Fulfillment Zones

Purpose: Use the Fulfillment Zones screen to review or work with zones you use to restrict locate items searches and retail pickup and delivery order assignment by geographical area.

Example:                    To expedite shipping and save on freight, you prefer to use the distribution center in Hartford, Connecticut to ship orders to customers in the New England states, even if a location in California has a greater quantity available.

Used for the Order Broker module.

For more information: See Using Zones for Fulfillment for an overview, and see the Fulfillment Zone Wizard for more information on setting up and troubleshooting zones.

Zone List Report: You can use the Zone List Report to review the zones where locations are assigned as either primary or alternate fulfilling locations. See that report for more information.

How to display this screen: Select Fulfillment Zones from the Home Screen or from the Locations Menu.

Note:             Available if Use Order Broker is selected at the Tenant screen. Only users with Fulfillment Zones authority can display this screen. See the Role Wizard for more information.

In this topic:

•         Options at this screen

•         Fields at this screen

Options at this screen

Option

Procedure

create a new fulfillment zone

None of the fields at the top of the screen are required, although the organization defaults.

1.      Optionally, select a different organization from the Organization drop-down box. You can also select an organization at the Specify Zone Name step in the Fulfillment Zone Wizard. See Data Hierarchy for more information on how locations are assigned to organizations.

Note:  You must complete the Preferences screen for an organization before you can select it.

2.      Optionally, enter a Zone Name. If you don’t enter a Zone Name here, you can enter it at the Specify Zone Name step in the Fulfillment Zone Wizard.

Note:  

•         The name can include special characters and spaces and must be unique in Locate, not just within the organization.

•         If the name is a duplicate of an existing zone, this error is flagged when you click Next at the Specify Zone Name step in the Fulfillment Zone Wizard.

•         The name is not case-sensitive, so a name of New England is a duplicate of NEW ENGLAND.

3.      Click NEW to advance to the Specify Zone Name step in the Fulfillment Zone Wizard. See the Fulfillment Zone Wizard for complete instructions.

search for a fulfillment zone

The organization associated with your Default Shipping System is selected by default, and the first 50 zones associated with this organization are displayed.

•         Optionally, select a different organization from the Organization drop-down box to restrict your results to that organization.

Note:  You can select a blank organization to remove this field from your selection criteria.

•         Enter a full or partial zone name in the Zone Name field to restrict your results to zones whose names start with your entry.

•         Click SEARCH.

activate or deactivate a zone

The inactive icon (disabled_user_icon.png) indicates that the Order Broker should not currently use the zone to select locations for retail pickup and delivery orders; otherwise, the active icon (enabled_user_icon.png) indicates that the zone is currently in use. To switch between the settings, click the icon that is currently displayed.

Note:  The Order Broker does not use a zone unless it is flagged as active and the Use Zone Fulfillment flag at the Preferences screen is selected.

select a zone for maintenance and review

Click the edit icon (edit_icon.png) to advance to the Specify Zone Name step in the Fulfillment Zone Wizard, where you can update the zone.

Note:  If the Fulfillment Zone Wizard is already open in another tab, you advance to that screen, where the previously-selected zone is displayed.

delete a zone

Select the delete icon (delete_icon.png) next to a zone to delete the zone from Locate. You can delete a zone regardless of whether it is currently active.

review a zone

Click a zone to open the Browse Fulfillment Zones window. This window displays the geographical areas included in the zone, and the zone’s primary and alternate shipping locations.

Fields at this screen

Field

Description

Search/new fields:

Organization

The organization where a zone applies to location assignment. Defaults from the organization associated with the Default Shipping System from your user profile, but you can override this default.

Zone Name

The Name of a zone. Zone names can be 1 to 40 positions in length and must be unique in Locate, not just within the organization. The name is not case-sensitive, so a name of New England is a duplicate of NEW ENGLAND. The name can include special characters and spaces.

Results fields:

Organization

The organization where a zone applies.

Zone Name

The Name of a zone. Zone names can be 1 to 40 positions in length and must be unique in Locate, not just within the organization. The name can include special characters and spaces.

Active

The inactive icon (disabled_user_icon.png) indicates that the Order Broker should not currently use the zone to select locations for retail pickup or delivery orders; otherwise, the active icon (enabled_user_icon.png) indicates that zone is currently in use. To switch between the settings, click the icon that is currently displayed.

Note:  The Order Broker does not use a zone unless it is flagged as active and the Use Zone Fulfillment flag at the Preferences screen is selected.

Edit

Select the edit icon (edit_icon.png) next to a zone to advance to the Fulfillment Zone Wizard.

Note:  If the Fulfillment Zone Wizard is already open in another tab, you advance to that screen, with the previously-selected zone displayed.

Delete

Select the delete icon (delete_icon.png) next to a zone to delete the zone from Locate. You can delete a zone regardless of whether it is currently active.

 

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