Thanks a ton man, doing the work of saints.
What is the QR code used for at the top of your pack slip?
It is actually used by your idea @utaylor, that’s how we scan it back into Epicor, an idea we borrowed from your presentation at insights. #SuchAnEasyWin #Genious
It contains DocTypID to trigger the right ECM workflow (and the Pack ID)
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Thanks, I was trying to confirm that cause I have been asked by our shipping dept to pull something off like that and I saw you had something like it and wanted to ask if it’s going well. Seems so! I need to do that still!
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Wasn’t this your presentation at Insights? Maybe I’m mis-remembering. Yes it works well they scan / email it to ECM and it goes fromm there.
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Utah’s was the Vendor’s packing slip IIRC but yeah, we need to do this too!
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Is there a reason you don’t just auto add to ECM vs. scanning it in later?
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Signature Capture! We make the customer sign the packing slip at pipckup / delivery as POD
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It was mine, I just did the receipts from our receiving department! Wanted to move into shipping and production documents as well, but that would mean I need to roll it out to a lot more departments and get them used to finding things digitally and correcting any misfiles… To that point, how has that been? Did people adopt it alright? Who is responsible if the system chokes and things need to be manually indexed or restarted?
I’ll stop hijacking this thread and how awesome it is that you found it was a missing table in the RDD.
-Utah
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Yes that’s why our team wants the paperwork re-scanned in as well.
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thanks for splitting it @josecgomez , I should have just done that.
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All good I spun it out, this is a great solution you came up with and I love that its getting more attention, we love it and have a project to basically let ANY document be treated this way.
As far as adoption, we put a Single Button on Every Copier in the enterprise called “Send to Epicor” they know if they can scan PSlip with that QR code and hit that button that they don’t have to go manually attach it, we have POD requirements for EVERY shipment so this is a god send to them.
Who is responsible if the system chokes and things need to be manually indexed or restarted?
Mostly @Banderson but I think it just kinda… works mostly.
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Nice, well you are a much larger org than me so if y’all are able to manage it that’s good to hear.
I’d love to do that here but not sure how successful I’d be. I think 98% of our orders are shipped via carrier so getting them to sign and return a pack slip would be a challenge for us. We auto email the pack slip if they signed up for that. Otherwise goes in one of the packing slip envelopes on the box. Cool idea. Maybe someday we’d get there.
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When we use standard carriers (FedEx, UPS, DHL) we use the tracking number as POD since that’s traceable.
These are mostly for Johnny’s Truck R Us who comes to pick up 10 pallets.
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Gotcha. That makes more sense now. Cool use case!
This is a cool idea @utaylor. Right now we use separate hot folders for each doc type. The QR code with the DocTypID and the unique identifier (Pack ID, Quote, Order, etc.) is a great idea.
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Our next project we have is as proof of concept is we bought these tiny little Label Printers that you can put on your desk and all they do is print a little QR code Square.
We want to be able to basically from ANY Epicor screen hit a button and generate a little QR Square that you can stick on any document and send it through.
Other priorities have taken hold but it is still something we want to do.
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Ohhh. You’ll have to report back on how that goes!
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Not exactly this model (I can’t remember which one we went with) but somethin glike this super cheap
Anyone who has a need we can get one of these plop it on their desktop, and we have a little app that @Banderson is gonna work on to let you select quickly the DocType and Enter the P Keys
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