In this video, I am going to demonstrate the “Delivery” Fulfillment workflow steps. KIBO enables shoppers to select Delivery services for their products when placing an order, in which the fulfillment location will either deliver a product to the customer using their own trucks or dispatch it to a provider. KIBO’s updated “Delivery BPM” provides a comprehensive workflow to support shipments through the dispatch process. However, before we dive into those fulfillment steps, it is important to understand the engine driving this process.KIBO uses a “Business Process Management”, or “BPM”, system to define the lifecycle of a shipment. Each unique Shipment Type, whether it’s “Ship to Home”, “Buy Online Pickup In Store”, “Transfer”, or “Delivery”, can have a unique “BPM” workflow configured.KIBO’s Composable Commerce Platform comes out of the box with many unique “BPM” workflows for users to choose from. However, we also allow users to create or modify any workflow to align with Business Requirements or Fulfillment Strategy. In this video, I am going to demonstrate the delivery fulfillment workflow. Steps kibo enables Shoppers to select delivery services for their products. When placing an order in, which the Fulfillment location will either deliver a product to the customer using their own trucks, or dispatch it to a provider. Keebos updated delivery BPM provides, a comprehensive workflow to support shipments through the dispatch process. However, before we dive into, those fulfillment steps, it is important to understand the engine driving this process. Kibo uses a business process management or BPM system to define the life cycle of a shipment each unique, shipment type, whether it’s shipped to home, buy online pickup in store transfer, or delivery can have a unique BPM workflow configured. Kibos. Composable. Commerce platform comes out of the box with many unique BPM workflows for users to choose from. However we also allow users to create or modify any workflow to align with business requirements or fulfillment strategy. As previously discussed, these workflows are set in the “Location Groups” menu in the KIBO Admin. This means that the specific steps we’ll see, whether they require “Manual Acceptance”, specific “Picking Validations”, or “Packing Slip” triggers, are determined by the “BPM Configurations” set for our specific location group in their “Config Settings”. As previously discussed, these workflows are set in the “Location Groups” menu in the KIBO Admin. This means that the specific steps we’ll see, whether they require “Manual Acceptance”, specific “Picking Validations”, or “Packing Slip” triggers, are determined by the “BPM Configurations” set for our specific location group in their “Config Settings”. We also want to make sure that “Delivery” is enabled on any Products that we want to make available for Delivery. This is done in the “Shipping” section of the Product Detail page inside the respective Parent Catalog. We also want to make sure that “Delivery” is enabled on any Products that we want to make available for Delivery. This is done in the “Shipping” section of the Product Detail page inside the respective Parent Catalog. Lastly, we also need to insure that the “Delivery” Fulfillment Type has been selected for any Locations that will offer Delivery. This can be selected on the Location Detail page for any and all Locations. Lastly, we also need to insure that the “Delivery” Fulfillment Type has been selected for any Locations that will offer Delivery. This can be selected on the Location Detail page for any and all Locations. As mentioned in the “Fulfiller Overview”, we’ll select a shipment to fulfill by clicking on it’s “Shipment Number” in the “List View” of the Fulfiller UI. As mentioned in the “Fulfiller Overview”, we’ll select a shipment to fulfill by clicking on it’s “Shipment Number” in the “List View” of the Fulfiller UI. Alternatively, we could use the Fulfiller UI “Search and Advanced Filtering” function to search for a specific shipment, then click “Finish Fulfilling Shipment” to go to the “Shipment Fulfillment Workflow” page. Alternatively, we could use the Fulfiller UI “Search and Advanced Filtering” function to search for a specific shipment, then click “Finish Fulfilling Shipment” to go to the “Shipment Fulfillment Workflow” page. This is the “Shipment Fulfillment Workflow” page, specifically for the default “Delivery” workflow. In this flow, inventory is picked and packed at a location selected by the Shopper or by the “Order Routing” engine, then handed off to a “Delivery Service” for final delivery to the customer.We’ll discuss all steps shown here. This is the shipment fulfillment workflow page, specifically, for the default delivery workflow. In this flow, inventory is picked and packed at a location selected by the Shopper, or by the order routing engine, then hand it off to a delivery service for final delivery to the customer. We’ll discuss all steps shown here. This default workflow begins with the “Accept Shipment” step, where we acknowledge the shipment and indicate that it is ready to start fulfillment. This default workflow begins with the “Accept Shipment” step, where we acknowledge the shipment and indicate that it is ready to start fulfillment. To accept this shipment and continue fulfillment, we’ll click “Yes”. To accept this shipment and continue fulfillment, we’ll click “Yes”. To reject this shipment from this Location, we can click “No”. This will open a modal window where we’ll need to enter a “Reason” for the rejection at this Location, then we’ll click “Submit” to submit the rejection. The shipment will then go back into the “Order Routing” queue to be placed at the next-best Location candidate for fulfillment. To reject this shipment from this location. We can click now this will open a modal window where we’ll need to enter a reason for the rejection at this location, then we’ll click Submit to submit the rejection, the shipment will then go back into the order routing queue to be placed at the next best location candidate for fulfillment. After “Accepting the Shipment”, the second step in this workflow is “Print Pick Sheet”. After “Accepting the Shipment”, the second step in this workflow is “Print Pick Sheet”. Clicking “Print Pick Sheet” generates the document that Fulfillers will use to locate and gather the items. This sheet can be configured as needed to align with specific Business Requirements. Clicking “Print Pick Sheet” generates the document that Fulfillers will use to locate and gather the items. This sheet can be configured as needed to align with specific Business Requirements. When we have printed the “Pick Sheet”, we can return to the “Print Pick Sheet” step and click either “Proceed To Validate Items In Stock” or “Reject Shipment”.Similar to clicking “No” in the “Accept Shipment” step, clicking “Reject Shipment” will open a modal window where we’ll need to enter a “Reason” for the Shipment rejection at this Location. When we have printed the “Pick Sheet”, we can return to the “Print Pick Sheet” step and click either “Proceed To Validate Items In Stock” or “Reject Shipment”. Similar to clicking “No” in the “Accept Shipment” step, clicking “Reject Shipment” will open a modal window where we’ll need to enter a “Reason” for the Shipment rejection at this Location. After clicking “Proceed to Validate Items In Stock”, we move to the third step in this workflow, “Validate Stock”. In this step, the fulfiller will verify that they have the correct quantity “In Stock” for every item listed. After clicking “Proceed to Validate Items In Stock”, we move to the third step in this workflow, “Validate Stock”. In this step, the fulfiller will verify that they have the correct quantity “In Stock” for every item listed. If the item is “in stock”, we’ll enter the expected quantity into the “In Stock” field. This is the “Happy Path”, and will allow us to move to the next fulfillment step. If the item is “in stock”, we’ll enter the expected quantity into the “In Stock” field. This is the “Happy Path”, and will allow us to move to the next fulfillment step. However, if the item or items are missing or damaged, we must enter the actual quantity on-hand, even if that number is “0”. This discrepancy triggers an exception workflow. When a shipment with a single line item cannot be fulfilled at the current Location, we’ll need to assign it to another Location.Similar to other fulfillment methods, we can also choose to “Transfer” items in to fulfill this order, or can enable “Substitutions” to replace items that may be out of stock. We discussed these options in separate videos.For this example, we’ll assume we have everything in stock and continue with the Delivery Fulfillment. However, if the item or items are missing or damaged, we must enter the actual quantity on-hand, even if that number is “0”. This discrepancy triggers an exception workflow. When a shipment with a single line item cannot be fulfilled at the current Location, we’ll need to assign it to another Location. Similar to other fulfillment methods, we can also choose to “Transfer” items in to fulfill this order, or can enable “Substitutions” to replace items that may be out of stock. We discussed these options in separate videos. For this example, we’ll assume we have everything in stock and continue with the Delivery Fulfillment. When all items have been validated and picked, we’ll click “Proceed to Print Packing Slip”. When all items have been validated and picked, we’ll click “Proceed to Print Packing Slip”. Step four is the “Print Packing Slip” step, where we can print the “Packing Slips” that will accompany the Delivery items. Step four is the “Print Packing Slip” step, where we can print the “Packing Slips” that will accompany the Delivery items. When completed, we can click “Proceed To Prepare for Delivery” to proceed to the next step for Delivery Fulfillment.Alternatively, we could click “Return To Validate Items In Stock” to return to the previous step. When completed, we can click “Proceed To Prepare for Delivery” to proceed to the next step for Delivery Fulfillment. Alternatively, we could click “Return To Validate Items In Stock” to return to the previous step. When a Delivery shipment enters the “Prepare for Delivery” step, all items should be packed and made ready for dispatch. Enter the details of each package, such as the “Dimensions” and “Weight”, then “Print the Delivery Label”. We can also reprint a packing slip if needed.We’ll click “Ready for Dispatch” when everything is complete. When a Delivery shipment enters the “Prepare for Delivery” step, all items should be packed and made ready for dispatch. Enter the details of each package, such as the “Dimensions” and “Weight”, then “Print the Delivery Label”. We can also reprint a packing slip if needed. We’ll click “Ready for Dispatch” when everything is complete. During the “Dispatch” step, place the prepared shipment into the “Delivery Area” of the fulfillment location and click either “Handover to Delivery Provider”, or “Return to Preparation for Delivery” if corrections to the package are needed.Once handed over, the shipment will be marked with the “Dispatched” status and we will be redirected back to the Fulfiller UI dashboard. We can return to the shipment for the next step once delivery is completed. During the dispatch step place, the prepared shipment into the delivery area of the Fulfillment location and click either hand over to delivery provider or return to preparation for delivery. If corrections to the package are needed. Once handed over the shipment will be marked with the dispatch status and we will be redirected back to the fulfiller UI dashboard. We can return to the shipment for the next step once delivery is completed. The final step is “Delivery Confirmation”, which displays all of the delivery information and the current status, such as “Dispatched”. Click “Order Was Delivered” to manually confirm that delivery is complete and mark the shipment “Fulfilled”. The final step is “Delivery Confirmation”, which displays all of the delivery information and the current status, such as “Dispatched”. Click “Order Was Delivered” to manually confirm that delivery is complete and mark the shipment “Fulfilled”.
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