Ship Via Cross-Dock User Guide

Owned by Andres Toledo, created
Last updated: Dec 04, 2023
6 min read

In this article you will learn how to create and process cross-docking orders.

User roles: Admin, Sales Managers, Salespeople, Warehouse, and Warehouse Managers.

Create Cross-Dock Orders

To create Prebooks, Purchase Orders, and Standing Orders for cross-docking, select the Ship Via Option from the dropdown menu when creating an order from the Add Prebook, Add Standing Order, and Add PO screens.

When you select Warehouse Cross-Dock, the system will mark boxes shipped directly from the Vendor to the Customer as CD (Cross-Dock) once they are added to the AWB. You can view these changes from the Tracking > AWB Summary screen.

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Select Cross-Dock in the Ship Via field when creating orders from the Add Prebook, Add PO, and Add Standing Order screens.

Identify Cross-Dock Orders

You can identify Cross-Dock orders with a new icon on the following screens:

  • Staging Area

  • Grower > Confirm POs

  • Add AWB

  • Order Entry > Order Summary

  • Order Entry > Add Order

  • Shipping > Order Summary

Use the Ship Via filter to see only Cross-Dock orders.

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Identify Cross-Dock orders with the new icon.

 

 

Modify a Cross-Dock FS Prebook 

There is a new column named Label Status. If the Vendor has printed the labels of your Future Sales Prebook, you will no longer be able to modify the order.

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Warehouse Process

When boxes arrive at the warehouse, your team will be able to easily identify them by their special Cross-Dock labels.

Receive Cross-Dock Boxes

To receive Cross-Dock Boxes, do the following instructions in the scan gun:

  1. Select option 1. Receiving.

  2. Select option 1. By Box.

  3. Scan the Box Code of each box.

  4. Follow the instructions on the scanner gun.

Depending on your Company’s settings, there are two possible workflows:

Option one: Normal receiving and shipping with an incoming and outgoing scan. 

In this workflow, your warehouse team will process Cross-Dock orders both with an inbound and an outbound scan.

  1. Receive Scan the entire AWB.

  2. When breaking down the AWB, separate the Cross-Dock boxes and palletize them by individual Prebook #.

  3. If any boxes require Consignee Labels, print and apply them in the box's designated label area.

  4. The Cross-Dock orders are ready to be scanned out on the ship date. 

Option two: Receive and ship with one scan.

In this workflow, Cross-Dock boxes will be marked as received and shipped in one scan. 

  1. Separate the Cross-Dock boxes from the Warehouse boxes and simultaneously palletize the Cross-Dock orders by individual PreBook #.

  2. Scan-In the entire AWB in an orderly fashion.

  3. If any boxes require Consignee Labels, print and apply them in the box's label designated area.

  4. On the ship date, load and ship Cross-Dock boxes for the carrier.

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Scanning Behavior

Cross-Docking orders have only one label (Grower Label) that works for the entire shipping process.

The scanning behavior will be affected depending on your settings and label information. When you scan a Cross-Dock Box, the system will compare the information on the label with the Prebook and act accordingly. Read the following information to understand how this process is affected:

  • If the Label and Prebook information match: The system will mark the box as received and shipped when the information matches and the Receive and Ship in One Scan setting is enabled. If this setting is disabled, the process will work as usual, requiring an inbound and outbound scan.

  • If the Label and Prebook information match but the box no longer belongs to the order. The scanning gun will prompt the user to remove the box and print the new labels.

  • If the Label and Prebook information do not match: The system will mark the box as received, display a warning, and make a second validation.
    The second validation will verify if the box information matches the previous box:

    • If the information matches: The user can continue the scanning process with the next box.

    • If the information does not match: the system will ask if the user is changing pallets. If they confirm, the system will take the information of the box and use it to verify new boxes.

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Customer Information on Cross-Docking Labels

There are two types of labels for Cross-Dock shipments. One includes all the information, and the other one does not include customer information. This information depends on the Show Customer Information on Cross-Docking labels setting.

Depending on the label, you must process the order differently:

  • Labels with customer information. This label contains all the information required for shipping; you only need to scan it.

  • Labels without customer information. If the label does not have customer information, you must print consignee labels and add them to the existing label.

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Print Consignee Labels

If the customer information is not on the label, you must print the consignee label and add it to the box’s label in the designated area. To print consignee labels, do the following instructions:

  1. Go to Shipping and select Order Summary.

  2. Search the order.

  3. Select the order.

  4. Click on the Actions button.

  5. Select Print Consignee Label.

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Printing New Labels for Cross-Dock Boxes

If the box changes during transit, you can reprint new labels for a Cross-Dock box, and the system will update the box’s information with the information of the new label. This applies to Shipping and Receiving labels.

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Return Cross-Dock Boxes

Returning a CD Box is different from the normal returning process. To return a CD Box, do the following instructions:

  1. Select option six in the Scan Gun.

  2. Scan the Box Code.

Scanned boxes will be marked as Received by the Warehouse.

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