

  ●        Fixed Rate: Select and choose a fixed VAT rate for the product.

  ●        Exempt Shipping Charges: Enable to exclude shipping charges for the product.

  ●        Calculate Storage Charges: Enable to apply storage charges to the product.

  Price Sheets

  ●        Filter By Type: Select the type of price sheet to edit.

  For more information on price sheet management, see Configuring Pricing Settings.

  ●        Price Sheets: Select the specific price sheet(s) to edit. You can use the search bar to filter the listed price sheets.

  ●        Multi Level Pricing Sheet: Supports different pricing levels, including Site, Print Shop, and Company. This allows you to offer alternate pricing to different customer groups. Site-level pricing applies unless overridden at the Print Shop or Company level.

  ●        Range Unit: Enter the quantity range for a price tier.

  ●        Regular Price: Enter the standard price for that quantity range.

  ●        Setup Price: Enter the setup or handling cost for that quantity range.

  The Setup Price is only applied to a product one time per order.

  ●        Cost Plus Price Sheet: Prices are set relative to the Cost value.

  ●        Regular Price: Choose an option to set the price relative to the Cost. Enter a value for each Range Unit into the blank field.

  

  ●        Same As Cost: Price is the same as the Cost.

  ●        Mark Up Cost: Price is higher than Cost by a specified dollar amount.

  ●        Mark Up Cost As Percentage: Price is higher than Cost by a specified percentage.

  ●        Mark Down Cost: Price is lower than Cost by a specified dollar amount.

  ●        Mark Down Cost As Percentage: Price is lower than Cost by a specified percentage.

  ●        Range Unit: Enter a quantity range for a price tier.

  Click the Add icon to add a new range unit. Click the Trash can icon to delete a range unit. Click the Copy, Paste Range, and Paste All icons to copy and paste range units into other price sheets.
  
  

  Security tab

  ●        Assign Permissions To: Choose the category of users to view in the Assign Permissions table. The category options include Users, Groups, Companies, and Departments. You will select specific users, user groups, companies, or departments from the table to give managing and publishing permissions for the product.

  If the MarketDirect StoreFront is configured for entities, then the product can be shared with different entities. For more information, see Managing Entities.

  ●        Purchase Permission: Enable the Purchase permission in the Can Do area.

  ●        Can Do: Select which permissions to give the user.

  ●        Publish: The selected users can publish the product to the storefront.

  The Publish permission requires the Manage permission in order to work.

  ●        Purchase: The selected users can purchase the product.

  ●        Manage: The selected users can edit the product settings.  

  ●        Select users from the Assign Permissions table.

  ●        Click Assign to grant the selected users with the selected permissions.

  ●        Assigned Permissions: View users with granted permission from the table. User permissions can be enabled and disabled from the table using the toggles.

  

  By default, buyers will not be able to search and locate an unpublished product. If you want buyers to be able to find an unpublished product on the storefront, then disable Use site-wide setting (No) and enable Allow buyer to search.
  
  

• Create a Rental product

  Rental products are finished goods such as a table, chair, or kiosk that a customer can rent for a specified period and then return once the event or trade show is finished. This sub-topic list every setting available when creating or editing a Rental product, organized by General settings and the different tabs used to configure the product.

  

  It is important to configure the Rental settings on the Configuration page before you publish a Rental product to your storefront.

  Create a Rental product

  1       Go to Administration > Products.

  2        Click Create Product.

  

  3        Complete the fields in the Create product window:

  ●        Name: Enter a name for the product.  

  ●        SKU / Product ID: Enter a unique alphanumeric value to easily track inventory for the product.

  ●        Display As: Enter a name for the product that will be visible to the buyer.

  The Display As value will be the same as the Name field by default.

  ●        Product Type: Choose FF-Rental from the drop-down list.

  4        Click Create.

  5        Complete the settings in the available Product Information tabs.

  6        Click Save.

  7        Click Add Quantity to receive inventory for the product or click Done.

  You can access the Receive Inventory page for the specific product by clicking the Add Quantity icon in the header. For information on receiving product inventory, see Receive items into inventory.
  
  

  General settings and information

  ●        Product Name: Name entered for the product when it was created. This information is auto-populated from the Create Product window.

  ●        Copy Short URL: Click to copy a link directly to the product's page. The link is created using the SKU/Product ID following the format http://[site domain]/DSF/PRODUCTS/SKU/[SKU].aspx.

  The Short URL is often used for marketing purposes.

  ●        Product Type: Display-only field showing the product type.

  ●        Item ID: Unique, system-generated identifier created when the product is saved.

  ●        SKU: Unique SKU/Product ID for the product.

  ●        Creation Date: Date the product was created.

  ●        Last Modified On: Date the product was last edited.

  ●        Status: Click the icon to make the product Active or Inactive. Active products are available for ordering once published to a storefront.

  ●        Inventory Qty: Total quantity of the product currently in inventory.

  ●        Damaged: Quantity marked as damaged by an administrator. This inventory is not available for sale.

  Information tab

  Product Details

  ●        Product Name: Name entered for the product when it was created.

  ●        Display As: Name for the product that will be visible to the buyer.

  ●        SKU: Unique SKU/Product ID for the product.

  ●        Buy Now Button Text: Custom text for the storefront's Buy Now button. The default text is Buy Now.

  ●        Display Priority: Choose the display priority from the drop-down list. This determines whether the product appears higher or lower on the storefront page.

  ●        Company: Assign the product to the selected company.

  ●        Commodity Code: Enter a tax code to specify the type of item for more accurate tax calculations. Commodity Codes are available from your external tax service provider.

  ●        Item Template: Enter the name of the MIS template to associate with the product. This will connect the product to a particular estimate in the MIS, so it knows which specifications should be used to produce the print job. The system populates the Product ID field for Fulfillment products sent from the MIS.

  The Item Template field will only be displayed when MarketDirect StoreFront is integrated with an MIS.
  
  For PrintSmith Vision integrations, Product ID will be used to link all products.

  ●        Description Footer: Enter additional product information shown on the storefront and product details page.

  ●        Description: Click the toggle to switch between Short and Long descriptions.

  

  ●        The Short description is shown on the storefront. It has a 2,000 character limit.

  ●        The Long description is shown on the full product details page. It has a 4,000 character limit.

  ●        Product Images / Thumbnail Upload As: Designates each uploaded image as the Product Icon (thumbnail), Detail Image(s) (product details page only), or Both.

  

  Only one image can be the Product Icon, which is marked with a black star.
  
  If you change the Product Icon by clicking the star, then the previous Product Icon will become a details image.
  
  If you upload multiple images as both the product icon and details image, then only the first image uploaded will be the Product Icon.
  
  If you already have a Product Icon assigned and upload another image as the Product Icon or both, then the new image will overwrite the existing Product Icon.

  ●        Keywords: Enter keywords to help search engines locate the product. Keyword must be separated by commas.

  ●        Production Notes: Enter internal notes for the production team. These notes will appear on the job ticket and tickets sent to output devices.

  Availability

  ●        Valid From: Select the date the product becomes active.

  ●        Expiration date: Select the date the product becomes inactive.

  ●        Padding Time: Enter an amount of time the product is unavailable to buyers before and/or after another booking. Padding Time is measured in Hour, Day, Week, and Month.

  ●        Before: Enter a time value into the field and choose a time measurement from the drop-down list.

  ●        After: Enter a time value into the field and choose a time measurement  from the drop-down list.  

  

  Order Quantities

  ●        Any quantity: Select to allow buyers to order any quantity of the product.

  ●        Maximum Order Qty Permitted: Enter the maximum quantity, up to 100,000 items, the buyer can order during a single purchase.  

  ●        Fixed quantities: Select to define specific quantities of the product the buyer can choose to order (e.g., 100, 200, 300).

  ●        Quantity: Enter the individual fixed-quantity entries. Add, Edit, or Delete the entry using the fixed-quantity tools.

  

  The Fixed quantities option presents the buyer with a quantity drop-down list on the storefront.

  ●        By Multiples: Select to define set increments of the product the buyer can order.

  ●        Minimum: Enter the minimum quantity buyers must order.

  ●        Maximum: Enter the maximum quantity buyers can order.

  ●        Increment: Enter the increment buyers must order in (e.g., Minimum=2 and Increment=2 allows orders of 2, 4, 6...).

  ●        Advanced: Select to specify a complex quantity option in order to match a pricing structure.

  ●        Quantities: Enter a regular expression that defines quantity options.

  The Advanced option presents the buyer with a quantity drop-down list on the storefront.
  
  For more information on regular expressions, see Quick Reference on Regular Expressions.

  ●        Multiple Recipients (SmartStores only) determines how the minimum quantity is enforced across a split order.

  It is only is available when Order Quantities is set to Fixed, Multiple, or Advanced.

  ●        Each recipient set to a valid quantity: Select to enforce the minimum order quantity for every recipient individually.

  ●        Total quantity must add up to a valid quantity: Select to enforce the minimum order quantity only against the combined total across all recipients.

  ●        Enforce Max Quantity Permitted in Cart: Enable to apply the Maximum Order Qty Permitted limit at the cart level.

  Behavior

  ●        Mobile Supported: Enable the product to be shown and available for purchase to buyers using mobile devices.

  ●        Customer Owned: Mark the product as owned by a third-party customer.

  If the product is Customer Owned, you will be required to specify who owns the product from the Customer list. 

  The Company field and Customer Owned setting information is available in the Inventory Summary report. Administrators can use this information to identify customer owned products and plan for restocking their inventory.

  SEO

  ●        SEO Title: Enter the product page title shown in search results. The default SEO Title is the product name.

  

  ●        URL Slug: Enter the URL-friendly version of the product name. The default URL Slug is the product name with spaces replaced by hyphens and non-alphanumeric characters removed.

  

  MarketDirect StoreFront recommends you choose a URL-friendly version of the product name for the URL Slug field.

  ●        Meta Description: Enter the short description shown in search results. The default Meta Description is the product's Short description.

  

  The best practice is to keep the Meta Description to 50 words or less.

  Inventory tab

  Stock Settings

  ●        Default Pick Location: Choose the default warehouse location where the product is stored. The Default Pick Location drop-down list only shows locations containing the product.

  ●        Inventory Pick Strategy: Choose the strategy for how the product is picked once ordered.

  ●        Default Location, FIFO Skid ID: This strategy has the picker first go to the Default Pick Location (DPL) to get the product. If the ordered quantity is not available at the DPL, the picker will then get the product from the FIFO skid (first in first out).


  ●        FIFO Skid ID: This strategy has the picker bypass the DPL and go directly to the FIFO skid to get the product (first in first out). This is the skid with the oldest received inventory.


  ●        LIFO Skid ID: This strategy has the picker bypass the DPL and go directly to the LIFO skid to get the product (last in first out). This is the skid with the most recently received inventory.

  ●        Threshold: Enter the Stock On Hand quantity that triggers a low-inventory email notification.

  ●        Customer Rep (this item): Enter or choose the contact at the supplying company who receives inventory notifications.

  ●        Sales Rep (this item): Enter or choose the contact at your company responsible for the supplying customer, who receives inventory notifications.


  ●        Notification Email: Enter additional email address(es) to notify if the product Threshold is triggered.

  ●        Notify on Inventory Receive: Enable to send an email to the specified recipients when inventory for the product is received.

  Unit of Measure

  ●        Inventory UOM: Choose the unit used to count physical inventory. Options include Each, Bunch, and Box.

  The Inventory UOM appears throughout the warehouse management pages. The default value is Each (1).

  ●        Conversion Factor: Enter the number of base units contained in the Inventory UOM (e.g., a Box of 10 pencils has a Conversion Factor of 10).

  ●        UOM Description: Combined Inventory UOM and Conversion Factor (e.g., "Box (10)").

  Barcode

  ●        Barcode: Enter or generate via scanner the alpha-numeric identifier assigned to the product. The same barcode can apply to multiple products, but the best practice is one barcode per product.

  Only 2D barcodes are supported.

  Barcodes can be scanned by any hand-held device with the capability to browse the internet and scan a barcode. This includes tablets and mobile devices integrated with a hand-held bluetooth scanner.

  Inventory Rules

  ●        Storage Type: Enable to track the inventory by special storage requirements (e.g., cold storage). Choose a type from the drop-down list.

  Click the Edit icon to open the Storage Type list. You can add, edit, or delete storage types from the list.
  
  

  ●        Physical Count Interval: Choose how often the product's physical inventory is cycle-counted. Intervals include None, Weekly, Monthly, Quarterly, or Yearly. The count clock starts when inventory is received. Choosing None still allows manual counting on the Physical Count page, but excludes the product from the Ready to Count tab.

  ●        High Value Product: Mark the product as high value.

  ●        Unique Skid: Mark the product as having a unique skid per unit.

  ●        Has Serial Numbers: Enable serial number tracking for the product.

  Serial Numbers are disabled once the product has received inventory. For more information, see Inventory Serialization.

  ●        Enable Substitution: Enable the Substitution tab, which allows you to designate substitute product(s) that can be sent to the buyer in place of this one.

  For more information, see Inventory Substitution.

  Stock by Location tab

  Inventory Management table

  

  ●        Location: Warehouse location where the skid is stored.

  ●        Skid ID: Identification number of the product skid.

  ●        Quantity: Total quantity of product on the skid.

  ●        Reserved: Quantity on the skid released for picking, but not yet shipped.

  ●        Damaged: Quantity per skid marked as damaged. This inventory is not available for sale.

  ●        Available Qty: Quantity per skid available for new orders. This inventory is calculated by subtracting Reserved and Damaged inventory from the Quantity.

  Inventory can be transferred, adjusted, damaged, and destroyed using the Quick Access Menu options. For more information, see the following sub-topics:
  
  Designate Damaged Items
  
  Destroy Items
  
  Transfer inventory to another location
  
  Manually adjust product inventory quantities
  
  

  Shipping

  Sizes and Weight

  ●        Unit of Measure for Weight: Choose the unit of measurement for the product's weight. Options include ounce (oz), pound (lb), gram (g), and kilogram (kg).

  ●        Unit Quantity: Enter the number of units per shipping calculation.

  For example, enter 1 to measure the product by a single unit.

  ●        Weight: Enter the product weight for the Unit Quantity.

  ●        Max Quantity per Subcontainer: Enter the maximum number of units allowed per sub-container. If no sub-container is used, this value reflects the dimensions of the shipping container to ship a single unit.

  ●        Unit of Measure for Dimensions: Choose the unit of measurement for the product's dimensions. Options include Inches, Feet, Centimeters, Meters, millimeters (mm), Yards, or TWIP.

  ●        Width: Enter the product width in the selected dimension measurement.

  ●        Length: Enter the product length in the selected dimension measurement.

  ●        Height: Enter the product height in the selected dimension measurement.

  Handling Rules

  ●        Ship item separately: Enable to ensure the product ships in its own dedicated package.

  Size Preview

  Displays a preview of one product unit based on the entered Width, Length, and Height.

  

  Pricing

  Behavior

  ●        Cost: Enter the cost of the product. This setting is required for cost-plus pricing.

  ●        Average Cost: Weighted average cost calculated from actual procurement costs across purchases.

  For example, you purchase 100 units on January 1st for $7 each and another 200 units on February 3rd for $6.50 each, the average cost will be calculated by:
  
  100x7.00=$700
  
  200x6.50=$1,300
  
  $2000\300=$6.67 average cost for each item.

  ●        Costing UOM: Choose the unit of measure for cost, which includes Each, Bunch, and Box. The default unit is Each (1).

  Defining Costing UOM is important if the cost per item is different than the Inventory UOM. For example, if you sell a box of pencils containing 10 pencils for x price, you may wish to calculate cost based on each individual unit in the box. In this case, the Inventory UOM for the pencil product will be Box (1), but the Costing UOM will be Each (10).

  ●        If the Sales Tax model is applied, then the following fields appear:

  ●        Exempt Taxes: Enable to exclude the product from tax calculations.

  ●        If the VAT model is applied, then the following fields appear:

  ●        Use Print Shop Setting: Select to use the Print Shop VAT Numbers.

  ●        Select Cross Border VAT Definition: Select and choose a VAT sheet from the drop-down list.  

  ●        Fixed Rate: Select and choose a fixed VAT rate for the product.

  ●        Exempt Shipping Charges: Enable to exclude shipping charges for the product.

  ●        Calculate Storage Charges: Enable to apply storage charges to the product.

  Price Sheets

  ●        Filter By Type: Select the type of price sheet to edit.

  For more information on price sheet management, see Configuring Pricing Settings.

  ●        Price Sheets: Select the specific price sheet(s) to edit. You can use the search bar to filter the listed price sheets.

  ●        Price UOM: Choose the rental time unit for pricing. Buyers can only rent in the unit specified, and partial periods are charged for the next full unit. Price UOM is measured in Hour, Day, Week, and Month.

  The buyer cannot rent the product by a different time period than the one specified in the Price UOM field. For example, if a product is priced by the day, the buyer cannot rent it by the hour. If a product is priced by the week and the buyer wants it for a week and a half, they will be charged for two full weeks.

  ●        Multi Level Pricing Sheet: Supports different pricing levels, including Site, Print Shop, and Company. This allows you to offer alternate pricing to different customer groups. Site-level pricing applies unless overridden at the Print Shop or Company level.

  ●        Range Unit: Enter the quantity range for a price tier.

  ●        Regular Price: Enter the standard price for that quantity range.

  ●        Setup Price: Enter the setup or handling cost for that quantity range.

  The Setup Price is only applied to a product one time per order.

  ●        Cost Plus Price Sheet: Prices are set relative to the Cost value.

  ●        Regular Price: Choose an option to set the price relative to the Cost. Enter a value for each Range Unit into the blank field.

  

  ●        Same As Cost: Price is the same as the Cost.

  ●        Mark Up Cost: Price is higher than Cost by a specified dollar amount.

  ●        Mark Up Cost As Percentage: Price is higher than Cost by a specified percentage.

  ●        Mark Down Cost: Price is lower than Cost by a specified dollar amount.

  ●        Mark Down Cost As Percentage: Price is lower than Cost by a specified percentage.

  ●        Range Unit: Enter a quantity range for a price tier.

  Click the Add icon to add a new range unit. Click the Trash can icon to delete a range unit. Click the Copy, Paste Range, and Paste All icons to copy and paste range units into other price sheets.
  
  

  Security tab

  ●        Assign Permissions To: Choose the category of users to view in the Assign Permissions table. The category options include Users, Groups, Companies, and Departments. You will select specific users, user groups, companies, or departments from the table to give managing and publishing permissions for the product.

  If the MarketDirect StoreFront is configured for entities, then the product can be shared with different entities. For more information, see Managing Entities.

  ●        Purchase Permission: Enable the Purchase permission in the Can Do area.

  ●        Can Do: Select which permissions to give the user.

  ●        Publish: The selected users can publish the product to the storefront.

  The Publish permission requires the Manage permission in order to work.

  ●        Purchase: The selected users can purchase the product.

  ●        Manage: The selected users can edit the product settings.  

  ●        Select users from the Assign Permissions table.

  ●        Click Assign to grant the selected users with the selected permissions.

  ●        Assigned Permissions: View users with granted permission from the table. User permissions can be enabled and disabled from the table using the toggles.

  

  By default, buyers will not be able to search and locate an unpublished product. If you want buyers to be able to find an unpublished product on the storefront, then disable Use site-wide setting (No) and enable Allow buyer to search.
  
  

• Add a quantity of product

  1        Go to Administration > Products.

  2        On the Manage Products page, click Add Quantity.

  

  3        In the Enter the Quantity window, add the quantity.   

  

  ●       No of Skid: Specify the number of skids you are adding to inventory.

  ●       Cartons: Specify the number of cartons in each skid.

  ●       Pieces/Carton: Specify the number of pieces or boxes per carton.

  ●       Loose Piece: Specify the number of loose items.

  ●       Default Location: Specify the default picking location (DPL) for the product.

  ●       Add to the Location: Select the location where the product will be housed.  

  ●       Date: Enter the current date (i.e., when the product inventory was added).

  ●       Rate ( 1 Unit ): Specify the per-unit cost of the product, which will be used to calculate the Average Cost on the product Pricing tab. This is especially useful for cost-plus product pricing.

  The Average Cost field.
  
  

  ●       Total Qty: Specify the total number of units of the product you are adding to inventory.

  ●        Total Value: Specify the total value of the inventory you are adding to

  4        Click Done.

  You can publish the product at any time following the steps in the Publish a fulfillment product section.

• Publish a Fulfillment or Rental product

  1        Go to Administration > Products.

  2        Locate the Fulfillment or Rental product you want to publish and hover on the quick access menu.

  3        Select the Publish option to open the Publish/Un-Publish window.  

  

  You can also open the Publish/Un-Publish window by clicking the Publish button in the Product Information header.
  
  

  4        Select where you want to publish the SmartMatrix product. You can publish the SmartMatrix product to a storefront or directly to a category.  

  

  To remove the product from a storefront or category, de-select it and click Save.
  
  You can filter the table by using the search and sort tools for each column, or by selecting the appropriate Show radio button which will only show the storefront(s) and category(ies) in that view.
  
  

  5        Click Save.

  MarketDirect StoreFront recommends viewing the Fulfillment or Rental product on the storefront to see how it appears to buyers.
  
  

• Receive items into inventory

  Accounting for goods received into inventory is critical because all inventory operations hinge on whether the number of stock on hand is accurate. MarketDirect Fulfillment lets you efficiently enter inventory into the system, as well as print inventory receipts and skid labels for accurate pick operations and inventory management. 

  You can also add inventory to an existing Fulfillment product using the Inventory Receipt option on the Import tab of the Export - Import page. For more information on the Inventory Receipt import option, see Importing.

  1       Go to Administration > Receive Inventory.

  The Manage Inventory Receipts page lists receipts for all received inventory entered into the system. You can sort on any of the columns to search for a receipt (by number, date, customer, etc.). The receipts are view-only because any adjustments made to a past receipt are not trackable in the system. 

  2        Define the receipt of inventory.

  

  If you are unable to identify the item, you can receive the inventory as unidentified. For more information, see Receive unidentified items into inventory.

  ●        Received By: (Auto-populated) By default the inventory will be received by the administrator who is currently logged into the system. 

  ●        Received From: Specify from whom you are receiving the product, such as a third-party vendor or customer company. 

  ●        Company: Choose the customer associated with the product from the drop-down list.

  ●        External reference#: Enter a purchase order number generated from an MIS or external accounting application. This field can be used for any other cross-reference number you want to use for tracking the received inventory. 

  ●        Receipt Notes: Enter any important information about the received inventory such as, "2 cartons damaged; will need recount."

  ●        Locate the product in your MarketDirect StoreFront account using one of the following methods:

  ●        Choose an option from the drop-down list and enter a search term into the Search field.

  

  ●        Barcode: Enter the alpha-numeric value of the product's barcode, or use a scanner gun to scan the product's barcode. Scanned barcodes will auto-populate the field with their value.

  Entering or scanning a barcode only works if the barcode is already associated with a product. You can associate a barcode with a product in the Barcode field on the Inventory tab on the Product Information page.
  
  

  ●        Product ID: Enter the product's Item ID into the field. 

  ●        SKU #: Enter the product's SKU or Product ID number into the field.

  ●        Product Name: Enter the product's name into the field.

  For a closer look at the selected product, click the product image. This can help you verify that you have selected the correct product.
  
  

  ●        Search Product: Click the Search Product button to open the Find Product window where you can search for a Fulfillment product by filtering different columns or searching based on product information. The Find Product window is ideal for administrators who do not know specific product details.   

  

  For instance, to find a polo shirt product in the system, you could type "pol" in the Product Name field to locate all products in the system with "pol" in their names. Then further refine the search to drill down to the product.

  ●        Skid / Cartons / PCs/Crt / Loose: Specify the number of skids you are receiving; the number of cartons per skid; the number of pieces or boxes per carton; and any loose items. 

  ●        Cost ( ): Specify the cost per unit of measurement (e.g., per item, or Each), which will be used to calculate the Average Cost on the product Pricing tab. This is especially useful for cost-plus product pricing.

      

  3        Clickto add the inventory. Information on the received inventory will be auto-populate in the Receive Inventory table.

  

  ●        Choose a Default Pick Location for the inventory from the Search Location drop-down list.

  For a more detailed list of pick locations, click to open the Location Search window.
  
  

  If the Default Pick Location is configured on the Inventory tab of the product builder, then it will appear automatically in the table. You can change the location by choosing one from the drop-down list, or selecting one from the Location Search window.
  
  

  4        Click Save Receive.

  

  If the received inventory is enabled for lot assignment, then the Lot Tracking window will open. For more information on Lots, see Lot Management.

  5        Click Print Receipt and then print or save a copy of the receipt for your records or auditing and accounting purposes . Click the gear icon for formatting options.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.
  
  Click X at top right to close the print receipt window.

  6        Click Print Skid to print a copy of the Skid label for your records.

  The Skid label contains a barcode that can be used for inventory tracking with Mobile Fulfillment. For more information on Mobile Fulfillment, see Pick an order using Mobile Fulfillment.

  7        Click Done.

  The inventory you received will now be reflected on the product's Inventory tab.
  
  

• Receive items into inventory using a PO

  Receiving inventory using a PO (purchase order) number is only for MIS integrated accounts. This option is designed for companies that purchase products from a third-party business. The PO is raised in the MIS, and the inventory is received in MarketDirect Fulfillment using the PO as reference.

  1        Go to Administration > Receive by PO.

  The Receive by PO option will only receive inventory for FF-Inventory product shipments assigned a PO in the MIS.

  2        Define the receipt of inventory.

  

  If you are unable to identify the item, you can receive the inventory as unidentified. For more information, see Receive unidentified items into inventory.

  ●        Received By: (Auto-populated) By default the inventory will be received by the administrator who is currently logged into the system. 

  ●        Received From: Specify from whom you are receiving the product, such as a third-party vendor or customer company. 

  ●        Company: Choose the customer associated with the product from the drop-down list.

  ●        External reference#: This field can be used for any cross-reference number you want to use for tracking the received inventory. 

  ●        Receipt Notes: Enter any important information about the received inventory.

  ●        Locate the product in your MarketDirect Fulfillment account using one of the following methods:

  ●        Choose an option from the drop-down list and enter a search term into the Search field.

  

  ●        PO Number: Enter the PO number of the product into the field. .  

  ●        Product ID: Enter the product's Item ID into the field. 

  ●        SKU #: Enter the product's SKU or Product ID number into the field.

  ●        Product Name: Enter the product's name into the field.

  If the search term returns multiple results, then the Search PO window will open. You must select a PO to continue.
  
  

  ●        Search PO:

  ●        Click the Search PO button to open the Search PO window where you can find a Fulfillment product PO by filtering different columns or searching based on PO information.

  ●        The Search PO window includes a Status column that indicates the status of the PO. By default, the Open and Pending statuses are visible. Enable the Show All POs toggle to include Received, Canceled and Closed status POs in the table.

  

  ●        Enable the Quick Receive toggle to receive PO inventory in a batch. Select the POs from the table and click the Receive button.

  

  ●        Click the PO Number or Item ID to receive inventory for a single PO.

  

  ●        Skid / Cartons / PCs/Crt / Loose / Cost: This information will auto-populate in the Receive Inventory table based on the selected PO.  

  

  The Rate column represents the purchase cost of the product.

  3        Choose a Default Pick Location for the inventory from the Search Location drop-down list.

        

  For a more detailed list of pick locations, click to open the Location Search window.
  
  

  If the Default Pick Location is configured on the Inventory tab of the product builder, then it will appear automatically in the table. You can change the pick location by choosing one from the drop-down list, or selecting one from the Location Search window.
  
  

  4        Click Save Receive.

  

  5        Click Print Receipt and then print or save a copy of the receipt for your records or auditing and accounting purposes . Click the gear icon for formatting options.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.
  
  Click X at top right to close the print receipt window.

  6        Click Print Skid to print a copy of the Skid label for your records.

  The Skid label contains a barcode that can be used for inventory tracking with Mobile Fulfillment. For more information on Mobile Fulfillment, see Pick an order using Mobile Fulfillment.

  7        Click Done.

  The inventory you received will now be reflected on the product's Inventory tab.

• Receive items into inventory using a Job Number (Ship to Inventory)

  Receiving inventory using a Job Number is only for MIS integrated accounts. This option is designed for companies that build products in-house and then ship those products to their storage facilities. The production job ticket is created in the MIS, and when the job is complete the inventory is received in MarketDirect Fulfillment using the Job Number as reference.

  1        Go to Administration > Ship to Inventory.

  The Ship to Inventory option will only receive inventory for FF-Inventory products assigned a Job Number in the MIS.

  2        Define the receipt of inventory.

  

  If you are unable to identify the item, you can receive the inventory as unidentified. For more information, see Receive unidentified items into inventory.

  ●        Received By: (Auto-populated) By default the inventory will be received by the administrator who is currently logged into the system. 

  ●        Received From: Specify from whom you are receiving the product, such as a third-party vendor or customer company. 

  ●        Company: Choose the customer associated with the product from the drop-down list.

  ●        External reference#: This field can be used for any cross-reference number you want to use for tracking the received inventory. 

  ●        Receipt Notes: Enter any important information about the received inventory.

  ●        Locate the product in your MarketDirect Fulfillment account using one of the following methods:

  ●        Choose an option from the drop-down list and enter a search term into the Search field.

  

  ●        Job Number: Enter the Job Number of the product into the field. .  

  ●        Product ID: Enter the product's Item ID into the field. 

  ●        SKU #: Enter the product's SKU or Product ID number into the field.

  ●        Product Name: Enter the product's name into the field.

  If the search term returns multiple results, then the Search Job window will open. You must select a Job Number to continue.
  
  

  ●        Search Job:

  ●        Click the Search Job button to open the Search Job window where you can find a Fulfillment product job by filtering different columns or searching based on production job information.

  ●        The Search Job window includes a Status column that indicates the status of the production job. By default, the Open and Pending statuses are visible. Enable the Show All Jobs toggle to include Received, Canceled and Closed status jobs in the table.

  

  ●        Enable the Quick Receive toggle to receive production job inventory in a batch. Select the jobs from the table and click the Receive button.

  

  ●        Click the Job Number or Item ID to receive inventory for a single job.

  

  ●        Skid / Cartons / PCs/Crt / Loose / Cost: This information will auto-populate in the Receive Inventory table based on the selected Job Number

  

  The Rate column represents the production cost of the product.

  3        Choose a Default Pick Location for the inventory from the Search Location drop-down list.

        

  For a more detailed list of pick locations, click to open the Location Search window.
  
  

  If the Default Pick Location is configured on the Inventory tab of the product builder, then it will appear automatically in the table. You can change the pick location by choosing one from the drop-down list, or selecting one from the Location Search window.
  
  

  4        Click Save Receive.

  

  5        Click Print Receipt and then print or save a copy of the receipt for your records or auditing and accounting purposes . Click the gear icon for formatting options.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.
  
  Click X at top right to close the print receipt window.

  6        Click Print Skid to print a copy of the Skid label for your records.

  The Skid label contains a barcode that can be used for inventory tracking with Mobile Fulfillment. For more information on Mobile Fulfillment, see Pick an order using Mobile Fulfillment.

  7        Click Done.

  The inventory you received will now be reflected on the product's Inventory tab.

• Receive unidentified items into inventory

  When a warehouse operator receives an item they are unable to identify, they can activate Unidentified mode to enter the inventory into the system without complete product information (i.e., Product Name, Product ID, SKU, Barcode). This allows warehouse employees to continue operations when shipments arrive with missing labels, damaged barcodes, or inaccurate paperwork.

  

  1       Go to Administration > Receive Inventory.

  Unidentified inventory can also be received using the Receive Assembled, Receive by PO, and Ship to Inventory options.

  2       Click Receive as Unidentified to activate the Unidentified mode.

  

  3       MarketDirect StoreFront recommends uploading an image of the item to ensure identification.

  4       Enter mandatory Receipt Notes to further clarify the received item.

  This information could include a detailed description of the product, or the reason the item was unidentified like a missing label or barcode.

  5       Complete the remaining fields:

  ●        Received By (Auto-populated): By default the inventory will be received by the administrator who is currently logged into the system. 

  ●        Received From: Specify from whom you are receiving the product, such as a third-party vendor or customer company. 

  ●        Company: Choose the customer associated with the product from the drop-down list.

  ●        External reference#: Enter a purchase order number generated from an MIS or external accounting application. This field can be used for any other cross-reference number you want to use for tracking the received inventory. 

  ●        Receipt Notes (Mandatory): Enter any important information about the received inventory.

  ●        Skid / Cartons / PCs/Crt / Loose: Specify the number of skids you are receiving; the number of cartons per skid; the number of pieces or boxes per carton; and any loose items. 

  ●        Cost ( ): Specify the cost per unit of measurement (e.g., per item, or Each), which will be used to calculate the Average Cost on the product Pricing tab. This is especially useful for cost-plus product pricing.

  6       Clickto add the inventory.

  7       Choose a Default Pick Location for the inventory from the Search Location drop-down list.

  8       Click Save Receive.

  9       Go to Administration > Manage Inventory Receipts.

  10   Locate the unidentified item in the Manage Inventory Receipts table.

  The Status column lets you know if the inventory is Received into the system, or still Unidentified.
  
  

  Enable the Unidentified only toggle to quickly filter the table for Unidentified items.
  
  

  11   Hover on the three dots and select Link to Product.

  

  12   Link the unidentified item to an existing product by clicking the appropriate product row in the Find Product window.

  Once the unidentified item is linked to a product, or identified, then it will be saved as inventory for that product.

  You can search, sort, or filter the columns in the Find Product table to easily locate a product.

Manage inventory operations

• Release an order for picking

  Once a buyer places an order for a Fulfillment product, the operator will process the order on the Order View and Line Item View pages and then release the order for picking.

  1       Go to Administration > Order View.

  For complete details on the Order View, see Order View.
  
  You can access any order in the system from the Order View. On the Order View you can view the order history, change order status and due date, adjust pricing with the Quote Editor, and process shipments.

  2        To change the view to show only Fulfillment orders, select MDFF Administrator from the view selector.

  You can make the MDFF Administrator the default view, or even create a custom view for various Fulfillment workflows. See Create a personalized view for more information.

  

  3        If you know the number of the order you want to process, you can filter it in the Order # column. Otherwise search on any of the date columns in the table to find the target product.

  

  4        Select the order and make any needed adjustments to it in the Order View.

  5        To process the job, switch from Order View to Line Item view to perform job production tasks for items in the order. 

  

  The Line Item View page provides operators with single-page access to manage job status, view and edit the production job ticket, change job specs, monitor inventory levels, and release line items for picking. For complete details on the Operator or Line Item View, see Operator View.

  6        On the Line Item View, go to the view selector and change the view to MDFF Administration (which shows only inventory and fulfillment-related columns for fulfillment job processing).  

  You can make the MDFF Administration the default view, or even create a custom view for various fulfillment workflows. See Create a personalized view for more information.

  

  7        Verify that there is sufficient quantity to fill the order.

  The order shown above (663) has a single line item and an Order Quantity of 5 items. There are 240 items in stock. Note the Reserved Quantity of 5. The order has a Status of Approved. It is ready for picking.

  8        When you are ready to release the line item(s) for picking, select the line item(s) and select Release Line Item from the task menu.

  

  ●        If you are releasing more than one order for picking, select Batch Release.

  

  ●        The Batch Size window will open, which allows you to group released orders into smaller batches.

  

  For example, you release 100 orders, but you want to separate them into batches of 10 orders.

  ●        Complete the fields in the Batch Size window:

  ●        All Selected Orders in One Batch: Click the check-box to release all selected orders into a single batch.

  ●        Enter Batch Size: Enter the number of orders per separate batch.

  ●        Click Save.  

  ●        The Picking / Packing Slip will open.

  If you separated a batch release into smaller batches, then you will receive a pick slip for each separate batch. For example, if you released 100 orders separated into smaller batches of 10 orders, then you will receive 10 pick slips with 10 orders each.

  ●        Print or save a copy of the receipt for your records or auditing and accounting purposes . Click the gear icon for formatting options.

  If you want the system to print pick slips automatically when you release a line item for picking, follow the steps in the section To set up the system to Auto Print pick slips.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.
  
  Click X at top right to close the print receipt window.

  

  The Picking / Packing Slip will also be created when you change the status to Ready for Picking (by clicking the pencil icon in the Status line item field and selecting Ready for Picking from the pull-down list).

  9        On the Line Item View, you can change the status of a job(s) as needed:

  Fulfillment-related statuses include Cancel Picking, Ready for Picking, and Picked.

  If the job is canceled by the buyer, MarketDirect StoreFront recommends to change the status to Canceled and not Canceled by Buyer. The Fulfilment products in the job will be returned to the inventory if the status is Canceled. The Fulfillment products will not be returned to the inventory if the status is Canceled by Buyer.

  ●        Single line item: You can click the pencil icon in the Status column and select the status from the pull-down list.

  ●        Two or more line items (bulk): In the task bar, select the status from the Change Status pull-down menu.

  

  10    The released item(s) are now ready to be picked.

  For details on picking orders, see Pick an order.

• • To automatically print the pick slip when an item is released for picking

    If you need to configure a printer to use, complete the steps in the To configure a printer section below.

    1        Go to Administration > Pick View.

    2        On the Pick Orders page:

    ●         Click the settings icon on the view task bar.

    

    You can also configure Auto print from the Line Item View settings:
    
    

    ●         Select Auto print and select the printer for automatic printing from the pull-down list.

    ●         Click Save.

    To configure a printer

    1        Download the latest version of the Remote Print Center (RPC).

    2        Go to Administration > Print Shops > Manage Devices.

    ●         Select Enable Remote Print Center.

    ●         Click the Download Installer link and install the RpcInstall.msi file on the network where the printer(s) are configured.

    ●         Return to the Manage Devices page and select Add > My Printer
    

    

    3        In the Add Printer window:

    ●        Specify a Display Name and Printer name.

    If you are configuring a local printer, provide the printer name; if you are configuring a shared printer, provide the complete path.

    ●        Click Save.

• Schedule the release of items for picking

  Administrators can create a schedule to automatically release items for picking from the Line Item view. Multiple schedules can be active at the same time, and a schedule can be run manually from the Schedule table.

  

  1        Go to Administration > Schedule.

  2        Click Create Schedule.

  

  To edit an existing schedule, click the name of the schedule in the Schedule Name column.
  
  
  
  To delete a schedule, select the check-box in the row of the schedule you want to delete, then click the Trashcan icon. You can delete multiple schedules at the same time.
  
  

  3        Enter a unique name into the Schedule Name field.

  The Status will be Active by default. Auto Release is currently the only Schedule Type available.

  4        Choose the Print Shop for the items to release from the Print Shop drop-down list.

  5        Select the filters from the Select Filters drop-down list to determine the items to release when the schedule is run.

  

  ●        Available filters:

  ●        Company

  ●        Run Fee

  ●        Order Value

  ●        Delivery Method

  ●        Ordered By

  ●        Order Date Before

  ●        Due Date Before

  ●        Ship to State/Province

  Filters determine which items from an order to release. The Order Value and Order Date Before filters prioritize the items from specific orders that meet the filter criteria.

  You can add as many filters as you want. Individual filters can be deleted by clicking the X icon in the Filter box, and all filters can be deleted by clicking the X icon in the Select Filter field.
  
  

  6        Customize the filters:

  ●        To customize the Company, Rush Fee, Delivery Method, and Ordered By filters make your selections from the drop-down list.
  
  

  For example, if the Company filter is used, then items for the selected companies will be released for picking when the schedule is run.

  ●        To customize the Order Date Before and Due Date Before filters select a time period (Minutes, Hours, Days, Months) from the drop-down list and enter a numerical value for the time in the blank field.
  
  

  For example, if the Order Date Before filter is used and configured to one day, then items in orders created one day before the schedule is run will be released for picking.

  ●        To customize the Order Value filter, select an operator from the drop-down list by clicking the Funnel icon. Then enter a numerical value after the operator.
  
  

  For example, if the Order Value filter is used and the operation is configured to >500, then the items in orders with a value over 500 dollars will be released for picking when the schedule is run.

  ●        To customize the Ship to State/Province filter, enter the appropriate state and/or province identifier into the field. US states, Mexican states, and Canadian provinces are supported.

  ●        For US states, enter the two letter state abbreviation.

  ●        For Canadian provinces, enter the two letter province abbreviation.

  ●        For Mexican states, enter the full name of the state.

      

  ●        List of US state and Canadian province abbreviations.

  US state abbreviations:

  • AL (Alabama)

  • AK (Alaska)

  • AZ (Arizona)

  • AR (Arkansas)

  • CA (California)

  • CO (Colorado)

  • CT (Connecticut)

  • DE (Delaware)

  • FL (Florida)

  • GA (Georgia)

  • HI (Hawaii)

  • ID (Idaho)

  • IL (Illinois)

  • IN (Indiana)

  • IA (Iowa)

  • KS (Kansas)

  • KY (Kentucky)

  • LA (Louisiana)

  • ME (Maine)

  • MD (Maryland)

  • MA (Massachusetts)

  • MI (Michigan)

  • MN (Minnesota)

  • MS (Mississippi)

  • MO (Missouri)

  • MT (Montana)

  • NE (Nebraska)

  • NV (Nevada)

  • NH (New Hampshire)

  • NJ (New Jersey)

  • NM (New Mexico)

  • NY (New York)

  • NC (North Carolina)

  • ND (North Dakota)

  • OH (Ohio)

  • OK (Oklahoma)

  • OR (Oregon)

  • PA (Pennsylvania)

  • RI (Rhode Island)

  • SC (South Carolina)

  • SD (South Dakota)

  • TN (Tennessee)

  • TX (Texas)

  • UT (Utah)

  • VT (Vermont)

  • VA (Virginia)

  • WA (Washington)

  • WV (West Virginia)

  • WI (Wisconsin)

  • WY (Wyoming)

  • DC (District of Columbia)

  • PR (Puerto Rico)

  • VI (Virgin Islands)

  Canadian provinces:

  • AB (Alberta)

  • BC (British Columbia)

  • MB (Manitoba)

  • NF (New Foundland)

  • NT (Northwest Territories)

  • NS (Nova Scotia)

  • NU (Nunavut)

  • ON (Ontario)

  • PE (Prince Edward Island)

  • QC or PQ (Quebec)

  • SK (Saskatchewan)

  • YT (Yukon)

  ●        List of Mexican states.

  Mexican states:

  • Aguascalientes

  • Baja California

  • Baja California Sur

  • Campeche

  • Chiapas

  • Chihuahua

  • Coahuila

  • Colima

  • Durango

  • Guanajuato

  • Guerrero

  • Hidalgo

  • Jalisco

  • Mexico

  • Michoacan

  • Morelos

  • Nayarit

  • Nuevo León

  • Oaxaca

  • Puebla

  • Queretaro

  • Quintana Roo

  • San Luis Potosi

  • Sinaloa

  • Sonora

  • Tabasco

  • Tamaulipas

  • Tlaxcala

  • Veracruz

  • Yucatan

  • Zacatecas

  • Mexico City (Federal Entity)

  If you are entering multiple states and/or provinces into the field at the same time, they must be separated by a comma.

  7        Customize the schedule run time from the Settings section.

  

  ●        Start Date: Select the date from the calendar for the schedule to start.

  ●        Repeat Daily On: Select the days of the week the schedule will run.

  ●        From: Choose the time the schedule will start running.

  ●        To: Choose the time the schedule will stop running. 

  If you only want to run the schedule once a day, then set the From and To fields to the same time. The Interval time does not matter.

  ●        Interval: Enter the amount time between each run of the schedule.

  ●        End Date: Select the date from the calendar for the schedule to stop.

  8        Customize the Advanced Settings (optional):

  

  ●        Auto Print: Enable this setting to send the pick slip to a printer when the schedule is run. Choose the printer from the drop-down list.

  ●        Notify On Failure: Enable this setting to send a designated email address(es) a notification that the schedule failed to run. Enter the designated email address(es) into the blank field.

  The Schedule Release Notification email includes the name of the scheduled that failed, as well as the Line Item ID, Product Name, Order Quantity, and Reason for Failure.

  ●        No. of orders per batch: Enable this setting to group the released orders into smaller batches. Enter the number of orders per batch into the field.

  No. of orders per batch is helpful if you release a large number of orders at the same time. For example, if you are releasing 100 orders, you may want to group them into batches of 10 orders each.

  ●        Assign Operator: Assign the schedule to a specific operator by choosing their name from the drop-down list.

  9        Click Save.

  10    Find the schedule generated pick slips on the Pick Orders page.

  

  You can manually run a schedule by clicking Run Now for the appropriate schedule in the Schedule table.
  
  

  Schedules do not allow for partial item releases. If an item included in the schedule does not have the required inventory, then it will not be released when the schedule is run.
  
  Schedules do allow for partial order releases.

• Pick an order

  1        Go to Administration > Pick View.

  2        On the Pick Orders page, locate the order to pick.

  

  You can filter the Pick Orders table using custom filters or personalized views. For more information on the procedure to create filters and views, see Create a personalized view.

  There are also two standard filters available in the Choose Filter drop-down list. Single Warehouse Orders will filter for orders where the products are only in a single warehouse, whereas Multiple Warehouse Orders will filter for orders where products are in multiple warehouses.
  
  

  3        In the pick line item's Pick By field, click the pencil icon and select the assigned picker from the drop-down list.

  4        Click the Pick ID number to open the pick order.

  Click the printer icon to open the Picking / Packing Slip that you can print or save to a file.

  5        On the Pick ID page:

  ●         Pick Up: Note that in an order with multiple line items, a picker who's using a mobile device (such as a tablet) will be able to mark each line item pick complete as it is physically picked. 

  ●        Pending: This page also shows any line items in the pick order that are In-Production (e.g., if they are print-on-demand), on Back Order, and/or On-Hold. 

  ●         Packing Drop Location — Bin #: You can specify the packing drop location where all picked items in the order are temporarily stored pending release of those items that are in production, back ordered, or on hold. You can specify this Bin # on the Order View and Line Item View so the storage location can be tracked.   

  

  ●         After the entire pick order has been physically picked, select the order and click Pick. 

  You can also select the pick order line item on the Pick Orders page and perform tasks on the task menu that opens whenever you select one or more line items.
  
  
  You can also select multiple pick orders and select Batch Pick - Print.
  
  

  6        Click Confirm to complete the pick workflow and then return to the Order View and update the status as needed. 

  The order Status on the Line Item View page will now be Picked.
  
  

  The Pick Orders page includes a quick access menu, which allows you to confirm an order was picked without having to leave the page.
  
  1. Select the order(s) from the table.
  2. Assign an operator or picker from the Assign Operator drop-down list.
  3. Click Pick - Print to print a Picking / Packing Slip for the order.
  3. Click Pick to confirm the order was picked.
  4. Click Confirm to complete the pick process.
  
  

• Import an order

  Order Import allows administrators and CSRs to import orders into MarketDirect StoreFront without navigating to multiple pages, and then track the history of the imported orders.

  Order Import only supports the following products types: FF-Inventory, Static without print service customization, and NPP.

  

  1        Go to Administration > Order Import History.

  2        Click Order Import.

  3        Select Download Template.

  

  The Order Import Template contains helpful dummy information.

  4        Complete the required fields.

  

  Errors will appear in the Batch Import History table if the Payment Type and/or Product ID fields are not completed. The template will fail to upload if the User ID, User Email, and/or Order Batch ID fields are not completed.

  ●        User ID or User Email: If you are a registered user in MarketDirect StoreFront, then enter your username in the User ID field. If you are not a registered user, or you want to import an order as a guest, then enter a valid email address into the User Email field.

  ●        Payment Type: Enter one of the available payment types.

  The five available payments are Pay At Store, Other Account, PO Number, CostCenterName, and AccountingCodeName. The CostCenterName and AccountingCodeName types require the Payment Code field to be completed.
  
  Incomplete Payment Type fields will be assigned with the default Payment Type for the company or facility.

  ●        Product ID: Enter the ID number for the product available on the Manage Products page.  

  

  ●        Order Batch ID: Enter a unique numerical value for the order.

  The Order Batch ID number is defined by you.

  ●        Ship to QTY: Enter the quantity of the product to ship to the address in the Address Line 1, City, State/Province, Zip/Postal, and Country.

  An error message will appear if the order quantity does not meet the product criteria or exceeds the amount of the product available.
  
  Product criteria is dictated by the Order Quantities section in the Settings tab on the Product Information page. For example, if a product is configured for Fixed quantities, the Ship to QTY amount must match the fixed quantity amount.
  
  

  5        Complete the appropriate non-required fields.

  If you are importing an order with a User ID, incomplete fields will be assigned with the default information from the user profile. If you are importing an order with a User Email, incomplete fields will be assigned with the default information from the storefront.

  ●        Print Shop

  ●        Due Date

  You must provide the due date in the format in which the site is configured. For example, mm-dd-yyyy.

  ●        Payment Code

  The CostCenterName and AccountingCodeName types require the Payment Code field to be completed.

  ●        Promocode

  If you have multiple Promo Codes for an order, you can add them with a comma in between each Promo Code.
  
  

  ●        SKU

  The SKU for the product is available in the SKU/ProductId field on the Manage Products page.

  ●        Product Name

   Product Name must match the Display Name.

  ●        Display Name

  ●        Delivery Method

  Incomplete Delivery Method fields will be assigned with the default Delivery Method specified for the highest level in the MarketDirect Fulfillment hierarchy. The level hierarchy for MarketDirect Fulfillment is Department, Company, Print Shop.

  ●        First Name

  ●        Last Name

  ●        Company

  ●        Phone Number 1

  ●        Phone Number 2

  ●        Email

  ●        Address Line 1

  ●        Address Line 2

  ●        City

  ●        State/Province

  ●        Zip/Postal

  ●        Country

  MarketDirect StoreFront recommends guest users importing an order with a User Email, complete the following fields:
  -Address Line 1
  -City
  -State/Province
  -Zip/Postal
  -Country

  ●        Delivery Instructions

  ●        ErrorLog (system generated column)

  The ErrorLog field is system generated if an error occurs with the upload. Line items in an order that do not contain errors will still be imported.
  
  

  If you have multiple products with the same Order Batch ID, then you only have to complete the User ID and/or User Email, User Company, PrintShop, Due Date, Payment Type, Payment Code, and Promocode columns for the top entry. The top line takes precedent over the other lines in the order.
  
  

  6        Click the Bulk Upload drop-down.

  7        Drag and drop the customized template spreadsheet into the Bulk Upload box, or browse your computer for the appropriate file(s).

  

  8        Click Import.

  9        View your imported orders on the Order Import History page.

  ●        To view details about the imported order, click the Batch number in the Import Batch # column.

  

  ●        Imported orders that contain an error(s) are indicated in the Orders column.

  

  ●        Line items inside an imported order that contain an error are indicated in the Line Items column.

  

  ●        To view the error, either click the error link or the spreadsheet name to download the file. The error will be explained in the ErrorLog column.

  

  You can fix the error(s) in the downloaded spreadsheet and re-upload the same spreadsheet in the Bulk Upload section of the Order Import page.

• Track physical inventory counts

  Accurate inventory counts are critical to your success. They prevent canceled orders, fulfillment delays, accounting issues, and more. Planned cycle counts help warehouse managers conduct routine inventory checks with minimal operational disruption. MarketDirect Fulfillment's physical count feature will help you easily keep track of all Fulfillment product inventory.

  1        Go to Administration > Manage Physical Count.

  The Physical Count page is where you will manage counting operations for all products in your warehouse that are set up for inventory counting. The Physical Count Interval is set on each Fulfillment product's Inventory tab.

  Each tab on the Physical Count page contains a table with different information designed to help you keep track of the inventory you are currently counting. It is important to review this information throughout the counting process.

  2        Select the skid(s) you want to count.

  

  You can filter each column to easily find specific items to count. You can also Export the list in CSV format by clicking the Export icon. The person assigned to complete a physical count can record the counted quantities on the spreadsheet. 
  
  

  3        Assign an operator, which is optional, from the drop-down list.

  4        Click Ready for Count.

  

  Click Skip to clear the skid(s) from the Physical Count table. Skip indicates the skid does not need to be counted during this interval.

  5        Open the Ready to Count tab.

  6        Select the skid(s) you want to count.

  7        Assign an operator, which is optional, from the drop-down list.

  8        Click Start Count to open the Physical Count Entry window.

  

  9        Enter the actual number of Counted Cartons and Counted Loose items into the appropriate fields.

  

  The Physical Count Entry window includes product information, skid information, and a detailed account of the expected inventory on the skid.

  10    If you are counting multiple skids, enter the counted inventory and click Save & Next.

  You can navigate to other skids using the directional arrows. You can also count a single skid by entering the counted inventory, clicking Save, and then Close.
  
  

  11    After all skids are counted, click Save & Close.

  If the counted inventory and entered inventory match, then you will not need to confirm it on the Counted tab. Only inventory with discrepancies will appear on this tab.

  12    Open the Counted tab.

  The numerical value in the first column indicates the discrepancy between the value in the system and the actual physical count in the location.
  

  13    Click Adjust to record the reason for the discrepancy, and to change the number in the system so that it matches the number in the warehouse location.

  In the Adjustment Notes window, select the reason for the discrepancy between the expected quantity and the actual counted quantity: Damaged Materials, Poor Quality, Missing Materials, or Other (with notes). Click Done to complete the physical count. 
  
  

  14    Click Complete to confirm the counted inventory matches the inventory amount in the system.

• Transfer inventory to another location

  You can transfer quantities of a Fulfillment product from one warehouse location to another at any time to suit your inventory management objectives. 

  1       Go to Administration > Products.

  2       On the Manage Products page, locate the product you want to transfer.

  If you know the SKU/Product ID of the target product, just type it in the data column header field and then press Enter. 

  3        Click the product name in the Name column to open the product builder.

  4        Select the Stock by Location tab.

  5        Hover on the three dots for the appropriate location in the Inventory Management table.

  6        Choose Transfer from the Quick Access menu.

         

  7        In the Transfer window:

  

  ●        Transfer Quantity: Enter the quantity of the product you want to transfer to the new location.

  The default quantity will be the current Available Quantity at that location.

  ●        To Location: Choose the location to which you want to transfer the entered quantity.

  ●        Assign Transfer To: Choose the team member to whom you want to assign the transfer. 

  ●        Transfer Notes: Enter any notes about the transfer in the text box. 

  ●        Click Transfer.

  8        In the transfer success window:

  ●        Click Print Transfer Slip if you want to print the slip or export it to a file.

  ●        Click Print Skid if you want to print the skid label or export it to a file.

  ●        Print or save a copy of the slip or label for your records or auditing and accounting purposes . Click the gear icon for formatting options.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.
  
  Click X at the top right to close the print receipt window.
  
  Transfer Slip
  
  
  
  Skid Label
  
  

  ●        Click Done to exit the Transfer Success window.

• Manually adjust product inventory quantities

  You can make manual adjustments to the inventory levels of a Fulfillment product.

  1        Go to Administration > Products.

  2        On the Manage Products page, locate the product for which you want to adjust the inventory.

  3        Click the product name in the Name column to open the product builder.

  4        Select the Stock by Location tab.

  5        Hover on the three dots for the appropriate skid in the Inventory Management table.

  6        Choose Adjust from the Quick Access menu.

         

  7        In the Adjust window:

         

  ●        Quantity: Enter the new product quantity.

  ●        Adjustment Notes (Optional): Select a reason for the adjustment.

  ●        Click Adjust.

• Designate Damaged inventory

  You can mark inventory of a Fulfillment product as damaged, which prevents those items from being released for picking and distribution to the customer.

  1        Go to Administration > Products.

  2        On the Manage Products page, locate the product for which you want to designate damaged items.

  3        Click the product name in the Name column to open the product builder.

  4        Select the Stock by Location tab.

  5        Hover on the three dots for the appropriate skid in the Inventory Management table.

  6        Choose Damage from the Quick Access menu.

         

  7        In the Damage window:

         

  ●        Enter a quantity in either the Damage Carton field or the Damage Loose field.

  ●        Damage Carton indicates the entire carton is damaged.

  ●        Damage Loose indicates individual items in the carton are damaged.

  ●        Click the Damage button.

  An administrator can also identify a damaged item as “good” and allow the item to be available for picking and fulfillment to the customer.

  To release a Damaged item back into the available inventory:

  1    Hover on the three dots for the appropriate skid in the Inventory Management table.

  2    Choose Damage from the Quick Access menu.

  3    In the Damage window:

  ●        Enter an updated damaged item count with a value lesser than the current damaged item quantity. Entering a new Damage quantity does not add it to the previously entered quantity. Instead, it replaces the previous quantity.  

  For example, if there are currently 50 damaged loose items and you want to release 10 back to good quantity, enter a value of 40 into the Damaged Loose field. This will adjust the damage quantity count and return 10 items back to the available inventory.
  
  Damaged items and quantities are still part of the product inventory, but they will not be released for picking.

• Destroy inventory

  You can destroy and permanently remove an item from the inventory of a Fulfillment product, if those items are no longer necessary to keep. You may want to destroy an item if it is expired or damaged beyond repair.

  1        Go to Administration > Products.

  2        On the Manage Products page, locate the product for which you want to destroy items.

  3        Click the product name in the Name column to open the product builder.

  4        Select the Stock by Location tab.

  5        Hover on the three dots for the appropriate skid in the Inventory Management table.

  6        Choose Destroy from the Quick Access menu.

         

  7        In the Destroy window:

         

  ●        Assign Destroy To: Choose the user validating the destruction of the inventory.  

  ●        Destroy Good Quantity: Enter the quantity of good items to be destroyed.

  The quantity of good items is the Available Quantity.

  ●        Destroy Damaged Quantity: Enter the quantity of damaged items to be destroyed.

  Destroy Damaged Quantity cannot exceed the current quantity of damaged items.

  You can destroy good and damaged items at the same time.

  ●        Destroy Reason: Enter a reason for destroying the specified quantity.

  ●        Click the Destroy button.

  Destroyed items are permanently removed from the Fulfillment product inventory and cannot be recovered.

  8    In the Destroy Success window:

  ●        Click Print Destroy Receipt if you want to print the receipt or export it to a file.

  The Inventory Destroy Receipt contains important information about the destroyed items such as the location of the skid, skid number, destroy quantity, and the destroy number. The Destroy #, or Destroy ID, can be used in the Inventory Destroy Receipt report to locate and re-print this information at any time.

  ●        Click Print Skid if you want to print the skid label or export it to a file.

  ●        Print and save a copy of the receipt or label for your records or accounting purposes. Click the gear icon for formatting options.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.
  
  Click X at the top right to close the print receipt window.
  
  Destroy Receipt
  
  
  
  Skid Label
  
  

  ●        Click Done to exit the Destroy Success window.

• Inventory Management

  The Inventory Management page allows you track, transfer, and manage Fulfillment and Rental product inventory.

  To access inventory management

  1        Go to Administration > Inventory Management.

  2        Click Search Product to open the Find Product window, enter a barcode into the Scan Product Barcode field, or scan a product barcode to automatically open the Inventory Management page for that product.

  

  Barcodes are associated with products on the Inventory tab of the Product Information page.

  3        All Fulfillment and Rental products will appear in the Find Product window. Search, sort, and/or filter different columns to find the appropriate product.

  4        Click the appropriate row to open the Inventory Management page for that product.

  

  Inventory Management Overview

  The Inventory Management page includes three sections:

  • The Product Information section includes an image of the product, the product name, and product description.

  

  • The General Inventory section provides information on the entire inventory of the product. This section includes the following information:

  

  • Stock on Hand: Total quantity of the product.

  • Reserved: Quantity of the product reserved for an order. Reserved products are part of an order that is placed but not yet shipped.

  • Damage: Quantity of the product marked as damaged by the administrator. These products will not be sold to a buyer.

  • Available on Hand: Quantity of the product available for new orders. This quantity is calculated by subtracting Stock on Hand from Reserved and Damaged quantities.

  • On Order: Quantity of the product to be produced. On Order quantity often refers to a PO raised by an MIS, or kits to be assembled.

  • The Inventory Management table provides information on how the product inventory is arranged in the warehouse. This table includes the following information:

  

  • Location: The specific location in the warehouse where the skid is stored.

  • Skid Id: The identification number of the product skid.

  • Quantity: Total quantity of the product on the skid.

  • Reserved: Quantity of the product reserved on each skid. Reserved products are released for picking but not yet shipped.

  • Damaged: Quantity of products per skid marked as damaged by the administrator. These products will not be sold to a buyer.

  • Available Qty: Quantity of the product per skid available for new orders. This quantity is calculated by subtracting Quantity from Reserved and Damaged.

  From the Inventory Management table, administrators can Transfer, Adjust, Damage, and Destroy inventory.

  

  To transfer inventory

  The Transfer option allows you move quantities of a Fulfillment product from one warehouse location to another.

  1    Hover on the three dots for the appropriate location in the Inventory Management table.

  2    Choose Transfer from the Quick Access menu.

  3    In the Transfer window:

  

  ●        Transfer Quantity: Enter the quantity of the product you want to transfer to the new location.

  The default quantity will be the current Available Quantity at that location.

  ●        To Location: Choose the location to which you want to transfer the entered quantity.

  ●        Assign Transfer To: Choose the team member to whom you want to assign the transfer. 

  ●        Transfer Notes: Enter any notes about the transfer in the text box. 

  ●        Click Transfer.

  4    In the Transfer Success window:

   

  ●        Click Print Transfer Slip if you want to print the slip or export it to a file.

  ●        Click Print Skid if you want to print the skid label or export it to a file.

  ●        Print and save a copy of the slip or label for your records or accounting purposes. Click the gear icon for formatting options.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.
  
  Click X at the top right to close the print receipt window.
  
  Transfer Slip
  
  
  
  Skid Label
  
  

  ●        Click Done to exit the Transfer Success window.

  To adjust inventory

  The Adjust option allows you to manually adjusts inventory levels of a Fulfillment product.

  1    Hover on the three dots for the appropriate skid in the Inventory Management table.

  2    Choose Adjust from the Quick Access menu.

  3    In the Adjust window:

  

  ●        Quantity: Enter the new product quantity.

  ●        Adjustment Notes (Optional): Select a reason for the adjustment.

  ●        Click Adjust.

  To damage inventory

  The Damage option allows you to mark a specified quantity of a Fulfillment product as damaged. These items will not be available for picking and distribution to the buyer.

  1    Hover on the three dots for the appropriate skid in the Inventory Management table.

  2    Choose Damage from the Quick Access menu.

  3    In the Damage window:

  

  ●        Enter a quantity in either the Damage Carton field or the Damage Loose field.

  ●        Damage Carton indicates the entire carton is damaged.

  ●        Damage Loose indicates individual items in the carton are damaged.

  ●        Click the Damage button.

  An administrator can also identify a damaged item as “good” and allow the item to be available again for picking and distribution to the buyer. To release a Damaged item back into the available inventory:

  1    Hover on the three dots for the appropriate skid in the Inventory Management table.

  2    Choose Damage from the Quick Access menu.

  3    In the Damage window:

  ●        Enter an updated damaged item count with a value lesser than the current damaged item quantity. Entering a new Damage quantity does not add it to the previously entered quantity. Instead, it replaces the previous quantity.  

  For example, if there are currently 50 damaged loose items and you want to release 10 back to good quantity, enter a value of 40 into the Damaged Loose field. This will adjust the damage quantity count and return 10 items back to available inventory.
  
  Damaged items and quantities are still part of the product inventory, but they will not be released for picking.

  4    Click the Damage button.

  To destroy inventory

  The Destroy option allows you to permanently remove an item from the inventory of a Fulfillment product, if those items are no longer necessary to keep.

  1    Hover on the three dots for the appropriate skid in the Inventory Management table.

  2    Choose Destroy from the Quick Access menu.

  3    In the Destroy window:

  

  ●        Assign Destroy To: Choose the user validating the destruction of the inventory.  

  ●        Destroy Good Quantity: Enter the quantity of good items to be destroyed.

  ●        Destroy Damaged Quantity: Enter the quantity of damaged items to be destroyed.

  Destroy Damaged Quantity cannot exceed the current quantity of damaged items.

  You can destroy good and damaged items at the same time.

  ●        Destroy Reason: Enter a reason for destroying the specified quantity.

  ●        Click the Destroy button.

  Destroyed items are permanently removed from the Fulfillment product inventory and cannot be recovered.

  4    In the Destroy Success window:

  ●        Click Print Destroy Receipt if you want to print the receipt or export it to a file.

  The Inventory Destroy Receipt contains important information about the destroyed items such as the location of the skid, skid number, destroy quantity, and the destroy number. The Destroy #, or Destroy ID, can be used in the Inventory Destroy Receipt report to locate and re-print this information at any time.

  ●        Click Print Skid if you want to print the skid label or export it to a file.

  ●        Print and save a copy of the receipt or label for your records or accounting purposes. Click the gear icon for formatting options.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.
  
  Click X at the top right to close the print receipt window.
  
  Destroy Receipt
  
  
  
  Skid Label
  
  

  ●        Click Done to exit the Destroy Success window.

• Configure Storage Charges

  Storage charges are configured as part of the MarketDirect Fulfillment Price List and can vary depending on the type of storage location. The number of inventory items stored in a dry storage location can be different from the same item kept in a cold storage location. Based on the storage location type, the Administrator has the ability to define the specific price.

  1        Go to Administration > Pricing.

  2        Choose the appropriate price sheet from the Price Sheet list.

  For more information on Pricing and Price Sheets, please see Price Sheet Management Page Overview.

  3        Click Open.

  4        Click Edit on the Price Sheet page.

  

  5        Select the Storage tab.

  6        Choose the appropriate Storage Type from the drop-down list.

  You can define Storage Types in the Inventory tab of the Product Information page. This feature is only available for FF-Inventory product types.

  7        Select the appropriate Billing Unit.

  ●        The Billing Unit represents the way the inventory item needs to be billed. Administrators have flexibility to select different billing units for different types of storage.

  ●        Billing Units include:

  ●        Skid

  ●        Carton

  ●        Location

  ●        SKU

  ●        Piece

  8        Enter the appropriate Range Unit(s) and Price into the Price Sheet.

  ●        The Range Unit(s) specifies which row in the Price Sheet to use. If the Billing Unit is Skids, then the Range Unit is the number of Skids.

  ●        The Price in the Range Unit row is multiplied by the value of the Billing Unit.

  ●        For example, if a company has 10 skids in Central Storage and the administrator prices Central Storage at $1.50 per skid, the price is ($1.50 x 10) $15.00.

  

  9        Click Save.

  Storage Charges can be configured either at the Site level or Company level. MarketDirect Fulfillment uses a funnel concept for pricing configurations, so the Site level price sheet will be used unless a Company price sheet has been configured.
  
  

• Accept Order or Rental returns

  Administrators can accept returned orders or rental products, which triggers subsequent logistical and financial processing of the return. This includes the acceptance and return of inventory items to their appropriate warehouse location, as well as a debit to the Sales Order Summary report.

  MarketDirect Fulfillment and the Rental and Reservations module only accept orders returned to inventory and keeps an audit of the return. As of now, they do not support online returns from the end buyer.

  1        Go to Administration > Order Return.

  2        Enter the Order # or the Pick ID of the returned order into the appropriate field.

  3        Click Search.

  4        Hover on and click Return.

  

  5        Select to either return the item(s) to the original Skid or a new Skid.

  

  6        Enter the Damage Quantity and / or Good Quantity into the table to determine the number of damaged items to dispose and the number of good items to return to inventory.

  

  7        Select a reason for the return from the Return notes window.

  

  Return notes can be viewed in the Sales Order Report. The debit associated with the returned order can viewed from the Sales Order Summary report. For information on how to run a fulfillment report, see Generate fulfillment reports.

• Generate Fulfillment reports

  MarketDirect Fulfillment ships with the following standard reports:

  ●        Customer Inventory

  ●        Inventory Audit

  ●        Inventory Audit Detail

  ●        Inventory Destroy Receipt

  ●        Inventory Kitting

  ●        Inventory Kitting Parts

  ●        Inventory Lot Detail

  ●        Inventory Lot Utilization

  ●        Inventory Receipt

  ●        Inventory Summary

  ●        Inventory Transfer Receipt

  ●        Kitting Assemble PickSlip

  ●        Location Barcode Details

  ●        Location Details

  ●        Order Return Details

  ●        Order Return Refund Details

  ●        PickSlip

  ●        PickSlip Summary

  ●        Product Detail

  ●        Sales Order Summary

  ●        Skid Label

  ●        Storage Charge

  ●        Transfer Request Summary

  You can run these standard reports with their default configuration or modify them as needed.  

  1        Go to Administration > Fulfillment Reports.

  2        Click the appropriate report.

  The standard reports included with MarketDirect Fulfillment are listed on the Manage Reports page. You can customize the reports and use Save As to save them with a new name.

  

  3        To run the report:

  ●        Fill out the Preview Parameters field(s).

  ●        The Customer Inventory report has a required Customer parameter. These parameters may change depending on the report. In the PREVIEW PARAMETERS fly-out window:

  ●        Click Select in the Customer field and choose the customer(s) whose inventory usage you want to audit. 

  

  ●        Click SUBMIT.

  ●        Click the collapse button to close the PREVIEW PARAMETERS fly-out.

  

   

  ●         Review the report data.

  This is the Customer Inventory report. The report shows stock on hand, reserved, and available on hand for every customer's product in the system. 

  ●         Use the controls for navigation and formatting options.

  ●         Print or save a copy of the report for your records for auditing and accounting purposes.

  ●         Click the gear icon for formatting options.

  The system supports the following file formats: CSV, HTML, Image, MHT, PDF, RTF, Text, XLS, XLSX, and DOCX.

  

  4        Click the back arrow to return to the Manage Reports page.

  Customize a report

  This section presents the steps to perform a simple customization of a report (in this case the PickSlip standard report).

  1        Go to Administration > Fulfillment Reports.

  2        Hover on the three dots next to the appropriate report.  

  You can customize the reports and use Save As to save them with a new name.

  

  3        Select Edit to open the Design view.

  In the Design view, you can use the properties on the right or the tools on the toolbar on the left to customize the report to suit your needs. 
  
  

  4        Edit the elements to suit your needs and preference.

  The steps below are how to replace the existing logo.

  ●        Select the logo.

  ●        Go to the Image Source field in the Properties panel. 

  

  ●        Select the new logo and click Open.

  

  ●        Adjust the position and formatting of the element as needed.

  ●        Click the preview button to see how the element will look on the report.

  

  ●        Return to the design view . 

  

  ●        You can make additional changes to customize the report to suit your needs. For example, you can change the layout of the standard reports, add and remove fields, columns, and values, etc.

  For details on how to use the advanced functionality in the web report designer, visit https://docs.devexpress.com/eud/eud-for-devexpress-reports/reporting-for-web/report-designer.

  ●        Click the fields button to open the Field List.  

  

  ●        You can drag and drop fields onto the design view and drag the item handles to resize or reposition them.

  ●        When you are ready to save the report, click the Menu icon and select Save.

  

  Assign a Pick Slip report to a company

  You can assign a Pick Slip report to a company that will be used to generate a Picking / Packing Slip when a line item is released for that company. This feature is useful for administrators with multiple companies that have unique branding.

  If you do not select a Pick Slip for the company, then the default PickSlip report will be generated.

  1        From the Administration home page, select Companies.

  2        Click the Company Name to which you want to assign a Pick Slip report.

  3        Scroll down to the Additional Settings section.

  4        Choose the Pick Slip report you want to assign to the company from the Pick Slip drop-down list.

  

  5        Click Save.

See Also

●        Buyer Return Workflow

●        Fulfillment Dashboard

●        Inventory Fee

●        Inventory Revisions

●        Inventory Serialization

●        Inventory Substitution

●        Inventory Transactions

●        Kitting Workflow

●        Lot Management

●        Mobile Fulfillment

●        Multi-Warehouse Pick Workflow

●        Paperless Pick and Pack Workflow