In this video, I am going to demonstrate the “Ship to Home” Fulfillment workflow steps. 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 ship to home. Fulfillment. Workflow steps. 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 a home, buy online pickup in store transfer, or delivery can have a unique BPM workflow configured. Keebos 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”. 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 “Ship to Home” workflow. In this flow, inventory is picked and packed at a location selected by the “Order Routing” engine, then handed off to a carrier for delivery to the customer.We’ll discuss all steps shown here, and a few alternate configurations for the “Validating Items In Stock” step. This is the shipment fulfillment workflow page, specifically for the default ship to homework flow. In this flow, inventory is picked and packed at a location selected by the order, routing engine, then hand it off to a carrier for delivery to the customer. We’ll discuss all steps shown here and a few alternate configurations for the validating items in stock step. 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 Shipment 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 no. This will open a modal window where we’ll need to enter a reason for the shipment 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 is “Validate Items In Stock”. Here, we’ll go and physically gather the products for this shipment to prepare them for packing. After “Accepting the Shipment”, the second step is “Validate Items In Stock”. Here, we’ll go and physically gather the products for this shipment to prepare them for packing. 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.When we set the “In Stock” value for the line item to “0”, we can then select to “Assign the Shipment”. This causes the shipment to go back into the “Order Routing” queue to be placed at the next-best Location candidate for fulfillment.When marking an item as “out of stock”, we can also choose to “Exclude the location from future assignments”. If enabled, the “Order Routing” engine will take the location out of consideration when determining shipment assignments for this item until an inventory refresh event happens. 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 will need to assign it to another location. When we set the in stock value for the line item to zero, we can then select to assign the shipment. This causes the shipment to go back into the order routing queue to be placed at the next best location candidate for fulfillment. When marking an item is out of stock. We can also choose to exclude the location from future assignments. If enabled, the order routing engine will take the location out of consideration. When determining shipment assignments for this item until an inventory. Refresh event happens. Before we can assign the shipment to another Location, we will need to provide a “Reason” why the item or items are not in stock. Please note that the “Reasons” are fully configurable within the KIBO Admin. Before we can assign the shipment to another Location, we will need to provide a “Reason” why the item or items are not in stock. Please note that the “Reasons” are fully configurable within the KIBO Admin. For shipments that have multiple line items, when we have some items “In Stock” but we cannot satisfy the entire shipment, then we will be prompted to “Split the Shipment”. The “out of stock” items will be assigned to another location for fulfillment, creating a new shipment for the missing items that goes through “Order Routing” for assignment.Again, we can choose to “Exclude the location from future assignments” until an inventory refresh event happens. We will also need to select a “Reason” that the item is not in stock, similar to “Assign Shipment”.Reassignment of Shipments will be covered more in depth in a subsequent video. For shipments that have multiple line items when we have some items in stock but we cannot satisfy the entire shipment. Then we will be prompted to split the shipment. The out-of-stock items will be assigned to another location for fulfillment, creating a new shipment, for the missing items that goes through order routing for assignment. Again, we can choose to exclude the location from future assignments until an inventory. Refresh event happens. We will also need to select a reason that the item is not in stock similar to assign shipment. Reassignment of shipments will be covered more in-depth in a subsequent video. If “Substitutions” are enabled on our tenant, we may see a “Substitute” button appear if there is no available inventory for an item, and a substitute item or items have been configured in the “Product Catalog”.If the shopper has approved substitutions for their order, to create a Substitution, we’ll click the “Substitute” button to swap the SKU on the shipment. If “Substitutions” are enabled on our tenant, we may see a “Substitute” button appear if there is no available inventory for an item, and a substitute item or items have been configured in the “Product Catalog”. If the shopper has approved substitutions for their order, to create a Substitution, we’ll click the “Substitute” button to swap the SKU on the shipment. Once the “Substitute” button has been clicked, we can choose from predefined eligible substitution items. Similar to the “Assign Shipment” feature, we will need to select a “Reason” for initiating a substitution to proceed.This substitution will be reflected on the “Packing Slip”, and an “Email” can be configured to be sent when any substitutions happen.Substitutions will be discussed in a separate video. Once the substitute button has been clicked, we can choose from predefined eligible substitution items. Similar to the assignment feature. We will need to select a reason for initiating a substitution to proceed. This substitution will be reflected on the packing slip, and an email can be configured to be sent when any substitutions happen. Substitutions will be discussed in a separate video. When we have validated all inventory for this shipment, we’ll click “Proceed to Print Packing Slip”. When we have validated all inventory for this shipment, we’ll click “Proceed to Print Packing Slip”. Step three is the “Print Packing Slip” step, where we can choose the number of “Packing Slips” we need to print. In the case of shipments with multiple line items, we can also set which line item corresponds to which packing slip. Step three is the “Print Packing Slip” step, where we can choose the number of “Packing Slips” we need to print. In the case of shipments with multiple line items, we can also set which line item corresponds to which packing slip. When completed, we can click “Proceed To Prepare for Shipment” to proceed to the final step for Ship To Home 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 Shipment” to proceed to the final step for Ship To Home Fulfillment. Alternatively, we could click “Return To Validate Items In Stock” to return to the previous step. The fourth and final step for Ship To Home fulfillment is “Prepare for Shipment”. The fourth and final step for Ship To Home fulfillment is “Prepare for Shipment”. First, we’ll need to select the “Carrier” we’ll be using for this shipment. Once we select the “Carrier”, we’ll then need to choose the “Service Type”. In this example, we’ll use “FedEx Ground”, but could also choose “Overnight”, “2-Day”, “Freight”, or any other applicable service types. First, we’ll need to select the “Carrier” we’ll be using for this shipment. Once we select the “Carrier”, we’ll then need to choose the “Service Type”. In this example, we’ll use “FedEx Ground”, but could also choose “Overnight”, “2-Day”, “Freight”, or any other applicable service types. Next, we need to provide “Package Dimensions”. We can click the predefined “Box Type” that was configured in the “Location Groups” menu, or manually enter the exact “Length”, “Width”, and “Height” of the package. Once we have the dimensions entered, we’ll need to add the “Package Weight”.This data is required and critical, as KIBO sends it real-time to the “Carrier” to generate the correct “Shipping Rates”. Next, we need to provide “Package Dimensions”. We can click the predefined “Box Type” that was configured in the “Location Groups” menu, or manually enter the exact “Length”, “Width”, and “Height” of the package. Once we have the dimensions entered, we’ll need to add the “Package Weight”. This data is required and critical, as KIBO sends it real-time to the “Carrier” to generate the correct “Shipping Rates”. When the package dimensions and weight have been entered, we’ll click “Print Shipping Label” to automatically generate a “Tracking Number” and print the “Shipping Label”.Alternatively, we can manually input the tracking number, if known. Users can manually enter as many tracking numbers as needed. When the package dimensions and weight have been entered, we’ll click “Print Shipping Label” to automatically generate a “Tracking Number” and print the “Shipping Label”. Alternatively, we can manually input the tracking number, if known. Users can manually enter as many tracking numbers as needed. If we clicked “Print Shipping Label”, the system will automatically retrieve the tracking number and official shipping label from the carrier. The label will appear in a print dialog box, where users can print directly from. If we clicked “Print Shipping Label”, the system will automatically retrieve the tracking number and official shipping label from the carrier. The label will appear in a print dialog box, where users can print directly from. With the label generated, the workflow is complete. We can click “Yes, Complete Shipment” to finish the shipment.Alternatively, we could click “Return to Print Packing Slip” to return to the previous step. With the label generated, the workflow is complete. We can click “Yes, Complete Shipment” to finish the shipment. Alternatively, we could click “Return to Print Packing Slip” to return to the previous step. After clicking “Yes, Complete Shipment”, we get a “Shipment Complete” confirmation, the “Shipment Status” updates to “Fulfilled”, and the customer receives their shipping notification. After clicking “Yes, Complete Shipment”, we get a “Shipment Complete” confirmation, the “Shipment Status” updates to “Fulfilled”, and the customer receives their shipping notification.
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