How to Fill an Order in Hashio

Created by Customer Success, Modified on Tue, 23 Sep at 12:57 PM by Customer Success

How to Fill an Order in Hashio

 

1. Access the Orders Page 0:00

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  • Start by navigating to the Orders page in the Fulfillment module.

  • There are two ways to fill an order: 

    • Click on 'Fill' in the Actions menu.

    • Click on the order number to access the order detail.

 

2. Confirm Order Details 0:23

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  • Check the following details: 

    • Addresses

    • Order dates

    • Items on the order

  • If any item is not linked to a product, link it by: 

    • Clicking the link button.

    • Searching for the correct product and selecting it.

 

3. Fill the Order 0:48

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  • Once all items are confirmed, click 'Fill Order'.

  • This action will take you to the Manifest Detail page.

 

4. Add Vault Items to Manifest 1:04

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  • On the Manifest Detail page, add Vault Items by: 

    • Clicking 'Fill' on the line item.

    • Searching for a tag related to the item and selecting it.

 

5. Confirm Item Details 1:38

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  • Review the added tag product details: 

    • Quantity

    • Price

    • Weight

  • If changes are needed, use the Actions menu to modify them.

 

6. Add Parent Tags (if necessary) 1:51

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  • To add parent tags: 

    • Click to attach parent tags.

    • Confirm the conversion prompt by clicking 'Convert'.

    • Select new tags and locations as needed.

 

7. Add Destination Information 2:29

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  • Click on 'Add Destination' at the top.

  • Fill in the required information: 

    • Type of transfer (regular or layover)

    • Transporter and driver details

    • Vehicle information

    • Departure and arrival times.

 

8. Generate Route 3:07

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  • After entering destination details, click 'Generate Route'.

  • Confirm the generated route for the facility.

 

9. Save Destination Details 3:20

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  • Click 'Save' to finalize the destination details.

 

10. Set Up Transfer Templates 3:30

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  • Click on 'Transfer Templates' to set up necessary transfers for your facility.

  • Verify the transfer details and confirm correctness.

 

11. Finalize Transfer to Metric 4:00

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  • Once everything is confirmed, you can send the transfer to Metric by clicking the appropriate button.

Link to Loom

https://loom.com/share/b033be4fee324babb168cbd7cf328411

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