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  5. Work Orders

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B2B Fulfillment Work Orders are requests to move your inventory from a Cahoot warehouse to a retail/wholesale customer. These usually take multiple parcels or even LTL services and thus are not processed as normal orders.

Note: B2B Work Orders are intended for large shipments (LTL or FTL). For orders that can ship as small parcels, we suggest using the manual import module to import the orders directly into Cahoot.  

 

Please make sure your Cahoot Account is approved to use this service before creating a Work Order.

 

Video Walkthrough

 

Step-by-Step Guide

1. Go to Work Orders > All Work Orders > Assigned to Partner tab.

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2. Click the Add New drop down and select the B2B Work Order Type. 

 

3. Create a unique Job Name and select the Job Location. The Job Location is the Cahoot location that will be performing the work.

Important: Separate Work Orders must be created for each individual Job Location, they cannot be combined into a single Work Order.

 

4. Enter the Ship To (destination) address and upload any Shipping Documents, if applicable. 

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5. Add SKUs to your Work Order by entering the SKU or Barcode (not both) in the Items section and click Add Item, or simply leave both these fields blank and click Add Item to open the Search and Add Items window to add SKUs in bulk.

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6. Use the top filters in the Search and Add Items window and click Go to find specific items in your Product Catalog, or simply browse the SKUs and use the checkboxes on the left to multi-select SKUs. Click Select and Add to add the SKUs to your Work Order in bulk. Close the window when done.

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7. Enter the unit Qty next to each SKU. You cannot enter a number of units that is greater than the Qty Available, which takes into account units that are already allocated to live orders or other Work Orders.

Note: If you add a SKU by mistake, you can remove the line item using the trash icon in the Action column.

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8. Select an option in the How Would You Like to Ship drop down. Add Shipment Protection if you want to add All-Risk insurance. 

Note: Less-than-truckload (LTL) shipments typically weigh between 150 to 5,000 pounds while truckload (FTL) shipments commonly range from 5,000 pounds to 45,000 pounds and up.

 

9. Enter any Special Instructions or other requirements that apply.

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10. Scroll to the top of the page and click Submit Work Order if you're ready for it to be reviewed and Approved, or click Save as Draft in the Other Actions dropdown if you want to come back and submit it later.

Important: Work Orders cannot be edited after they are Approved by Cahoot so double check that all the information is correct before submitting for approval.

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