Table of Contents - Preferred Freezer Services
Contents
1. Invoice Search Select Option Account ABC Customer Edit Your Settings _ ___Show Configuration Click on Edit Your Settings Button ONLINE D Environment WL121 DataBase User ABC Customer File Help Logoff Exit REN Order Search Receipt Search Inventory Search Item Search Invoice Search Edit Your Settings Current Password UUN New Password Confirm User Name ABC Customer E Mail Address Rove Per Page 50 default 50 Session Monitoring Screen Refresh Rate in seconds 60 default 50 save Return to Select Option Enter in your current password and then your new password repeat your new password in the confirm field Also enter in your contact e mail address if blank If you forget or have misplaced your password please call Technical Support and they will assist you 973 820 4049 Preferred Online User Manual Page 4 y My th How to Logon to Preferred Online Ne gt gt a Establish your internet connection Open your browser and enter the Preferred Freezer Service website www preferredfreezer com P aay Click on BREE icon on the intro page Enter the Use Code and Password assigned to you by Preferred Freezer Services then press the login button Environment stays at the Default If Preferred s site is unable to load please contact Te2. Inventory Detail Screen Preferred Online User Manual Page 22 6 If the transaction involves an order or receipt you can click on the Order Receipt Details button to view the order or receipt details corresponding to that lot number and also obtain the image on the detail screen see below Administration Order Search Receipt Search Item Search Invoice Search Inventory History HISTORY INFORMATION Company Code T1 Customer Code asccus Item Code CHICKEN Item Description Chicken Lot Code 01234 Lot Code Description Whole Chicken Avg Wt 30 On Hand 87cs Available 3005 On Order s7cs On Receipt o On Non Shippable Hold 0 In Transit 0 DETAIL HISTORY Descending Sequence ORDER RECEIPT TRANSACTION TRANSACTION DATE TYPE DETRAS DOCUMENT UNITS WEIGHT HOLD CARRIER CONSIGNEE SHIPPER OTHER iria REFERENCE 2 04 25 2003 Shipped See 151 scs 150 wnt ACMSMO 123456 10 06 2002 Open Order R 72 5CS 150 ALT S82STE 2034234 324342 10 06 2002 Shipped Order 7 ecs 180 ALPSFD ACMSMO 932704 2390843284 09 24 2002 Open Order P 67 40CS 1200 UNASSIGNED WALSEA 12314 08 16 2002 Open Order R 57 scs 150 APOL ASPTEA 893754 836 08 16 2002 Shipped 55 2cs 60 APAL ARPTEA 938754 843654 08 16 2002 Open Order R s6 2cs 60 BKLS ASPTEA 932765
3. What is Preferred Online About Security Changing Your Password How to Logon to Preferred Online How to Logoff of Preferred Online Entering Search Criteria Looking Up Orders Looking Up Receipts Looking Up Inventory Looking Up Inventory History Looking Up Items Looking Up Invoices Scheduling Reports Printing a Query Technical Support Preferred Online User Manual Table of Contents 13 17 21 24 26 28 30 31 Page 1 What is Preferred Online Preferred Online is a web enabled query tool for clients of Preferred Freezer Services With Preferred Online you can look up the status of an order or receipt the order or receipt details original signed bill of ladings and tallies inventory balances inventory transactions e mail inventory lot histories item information and invoice information Preferred Online s drill down capability allows you to drill down multiple levels to find greater and greater detail about a receipt order lot item or invoice For example you can search for a receipt and view summary information about the receipt If you click on the receipt number you drill down to the receipt details screen If you click on the shipper code you drill down a further level to find general information about the shipper Book Marking Pages Because of security concerns Preferred Online does not support bookmarks If you book mark a page in Preferred online you cannot return to the page wi
4. 324342 New Search Result Pages 1 of 1 CARRIER WORK FLOW CUSTOMER ORDER PURCHASE ORDER ORDERDATE IMAGE 08 07 2002 7 m 08 08 2002 T 08 08 2002 a m 08 12 2002 08 12 2002 08 16 2002 08 16 2002 08 16 2002 08 16 2002 08 16 2002 08 23 2002 09 03 2002 09 24 2002 F 10 06 2002 10 06 2002 04 21 2003 Order Search Result Screen 5 On the Order Detail page you will see the order header plus one detail line for each line on the order 6 Do one of the following If you wish to find additional information Button Click on the DETAILS or REMARKS If you wish to view Inventory Details such as lot description or lot history Click on the Inventory Detail DETAILS button File Help lt I Back Forward D Logoff Exit Administration Receipt Search Inventory Search Item Search Invoice Search Order Details HEADER INFORMATION Order Number 49 Source Order Number Company T1 Back Order Number Customer ABCCUS ABC Custom Foods Total Units 10 Status Confirm Order 08 08 2002 18 05 51 Gross Weight 98 5 Consignee ALPSFD ALPHA SEAFOOD N
5. Online User Manual Page 31
6. Original Click on the corresponding image paper Signed Bill of Lading link REQUIREMENTS TO VIEW IMAGE must be a confirmed order work flow column must have Adobe Acrobat to view the image IF NO Image is Available and both requirements are met please call the corresponding customer service department of that particular Preferred Warehouse Preferred Online User Manual Page 11 Administration Receipt Search Inventory Search Item Search Invoice Search Order Search Results 16 Total Matches ORDER COMPANY CUSTOMER CONSIGNEE T1 ABCCUS The customer My Truck Enter Order 48 Ti ABCCUS ABPTEA ACTI Confirm Order 003902 49 T1 ABCCUS ALPSFD MCST Confirm Order 99309 51 Ti ABCCUS CAFEIN AMEFIS Enter Order 4509 52 bp ABCCUS AS amp PTEA UNASSIGNED Enter Order 1245 53 T1 ABCCUS A amp P ACTI Confirm Order 19298673 54 LES ABCCUS ARPTEA ACTI Enter Order 93854 33 Ti ABCCUS ABPTEA APAI Confirm Order 938754 56 T1 ABCCUS AS amp PTEA BKLS Enter Order 9327654 57 Ti ABCCUS A amp PTEA APOL Enter Order 893754 60 va ABCCUS SUNNY RESTAURANT HM Enter Order RELEASE 1234 64 T ABCCUS AAFOO AIR Enter Order 1254 67 TE ABCCUS WALSEA UNASSIGNED Enter Order 12314 72 Ta ABCCUS ACMSMO ALPSFD Confirm Order 932704 72 Ta ABCCUS S82STE ALT Enter Order 2034234 151 T1 ABCCUS ACMSMO OWNT Confirm Order 123456 10029 1009 20938 98327654 843654 8386543 836 2390843284
7. before a character string for example WILDCARD e after a character string for example WILDCARD e before and after a character string for example WILDCARD For example an item code of APPLE would retrieve all item codes such as 1APPLE01 1APPLE02 2APPLEO1 and 2APPLE02 Company Codes W1 Fayette St Perth Amboy NJ A2 Wilmington CA W2 South Florida A3 Raynham MA W3 FFD Elm St Perth Amboy NJ A4 Chicago IL W4 Miami FL A5 Medley FL W5 MCST Edison NJ A6 Newark NJ W6 Los Angeles CA A7 Boston Harbor Everett MA W7 Vernon CA A8 Westfield MA W8 Jersey City NJ A9 Long Beach Freeway LA CA W9 Ultrafreeze Vernon CA B1 Philadelphia PA Al Boston MA Note The Drop Down box in the Company field will only display the facilities selected when first enrolled to Preferred Online To view additional warehouses please contact Technical Support 973 820 4049 Preferred Online User Manual Page 8 24 Looking Up Orders The order search shows the order details and the image link to the original signed bill of lading Gammon KNEES Recon Saas Tororo Soo Rom te Order Search Criteria You may raath from ary ce all ofthe falling faksi Order Hurnber Comeany Ti Training Compare Preferred S Wi Preferred Fremcer Servicms nc W2 Preferred Gouth Farida Wa Profarrad FFD MDAC HOM lid praferacl framan Minin ac O
8. blank will retrieve all companies If you are not affiliated with any other companies this field will remain as a default to your customer code only Level 2 This is the field the lot number is entered include both numeric and character Level 3 This is the field the expiry date production date or julienne date is entered include both numeric and character Level 4 This is the field the specialize field This field will be used only if Preferred and the customer have created a specialized field Suppress 0 Quantity This option allows you to view your inventory without any zeroed out lots ie empty lots Click in the check box to use this option Summarize to This option is defaulted to level 4 so it will retrieve a complete inventory Inventory Search Procedure 1 Select Inventory Search 2 Key in your search criteria Make sure that you press the SHIFT key when entering upper case codes 3 Click Search Preferred Online will retrieve all items that match the criteria that you specified If there is more than one page of items retrieved you can click on the page number to access the desired page Tip Entering no criteria in the inventory will bring up all your inventory for every warehouse Preferred Online User Manual Page 18 Administration Order Search Receipt Search Item Search Invoice Search Inventor
9. codes 3 Click Search Preferred Online will retrieve all receipts that match the criteria that you specified If there is more than one page of receipts retrieved you can click on the page number to access the desired page 4 On the Receipt Search Results page do one of the following If you wish to look up the receipt detail Click on the receipt number Then proceed to the next step If you wish to look up the shipper Click on the shipper code If you wish to look up the carrier Click on the carrier code If you wish to look up time stamping information Click in the Work Flow column If you wish to view print the original tally Click on the corresponding image paper link REQUIREMENTS TO VIEW IMAGE must be a confirmed order work flow column must have Adobe Acrobat to view the image IF NO Image is Available and both requirements are met please call the corresponding customer service department of that particular Preferred Warehouse Preferred Online User Manual Page 15 Administration Order Search ERERREREES tnventory Search Item Search Invoice Search Receipt Details Receipt Number 64 HEADER INFORMATION Source Receipt Number Company Code T1 O S Receipt Ref Customer Code ABCCUS ABC Custom Foods Total Units 665 Status Confirm Receipt 08 07 2002 1
10. hold was removed from the inventory Order Move The inventory was part of a directed move A directed moved is any movement of product other than a pick put away replenishment or relocation Directed moves are used to track the cartonization or palletization of product Relocation The inventory was relocated in RELO 1 Select Inventory Search 2 Key in your search criteria Make sure that you press the SHIFT key when entering upper case codes 3 Click Search Preferred Online will retrieve all items that match the criteria that you specified If there is more than one page of items retrieved you can click on the page number to access the desired page 4 On the Inventory Search Results page click in the Description Inventory column Preferred Online User Manual Page 21 Administration Order Search Receipt Search Item Search Invoice Search Inventory Search Results New Search 17 Total Matches Result Pages 1 of 1 z 08 01 2002 CHICKEN Chicken Ti ABCCUS 01234 Whole Chicken Avg Wt 30 87cs 3ocs CHICKEN Chicken T ABCCUS 1005 1 3cs 3cs peo CHICKEN Chicken T ABCCUS 1007 1 o o 01 01 1970 CHICKEN Chicken n ABCCUS 1010 1 o o 01 01 1970 CHICKEN Chicken Ti ABCCUS 1011 1 o o 01 01 1970 CHICKEN Chicken T ABCCUS 123123 Craig socs socs 20 06 2002 ICKEN Chicken T aBccus 23499 Whole Chicken 10cs 7cs PEE i 54156 WHOLE BLK CHICKEN TYSON 08 22 2002 CHICKEN Chicken T aBc
11. receipts via Preferred Online is currently not available Pro Bill Number You can enter a specific container number here Customer Block Customer Receipt Number You can enter your customer receipt number here This number can be found on the first page of your original tally It is located on the upper right hand corner It is the 5 digit number underneath the barcode Customer Code This field allows customers that are affiliated with other companies the option to look up an individual company Leaving the field blank will retrieve all companies If you are not affiliated with any other companies this field will remain as a default to your customer code only Tip look up all the companies first to identify the individual codes Preferred assigns to them If you enter in an incorrect code the query result will be blank The system will not tell you that you have entered an incorrect code Date Range Block Tip Click in the Order Date circle Be sure to select a time period to lookup if not the system will query back 2 years from the present date Date Range Select a specific time period by using the drop down boxes Quick Selection This fields allows you to select predefined time periods ie last week last month Preferred Online User Manual Page 14 Receipt Search Procedure 1 Select Receipt Search 2 Key in your search criteria Make sure that you press the SHIFT key when entering upper case
12. retrieve all invoices that match the criteria that you specified Administration Order Search Receipt Search Inventory Search Item Search Invoice Search Results New Search 5 Total Matches Result Pages 1 of 1 DATE 2002 08 16 2002 08 16 2002 08 22 2002 08 29 11 50 00 2002 10 06 ABCCUS ABCCUS ABCCUS ABCCUS ABCCUS Invoice Search Results 4 Click on the invoice that you wish to look up Preferred Online will display the Invoice Detail page showing complete information for the invoice Administration Order Search Receipt Search Inventory Search Item Search Invoice Detail INVOICE INFORMATION Company Code T1 Customer Name ABC Custom Foods Invoice Number 87 Invoice Date 10 06 2002 Invoice Prefix 1 Invoice Amount 61 50 Invoice Type RCPT Invoice Status A Image Invoice Image EJIE Invoice Detail Screen 5 Click on the Invoice Image button to view print the original invoice in Adobe Acrobat Reader Preferred Online User Manual Page 27 Cc I 4 Scheduling Reports The function of scheduling reports allows you to set the time date and frequency you receive a specific report lookup query by e mail For example you can lookup an open order report and schedule that report to be sent to your e mail account eve
13. the individual codes Preferred assigns to them If you enter in an incorrect code the query result will be blank The system will not tell you that you have entered an incorrect code Date Range Block Tip Click in the Order Date circle Be sure to select a time period to lookup if not the system will query back 2 years from the present date Date Range Select a specific time period by using the drop down boxes Preferred Online User Manual Page 10 Quick Selection This fields allows you to select predefined time periods ie last week last month Order Search Procedure 1 Select Order Search 2 Key in your search criteria Make sure that you highlight then company code and click the circle in front of the date range option if not the system will query back 2 years from the present date 3 Click Search Preferred Online will retrieve all orders that match the criteria that you specified If there is more than one page of orders retrieved you can click on the page number to access the desired page 4 On the Order Search Results page do one of the following If you wish to look up the order Click on the order number Then proceed detail to the next step If you wish to look up the consignee Click on the consignee code If you wish to look up the carrier Click on the carrier code If you wish to look up time stamping Click in the Work Flow column information If you wish to look up the
14. 2 54 25 Gross Weight 7016 25 Shipper The Company Net Weight 7016 25 Carrier The Truck maent Giram 123456 Priority 5 Unit of Measure LES Receipt Date 08 07 2002 12 46 00 Remarks Received Date 08 01 2002 Carrier Details Invoice Date 08 01 2002 Pallet Details EDI Image E9 CHICKEN MEAT SHRIMP LOBSTER Receipt Search Results Screen 5 On the Receipt Detail page you will see the receipt header plus one detail line for each line on the receipt 6 Do one of the following If you wish to find additional information Click on the DETAILS or REMARKS Button If you wish to view Inventory Details such as lot description or lot history Click on the Inventory Detail DETAILS button If you wish to view the Receipt Image Click on the Image Icon remember must have Adobe Acrobat Reader Administration Order Search RE inventory Search Item Search Invoice Search 11 Total Matches ss T1 65 Ti Ez Ti s9 T zu T 72 Ti 2 TI 74 Ti 8 T 22 Ti 87 Ti Receipt Search Results ABCCUS Ihe Company The Truck Confirm Receipt ABCCUS ABCSEA ABS Confirm Receipt ABCCUS SAME AIR nter i ABCCUS AGASUP ACTI Confirm Receipt ABCCUS ABCSEA ACTI Confirm Receipt ABCCUS SAME ACTI Enter Receipt ABCCUS AGNSEA AIR nter Recei ABCCUS ABCSEA AIR Enter Receipt ABCCUS
15. 4 8386543 at 08 07 2002 Open Order R 47 5cs 150 The customer 08 01 2002 Received P 64 100cs 3000 if The Company 123456 9 Total Matches Inventory History Screen Preferred Online User Manual Page 23 Cc I m amp Looking Up Items The item search shows static information about an item such as the item code item description alternate description and UPC code if any the height width and length the gross and net weight the quantity breakdown and other setup information about the item Note The item search does not show inventory balances or transaction information if you want to look up this information you must perform an inventory search Administration Order Search Receipt Search Inventory Search RENES Im Item Search Criteria You may search from am f y or all of the following fields Item Search Screen Search Criteria Company Code Chose the Preferred Warehouse that you would like to search You can either search all the warehouses by selecting ALL or a specific warehouse by highlighting the company code Item Code Enter in a specific item code or use the wild card to search with If your company has not instructed Preferred to use your item codes this search will not work Customer Code This field allows customers that are affiliated with other companies the option to look up an individual company Leaving the field blank will retrieve
16. BRUIN MOBILE MY TRUCK ABCCUS WALIMP 14A ABCCUS SAFHAR 3DE Confirm Receipt Deleted firm i REFERENCE 123456 399 9 84654 983654 837543 93754 9843654 9823756 00027 000005 243908234 PRO BILL NUMBER 88499488 93754 983674543 9298543 8932986534 838754 93864 PS123FGHX 7904324 New Search Result Pages 1 of 1 08 07 2002 12 46 00 08 08 2002 17 01 00 08 15 2002 17 31 00 08 16 2002 09 43 00 08 16 2002 09 54 00 08 16 2002 10 00 00 08 16 2002 10 01 00 08 16 2002 10 03 00 08 22 2002 14 57 00 08 29 2002 11 50 00 10 06 2002 14 48 00 He Ue fe ee ee 1 0A A we Receipt Details Screen Preferred Online User Manual Page 16 The inventory search shows the level 2 3 and 4 values of an item if applicable as well as the on hand and available quantities If you perform an inventory detail search Preferred Online will show the on order on receipt and in transit quantities as well as the item s quantity breakdown When you perform an inventory search Preferred Online displays one line for each unique inventory entity For example if your item has a single inventory level Preferred Online will display one line for each item If your item has two inventory levels item and lot Preferred Online will display one line for ea
17. all companies If you are not affiliated with any other companies this field will remain as a default to your customer code only Item Description Enter in the item description here if you do not know the exact description you can use the wildcard to search see page 7 Alternate Description Enter in the Alternate Description here if you do not know the exact description you can use the wildcard to search see page 7 Preferred Online User Manual Page 24 UPC Enter in the UPC Code here if applicable Tip If you do a blank search Preferred Online will retrieve all of your existing item codes Item Search Procedure 1 Select Item Search 2 Key in your search criteria Make sure that you press the SHIFT key when entering upper case codes 3 Click on Search Preferred Online will retrieve all items that match the criteria that you specified Administration Order Search Receipt Search Inventory Search FERRIER tnvoice Search Item Search Results New Search 4 Total Matches Result Pages 1 of 1 CHICKEN Ti ABCCUS Chicken LOBSTER T1 ABCCUS Lobster MEAT T ABCCUS Meat RIMP T1 ABCCUS SHRIMP Item Search Results Screen 4 Click on the item that you wish to look up Preferred Online will display the Item Detail page showing complete information for the item Administration Order Search Receipt Search Inventory Sea
18. ch unique combination of item and lot If your item has three inventory levels item lot and expiry date Preferred Online will display one line for each unique combination of item lot and expiry date Administration Order Search Receipt Search E Litem Search Invoice Search Inventory Search Criteria You may search from any or all of the following fields Company EN v Level 4 Suppress 0 Quantity Summarize to O Item OLevel 2 OLevel 3 Level 4 Inventory Search Screen EXAMPLE Inventory levels 2 item lot Suppose you have the following product in your warehouse Item __ Lot Al 101 Al 105 Al 110 In this example you have one item with three lots in your warehouse Preferred Online will show three lines on the Inventory Search Results page A1 101 A1 105 and A1 110 Search Criteria Company Code Chose the Preferred Warehouse that you would like to search You can either search all the warehouses by selecting ALL or a specific warehouse by highlighting the company code Preferred Online User Manual Page 17 Item Code Enter in a specific item code or use the wild card to search with If your company has not instructed Preferred to use your item codes this search will not work Customer Code This field allows customers that are affiliated with other companies the option to look up an individual company Leaving the field
19. chnical Support 973 820 4049 Repeat Steps 4 5 Welcome to Preferred Online Please Login User Code Password Environment WL121 DataBase VW PREFERRED ONLINE This product is under license from Delfour Corporation Login Screen Preferred Online User Manual Page 5 Logoff This will not disconnect you from Preferred Online It will logoff the account you are using and prompt you to enter in another usercode and password Exit This option disconnects you from the system completely If you use this option you will have to log back on through Preferred s website www preferredfreezer com J Back Forward Logoff Exit Preferred Online User Manual Page 6 D et Pina Entering Search Criteria You can enter no criteria a single search value or multiple values For example if you are performing an inventory search and leave all the fields blank Preferred Online will retrieve all your inventory in every warehouse company code remember this will make your search larger and may take longer to be retrieved If you specify a company code the system will only retrieve the inventory belonging to you in that warehouse You can further refine your search by specifying both a company and a lot number this search will retrieve only that specific lot number in that warehouse Examples of an Inventory Search If you enter no criteria Preferred Online will retrieve all the invento
20. cus aaa ae 49cs 39S LOBSTER Lobster Ti ABCCUS 23501 Lobster Legs 2cs 2cs Set 31221 2 3 IQF RED LOBSTER 08 22 2002 LOBSTER Lobster T aBccus NA GOLA 70cs 20cs LOBSTER Lobster Th apecus 34567 7 8 Red Lobsters Yummy 46cs 44C8 08 01 2002 Brand 4 10 LOBSTER Lobster T ABCCUS 952 1 scs scs 09 16 2002 MEAT Meat Ti ABCCUS 1008 1 o o 01 01 1970 ear p a aaccus 12345 5 6 Flank Steaks Avg Wt pem men 08 01 2002 MEAT Meat Ti ABCCUS 23503 Imported Steaks Argentina 42cs 42cS ucreti MEAT Meat T ABCCUS 31142 5 6 FLANK STEAKS AVG 7LB 30cs 30cs een RIMP a Meets A E oe pam me 08 01 2002 Inventory Search Results Screen 5 On the Inventory Detail page click on Inventory History Preferred Online will show one line of transaction information for each transaction involving the inventory entity that you looked up Administration Order Search Receipt Search E item Search Invoice Search Inventory Detail Ce Ce INVENTORY INFORMATION STANDARD Company Code T1 Item Code Description CHICKEN Chicken Customer Code ABCCUS Lot Code Description 01234 Whole Chicken Avg Wt 30 Received Date 08 01 2002 QUANTITY DETAILS On Hand 87cS Available 30CS On Order 57CS On Receipt On Non Shippable Hold In Transit 0 Quantity Breakdown CS
21. et Weight 98 5 Carrier MCST MCST Ship Weight 99 Customer Order 99309 Ship Unit 10 Number Priority 5 Weight Measure LBS P O Number 1009 Remarks ERT Load Number Carrier Details To Ship Date 08 09 2002 Quick Response To Arrive Date 08 09 2002 Pallet Details WIJI Order Date 08 08 2002 EDI Shipped Date 08 08 2002 Image MEAT DETAILS ABCCUS 12345 2cs 2cs 18 5 18 5 LBS LOBSTER DETAILS ABCCUS 23501 2cs 2cs 80 80 Les Order Details Screen Preferred Online User Manual Page 12 The receipt search shows receipt detail information and the image link for your original tallies and all backup paperwork Administration Order Search RRS Inventory Search Item Search Invoice Search Receipt Search Criteria You may search from any or all of the following fields Receipt Number Company ALL v Shipper Manual Carrier Manual Work Flows Deleted Confirmed Opened Receipt From All Receipts e Vista Receipts WarehouseLogic Receipts Customer Receipt Number Customer Name Date Type No Date Receipt Date Receipt Confirmation Date Date Range From v x To wal v x Quick Selection B internet Jone Receipt Search screen Search Criteria General Block Receipt Number This number is found on Preferred Freezer Services warehouse rece
22. ipts the number is located on the upper right hand corner The prefix number to a warehouse receipt will always be 1 You must drop the 1 when using the receipt number search For example 1 123456 should be entered as 123456 Tip To search receipts it is best to use only the company code and date range parameters Company Code Chose the Preferred Warehouse that you would like to search You can either search all the warehouses by selecting ALL or a specific warehouse by highlighting the company code Consignee The Consignee is the customer who purchased your product You can enter in our consignee code in the first field or use the wildcard search in the second field See Wildcard search on page 7 Preferred Online User Manual Page 13 Carrier The Carrier is the company used to ship the product You can enter in our carrier code in the first field or use the wildcard search in the second field See Wildcard search on page 7 Work Flow The Work Flow search allows you to select just the Deleted orders Confirmed orders or Opened orders If you do not select a check box the system will retrieve all types orders Receipt From The Receipt From option allows you to search for receipts that have been entered by your company using Preferred Online e Vista Receipts or by the receipts preferred has entered WarehouseLogic Receipts If you do not select either option the system will default to All Receipts Entering
23. nter in the e mail address in the Address field 3 Click the To this will enter the above e mail address into the field 4 Repeat Steps 1 2 for CC or BCC 5 Chose a Format CSV Excel Spreadsheet HTML the same image from Preferred Online 6 Enter a Range 7 Click Send 8 Wait a few moments A message box will appear to confirm the e mail has been sent If you X out or close the email box you may terminate the job Preferred Online User Manual Cc I _ amp Looking Up Inventory History The Inventory History page shows all inventory transactions for a particular entity from when it was first entered into the system until the present For each inventory transaction Preferred Online shows the following e the transaction date and time e the transaction type e the document number e the number of units and weight e the hold code if applicable e the carrier for order and receipt transactions only e the shipper consignee or reason code e reference line 1 and 2 if applicable The following table shows the various transaction types in Preferred s Warehouse Logic Transaction Type Description Shipped Order The inventory was shipped on a confirmed order Received The inventory was received on a confirmed receipt Open Order The inventory is on an open order Open Receipt The inventory is on an open receipt Hold Adjustment The inventory was placed on hold or a
24. ox the system will retrieve all types orders Tip To find all open orders orders that have not been shipped click in the Opened Order checkbox and then click the search button This will retrieve all your open orders in every warehouse Order From The Order From option allows you to search for orders that have been entered by your company using Preferred Online e Vista Orders or by the orders preferred has entered WarehouseLogic Orders If you do not select either option the system will default to All Orders Entering orders via Preferred Online is currently not available PO Number You can enter your PO number here This search field will not work if your company does not use PO numbers or our customer service employees have not been instructed to Customer Block Customer Order Number You can enter your customer order number here This search field will not work if your company does not use customer order numbers or our customer service employees have not been instructed to Remember Preferred Freezer Services order number is found under the header General Order Number Customer Code This field allows customers that are affiliated with other companies the option to look up an individual company Leaving the field blank will retrieve all companies If you are not affiliated with any other companies this field will remain as a default to your customer code only Tip look up all the companies first to identify
25. rch Invoice Search Item Detail ITEM INFORMATION Company Code T1 upc Item Code LOBSTER Country Code Customer Code ABCCUS Description Lobster Alt Description Unit of Measure Height Height Width Unit of Measure Width IN Unit of Measure Length Length IN j Unit of Measure Gross Weight 40 Weight ES Net Weight 40 Tare Weight Commodity Code 100000 Commodity Sub code 00 SPECIFICS Quantity Breakdovm EA CS 4 EA Hazardous Code Hazardous Description Kit y n N Status gt Item Detail Screen Preferred Online User Manual Page 25 I a amp Looking Up Invoices The invoice search allows you to view the invoice type invoice amount invoice status and the invoice date Administration Order Search Receipt Search Inventory Search Item Search ff Invoice Search Criteria You may search from a m any or all of the following fields Invoice Search Screen Search Criteria General Block Company Code Chose the Preferred Warehouse that you would like to search You can either search all the warehouses by selecting ALL or a specific warehouse by highlighting the company code Invoice Number The invoice number is found on Preferred s Warehouse Receipts and Invoices in the
26. rder Pomi Y3 MACET Preferred Serves WS Profurrad Fracears of LA PO humben W Prefered Freezers of Vernon Wa Preferred of Jersey Oty w3 Profarrad Fraczar LILTRA FREEZE Customer Order Humber Gustomen Hame Cate Dau Tipai wo Date C Order Date C To Ehip Data Ta Amve Data chipped Data pate Ranga Ram I a wf B EHEC E Quick Belecion Order Search screen Search Criteria General Block Order Number This number is found on Preferred Freezer Services bill of lading in the top right hand corner You must drop the prefix number This will vary between the different warehouses for example 5000123 bill of lading number would be entered as 000123 Company Code Chose the Preferred Warehouse that you would like to search You can either search all the warehouses by selecting ALL or a specific warehouse by highlighting the company code Consignee The Consignee is the customer who purchased your product You can enter in our consignee code in the first field or use the wildcard search in the second field See Wildcard search on page 7 Preferred Online User Manual Page 9 Carrier The Carrier is the company used to ship the product You can enter in our carrier code in the first field or use the wildcard search in the second field See Wildcard search on page 7 Work Flow The Work Flow search allows you to select just the Deleted orders Confirmed orders or Opened orders If you do not select a check b
27. ry Monday at 10 am for the next month Administration Order Search Receipt Search Inventory Search Item Search Invoice Search Create Scheduled Query Order Search Account Name Scheduling Description cc Addresses Add Schedule cc List Biki Scheduling Activation Date December 01 v 2003 Scheduling Expiry Date v v v v Frequency Ouput Format O HT L save Search Scheduled Queries J Return to Search Option clear cc List Schedule Query Screen Account Name Your account name will appear in this field as a default The only time you would be able to change this field is if you had an affiliated account or sister company assigned with your usercode and password Scheduling Description Enter the title of your report here cc Address Enter any additional e mail addresses here and then click on the Add link below to add to the schedule cc list NOTE The e mail account in the administration tab will also receive this report To view this e mail address go to the Administration Tab and select Edit Settings Scheduling Activation Date Select the date you would like to start receiving the report Scheduling Expiry Date Select the date you would like to terminate receiving the report Frequency Select the how often you would like to receive the report Time Select the time of day you would like to receive the report NOTE Mili
28. ry in all warehouses If you specify a company Preferred Online will retrieve only the code W1 W2 etc inventory in the warehouse that you specify If you specify a lot code Preferred Online will retrieve that lot number only NOTE The search fields in Preferred Online are all case sensitive Must use CAPS when called for You cannot view more than 100 000 records in any one query in Preferred Online If your query results in more than 100 000 records from the database you will have to narrow your query to restrict the number of records Result Pages If the number of records exceeds 50 Preferred Online will divide up the results into pages for example Result Pages 1 2 3 If the page number is underlined you can click on it to display that page If the page number is NOT underlined it is the currently displayed page Wild Cards The wild card character allows you to perform searches without entering the full code for an item shipper carrier customer code or Preferred Online User Manual Page 7 any search value For example if you enter A as your item code Preferred Online will retrieve all items with an item code starting with the letter A such as AAA ABC ABCSUP A123 etc You use the wild card character in two situations you wish to search for multiple items or any search value in a single query or you forget the complete code for an item or any other search value Wild cards can be placed e
29. tary Time Preferred Online User Manual Page 28 Output Format Select the format you would like to receive the report in CSV Excel format HTML the way your screen displays the report Scheduling Report Procedure 1 Select a tab and enter the search criteria ie 2 Scroll down to the bottom of the screen and click on the Scheduling Button 3 The screen create Schedule Query Screen will appear enter your information 4 Click on the Save Button 5 The e mail will automatically go to the e mail address on your account to view this e mail account go to the administrator tab and click on Show Configuration button Use the Edit Your Settings to change the e mail address 6 You can view all scheduled queries and delete them at any time using the Search Scheduled Queries button Preferred Online User Manual Page 29 You can print any Preferred Online page by means of the Print function of your browser You can print the search page in which your enter your search criteria the search results page s and any detail pages related to your search 1 Display the page that you wish to print 2 Click on the File option in the Upper Right hand corner 3 Select the print option from the pop down menu 4 Select all pages or a specific range of pages 5 Click OK to print Preferred Online User Manual Page 30 a Technical Support Phone Support 973 820 4049 Email Support support preferredfreezer com Preferred
30. the Description Inventory description on order on receipt and intransit Info column lot histories quantities as well as the quantity breakdown of the item on the detail line Administration Order Search Receipt Search NEE Litem Search Invoice Search Inventory Detail INVENTORY HISTORY DESC WAREHOUSE INFO INVENTORY INFORMATION STANDARD Company Code T1 Item Code Description CHICKEN Chicken Customer Code ABCCUS Lot Code Description 01234 Whole Chicken Avg Wt 30 Received Date 08 01 2002 QUANTITY DETAILS On Hand 87cS Available 30CS On Order 57CS On Receipt 0 On Non Shippable Hold 0 In Transit 0 Quantity Breakdown CS Inventory Detail Screen Preferred Online User Manual Page 19 To Print an Inventory Report Go to upper left hand corner to File gt select Print Note if there is more than one page of results you have to print each one To E Mail your Inventory in Excel Spreadsheet or HTML format Address Message Recipients Delete Message Recipients Delete Message Recipients Format csv HTML Range All Current Page 1 From i To 1 Go to upper left hand corner to File gt select E mail 2 E
31. thout signing on again Automatic Expiry of a Session If there is no activity in Preferred Online for 15 minutes your session will automatically expire When you click on any button in an expired session you will have to login before you can continue Preferred Online User Manual Page 2 a About Security Preferred Freezer Services has taken great measures in providing you with the most secure connection possible while using Preferred Online Our web server uses SSL data encryption so that your data is safe System Requirements Verify that your computer meets these requirements N w NAM Computer with Pentium class processor or greater One of the following Operating Systems Windows 95 98 98 Second Edition Windows ME Windows NT 4 0 Service Pack 3 or higher Windows 2000 Windows XP 10MB hard disk space RAM 16 MB for Windows 95 98 32 MB for Windows NT and Windows ME 64 MB for Windows 2000 and Windows XP Internet Connection Adobe Acrobat ReaderS 0 or greater Compatible browsers IE 5 0 6 0 Preferred Online User Manual Page 3 _ 4 Changing Your Password we suggest you change your password once you receive your account codes and at least twice a year there after Select the Administration Tab PREFERRED ONLINE Environment WL121 DataBase User ABC Customer File Help Logoff Exit Raed Order Search Receipt Search Inventory Search Item Search
32. upper right hand corner You must drop the invoice prefix before entering the number Invoice Prefix The invoice prefix are 1 Warehouse Receipt daily transfers and inbound 2 Renewal storage payments 3 Accessorial orders transfers and miscellaneous charges Invoice Type Same as above but entered with the character codes rather than a numeric code Customer Code This field allows customers that are affiliated with other companies the option to look up an individual company Leaving the field blank will retrieve all companies If you are not affiliated with any other companies this field will remain as a default to your customer code only Preferred Online User Manual Page 26 Invoice Amount You can enter the invoice amount here or use lt gt or as to search for the invoice amount For example if you enter lt 100 the system will retrieve every entry less than 100 Date Range Block Tip Click in the Order Date circle Be sure to select a time period to lookup if not the system will query back 2 years from the present date Date Range Select a specific time period by using the drop down boxes Quick Selection This fields allows you to select predefined time periods ie last week last month Invoice Search Procedure 1 Select Invoice Search 2 Key in your search criteria Make sure that you press the SHIFT key when entering upper case codes 3 Click on Search Preferred Online will
33. y Search Results New Search 17 Total Matches Result Pages 1 of 1 Item ino COMPANY CUSTOMER LOT CODE eee OF Suen RECEIVED EXPIRY CHICKEN Chicken T ABCCUS 01234 Whole Chicken Avg Wt 30 87cs 20cs 08 01 2002 CHICKEN Chicken Ti ABCCUS 1005 1 3cs 3cs ee CHICKEN Chicken TL ABCCUS 1007 1 o o 01 01 1970 CHICKEN Chicken Ti ABCCUS 1010 1 o o 01 01 1970 CHICKEN Chicken T1 ABCCUS 1011 1 o o 01 01 1970 CHICKEN Chicken Ti ABCCUS 123123 Craig socs socs eae CHICKEN Chicken T1 ABCCUS 23499 Whole Chicken 10cs 7ces cs oma2an02 CHICKEN Chicken Ti accus 54156 wnae PAR EEN TOON 49cs 39cs 90 22 2002 LOBSTER Lobster Ti ABCCUS 23501 Lobster Legs 2cs 2cs GELS LOBSTER Lobster Ti ABCCUS 31221 ala tor MRR 70cs 20cs 08 22 2002 ie asccus 24567 7 8 pema Yummy p p 08 01 2002 LOBSTER Lobster T ABCCUS 952 1 scs scs SMSan MEAT Meat Ti ABCCUS 1008 1 o o 01 01 1970 MEAT Meat n asccus 12345 9 6 Flank Steaks Avg Wt ges sae 08 01 2002 MEAT Meat T ABCCUS 23503 Imported Steaks Argentina 42cs 42cS 08 08 2002 MEAT Meat Ti ABCCUS 31142 5 6 FLANK STEAKS AVG 7LB 30cs 30cs See SHRIMP SHRIMP T aBocus 23456 16 20 sae Per a socs socs piana Inventory Search Result Screen 4 On the Inventory Search Results page do one of the following for the entity that you wish to look up If you wish to look up static information about Click on the item code under the the item on the detail line Item code column If you wish to look up the inventory Click in
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