ServiceCraft Customer Extranet Help

The ServiceCraft Customer Extranet is used to:

o Inquire on orders and inventory information

o Create and release new order requests

o Approve and release EDI orders

o View, print, and download POD (images) documents

o View, print, and download reports in either html, Excel, or PDF formats.

This is a secured customer extranet. To obtain your user id and password, please either:

• Email to extranet@servicecraft.com
• Call 1-714-690-6559.

IMPORTANT: You authorize your users -- You will receive an "authorization email" in which you need to specify the users who will be using the extranet. You simply return the email with this information and that authorizes us to create your user id(s). You are then responsible for contacting us to modify any of the users in the future. We then email you the new user ids and passwords and you are ready to login. For a quick walk through, you can use the “eplan” user id and “eplan” password.

IMPORTANT: Refresh/Reload your web pages -- If you have your browser cache on (most browsers' default to this setting), your frequently accessed pages are being stored in your computer memory cache or disk cache. Therefore to ensure that you always are viewing the most current data on each web page, it is important that you refresh/reload your pages often.

IMPORTANT: -- Click here to download the user documentation   This file is 2.0MB. The type of connection to the internet you have will affect the download time.

Summary

How To Log In

Customer Extranet Home Page

Release Order Requests

Release Order Requests Detail

Approve EDI Orders

Approve EDI Orders Detail

Release EDI Orders

Release EDI Orders Detail

Release Hold Orders

Release Hold Orders Detail

Reports

Open Orders Summary

Open Orders Detail

Shipped Orders

Shipped Orders Detail

Canceled Orders

Canceled Orders Detail

Inventory Summary

Inventory Detail

Allocated Detail

Serial Number Tracking

Summary Close Window

The ServiceCraft customer extranet consists of the following pages:

1. Customer Extranet Log-In Page
2. Customer Extranet Home Page
3. Release Order Requests
4. Release Order Requests Detail
5. Approve EDI Orders
6. Approve EDI Orders Detail
7. Release EDI Orders
8. Release EDI Orders Detail
9. Release Hold Orders
10. Release Hold Orders Detail
11. Reports
12. Open Orders
13. Open Orders Detail
14. Shipped Orders
15. Shipped Orders Detail
16. POD Images Summary
17. POD Images Detail
18. Canceled Orders
19. Canceled Orders Detail
20. Inventory Summary
21. Inventory Detail
22. Allocated Inventory Detail
23. Serial Number Tracking

How To Log In Close Window

To log in follow these steps.

• Go to the ServiceCraft Customer Extranet: http://scraftii.servicecraft.com
• Click Log-In.
• Enter your userid and password. For “eplan” purposes use “eplan” as the userid and “eplan” as the password.
• From the Customer Extranet home page you can click:
• Help -- Used to display the online help. You can also download the user documentation from this page.
• Log-Off -- Used to return to the ServiceCraft home page.
• Home -- Used to return to the Customer Extranet home page.
• Release Order Requests -- Used to create and release new order requests to ServiceCraft. These order requests then create new open orders in the ServiceCraft warehouse management system (WMS). You also get an emailed confirmation of the new open orders. Note that this is for non-EDI customers only.
• Approve EDI -- Used to view and approve EDI orders received. Some customers prefer to have the accounting users use this page to check the customers credit before approving the EDI orders.
• Release EDI & Hold -- Used to view and release EDI and hold orders. Some customers use this to allow the operations users to release EDI and hold orders to the order entry system. EDI orders were first approved on the Approve EDI web page. Hold orders cannot be satisfied with current inventory.
• Reports – Used to view and download reports into either Excel, csv, or PDF formats various reports.
• Open Orders -- Used to view open orders.
• Shipped Orders -- Used to view shipped orders. If shipped UPS, this includes viewing the tracking information and being able to link to the UPS web site. If ServiceCraft was the carrier on the load, this includes viewing the POD's images.
• Canceled Orders -- Used to view canceled orders.
• Inventory -- Used to view product description information such as product UPC, unit of measure, weight, cubic feet, cases per pallet. Also view inventory information such as intransit, available, allocated, damaged, and on hold.

Customer Extranet Home Page Close Window

• This page is used to navigate the Customer Extranet.
• Also, search for an order, or search for a product from this page.

Release Order Requests Close Window

• Purpose -- Used to create order requests, then release them to ServiceCraft to create open orders. IMPORTANT: This is for customers NOT currently utilizing EDI with ServiceCraft. You need proper security to create and release order requests online.
• Release button – Used to release order requests to ServiceCraft. A confirmation email will be sent after the order has been created.
• Create Order Request – Used to create a new order request on the detail web page. The Order Request Detail page will appear. See the Release Order Requests Detail help below.
• Release -- To release Order Requests, click the desired checkbox and then the RELEASE button. This field appears only if user has proper security.
• Status – Current status of order requests.
• EDI Order# -- To view the Order Request detail, click the EDI order# hyperlink.
• Fill % -- Percentage of order that can be filled by current inventory in the primary warehouse. Three warehouses are analyzed: primary, secondary, final. At setup time, the sequence of warehouses is defined by state. The order ship-to state is then compared to this setup table to determine the sequence of warehouses to check to fulfill the order quantity. You can change this warehouse on the order requests detail page.
• Warehouse – Abbreviations for warehouses; i.e., DF-Dallas/Fort Worth, AT-Allentown, BP-Buena Park.
• Requested Date – The requested date of shipment from the warehouse.
• Expire Date – The order request expiration date, commonly refers to the PO expiration date.
• Customer Name – The ship-to name (consignee) name as it appears on all order correspondence.
• City – The ship-to city.
• State – The ship-to state.
• Customer PO# -- The ship-to customer PO#.
• Ref 1 -- User defined reference field, typically used for shipper number associated with this order.
• Ref 2 -- User defined reference field.
• Ref 3 -- User defined reference field.

Release Order Requests Detail Close Window

• Purpose -- Used to create and view order requests. Order requests contain header information such as requested ship date, requested arrive by date, ship-to name and address. In addition, the order requests contain detail information such as products, quantity ordered, and current warehouse quantity. Also used to change the warehouse to fill the order. For example, on an order shipping to Wisconsin the primary warehouse is AT-Allentown. However, currently product is only available at either DF-Dallas/Fort Worth or BP-Buena Park. Therefore, if desired the user could change to select the DF warehouse. IMPORTANT: All required fields are marked by an asterisk.
• Step 1: Select or type the ship-to information:
1. Warehouse - The warehouse abbreviation. For example, AT-Allentown, DF-Dallas/Fort Worth, BP-Buena Park.
2. Requested Ship Date – Date to ship from the warehouse.
3. Requested Deliver Date – Date to deliver to destination.
4. Requested Arrive By Date – Date to deliver by or prior to.
5. Requested Arrive On Date – Date to deliver on. Cannot deliver before this date.
6. Requested Expire Date – PO expiration date.
7. Ship-To Name and Address – Either enter the ship-to name and address, or click the search button and select from a list of previously delivered customers. If you add a new one, it will appear the next time you use the search button.
8. Customer PO# -- The customer purchase order number.
9. Method of Payment – Either prepaid, collect, will call, third party.
10. SCAC code – Either enter a valid SCAC code or click the search button and select from a list of SCAC codes.
11. Ref 1 -- User defined reference field, typically used for shipper number associated with this order.
12. Ref 2 -- User defined reference field.
13. Ref 3 -- User defined reference field.
14. Comments – User defined comments.
• Step 2: Select the product and order quantity:
1. Delete – To delete a line item, click the checkbox of the desired line click the Save Order Button.
2. Product – Either enter a product id or click the search button to select from a list of products.
3. Product Description – The product description.
4. Unit of Measure – The unit of measure.
5. Consignee SKU – The product id the consignee uses.
6. Customer Reference – A user defined customer reference on the line item.
7. Quantity Ordered – The desired order quantity.
8. Save Order button – Used to save the order.
9. Cancel Order button – Used to cancel the order. Only users with proper security have this button.
10. More Order Lines – Used to add additional order lines.
11. Previous Order Lines – Used to page to the next order lines.
12. Back to Release Order Requests – Used to go back to the summary page: Release Order Requests.

Approve EDI Orders Close Window

• Purpose -- Used to view and approve EDI orders received. Some customers prefer to have their accounting department use this page to check the customers credit before approving the EDI orders.
• Approve -- To approve EDI orders, click the desired checkbox and then the APPROVE button. This field appears only if user has proper security. Other users can only inquiry on the data on the page.
• EDI Order# -- The EDI order number. This is a unique number specific to the EDI process. This is not the order number in the Warehouse Management System (WMS). If the order is released into the WMS, then it receives a WMS order number. To view the EDI detail, click the EDI order hyperlink.
• Fill % -- Percentage of order that can be filled by current inventory in the primary warehouse. Three warehouses are analyzed: primary, secondary, final.
• Warehouse - User defined warehouse code; i.e., DF-Dallas/Fort Worth, AT-Allentown, BP-Buena Park.

Approve EDI Orders Detail Close Window

• Purpose -- Used to view EDI order detail, such as lines, products, quantity ordered, and current warehouse quantity.
• Warehouse inventory - The three columns on the right represent the primary, secondary, and final warehouse to be analyzed to fill this order. For example, DF-Dallas/Fort Worth, BP-Buena Park, AT-Allentown.
• Cancel -- To cancel the EDI order, click the CANCEL ORDER button. Only users with proper security have this button.

Release EDI Orders Close Window

• Purpose -- Used to view and release EDI orders received. Some customers prefer to have their operations department use this page to check the fill % on the order per the three warehouses, and then release as needed. The user can also go to the detail page and select from one of the three possible warehouses.
• Release -- To release EDI orders, click the desired checkbox and then the RELEASE button. This field appears only if user has proper security.
• EDI Order# -- To view the EDI detail, click the order hyperlink.
• Fill % -- Percentage of order that can be filled by current inventory in the primary warehouse. Three warehouses are analyzed: primary, secondary, final.
• Warehouse - User defined warehouse code; i.e., DF-Dallas/Fort Worth, AT-Allentown, BP-Buena Park.

Release EDI Orders Detail Close Window

• Purpose -- Used to view EDI order detail, such as lines, products, quantity ordered, and current warehouse quantity. Also used to change the warehouse to fill the order. For example, on this order shipping to Kentucky the primary warehouse is AT-Allentown. However, currently product is only available at DF-Dallas/Fort Worth. Therefore, if desired the user could change to select the DF warehouse.
• Warehouse inventory - The three columns on the right represent the primary, secondary, and final warehouse to be analyzed to fill this order. For example, AT-Allentown, DF-Dallas/Fort Worth, BP-Buena Park, AT-Allentown.
• Cancel -- To cancel the EDI order, click the CANCEL ORDER button. Only users with proper security have this button.

Release Hold Orders Close Window

• Purpose -- Used to view and release Hold orders. Hold orders are created during the EDI process after the system checks the primary warehouse to fill the order. If the order cannot be fully filled at the primary warehouse, the order goes on hold status and the customer must use this page to release it at the proper time. As with the EDI orders, some customers prefer to have their operations department use this page to check the fill % on the order per the three warehouses, and then release as needed. The user can also go to the detail page and select from one of the three possible warehouses.
• Release -- To release Hold orders, click the desired checkbox and then the RELEASE button. This field appears only if user has proper security.
• EDI Order# -- To view the Hold detail, click the order hyperlink.
• Fill % -- Percentage of order that can be filled by current inventory in the primary warehouse. Three warehouses are analyzed: primary, secondary, final.
• Warehouse - User defined warehouse code; i.e., DF-Dallas/Fort Worth, AT-Allentown, BP-Buena Park.

Release Hold Orders Detail Close Window

• Purpose -- Used to view Hold order detail, such as lines, products, quantity ordered, and current warehouse quantity. Also used to change the warehouse to fill the order. For example, on this order shipping to Wisconsin the primary warehouse is AT-Allentown. However, currently product is available at either DF-Dallas/Fort Worth or BP-Buena Park. Therefore, if desired the user could change to select the DF warehouse.
• Warehouse inventory - The three columns on the right represent the primary, secondary, and final warehouse to be analyzed to fill this order. For example, AT-Allentown, DF-Dallas/Fort Worth, BP-Buena Park, AT-Allentown.
• Cancel -- To cancel the Hold order, click the CANCEL ORDER button. Only users with proper security have this button.

Reports Close Window

• Currently available reports. All reports can be either viewed online using the HTML format in your browser, or downloaded into Excel format or PDF format.
1. Stock Report
2. Stock Activity
3. Receiver History
4. Receiver Summary
5. Unshipped Orders
6. Product Shortage
7. Product Damage/Hold Report
8. Age of Product Report
9. Shipped Orders Report
10. Cases Picked Report
11. Pallet Received Report
12. Cut/fill Report
13. Product Reorder

Open Orders Summary Close Window

• Purpose -- Used to view open orders.
• Search - To search for a shipper#, enter all or part of the shipper# and click Search.
• Wh - The user defined warehouse code.
• Shipper Number - The customer's shipper number.
• BOL Number - The ServiceCraft order number. To view the order detail, click the BOL number hyperlink.

Open Orders Detail Close Window

• Purpose -- Used to view open order detail, such as lines, products, quantity ordered, and quantity pulled to ship. Also used to view product information.
• Product Number - To view product detail information, click the product number hyperlink.

Shipped Orders Close Window

• Purpose -- Used to view shipped orders. This page shows 3 previous months of orders at a time from the shipped date. Defaults to the current date.
• Sort By - Used to sort the data by a desired column. To sort, use the Sort By select button and select the desired column. The web page will automatically sort by the selected column and the column header will be highlighted. The web page defaults to sort by the Shipped Date column.
• Search - To search for information, first choose the desired sort column, then enter all or part of the information in the search field and click Search.
• 3 month window start date -- This page shows 3 previous months of orders at a time from the shipped date. Defaults to current date. To change the start date, enter the date in yyyymmdd format and click GO.
• Wh - The user defined warehouse code.
• Shipper Number - The customer's shipper number.
• BOL Number - The ServiceCraft order number. To view the order detail, click the BOL number hyperlink.
• POD Images -
• If ServiceCraft was the carrier on the load, POD's will be scanned and available to view on this page. Click "View" to display the images. If no POD images have been scanned for the order, "None" appears.
• Click the desired document, and the image will be displayed. The following page is an example.
• If the image does not appear, the TIFF viewer is probably missing. To download a free TIFF viewer, go to http://www.alternatiff.com
• After displaying the image, use the print icon on the viewer's menu bar above the image to print it to a local printer.

Shipped Orders Detail Close Window

• Purpose -- Used to view shipped order detail, such as lines, products, quantity ordered, quantity shipped, and UPS tracking information.
• UPS Tracking Number - If the customer is setup with UPS tracking, then the UPS tracking number hyperlink will appear. To view the detail tracking information, click the UPS tracking number hyperlink and the UPS web site will automatically be launched (explained next).
• Product Number - To view product detail information, click the product number hyperlink.

Canceled Orders Close Window

• Purpose -- Used to view canceled orders.
• Search - To search for a shipper#, enter all or part of the shipper# and click Search.
• Wh - The user defined warehouse code.
• Shipper Number - The customer's shipper number.
• BOL Number - The ServiceCraft order number. To view the order detail, click the BOL number hyperlink.

Canceled Orders Detail Close Window

• Purpose -- Used to view canceled order detail. No information such as lines, products, and quantity ordered will appear.

Inventory Summary Close Window

• Purpose -- Used to view inventory information.
• Search - To search for a product#, enter all or part of the product# and click Search.
• Wh - The user defined warehouse code.
• Product Number - The product number. To view product detail information, click the product number hyperlink.
• BPU - Business product unit. Used to categorize products into groups.
• Intransit - Refers to inbound intransit inventory.
• Available - Total available inventory.
• Allocated - Total allocated inventory. To view the orders allocated to this inventory, click the allocated hyperlink.
• Damaged - Total damaged inventory.
• On Hold - Total on hold inventory.

Inventory Detail Close Window

• Purpose -- Used to view inventory detail information.
• Code Date - The code date for the inventory.
• Manufacturer Log Code - The manufacturer lot code for the inventory.
• Date Added - The date the inventory was recorded into the system.

Allocated Detail Close Window

• Purpose -- Used to view the orders allocated to inventory.
• BOL Number - To view order detail information, click the BOL number hyperlink.
• Product Number - To view product detail information, click the product number hyperlink.
• Allocated - Total quantity allocated to the order.
• Picked - Total quantity picked from inventory for the order.

Serial Number Tracking Close Window

• Purpose -- Used to view and download serial number tracking information.

• Warehouse – Select the desired warehouse.
• Search by – Select the desired search field.
• Condition – Select the desired search condition.
• Value – Specify the full or partial search value and click Go to start the search.
• Download – To download the information into Excel, click Download.