Training

Article11/28/20237 min read

This exercise will help you to get a better understanding of the Drink-it Logistics App. The exercise can be performed in the CRONUS DIT DEMO company.

Note

Create a copy of this company to keep your CRONUS DIT DEMO in the original state. In the copy you can do all the exercises that are included in the training.

Create yourself as a Logistic Employee.

  • Route Filter: your ‘NAME*’
  • Date View as; Date
  • Date View by: Date
  • Date as Formula: 1D
  • Route Cut-off Warning: Blocking
  • Allow to Change a Fixed route Planning: Blocking
  • When you open the Route Planning worksheet an automatic filter will be set on your routes only, and on shipments for tomorrow that you will plan today.

Exercise 1 - Master Data

1. Vehicles

Search for Vehicle.

Create a new vehicle

  • Code: your NAME_VAN
  • Description: ‘Small Van. Max 16000 kg; 12 pallets’
  • Max. Capacity: 12000 kg and 12 pallet places

2. Drivers

Search for Drivers.

Create a new driver

  • Code: your NAME_DRIV
  • Name: your description

3. Routes

Search for Routes.

3.1 Create a new route

  • Code: your NAME_ROUTE1
  • Name: Delivery route1 your name (NAME)
  • Driver: this route has you (NAME_DRIV) as default driver
  • Vehicle: your vehicle is the default (NAME_VAN)
  • Shipping Location and Receipt Location: select BLUE-TP
  • Multiple order route = yes

3.2 Create another new route

  • Code: your NAME_ROUTE2
  • Name: Delivery route2 your name (NAME)
  • Shipping Location and Receipt Location: select BLUE-TP
  • Multiple order route = yes

3.3 Create another new route

  • Code: your NAME_PICKUP
  • Name: Pickup by customers your name (NAME)
  • Shipping Location and Receipt Location: select BLUE-TP
  • Multiple order route = no

4. Customers

Search for Customers.

4.1 Create a new customer by the New action

  • Apply template Customers domestic (tax paid)
  • FastTab General
    • Name: Your NAME1 (Retail)
    • FastTab Address&Contact
    • City: Birmingham
  • FastTab Invoicing
    • Customer Price Group RETAIL
  • FastTab Payments
    • Payment Method: the customer pays by bank transfer;
    • Payment Terms: after 14 days
  • FastTab Logistics
    • Route: select your route (NAME_ROUTE1)
    • Source Routes:
      • drill down on the Assist-Edit button of the Route field
      • in this route the customer’s default delivery sequence is ‘B200’ (like Zone B, 250)
    • Delivery Method; the customer has an own forklift driver to put-away the goods
    • Delivery Times: the customer can get delivered between 0900 and 1200 and in the afternoon between 1300 and 1600. Except on Friday, then he is open for deliveries between 0900 and 1300. Create 3 lines for this
      • Code: 1; fill starting time and ending time for the morning (default)
      • Code: 2; fill starting time and ending time for the afternoon
      • Code F1; Day: Friday; fill starting and ending time for Friday (default)

In case Empty Good Management is installed and deposit is charged

  • FastTab Empty Goods

    • Empty Good Business Group: empty goods are traced and deposit is charged, within the same invoice. Select DEP.
    • Setup recurring sales lines: select Code EMPTY_RET for your customer and set Insert Rec. Lines on Return Entry to Automatic. This will help you to register returned empties in an efficient way.

4.2 Create another new customer by the New action

  • Apply template Customers domestic (tax paid)
  • FastTab General
    • Name: Your NAME2 (Pub)
  • FastTab Address&Contact
    • City: Birmingham
  • FastTab Invoicing
    • Customer Price Group PREM
  • FastTab Payments
    • Payment Method: the customer pays by CASH
    • Payment Terms: after 0D (Cash on delivery)
  • FastTab Logistics
    • Route: select your route (NAME_ROUTE1)
    • Source Routes:
      • drill down on the Assist-Edit button of the Route field
      • in this route the customer’s default delivery sequence is ‘B150’
    • Key: the customer gave you a key of his pub; register the key no.
    • Delivery Method; your drivers will have to carry the goods inside themselves
    • Delivery Times: since your driver has the key of the customer’s premises, register a normal working day in starting and ending time

In case Empty Good Management is installed and deposit is charged

  • FastTab Empty Goods
    • Empty Good Business Group: empty goods are traced and deposit is charged, within the same invoice. Select DEP.
    • Setup recurring sales lines: select Code EMPTY_RET for your customer and set Insert Rec. Lines on Return Entry to Automatic. This will help you to register returned empties in an efficient way.
    • Case: the customer will have to pay cash on delivery, the driver brings him the invoice with the delivery. It will mention the delivered goods and the total amount over it. The driver will deduct deposit over returned empties manually, a separate credit memo will be posted for that afterwards
    • Return Entry to Return order: set to yes for this customer
Note

The Return entry to Return order can also be checked for customers who always demand returns to be credited on a separate credit memo.

4.3 Create another new customer by the New action

  • Apply template Customers domestic (tax paid)
  • FastTab General
    • Name: Your NAME3 (Pub)
  • FastTab Address&Contact
    • City: Birmingham
  • FastTab Invoicing
    • Customer Price Group PREM
  • FastTab Payments
    • Payment Method: the customer pays by CASH
    • Payment Terms: after 0D (Cash on delivery)
  • FastTab Logistics
    • Route: select your route (NAME_ROUTE1)
    • Source routes:
      • drill down on the Assist-Edit button of the Route field
      • in this route the customer’s default delivery sequence is ‘B250’
    • Key: the customer gave you a key of his pub; register the key no.
    • Delivery Method; your drivers will have to carry the goods inside themselves
    • Delivery Times: since your driver has the key of the customer’s premises, register a normal working day in starting and ending time

In case Empty Good Management is installed and deposit is charged

  • FastTab Empty Goods
    • Empty Good Business Group: empty goods are traced and deposit is charged, within the same invoice. Select DEP.
    • Setup recurring sales lines: select Code EMPTY_RET for your customer and set Insert Rec. Lines on Return Entry to Automatic. This will help you to register returned empties in an efficient way.

Case: the customer will have to pay cash on delivery, the driver brings him the invoice with the delivery. It will mention the delivered goods and the total amount over it. The driver will deduct deposit over returned empties manually, a separate credit memo will be posted for that afterwards

  • Return Entry to Return order: set to yes for this customer

4.4 Create another new customer by the New action

  • Apply template Customers domestic (tax paid)
  • FastTab General
    • Name: Your NAME4 (Retail+Owner)
  • FastTab Address&Contact
    • City: Birmingham
  • FastTab Invoicing
    • Customer Price Group RETAIL
  • FastTab Payments
    • Payment Method: the customer pays by bank transfer;
    • Payment Terms: after 14 days
  • FastTab Logistics
    • Route: select your 2nd route (NAME_ROUTE2)
    • Source Routes:
      • drill down on the Assist-Edit button of the Route field
      • in this route the customer’s delivery sequence is ‘Zone’ ‘B200’
    • create another line for NAME_ROUTE1. Here the default delivery sequence is ‘B180’
    • Delivery Method; the customer has an own forklift driver to put-away the goods
    • Delivery Times: the customer can get delivered every weekday between 0900 and 1700.

In case Empty Good Management is installed and deposit is charged

  • FastTab Empty Goods
    • Empty Good Business Group: empty goods are traced and deposit is charged, within the same invoice. Select DEP.
    • Setup recurring sales lines: select Code EMPTY_RET for your customer and set Insert Rec. Lines on Return Entry to Automatic. This will help you to register returned empties in an efficient way.

5. Items

Search for Items

5.1 Create a new item

  • Apply template Trade beer
  • FastTab General
    • Description: your ‘NAME Beer Crate 20x50CL’
    • Base Unit of Measure: select CRATE; confirm. By default the Sales UOM (FT Prices & Sales) and Purchase UOM (FT Replenishment) are the same.
  • FastTab Foundation
    • Volume is 10 (L)
    • Net weight: 10 (KG)
    • Gross weight: 19,7 (KG) (volume + packaging; crate, bottle)
    • The Consumption UOM is BOTTLE and 20 bottles are in one crate
    • The Transportation UOM is PAL and 40 crates fit on one pallet

In case Empty Good Management is installed and empty goods are tracked over this full good item, possibly charged with deposit

  • FastTab Empty Goods
    • Empty Goods Code: select the (combined) code for the German (DE) crate with 20 (empty) bottles

5.2 Create another new item

  • Apply template Trade beer
  • FastTab General
    • Description: your ‘NAME Beer Can 6x33CL’
    • Base Unit of Measure: select TRAY; confirm. By default the Sales UOM (FT Prices & Sales) and Purchase UOM (FT Replenishment) are the same.
  • FastTab Foundation
    • Volume is 1,98 (L)
    • Net weight: 1,98 (KG)
    • Gross weight: 2,5 (KG) (volume + packaging; tray,can)
    • The Consumption UOM is CAN and 6 cans are in one tray
    • The transportation UOM is PAL_LG and 80 trays fit on one of this pallet type (PAL_LG counts for half a pallet place).

This is a one-way packaged item, no deposit.

6. Locations

The first exercises are based on the location BLUE_TP, which does not contain warehouse activities. The last exercise is based on location SILVER, which has warehouse activities (bins, shipments, receipts, pickup, Put-away).