Fulfillment

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.

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.

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.

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.

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.

Fulfillment products (FF-Inventory type products) and Rental products (FF-Rental type products) are two of the many product types the system supports. Fulfillment products are finished goods kept in stock and ready to ship, or print on demand products produced when ordered. Rental products are finished goods—such as a table, chair, or kiosk—a customer can rent for an event or trade show for a specified period of time and then return after the trade show or event is finished.

1 Go to Administration > Products.

2 Click Create Product.

3 In the Create Product window:

● Specify a unique Name for the product.

By default, the Display As name is the same as the product Name. You can simply type over it if you want the Display As name to be different from the product Name. Note that this will break the link between the two fields.

● Specify a SKU/Product ID for the product.

● In the Product Type field:

● Select the FF-Inventory product type for Fulfillment products.

● Select the FF-Rental product type for Rental products.

4 Click Create.

This is the Product Builder page where you will create and edit products.

Specify general settings for the product

In the general settings area:

● Item ID: The Item ID is unique across the entire system and is system-generated when you click Save.

● Product Name and SKU/Product ID are auto-populated from the Create Product window.

The fields are editable, so you can change the values as needed.

● Copy Short URL: To create a deep (or direct) link to the product page for this product, click the Copy Short URL button and then paste the URL in a file so you can retrieve it later to use in marketing materials.

The deep link is created from the SKU/Product ID and will take buyers directly to the product page. The format of the link is:

https://[your site domain name]/DSF/PRODUCTS/SKU/90478.aspx

● Company: If you are providing fulfillment services for another company, select the company from the Company pull-down list.

● Customer Owned: Enable this option if the product you are creating is owned by a third-party customer (for example, a customer for whom you are providing fulfillment services).

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.

● Status: Set the Status for the product as either Active or inactive.

If the product is active, it will be available for ordering when it is published to a storefront.

Configure the product

You will use settings on the 5 tabs outlined below to create or edit a fulfillment (FF-Inventory) product.

The Information tab

Configure the product with fields on the Information tab.

● Display As: Can be a more buyer-friendly name of the product that will appear to buyers on the product pages on the storefront.

● Type: Display-only field shows the product type that you selected on the previous page.

● Description Footer: Enter any additional information about the product. The footer will be shown on the storefront and in the product details.

● Product Short Description: Enter descriptive text for the product that will be displayed to buyers on the storefront. This brief product description is augmented by a longer description that is displayed on an entire page when buyers click for more information on a product. There is a 2,000-character limit for HTML text.

● Long Description: Enter a detailed product description that will be displayed to buyers on the product details section on the storefront. There is a 4,000-character limit for HTML text.

● Keywords: Add keywords to help Web search engines locate the product on your site.

Separate keywords with a comma ( , ), spaces are not necessary, and note that your total character count for keywords cannot exceed 500.

● Production Notes: Enter any production notes for the operator who will produce the job. These notes will be displayed on the production job ticket when the product order is ready for production and on tickets sent to output devices.

● Product image: You can drag-and-drop or browse-and-select up to 5 product images to represent the product to buyers on your storefront.

● If you upload more than 1 image, the one with the black star will be the thumbnail image show to buyers on the web page. The one with the white star will be shown on the product detail page.

● You can click the white star to make that image the thumbnail.

● Valid Dates: Set the valid dates when the product will become active and expire.

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

● Display Priority: Set the display priority, which determines whether the product is presented to buyers higher or lower on the web page.  

● Mobile Supported: Specify whether the product will be available to buyers on mobile devices.

● Select Yes if you want the product to be shown / available to buyers accessing the storefront on a mobile device.

● Select No if you want the product to be hidden / not available to buyers accessing the storefront on a mobile device.

● Order Quantities: Specify the quantities of the product buyers can order:

● Any quantity: Lets buyers order any quantity of the product.

● Enforce Max Quantity Permitted In Cart: Select this option if you want the shopping cart to enforce the maximum quantity (i.e., permit passing orders with quantities that exceed the specified maximum).

● Maximum Order Qty Permitted: You can specify a maximum quantity of the product (up to 100,000) that can be ordered, which will be enforced in the cart.

Note that this field will be present only if you have selected the Any quantity option in the Order Quantities section above.

● Multiple Recipients (SmartStores only): This setting determines how the total quantity is handled for split orders buyers place in SmartStore storefronts.

This setting will be available only if you selected one of the following order quantity options above: Fixed, Multiple, or Advanced.

● Each recipient set to a valid quantity: Choose this option if you want the minimum order quantity to apply to each recipient. For example, if the product has a minimum order quantity of 100, each recipient in a split order (one with multiple recipients) must be set to receive a minimum of 100 units of the product. Thus, this option enforces the minimum order quantity for each recipient in the order.

● Total quantity must add up to a valid quantity: Choose this option if you want to enforce the minimum order quantity only for the total order amount for a split order. For example, if the minimum order quantity for the product is 100, as long as the total units of the product shipped meets or exceeds the minimum quantity, all is well. Thus, for an order with two recipients, if recipient one receives 25 units of the product and recipient two receives 75 units of the product, the order will be acceptable because the minimum order quantity of 100 was met.

● Fixed quantities: Specifies the fixed quantities of the product that buyers must order. For example, you might offer the product only in the fixed quantities 100, 200, and 300.

● Use the fixed quantity editing tools to set up your fixed quantities:

	Lets you enter a fixed quantity in an entry box:
	Removes the fixed quantity.
	Adds another fixed quantity. Click to add an additional fixed quantity. Edit the quantity using the quantity editor if needed.

● This will present the buyer with a quantity pull-down list on the storefront.

● By Multiples:

● Allow buyer to edit quantity: Check this box to allow buyers to override the specified quantity for the product.

● Minimum: Specify the minimum number of the product that buyers must order.

● Maximum: Specify the maximum number of the product that buyers can order.

● Multiple: Specify the multiples in which the product must be ordered. For instance, you might only want to sell the product in sets of two, so you would set: Minimum = 2 and Multiple = 2, allowing buyers to order 2, 4, 6... of the product.

● Advanced: Enables you to specify a more complex quantity option, for instance to match a pricing structure for the product. This calls for using regular expressions. Enter the quantity pattern using regular expression (or regex) recipes.

For more information on regular expressions, see Quick Reference on Regular Expressions.

Example: You want to let buyers order the following quantities of the product: 1, 2, 3, 4, 5, 10, 20, 50, 1000, 2000, 3000, 4000, 5000. So you want quantities for 1 to 5, then 10, 20 and 50, and finally 1000 to 4000 in steps of 1000. The Advanced quantity tool enables you to do this by entering the following rule in the entry box: 1..5-10|20|50|100-1000..4000[1000] which is a combination of three simple syntaxes.“1..5” is the Begin..End[Step] syntax, followed by “10|20|100” which is a Values syntax, followed by another Begin..End[Step] syntax.

This will present the buyer with a quantity pull-down list containing the options on the storefront.

● SEO: Search Engine Optimization is the practice of crafting web page header data designed to help web browsers find your content when potential buyers are using the browser’s search tool. Enter SEO information into the following fields to help potential buyers easily locate your web site and the product they want to purchase when using the search function. Each field represents a different section of the web search result the potential buyer will see.

● SEO Title: Enter the product page title.

SEO Title defaults to the product name.

● URL Slug: Enter the part of the URL that describes the web page's content.

URL Slug defaults to the product name. This field replaces spaces with hyphens and removes non-alphanumeric characters, because they are not allowed in a URL.

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

● Meta Description: Enter a short description of the product.

Meta Description defaults to the Product Short Description found on the Information tab.

MarketDirect StoreFront recommends you update this field in order to maximize the SEO for the product page. It is a best practice to keep the Meta Description to 50 words or less.

● Padding Time: Set an amount of time to make the product unavailable to customers before and/or after another order. Only the administrator will see this field.

The Padding Time field is only available for Rental products.

● Click Save.

The Inventory tab

On this tab you will specify default inventory settings as well as pick strategy and inventory rules for the product.

Configure the product with fields on the Inventory tab.

● Default Pick Location: The first task is to specify the Default Pick Location (DPL) for the product. The DPL is the specific location in the warehouse where the product will be stored. The pull-down list contains all warehouse locations in the system.  

Note the real-time filtering feature. When you start typing in the field, the system automatically begins narrowing the results based on your input.

● Inventory Pick Strategy: The Inventory Pick Strategy specifies how the product is to be picked after it is ordered.

There are 3 IPS options:  

● Default Location, FIFO Skid ID. This strategy has the picker go first to the 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: The Threshold specifies the quantity threshold that will trigger the system to send an email notification that inventory for this product is getting low.

If you set the threshold to 100, when the Stock on Hand drops to 100, the system will send email notifications to specified recipients. 

● Notify on Inventory Receive: Select this option to send an email notification to specified recipients when you receive inventory for this product.

● You can specify who will receive email notifications when the product's inventory reaches the Threshold or a quantity of the product is received.  

● You can specify a Customer Rep at the company who is supplying this product.  

● You can also specify the Sales Rep at your company who is responsible for servicing the customer who is supplying this product.  

You can specify additional recipients by entering email addresses in the Enter Email ID field.

● Unit of Measure:

● The Unit of Measure Inventory UOM settings are used in counting physical inventory of the product.  

● The UOM options are Each, Bunch, and Box.  

● For example:

● If the product is a box of pencils containing 10 pencils, the Inventory UOM will be Box.

● If the product is a shirt, the Inventory UOM will be Each.

● If the product is bananas, the Inventory UOM will be Bunch.

● The Conversion Factor is how many units are in the basic unit of measure.

● For example:

● If the product is a box of pencils containing 10 pencils, the Conversion Factor will be 10 and the UOM Description will be Box (10).

● If the product is a shirt, the Conversion Factor will be 1 and the description will be Each (1).

● If the product is bananas, the Conversion Factor will be 1 and the description will be Bunch (1).

● The Costing UOM options are also Each, Bunch, and Box.

● For example, even though 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, while the Costing UOM will be Each.

● The inventory monitor section displays inventory information about the product, including the warehouse location, Skid ID, quantity, number of damaged and available units.

● Inventory Rules: You can apply various Inventory Rules for the product.

● Storage Type: If the product has special storage needs, turn on Storage Type and specify the location that meets those needs. For instance, if the item needs cold or refrigerated storage, you would specify a warehouse location that offers cold storage.

● Allow Back Order: Select this option if you want to allow back orders.

● Show Inventory when back order is allowed: If you allow back orders, you can let buyers see inventory levels.

● IsHighValueProduct: Select this option to indicate the product has a high value.

● HasUniqueSkid: Select this option to indicate the product has a unique skid.

● Back Order Rule: You can specify what happens when a buyer's order quantity for a particular product exceeds the available stock on hand to fill the order.

● The options are:

● None

● Cancel entire order

● Cancel back order – ship partial

● Backorder – ship partial

● Backorder Entire Order

● Physical Count Interval: Specify how often the physical inventory of the product should be counted (cycle counting): None, Weekly, Monthly, Quarterly, or Yearly.

This is when the product inventory should be physically counted. The options are None (no counting interval), Weekly, Monthly, Quarterly, or Yearly. The clock starts running when the item is received into inventory. Thus, 1 week after a shipment of the product is received into inventory, the first count will be due.

If you select the None option, you will still be able to search and find the product on the Physical Count page (in the Need To Count tab with the Show All Items option selected) and record the count results, but the product will not be included automatically in the Ready to Count tab.

For more information on the physical inventory counts, see Track Physical Inventory Counts.

The Shipping tab

On this tab you will specify product dimensions for shipping cost calculations.

● Unit of Measure for Dimensions: Specify the unit of measurement for the product's dimensions:

● Inches, Feet, Centimeters, Meters, Millimeters, Yards, TWIP

● Unit of Measure for Weight: Specify the unit of measurement for the product's weight:

● Ounce, Pound, Gram, Kilogram

● Unit Quantity: Specify the unit quantity for the product. For a single item product, the Unit Quantity will be 1.

● Width: Width of the product in the selected unit of measurement.

● Length: Length of the product in the selected unit of measurement.

● Height: Height of the product in the selected unit of measurement.

● Weight: Weight of the product in the selected unit of measurement.

● Max Quantity per Subcontainer: Enter the maximum number of items to include in each sub-container.

If you are not using a sub-container, the information should reflect the dimensions of the shipping container to ship a single piece.

● Click Save.

The Pricing tab

On this tab you will price the product.

● Cost: You can enter the Cost of the product, which is required if you are going to use cost plus pricing.

● The Average Cost is calculated from the actual costs to procure the item.

For example: If you purchase 100 units on Jan 1 for $7 each and another 200 units on Feb 3 for $6.50 each, the average will be:

100x7.00=$700

200x6.50=$1,300

Avg. cost = $2,000\$300 = $6.67/ea

● Price

● Exempt Shipping Charges: Choose not to calculate shipping charges.

● Exempt Taxes: Choose not to calculate taxes.

● Calculate Storage Charges: Choose to calculate storage charges for the product.

● Select the price sheet to use for the product:

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

● Multi Level Price Sheet:

In this model, you can define different levels of price sheets. For instance, you can have a site-level price sheet, a Print Shop-level price sheet, and a company-level price sheet. This allows you to offer different pricing to different customer group. The site-level price sheet will be in effect unless it is overridden by special pricing at the Print Shop level or company level.

Note:

● You can set a regular per-unit product price at $10.00 for 1-100 units with a setup price of $2.

● For more than 100 units, the regular price is $9 and the setup price is $1.80.

● PriceUOM: Select the unit of measure, or unit of time, for the price.

PriceUOM is only available for Rental products, because their pricing is based on the amount of time the buyer rents the product. You can set the pricing for a Rental product by the Hour, Day, Week, or Month.

The buyer cannot rent the product by a different time period other than the one you specify in the PriceUOM field. For example,
-If a product is priced by the day, then the buyer cannot rent the product by the hour.
-If a product is priced by the week and the buyer wants it for a week and a half, then they will be charged for two full weeks.

● Range Unit: Set the range break points for each price point (e.g., 1 - 50 might represent the quantity in the unit system in use on the site; for more information on the unit system, see Unit System). Use the Add Range button to add a range break point.

● Regular Price: Type the standard price for that range (e.g., 1 - 50 quantity might have a regular price of 10.00).

● Setup Price: Type the setup price for the range; the setup price will reflect your material and handling costs.

● Use the multi level price sheet tools to set up your levels:

You can click the Add Range button to create as many range units as you need for volume price break points in the price sheet.

Copies the ranges as they are defined in the current price sheet. After you copy the ranges, the paste ranges to all price sheets buttonwill be available. Clicking this button will paste the ranges in the current price sheet to all price sheets in your system.

Click the delete range button to delete ranges in the current price sheet.

● Cost Plus Price Sheet:

In this model, you simply mark up the cost by either a specified amount or a percentage of the cost.

Example:

● Your cost to produce/procure each unit of Widget A is $8.

● If you want a margin (profit) of 40% per unit, you add a 40% markup to the cost:

$8 x 1.40 (140%) = $11.20

● Regular Price: Choose an option to set the price relative to the Cost.

● Same As Cost: Price is same as 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.

● Click Save.

The Security tab

On this tab you can assign an owner for the product and set permissions to restrict access to it. This enables you make the product available for editing and/or publishing by a particular user or group of users. The security option lets you assign management and publishing rights for a product:

● Publish: can publish the product for buyers on the storefront (this must be used in conjunction with Manage rights; i.e., in order to publish a product, which makes it available to buyers on the storefront, the user/s must also have Manage rights).

● Manage: can change a product by accessing it on the Products page and editing its specifications.

● Purchase: can manually specify purchase rights for the product to certain user groups.

You can access the security settings page from the Manage Products page by selecting Modify Security from the quick access menu:

For information on sharing products with entities, see Managing Entities.

1 From the Assign Permissions To pull-down list, select the category of users to which you want to assign permissions:

● Users

● Groups

● Companies

● Departments

Real-time filtering begins filtering results as soon as you start typing a few letters in any of the column header fields to locate the person or group you are seeking.

2 Select the person or group .

3 Apply the appropriate permissions:

● Publish: the selected person or group can publish the product.

● Manage: the selected person or group can manage the product (and change its settings).

● Purchase: the selected person or group can purchase the product.

4 Click Assign to grant the permissions.

5 Click Save.

6 Click Add Quantity if you are ready to add quantity information for the product, or click Done if you want to add quantity information for the product later.

To add a quantity later, click the Add Quantity button on the Manage Products page.

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.

1 Go to Administration > Products.

2 Select the product you want to publish.

3 Open the Publish / Un-Publish window for any product in two ways:

● (1) Open the quick access menu for the product on the Manage Products page and select Publish:

● (2) From any tab in the product builder, click the publish button.

4 In the Publish / Un-Publish window, select the storefront(s) and product category to which you want to publish the product.

5 Click Save.

6 Go to your storefront and open the product to see it as it will appear to buyers.

To unpublish, deselect a storefront(s) or category(ies).

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 and 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 > Inventory Receive.

2 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.

3 To add new items into inventory, click Receive Inventory.

4 On the Receive Inventory page, define the receipt of 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: From the pull-down list, select the customer associated with the product.

● 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: Record any key information such as "2 cartons damaged; will need recount."

● Search Product: If you do not know the Item ID or product SKU#, use this field to search for the product in the Find Product window.

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.

● Item ID / SKU #: If you know the Item ID or the SKU# for the inventory, enter into one of the fields and press Enter.

The system will display the product name, description, and image.

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

The Average Cost field on the product Pricing tab.

5 Clickto add the inventory.

Information on the inventory you received will be shown.

● Click Choose Lcn to specify the default picking location (DPL) for the product. To open the Location Search window, click the search icon .

6 Click Save Receive.

7 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.

●

8 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.

9 Click Done.

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

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 line item for picking, you will select Batch Release.

The Picking / Packing Slip will open.

● 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.

● 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.

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.

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

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.

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. Select 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.

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.

1 Go to Administration > Pick View.

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

For information on the procedure to create custom filters and personalized views, see Create a personalized view.

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

Note: 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.

Mobile Fulfillment gives administrators the ability to manage and track inventory using their mobile phone or tablet. This allows the administrator to access their MarketDirect Fulfillment site and scan barcodes using the same device.

Create a Barcode

Inventory in MarketDirect Fulfillment is tracked using barcodes based on one of the following criteria: Warehouse Location, Skid ID, SKU/Product ID, or Item ID. There are three ways to create barcodes for fulfillment products.

The scan barcode feature is optional and used to help warehouse pickers verify they are picking the correct product.

1 To create a barcode based on Warehouse Location:

● Open the Manage Reports page.

● Click Location Barcode Details in the Report Name column.

● Click the LocationName field to open the Warehouse Location drop-down list.

● Choose the appropriate locations.

You can choose as many locations as you want, or click Select All to choose all the locations in the list.

● Click outside the Warehouse Location drop-down list to close it.

● Click the Submit button to create a barcode for each location selected.

● Print the Warehouse Location barcodes.

Click Reset in the PREVIEW PARAMETERS fly-out to clear the LocationName field.

For more information on fulfillment reports, see Generate fulfillment reports.

2 To create a barcode based on Skid ID:

● Open the Manage Inventory Receipts page.

● Click Receive Inventory.

● Complete the necessary fields on the Receive Inventory page.

For more information on the Receive Inventory fields, see Receive items into inventory.

● Click Save Receive.

● Click the Print Skid button in the Inventory Received Successfully window.

● Print the Skid label.

The Skid label contains important information about the contents of the skid, as well as a barcode that can be placed on the skid for inventory tracking.

3 To create a barcode based on SKU/Product ID or Item ID, you must use a third party online barcode generator.

Pick an Order

1 Go to Administration > Mobile Fulfillment using a mobile device.

The Mobile Fulfillment option will only be available when the Administration page is accessed using a mobile device or a tablet.

2 Choose the appropriate Print Shop from the Print Shop drop-down list.

3 Tap Items to be Picked.

You can also tap the Barcode Scan icon to scan the barcode for the item you want to pick.

4 Choose the order to pick and tap Start Pick.

● To filters orders from the Product pick list:

● Tap the Filter icon in the Product pick list header.

● Tap the down arrow for the filter to open the filter field.

● Complete the filter field by either entering a value or choosing an option from the drop-down list.

You can select multiple options from a drop-down list, but you can only enter a single value in a filter field.

● Tap Apply to open the filtered Product pick list.

You can apply as many filters as you want.

● To pick multiple orders at the same time:

● Tap the Order Id check-box for each order you want to pick.

● Tap Start Batch Pick.

● To pick all available orders, tap Select All in the Product pick list header.

The green oval indicates the number of orders in the Product pick list.

5 Pick the product and quantity specified in the Product Details window and tap Complete.

Tap the Scan option and scan the item barcode to verify you picked the correct product.

6 Confirm the item picked and tap Confirm in the Confirm Pick up window.

7 If there are multiple items in the order, then the next item to be picked will open. After all items in the order are picked, you will return to the Product pick list.

You can navigate through the items in an order by tapping the Skip button to skip the current item, or tapping the right and left arrows in the Product Details header. Items are automatically arranged in the order by walk sequence. If there is no walk sequence, then items are arranged by warehouse location.

Order Import allows administrator and CSRs to import orders into MarketDirect StoreFront without navigating to multiple pages, and then track the history of the imported orders. FF-Inventory, Static without print service customization, 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.

Accurate inventory counts are critical to your success. They prevent canceled orders, fulfillment delays, personnel frustration, accounting issues, back order issues, and the like. Planned cycle counts help warehouse managers conduct routine inventory checks with minimal operational disruption. MarketDirect Fulfillment's inventory count feature will help you track inventory with scheduled cycle counts.

1 Go to Administration > Manage Physical Count.

2 On the Physical Count page, select the product or products you want to count by filtering on any column header.

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.

3 Click Ready to Count.

4 Scroll over so you can enter the actual physical count numbers.

5 Enter the actual number of Counted Cartons and Counted Loose items.

Counted Quantity will auto-populate based on the values in the Pieces/Carton, Counted Cartons, and Counted Loose fields.

6 Click Save to save the physical count.

7 Open the Counted tab.

The -10 indicates a discrepancy between the value in the system and the actual physical count. In this case, although the system reports 2 cartons, only 1 carton is found on the skid.

8 Click Adjust to record the known or suspected 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 from the available options for the discrepancy between the expected quantity and the actual counted quantity: Damaged Materials, Poor Quality, Missing Materials, or Other (with notes), then click Done to complete the physical count.

You can Export the list in CSV format. The person assigned to complete a physical count can record the counted quantities on the spreadsheet.

Here's the exported physical count spreadsheet. Note the fields where quantities can be recorded and then entered into the system to complete the counting cycle.

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 on the product name link to open the product builder.

4 Select the Inventory tab.

5 In the Inventory table, find the location from which you want to transfer a quantity of the product.

6 Select 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: Type any notes about the transfer in the text box.

● Click Transfer to execute the transfer order.

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

9 Click Done.

10 Click Save to save the product.

You can make manual adjustments to the inventory levels of a product from the product's Inventory settings tab.

1 Go to Administration > Products.

2 On the Manage Products page, select the product.

3 Open the Inventory tab.

4 In the inventory table:

● Scroll down to the location with the inventory you want to adjust.

● Open the action menu and select Adjust.

5 In the Adjust window:

● Enter the observed quantity in the Quantity field.

● Add an optional note about the adjustment in the Adjustment Notes field.

● Click Adjust.

6 Click Save to save the product.

The Damaged Items feature gives administrators the option to identify and mark inventory items which are damaged. This prevents damaged items from being released for picking and distribution to the customer.

To mark an item as damaged:

1 Go to Administration > Products.

2 Click the appropriate Product Name in the Manage Products table.

The Damaged Items feature is only available for FF-Inventory product types.

3 Select the Inventory tab on the Product Information page.

4 Hover on for the appropriate item in the Inventory table.

5 Click the Damage option.

6 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.

7 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 for the appropriate item in the Inventory table.

2. Click the Damage option.

3. Enter an updated damaged item count or the value lesser than the damaged quantity.

● Example 1: If there are 50 damaged loose items to release to good quantity, enter a value of 0 into the Damage Loose field. All the damaged items will be shown as a good quantity and available for picking.

● Example 2: 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 MarketDirect Fulfillment inventory, but they will not be released for picking.

Global Search

You can transfer, adjust, and damage inventory using Mobile Fulfillment by finding the appropriate item with the Global Search.

1 Go to Administration > Mobile Fulfillment.

2 Tap the Search Filter drop-down list.

3 Choose the filter for your mobile fulfillment search.

For example, if you want to search for a product based on skid number, select Skid from the Search Filter drop-down list. Filters include Skid, Location, Product ID, SKU, Product Name, and Display Name.

4 Enter your search into the Global Search field.

5 Select the item(s) from the list you want to Transfer, Adjust, or Damage by tapping the check-box next to the item.

You can select all the items in the list by tapping the check-box next to the Total field.

6 Tap Start and choose the appropriate option.

Transfer Inventory

The Transfer option allows you to track the movement of fulfillment products from one location to another in the warehouse.

1 To transfer an item(s), tap Transfer in the option list.

2 Enter the quantity to transfer to the new location in the Transfer Quantity field.

3 Enter the new location for the item in the To Location field.

You can also select a transfer location from the To Location drop-down list, or tap the Scan Barcode icon to designate the new location by barcode.

4 Assign the transfer to a user by entering their name into Assign Transfer To field, or choosing their name from the drop-down list.

5 You can add notes about the transfer in the optional Transfer Notes field.

6 Tap Transfer to save your changes.

You can navigate through the items in an order by tapping the Skip button to skip the current item, or tapping the right and left arrows in the Product Details header.

Adjust Inventory Count

The Adjust option allows you to change the quantities of fulfillment products available for shipping.

1 To adjust the quantity for an item(s), tap Adjust in the option list.

2 Enter the new product quantity in the Quantity field.

The adjusted quantity is the current quantity of the product. It was replace the value in the Available Quantity field.

3 You can add notes about the adjusted quantity in the optional Adjustment Notes field.

4 Tap Adjust to save your changes.

You can navigate through the items in an order by tapping the Skip button to skip the current item, or tapping the right and left arrows in the Product Details header.

Damage Inventory

The Damage option allows you to indicate inventory items as damaged preventing them from being released for picking and distribution to the customer.

1 To indicate damaged inventory for an item(s), tap Damage in the option list.

2 Enter the damaged quantity in the Damaged Carton and/or Damaged Loose fields.

Damaged Carton indicates the entire carton is damaged, whereas Damaged Loose indicates individual items in the carton are damaged.

3 Tap Damage to save your changes.

You can navigate through the items in an order by tapping the Skip button to skip the current item, or tapping the right and left arrows in the Product Details header.

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.

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.

MarketDirect Fulfillment ships with 12 standard reports:

● Customer Inventory

● Inventory Audit

● Inventory Receipt

● Inventory Summary

● Inventory Transfer Receipt

● Location Barcode Details

● Location Details

● PickSlip

● PickSlip Summary

● Sales Order Summary

● Skid Label

● Storage Charge

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 11 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://devexpress.github.io/dotnet-eud/interface-elements-for-web/articles/report-designer.html.

● 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.

Fulfillment: Warehouse & Inventory Management

What would you like to do?

Verify your license for the fulfillment modules

Verify your license

Set up a warehouse

Add a warehouse

Set up locations in the warehouse

Before you begin

Define walk sequences

Edit warehouse location

Create fulfillment or rental products and receive inventory

Create a fulfillment or rental product

Specify general settings for the product

Configure the product

Add a quantity of product

Publish a fulfillment or rental product

Receive items into inventory

Manage inventory operations

Release an order for picking

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

Schedule the release of items for picking

Pick an order

Pick an order using Mobile Fulfillment

Create a Barcode

Pick an Order

Import an order

Track physical inventory counts

Transfer inventory to another location

Manually adjust product inventory quantities

Designate Damaged Items

Transfer, Adjust, and Designate Damaged Inventory using Mobile Fulfillment

Global Search

Transfer Inventory

Adjust Inventory Count

Damage Inventory

Configure Storage Charges

Accept Order or Rental returns

Generate fulfillment reports