WebXpress 3PL Management
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Transcript of WebXpress 3PL Management
Upendra Shukla
ECFY Consulting Pvt. Ltd.
w w w. W e b X p r e s s. i n
Customer contract -3 PL
Contents
• 3 SOP
WebxpressVisibility for Supply Chains
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Requirement :
Before start 3 PL entry we required following master
1. Location Code : Location code from where 3 PL entry to be updated in ERP
2. Customer master : Customer data along with financial agreement, who is
giving the Shipment for to transport partner
3. Vendor Master : Master Data of transporter's partner along with financial
agreement who is taking care of shipment from pickup to delivery.
We need to note : The financial agreement should be back to back between
customer & transporter’s partner with proper margin.
• Parameter Consider for margin as
Rate difference
Transit time
Other Standard charges
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Location master : HYDB location will be used as 3Pl booking BranchVer-1
Location master :DELB Location will be used as 3Pl Delivery BranchVer-1
Customer master – to be used for 3PL booking
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Customer master entry Screen Cont… Ver-1
Customer Service mapping Ver-1
List of Customer Ver-1
Confirmation screen Ver-1
Customer master - Updated Ver-1
3 PL vendor – Used for 3 PL transit Ver-1
Vendor Added Ver-1
Vendor Service mapping
Vendor Service mapping
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Vendor Service mapping Ver-1
Customer Contract Creation
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General introduction
Ideally customer creation have 6 Step process as follows :
• Basic information
• Service Selection
• Mode wise Services
• Define Charge matrix
• Standard Charges
• Freight Charges LTL/ FTL
Apart from Above there are certain steps Will increase As per customer
specific services as
• ODA Service
• Multipoint Pickup or Delivery
• Multipoint Loading/ unloading charges
• Multi Slab wise contract
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Customer Contract – Selection Screen Ver-1
Blank Screen to Add Contract Ver-1
Screen to define date range for contract validity Ver-1
Option to copy contract
Popup Button to get help about existing contract ID
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List of customer available to copy contract Ver-1
Contract Copied Ver-1
Update/Edit Contract – To Cross verification of Service & rates
List of services Available
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Basic information page Ver-1
Service Selection page Ver-1
Service selection page Cont… Ver-1
Mode wise Services Ver-1
Define charge matrix Ver-1
Standard charges Ver-1
Add Standard Charge Ver-1
Freight Charges City To City for Express Mode Ver-1
Freight charges Entry Screen – Cont… Ver-1
Freight Charges matrix FTL- Standard Ver-1
Vendor Contract Creation
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Add Vendor Contract master-vendor As 3 PL Ver-1
General introduction
Ideally customer creation have 6 Step process as follows :
• Basic information
• Service Selection
• Mode wise Services
• Define Charge matrix
• Standard Charges
• Freight Charges LTL/ FTL
Apart from Above there are certain steps Will increase As per customer
specific services as
• ODA Service
• Multipoint Pickup or Delivery
• Multipoint Loading/ unloading charges
• Multi Slab wise contract
Ver-1
Vendor Contract –Available with this vendor
Click here to Add new contract
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Vendor contract- Add Ver-1
Popup- to get help for copy contract
Pop up button to get help for Copy Contract
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Contract Copied Ver-1
Edit/update Contract for Data verification
List of Service applicable for this vendor
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Vendor – Basic information
Basic Information
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Vendor Service Selection page
Service Selection
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Vendor Service Selection page Cont… Ver-1
Mode wise Services
Mode Wise Services
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Charge matrix definition
Define Charge matrix
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Standard charges Definition
Standard Charges
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Freight Charges : Express
Freight Charges LTL
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Freight charges – LTL – Express Mode for City to cityVer-1
Freight charges matrix – FTL Express , City to cityVer-1
Freight Charges Standard – FTL City to City
Freight Charges FTL
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3 PL operation process Flow
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3 PL operation process
3 PL operation process having the following steps
3 PL entry : During this user will entry all information which are related to
movement of Shipment like Date of booking, pay basis, Billing party , Detail of
Consignor & Consignee Etc.
Financial detail : In this part System will invoke System will invoke contact
from Customer Contract master on the basis of filled Information which will be
applicable with customer As well as transporter’s partner.
En route Status update: in this Step user will have to update Consignment
Status which is in transit, this status Can be updated by Manual or Automated
From GPS Device .also manual update can be done by one by one or XLS
upload
3 PL delivery Status upload: After Consignment Will reached At Destination 3 PL
partner has to logged in in the system & he Can Update the Delivery detail
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3 PL entry screen Ver-1
3 Pl Entry Screen- step 1 Ver-1
3 PL Entry – Step 2 Ver-1
3 PL entry – Step -3 Ver-1
3 PL entry – payment detail Ver-1
3 PL entry - 3 PL vendor list Ver-1
Alert Message when user has chose other then lower cost vendor
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3 PL entry – vendor Detail Ver-1
3 PL generated Ver-1
3 PL view Ver-1
3 PL view – page 2 Ver-1
3 PL view vendor payment Ver-1
3 PL print- view Ver-1
3 PL Tracking And status Update
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View & track- Operation Ver-1
3 PL tracking By date range Ver-1
3 PL Status Ver-1
3 PL tracking by 3 PL Number- Selection screen Ver-1
3 PL tracking By 3 PL number- Result Screen Ver-1
En route Status update Ver-1
En route status update Ver-1
Option for XLs upload Ver-1
Format to Upload- by xls Ver-1
Selection of file to browse Ver-1
Confirmation screen Ver-1
3 PL Status update Ver-1
3 PL Status update – Entry Screen Ver-1
Confirmation Screen Ver-1
3 PL Delivery update Ver-1
3 Pl delivery update Screen Ver-1
3 PL delivery Update Ver-1
3 PL Delivery updated Ver-1
3 PL tracking – after Delivery Ver-1
3 PL Delivered Ver-1
Post Delivery process - DFM
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3 PL POD Scan & upload Ver-1
3 PL POD Scan selection screen Ver-1
Alert message – if user trying to Wrong document #
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3 PL pod update Ver-1
3 PL pod updated Ver-1
Forward document Ver-1
3 PL billing process- Customer
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Option for Service Wise Billing- Customer Ver-1
Selection screen- for Freight Billing Ver-1
Selection Screen – for Billing Ver-1
3 PL dockets Are available for Billing Ver-1
Bill gnerated Ver-1
Bill finalization screen Ver-1
Bill Available for Finalization Ver-1
3 Pl vendor bill generation – Selection Screen Ver-1
List of vendor Ver-1
Vendor Bill is generated Ver-1
Bill view Ver-1
Finalize Vendor Bill Ver-1
Selection screen for Vendor Bill finalization Ver-1
Bill available for Finalization Ver-1
Confirmation Bill finalization Ver-1
3 PL Bill Submission process
Selection screen for Bill Submission
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Bill submission Screen Ver-1
Bill Submitted Ver-1
Bill collection Screen Ver-1
Bill collection screen Ver-1
Bill Collection Screen with Collected Amount Ver-1
Bill collected & MR generated Ver-1
MR view & print Ver-1
Bill for balance Amount is still Available for collcetionVer-1
Thank You
ECFY Consulting Private Limited
Employing Technology for Business Benefits
www.webxpress.in
+91 9320032062
Upendra Shukla
Product manager
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