With Location and Items setup for a 3PL Location, Clever EDI can be integrated to a 3PL partner for the following types of processes, so long as the relevant Document Agreement and Document Types are configured.
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Inventory
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Stock Take (Physical Inventory Journal)
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Ad-hoc Stock Adjustments (Item Journal)
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Receiving
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Purchase Order
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Warehouse Receipt
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Posted Receipt
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Shipping
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Warehouse Shipment
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Posted Shipment
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Each of the above Document Types, excluding the Journals, has the following new field, to show whether information has been transmitted and/or received back from the 3PL partner.
| 3PL Status |
This denotes the current status of the document in relation to 3PL integration, with the following options.
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Depending on the Inbound/Outbound Document Type configuration, the system may automatically send a 3PL transaction to your 3PL partner. However if the Document Type is not configured to do so then it will need to be done manually by a user at the relevant point in time. On each relevant Source Document (e.g. Purchase Order, Warehouse Shipment) there is an option called Send EDI Document available on the menu, which will submit the document to the relevant 3PL partner according to the Document Agreement and Type setup.