Simplify Your Event Bill Format for Shipping

Event bill format for Shipping

thank you for taking the time to watch this tradestone training video brought to you by your urban vendor relations team in this video we'll review how to create a tradestone packing list vendors are required to complete a tradestone packing list and tradesnow commercial invoice for all urban purchase orders to start creating your packing list please navigate to the packing list builder on your tradestone dashboard the packing list builder will only show purchase orders and an accepted status any new or advised pos must be accepted in the accept new or revised po query prior to building a tradestone packing list if your search returns no results please refer to the query to ensure the purchase order has been accepted enter the urban purchase order number in the po field to build a packing list the packing list builder will display the total number of skus associated with that purchase order it's required that you pull over all of the skew lines to build a packing list it's important to note that there is an open balance associated with your purchase order the open balance reflects the number of available units on the po that have not been packed when the open balance for your purchase order is zero you may not build a packing list please refer to the tradestone user manual for additional information regarding the open packed quantities of your purchase order use the double arrows of the packing list builder to pull all skus of the purchase order onto the packing list once you've reflected all of the skus of the purchase order on the right hand side select build vendors who fail to include all skus of the purchase order on the packing list builder will receive an error message tradestone will generate a blank packing list for your completion here you will enter the number of units by skew for each purchase order it's critical that you reflect the accurate number of units and cartons associated with this shipment it's important to note that packing those requirements may differ based on ship to address or region requirements on the packing list for the united states differ from those of the united kingdom please refer to your tradestone user manual for specifics on what's required for your tradestone packing list in this example we will be completing a packing list for a market vendor shipping to the united states to begin building your packing list please navigate to the packing list detail you will be required to complete most if not all of the highlighted sections here please refer to the tradestone user manual for specific fields required based on your purchase order vendors will be required to complete the sku quantity per carton which reflects the number of units for each skew the start carton which is the first carton associated with that skew quantity the quantity of cartons which reflects the number of cartons that include the same quantity of skew and the end carton for example the skew quantity per carton here might be 50 reflecting that 50 units of lavender are packed in a single carton your start carton would be one your number of cartons would be one and your end carton would be one your second row will automatically populate with the next numeric value of two in this example if you could pack 25 units of lavender in each carton your skew quantity per garden would be 25 your start card would be one your number of cartons would be two to reflect that you have 25 units of lavender in two cartons and your end carton would be updated to reflect two the next row will need to be manually adjusted to reflect star carton number three please remember to save your changes while navigating through the packing list process by hitting the save button at the top of your packing list in this next example if rows were packed in two separate cartons containing two separate quantities a copyline function would be required select the row use the copyline function at the top of the packing list which will duplicate that same skew line you can see that po line 2 reflecting rows has been copied as it appears twice by copying this line you can enter a unique skew quantity per carton for more than one carton in this example you can pack 35 units of rows in carton number three and 40 units of rows and carton number four to pack honeysuckle in multiple cartons including cartons containing the same quantity you can still use the copyline function by selecting honeysuckle and copying the line it will allow you to enter 30 units and two cartons and 40 units in the seventh garden when you save these changes you'll see the totals for the number of units and cartons reflected at the top of your packing list as indicated in your packing list detail you have packed seven cartons containing 225 total units please also note the pack type in this example the pack type is loose which means one unit per pack for vendors packing a pre-pack please note that the sku quantity per carton is the number of pre-packs not the individual units packed additional information regarding your pack type can be found in the tradestone user manual for vendors packing more than one sku in a single carton please refer to the mixed carton training video for creating a mixed carton on the tradestone packing list vendors fulfilling an omni purchase order can refer to the omni specific packing list instructions outlined in the tradestone user manual please refer to the pl quantity per sku to check the number of units for each skew line packed in the designated cartons for example 25 units times two cartons is 50 total units for lavender you can also use the total section at the top of your packing list to check the number of cartons and units packed it's important to refer to urban's tolerance requirements when packing your packing list for purchase orders less than a thousand units vendors are permitted to pack plus or minus 10 per sku for purchase orders greater than 1 000 units in quantity vendors are only permitted to pack plus or minus 5 per sku once you've completed the carton information on your packing list please proceed in completing the rest of the required fields please refer to the tradestone user manual for specific field requirements based on your po region and ship to address for this example we'll be completing a domestic u.s packing list for goods within the united states please complete the ship from zip code enter the carrier associated with your shipment enter a shift date which will reflect the date the goods anticipate to ship in addition to a master tracking number you've entered this information please hit save to enter information in these fields vendors can use the magnifying glass or the type ahead function the magnifying glass will open up an additional table with search results you can use the field at the top of the table to search for specific information as mentioned vendors that are submitting a packing list for us import or uk shipment should refer to the specific requirements outlined in the tradestone user manual once you've completed the required information on your packing list ing to the field requirements outlined in the tradestone user manual you'll be ready to submit your packing list prior to submitting please save all of your entries to submit your tradestone packing list please navigate to the vendor submit pl button this will submit the packing list information you've completed by submitting the packing list you'll notice that the packing list status will change from draft to approved an approved packing list means that the quantities packed on your packing list are within tolerance of your purchase order if required changes made to the packing list after it's been submitted may be completed so long as the packing list is resubmitted it's important to note the tolerance requirements outlined in the tradestone user manual and on the vendor website vendors are not permitted to pack in excess of the five or ten percent tolerance based on their po total quantity for example honeysuckle has a hundred units on the purchase order currently i've packed 100 units of honeysuckle and three cartons if i change the quantity of carton number seven to 55 units i've increased this quantity by 15 by saving these changes and resubmitting these changes i'll receive an error message the error message will require that i reduce the number of units associated with honeysuckle given it exceeds the allowed tolerance vendors are not permitted to submit a packing list in excess of the allowed tolerance to correct the error message that you've received for over packing the po quantities on your packing list please reduce the quantity of the specified sku by reducing the quantity of the skew to be within the 10 or 5 percent tolerance allowed this will relieve the error message and allow you to submit your packing list you can see by reducing the quantity to 45 totaling 105 units packed of the 100 on the purchase order my packing list is now approved please keep in mind that vendors should only be packing in excess of the po quantities if discussed with your buyer in advance vendors who under pack a sku on their packing list in excess of the packing list tolerance will also receive an error message for an out of tolerance packing list for example if i reduce the quantity and card number seven to 25 i'll be reflecting a 15 shortage for this sku by saving and submitting this shortage i'll receive an out of tolerance error message vendors are not permitted to ship with an out of tolerance packing list please contact your buyer if at any point you cannot fulfill the po quantity outlined on the purchase order to resolve an out of town's packing list please increase the quantity of the out of tolerance skew to be within the allowed tolerance by increasing this quantity to 35 that means my shortage is only five percent which is within the tolerance allowed for po's less than one thousand units by saving these changes and resubmitting my packing list it will resolve my out of tolerance status my packing the status is now approved as a reminder you can always refer to the total section of your packing list to review the total number of units and cartons included on the packing list this is a great way to ensure that you've packed all necessary units in your shipments once you've completed the packing list detail and packing list header information ing to the requirements outlined in the tradestone user manual please proceed in exporting your tradestone carton labels all vendors must include a tradestone packing list and corresponding trades to a card label with their shipment to export your tradestone carton labels please select all of the necessary rows under reports you'll find two options for printing your tradestone card labels you can export pdf versions of your tradestream card labels which will allow you to save the carton labels and send them to a printer at a later date you can also send cart labels directly to a printer however this option is only available if you're using internet explorer as your internet browser to export pdf card labels please select this option a new window will open with your tradestone card labels the tradestone carton labels will outline specific carton information based on the skew and quantity packed in each carton as indicated on my packing list i have seven cartons i have seven labels that include the skew and quantity information for each carton it's important that each carton label be applied to the correct carton once you've saved or printed your trades from cart labels please return to your packing list which will be available to you on a separate tab or browser window on your packing list you'll notice that the asn date has been populated the asn will automatically be triggered when you export a pdf copy of your tradestone card labels for vendors choosing to send their card labels directly to the printer it's important that you also export pdf copies of your card labels to ensure that you trigger the asn date please note that any time you make changes to your packing list specific to your carton or quantity information you must re-export your card labels to ensure that a new asn is sent the asn is required for the dc's to successfully receive your shipment in addition to applying a tradestone carton label to each corresponding carton you must also apply a copy of the tradestone packing list to the first carton of your purchase order to print your packing list please go to reports print packing list this will export a pdf copy of your tradestone packing list you'll notice on your packing list the shift to address please ensure that the shift to address of your packing list matches the existing ship to address of your purchase order once you've exported your trades from carton labels and a printout of your packing list please proceed in generating your tradestone commercial invoice a tradestone commercial invoice is required for payment vendors must generate a tradestone commercial invoice from a correctly built tradestone packing list as the information included on your packing list specific to the number of units and cartons packed will be reflected on your tradestone commercial invoice to generate a tradestone invoice please hit the generate invoice button once you've submitted your packing list and feel confident that the information included is accurate the generate invoice button will bring you to the tradestone commercial invoice screen here you can capture the tradestone invoice number the invoice date in addition to the totals of your tradestone invoice to export a copy of your tradestone commercial invoice please go to reports commercial invoice this will export a pdf copy of your tradestone invoice vendors can also refer to the tradestone user manual for additional invoice requirements for example a uk domestic vendor eligible for that must complete additional steps on the tradestone commercial invoice both uk and u.s import vendors where urban is acting as the importer record may choose to consolidate purchase orders on a single invoice so long as goods are shipping together please note that the tradestone invoice number populated on your document will also populate on your tradestone packing list as the relationship to your packing list and commercial invoice are very important the information included on your tradestone packing list must match exactly the information generated on your tradestone commercial invoice to return to your packing list please use the back button the back button on the tradestone dashboard will take you to your last few documents here you can see the tradestone invoice number has populated on your tradestone packing list if for whatever reason you need to cancel your tradestone packing list or commercial invoice please refer to the canceled pl or commercial invoice training video in addition to the specific guidance outlined in the tradestone user manual you can also refer to the number of units packed on your packing list in relation to your open versus packed quantities of the purchase order by searching for your purchase order in the purchase order bar you can review the specific open impact quantities the details section of your purchase order will include specific information to the number of units packed on your packing list here you'll see your po total units which reflects the number of units raised on your purchase order your open balance will reflect the number of units available to be packed on a future packing list your packed quantity will reflect the total number of units included on all packing lists created against this purchase order in this example we have short shipped honeysuckle by five units the open balance of honeysuckle remains five while the packed quantity remains ninety-five my open balance for my remaining two skus lavender and rows reflects zero as i've packed the number of units to match the po quantity vendors cannot create a second packing list or a new packing list without an available open balance vendors who require a new packing list will need to first cancel any existing packing list documents in the system to reset the open balance please refer to the tradestone user manual for additional packing list assistance again there are specific requirements outlined in the tradestone user manual based on your po region and ship to location there are differences between us and uk vendors in addition to market and own brand vendors it's important that you review all training materials before creating your tradestone documents please refer to the tradestone training pages of the u.s and eu vendor website for assistance and contact your u.s or eu vendor relations team should you have any additional questions