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WEB Access - User’s Manual Rev 091113.1
WEB Access - User’s Manual
Rev 091113.1
Enter your personal user name and password – CASE SENSITIVE (if you do not have a login, please contact [email protected] or 716-447-0522 x141
Your Main Menu: Based on the description of services and information, select a menu item
Warehouse Services Menu
Inventory Status: View real time inventory levels, by item, lot or all
Order Status: View, print or export details of order, including status and tracking information
Personal Views: View, print or export receipt details, item transaction history and any custom views created just for you
Inventory S tatus has been selected from the m enu – the search criteria fie lds work in severa l ways 1) enter specific inform ation like item num ber or lo t num ber or com bination of and click on the search button 2) enter partia l inform ation w ith the system ’s “w ild card” (% ) and the results w ill com e back w ith a ll item s w ith conta ining your
search param eters. The w ild card can be used before, after or before and after the data entered. Ex: You want to search for a ll item s that start w ith 372, enter 372% in the item fie ld and click search
You want to find a ll lot num bers ending in 2074P, enter % 2074P in the item fie ld and click search You want to find a ll products that conta in the word(s) 15 oz, enter % 15 oz% in the descrip tion fie ld and click search
3) the system looks at a blank fie ld as m eaning “a ll” – if you want your entire inventory, leave a ll fie lds b lank and click search * Note the w ild card can be used throughout the system in any search criteria fie lds
This view was generated by entering a specific item number. You will notice that there is a separate line item for each lot number in inventory. By clicking on the item number link ( 11108171 ) you will see a sum of all lot numbers (total qty). – next page Definitions of Quantities: On Hand Qty = total product physically in our warehouse Allocated Qty = quantities allocated to orders currently in the system (these qtys are included in the “on hand”) In Transit Qty = quantities currently anticipated due in on an inbound receipt
By selecting the item number link on the previous screen, you will be given a total of all quantities for all lot numbers combined.
By se lecting O rder Status from the m ain m enu this search criteria w indow is produced. You can enter specific inform ation to narrow your search results and/or use the wild card . ERP O rder = your sales order, invoice num ber or any reference num ber generated and defined by you for track ing purposes O rder T ype = not currently in use Custom er P.O . = your custom er purchase order num ber User Defined F ie ld 1 = th is fie ld is open and can be used to reference any inform ation you m ay want to track (i.e. a prom otion code, a docket num ber, a salesm an code, e tc… ) Custom er Nam e = you m ay use th is fie ld to search a custom er by nam e, the w ild card works well here so only partia l inform ation needs to be entered Custom er ID = we prefer to im port your custom er list and corresponding custom er num bers which can be tracked here, th is is the b ill to on the transaction Custom er Postal C ode = bill to zip code Com pany = defaulted to your account code Ship To = sh ip to custom er code Ship to Postal Code = ship to zip code
Date Ranges = the Order Date range is best used for tracking the status of an order. The order date is the date the order was sent to Speed Global Services Other date ranges are not currently in use and monitored Condition = the condition of the order is defined as follows:
• Received = order has been entered in our system • In Process = order picking has begun and inventory levels effected • Shipped = order is packed, shipped and closed
The initial results of an order status search will produce this summary of information; order number, ship to name, your account code, planned ship date and status of order. You may expand the summary information and view line item details by clicking on the corresponding “+” sign to the left of the order number. You may view individual container numbers and corresponding tracking numbers or PRO# by clicking on the brown box to the right of the condition column of the corresponding order number
This is a view of the summary information expanded to show line item detail by clicking on the “+” sign to the left of the corresponding order number
This view shows the container information and tracking numbers or PRO # If shipped via courier (UPS, Fedex, etc..) you will see the tracking numbers associated with each container number. You will notice you can expand (“+”) the container ID number and see the contents of each carton shipped. This is especially helpful in the event a loss or damage claim needs to be filed with the carrier/courier If the shipment is moved via truck freight (LTL or FTL) you will see the carrier PRO number referenced. Please note, for your convenience, you have the option to Export to Excel throughout the system
Your standard personal views included receipt details, item transaction history and shipping charges. Custom views are available. Contact your account representative or [email protected]
The following screen shots represent receipt details in your personal views
In your Personal V iews you can access information on inbound receipts. Select Receipt Detail by date range and enter the dates for your search criteria and select the value param eters. C lick on the calendar icon to select a date.
The receipt detail report shows the receipt ID number (reference number defined by you), the suppler/shipper, date the receipt was posted to our system, bill of lading number if applicable, item numbers, lot or serial numbers and quantities. This report can be printed in a crystal report format or exported to Excel.
Your personal views also includes a Shipping Charges Report that details fre ight charges X-our warehouse. The report identifies the order, date shipped, carrier inform ation, fre ight term s, weight, destination city, state and zip, tracking inform ation and applicable charges. This report can also be printed or exported. If there are m ultip le pages to any report you can sim ply use the arrow keys forward and back and start and fin ish.
The following screen shots will walk you through retrieving your shipping documents. (For instructions on ASN Entry and Order Entry, please refer to the specific manuals for this service, also located on the website; www.speedgs.com, Resources, White Pages, Warehousing)
Choose Inbound or Outbound and the month of the transaction, select list files
Find the file you wish to retrieve and select Download and OPEN when the File Download window pops up.
The File Name format (XX-XXXXX) represents the date in the month of the transaction and your reference number (order number or receipt ID)
Your documents are a .pdf file format and can be printed or saved to your document folder
On the shipment tracking screen you may enter various search criteria.
If you know the Speed Global Services PRO Number you may enter it
The Pickup Date can be a single date or a range of dates to see all activity
The Bill of Lading and Purchase Order number is obtained from the Shipper’s Bill of Lading. If the information is present we will capture it in the system and it is traceable.
Enter your search criteria and select Submit or Clear to start again.
Back To Search Page
PRO# POD BOL Type Status Pickup Shipper City ST Delivery Consignee City ST Bill To BOL# QTY W
1113564
A DELIVERED - 6/25/2007 06/22/07 SHIPPER ROCHESTER NY 06/25/07 CONSIGNEE LANCASTER NY BILL TO XXXXXX 0 9
1113565
A DELIVERED - 6/25/2007 06/22/07 SHIPPER ROCHESTER NY 06/25/07 CONSIGNEE FRIENDSHIP NY BILL TO XXXXXX 1
1113555
A DELIVERED - 6/21/2007 06/20/07 SHIPPER ROCHESTER NY 06/21/07 CONSIGNEE WEST SENECA NY BILL TO XXXXXX 0
1113556
A DELIVERED - 6/21/2007 06/20/07 SHIPPER ROCHESTER NY 06/21/07 CONSIGNEE WARREN PA BILL TO XXXXXX 0 3
1113557
A DELIVERED - 6/21/2007 06/20/07 SHIPPER ROCHESTER NY 06/21/07 CONSIGNEE BUFFALO NY BILL TO XXXXXX 0 4
1113554
A DELIVERED - 6/22/2007 06/20/07 SHIPPER ROCHESTER NY 06/22/07 CONSIGNEE JAMESTOWN NY BILL TO XXXXXX 1
1113548
A DELIVERED - 6/20/2007 06/19/07 SHIPPER ROCHESTER NY 06/20/07 CONSIGNEE WATERFORD PA BILL TO XXXXXX 1
1113536
A DELIVERED - 6/18/2007 06/15/07 SHIPPER ROCHESTER NY 06/18/07 CONSIGNEE BROCTON NY BILL TO XXXXXX 0 24
1113535
A DELIVERED - 6/19/2007 06/15/07 SHIPPER ROCHESTER NY 06/19/07 CONSIGNEE FRIENDSHIP NY BILL TO XXXXXX 1
This view is a result of entering a Date Range in the search criteria on the shipment tracking screen. The PRO#, Proof of Delivery (POD), Bill of Lading (BOL), Status, and summary information is visible
To view your Freight Invoice, click on the PRO# link To view your Proof of Delivery (POD), click on the icon to the right of the PRO# To view the Bill of Lading (BOL), click on the corresponding icon of the PRO#
By clicking on the PRO# link you can view your freight invoice. The invoice can be printed for your records
The proof of delivery is produced in a pdf format and may be printed for you records
