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Pickup Management Workflow

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Overview

Pickup management refers to the process of organizing, coordinating, and overseeing the pickup of ordered items or goods from your warehouse location. It involves managing the tasks related to pickups and ensuring that all packages are handed over to their designated carrier. Using a container is one of the most common methods to track pickups in logistics and supply chain operations. Containers can be created and managed effortlessly through both the Skustack Admin portal and the Skustack app.

Create Containers

You can create a Container in a few simple steps:

  1. Navigate to the Orders tab > Manage Pickup Containers.
  2. Tap the + icon.
  3. Enter the Container’s Name and select a Shipping Carrier from the dropdown.
  4. Tap Create and you will be directed to the new container. By default, the container is created for all carrier services. If required, you can restrict the container to specific Shipping Services through the Skustack Admin portal. 
  5. To add a package to the container, tap the + icon to open the Container Ship Verify dialog and scan the tracking number.
    The container shipping carrier and shipping service must match those required for the package.

Each Container has a QR code label, which serves as its digital identifier. The QR codes are scanned to verify the sorting of order packages within the Ship Verify Containers module. 

To print a Container QR code:

  1. Navigate to the Orders tab > Manage Pickup Containers and open the required container.
  2. Tap the printing icon next to the Container Name and select the QR code print type:
    • Print Container QR code – Note that a 3×1.5 label size configuration is required for this option.
    • Print Container Details QR code – Note that a 4×1.5 label size configuration is required for this option.

  3. A print request will be sent to your printer and a Container QR code label will be generated.

Search Containers

The Manage Pickup Containers module enables you to search for existing Containers in one of the following modes: 

  • By Container – This option allows you to open a container by scanning its QR code.
  • By Pickup Number – To simplify the process of identifying and selecting the appropriate containers to pick for a particular shipper, a Pickup Number can be created for multiple containers through the Skustack Admin portal. Use this mode to find all Containers related to a specific Pickup Number.

Mark as Picked Up and Close

When the required items are handed over to the carrier, you can mark the container as Picked and Closed. This can be done either individually for each container, or in bulk via a Pickup Number. 

Containers that are Picked up and marked as Closed cannot be reopened.

Individually

  1. Open the required container and tap the Mark As Picked Up icon.
  2. Enter the Trailer Reference to document the shipper’s reference ID.
  3. If required, add a Driver Note.
  4. Once done, tap Submit. The Container can be easily closed by tapping the respective icon.

Via Pickup Number

Assigning a single Pickup Number to multiple Containers designated for the same shipper can significantly streamline and enhance the pickup process. You can easily mark such Containers as Picked and Closed via their Pickup Number:

  1. Open the required Pickup Number and a list of related Containers will load.
  2. Scan the Containers’ QR codes.
  3. When all Containers are scanned, tap the Mark As Picked Up icon and enter a Trailer Reference.
  4. (Optional) Add a Driver Note.
  5. Tap Submit. The Containers in question will be immediately Picked and Closed.

Ship Verify Containers

With Skustack’s Ship Verify module, you can scan a package’s tracking number to verify that it is shipped with the correct carrier by scanning the respective container’s QR code. Further information on the process can be found here.

Create Containers

You can create a Container in a few simple steps:

  1. Navigate to Orders > Ship Verify Pickup Containers.
  2. Click on the green + icon to add a new container.
  3. Enter the Container Name and select the Shipping Carrier.
  4. (Optional) Choose the desired Shipping Services from the dropdown. This ensures that the container is used exclusively for orders that require those particular services and that they meet the same shipping criteria, such as delivery speed, etc.
    The container shipping carrier and shipping service must match those required for the package.
  5. Click Create and the container will be added to the list.

Each Container has a QR code label, which serves as its digital identifier. The QR codes are scanned to verify the sorting of order packages within the Ship Verify Containers module. The Skustack Admin portal lets you print QR codes either individually or in bulk. 

Individually

To print a QR code individually:

  1. Navigate to Orders > Ship Verify Pickup Containers and open a container.
  2. Access the Actions menu and click Print QR codes and PDF file with the Container’s label will be saved in your computer’s Downloads folder.

In Bulk

To print QR codes in bulk:

  1. Navigate to Orders > Ship Verify Pickup Containers and select the desired Containers from the grid.
  2. Access the Actions menu and click Print QR codes.

Search Containers

To search for existing containers:

  1. Navigate to the Skustack Admin portal at https://xx.skustack.com (replace “xx” with your server ID or team name).
  2. Enter your login credentials.
  3. On the left, select Orders > Ship Verify Pickup Containers.
  4. Configure your Default filters to make sure that the results display exactly what you need. The available filters are:
    1. Container ID
    2. Shipping Carrier
    3. Shipping Services
    4. Created On
    5. Created By
    6. Status
    7. Picked Up
    8. Picked Date
    9. Channel Order #
  5. Click Search. Each filter you apply gets highlighted. If a filter is gray or not displayed at all, it’s not active.
  6. To manage the columns in the grid, click the three dots icon on the top right and select Customize Columns. You can:
    1. Reorder columns by dragging them up or down in the list;
    2. Hide columns by clicking the Trash icons;
    3. Add columns by clicking Add column.
  7. To arrange the data in a different order, use the Sort by menu.
  8. To save your filtering and sorting options, click Save View, enter a Name, and click Save.

Create Pickup

You can group multiple Containers in a single Pickup reference to streamline and optimize the pickup process. This can be achieved by creating a single Pickup Number that covers multiple containers. The method simplifies the workflow of identifying and selecting the appropriate containers to pick for a particular shipper.

To create a new Pickup:

  1. Navigate to Orders > Ship Verify Pickup Containers and select the required Containers from the grid.
  2. Access the Actions menu and click Create Pickup.
  3. From the Add Pickup Number dropdown, select to either Create New Pickup Number or to Add to Existing Pickup Number.
  4. Enter a Pickup Number, or select one from the list of existing numbers.
  5. Click Create and the containers’ Pickup Number will appear on the Ship Verify Pickup Containers page.

Mark as Picked Up and Close

Once the items are handed over to the carrier, you can mark the container as Picked up. This action will automatically close the container.

Containers that are Picked up and marked as Closed cannot be reopened.

To pick and close a Container:

  1. Navigate to Orders > Ship Verify Pickup Containers.
  2. Open the required Container to see its details and all orders associated with it.
  3. Access the Actions menu and select Mark As Picked Up.

Close Containers

You can also close containers you no longer intend to use through the respective action. The functionality is available individually and in bulk.

Individually

To close an individual Container:

  1. Navigate to Orders > Ship Verify Pickup Containers and select a container.
  2. Access the Actions menu and click Close Container. The container’s status will be updated accordingly.
To re-open a closed container, simply navigate to its Actions and select Re-Open Container.

In Bulk

To close multiple Containers simultaneously:

  1. Navigate to Orders > Ship Verify Pickup Containers and select your desired Containers from the grid.
  2. Access the Actions menu and click Close Containers.
To re-open closed containers, simply select them from the grid and choose the Re-Open Containers Action.

Ship Verify Containers

With Skustack’s Ship Verify module, you can scan a package’s tracking number to verify that it is shipped with the correct carrier by scanning the respective container’s QR code. Further information on the process can be found here.

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