Shipping and Allocating Loan Kits / Sets to orders
This guide provides step-by-step instructions on how to ship and allocate loan kits to orders. It includes detailed instructions on navigating the website, assigning loan kits, confirming assignments, inspecting, submitting, and shipping. Following this guide will ensure a smooth and efficient process for shipping loan kits and managing orders.
1. Navigate to https://case.opologic.com/
2. Click "Shipping" tab in side bar menu
3. Use the search bar to locate case you need to ship.
Click the line you want to allocate and ship
Allocation of sets to order
4. Click 'Assign' on first line of order
5. You will be presented with a modal showing the availability of all sets.
Select the set number you want to allocate to that order, by checking box.
6. Click "Confirm" to confirm selection
7. Repeat this allocation for all lines on the order. These steps
Tip: If a line is a 'Item' not a 'Set' it will ask you for a batch / lot not a set serial number.
Perform inspection of sets
Tip: Kit inspection allows users to change the qty being shipped in the kit to match physical qty being dispatched.
Kit inspection needs to take place on all kits added to order.
8. Click "Inspect" on the line of kit
9. Adjust kit BOM as per physical items shipped
Perform this inspection action for all sets to be shipped
10. When inspecting a set
If you select a LOT/BATCH controlled item the system will prompt via modal which batch item needs adjusting.
Non batch controlled items will just ask to confirm shipped qty.
11. For each set adjust BOM if needed to match physical qty and click submit
12. You will then be prompted with a confirmation pop up detailing the items you have stated are missing from set.
Click "Submit" to confirm.
Cancel to adjust
13. Complete this inspection for all sets on the order.
14. Once all sets have been inspected click "View Case"
Shipping Sets
15. Click "Ship" button
16. Add in your shipment tracking number from carrier ie DHL etc or If delivered by hand free type a relevant note.
Add freight costs if known
17. Select sets that are shipping. The check box in the header is 'Select All'
Part shipments are allowed and covered in separate work instructions
Click "Ship"
Produce Order Documentation
18. Click "Documents" button
19. Select the documents you want to export by checking boxes, Click "Export"
20. The required documentation will produce as PDF in your browser.