Workflow Settings

SKUSavvy Platform Settings

SKUSavvy is a cloud-based inventory management system that helps businesses of all sizes manage their inventory, orders, and shipments more efficiently. One of the key features of SKUSavvy is its ability for you to customize the platform settings to meet the specific needs of each business. Below is each setting within SKUSavvy and the impacts it will have when turned on.

Note: you must have the company admin permission to adjust these settings as they will affect each employee account

Workflow Settings Video

Fulfillment Settings

These settings change and enable various parts of fulfilllment as well as the information being sent to Shopify.

• 1) Turn on manual fulfillment - which will enable you to package and complete an order fulfillment without needing to produce a carrier label. This still allows you to scan an external tracking number to the order. Useful for pickup or delivery orders that are not being shipped

• 2) Turn on customer notifications - Notify customer of a fulfillment event using messaging set up in Shopify

• 3) Turn off SKUSavvy Tracking Portal - turns off built-in SKUSavvy tracking portal in favor of Shopify tracking page

• 4) Enable batch barcode creation - printed from within batch settings

• 5) Enable partial fulfillment of orders - split orders into multiple shipments to fulfill only a part of the order, useful for backorders, multiple shipping addresses, fulfillment across warehouses

• 6) Turn on to show purchase price on your packing slips printed with orders

Barcode Scan Options

Barcode Settings

These settings impact the barcode formats for various barcodes being created within SKUSavvy. When changing this setting it will only affect new barcodes created. Existing barcodes will stay in the existing format.

• 1) Default item barcode format

• 2) Default batch barcode format (for order batch barcodes)

• 3) Default bin barcode format

• 4) Default shipment barcode format

• 5) Ability to generate barcodes for any items that don't have them, if they have them it will just add another barcode

• 6) Enable webcam scanner which uses the devices camera

• 7) Enable test scanner which will pop up a modal to imitate any barcode in the system instead of needing to scan

• 8) Listen for hardware scans from a bluetooth scanner with one your desired prefix assigned on the scan within the hardware devices settings

Delivery Zones

Using delivery zones enables batching orders by the zip codes included with that zone. This can be used to pick your orders according to zip codes of the delivery address. If you are using routes, you can set up the zone to include those zip codes on your route.

• 1) Create a new delivery zone

• 2) Enter the zone name

• 3) Enter the zip codes associated with that zone

Inventory Settings

Use these settings to customize SKUSavvy according to your own operations requirements:

• 1) Enable cycle counting - This enables you to set a preferred schedule for the counts to happen on and will count all bins containing inventory according to your A, B, C class items. Cycle counting is a method of counting physical inventory and updating the system inventory on a recurring cycle that doesn't require a total shutdown or added days of counting. You can also cycle count a single bin by selecting 1 bin, and choosing the 'manual' method

• 2) Enable bin-to-bin replenishment - Bin replenishment ensures your holding stock is used to keep picking bins full automatically, shows under inventory within a warehouse and on an inventory item enables the 'Create Bin Replenishment'

• 3) Track packaging inventory - this will turn on the tracking of your packaging quantities so that you know how many packages you have available and when to reorder

• 4) Turn on Lot tracking and expiration dates - For perishable items you can enable this feature which will allow you to check-in product with a lot number and expiration date. NOTE: this makes all subsequent items added or updated into SKUSavvy perishable, which will then require each of those items to have a lot number/expiration date when checking in or adjusting

• 5) LImit one lot per bin - when turned on this will require a product with different lots to be stored within a separate bin so quantities do not get tangled together

Purchase Order Settings

This setting turns on purchase orders and vendor management tools within SKUSavvy. From here you can also specify the 'From' email on vendor communication. 

Transfers & Cross-Dock Settings

This setting turns on transfers of inventory between two warehouses. Enables you to create transfers inbound or outbound then enables workflows on either side of the transfer to pick/pack/ship and receive the order.

• 1) Enable transfers between warehouses

• 2) Enable editing of orders even if the order has already been marked fulfilled and received which may diminish quality control checks

• 3) Bulk count all items on the receiving side, enables you to still make adjustments

Default Units of Measure

These will adjust each of the products dimensions, package dimensions, weight units, and any place units are used to be defaulted.

• 1) Default length unit

• 2) Default weight unit

• 3) Default currency

Cycle Count

These settings enable you to control how you want cycle count scans to work as well as what information should be shown during the cycle count process. 

• 1) Turn on cycle counting (available within a warehouse > inventory > cycle counts)

• 2) Requite a bin scan on cycle counts

• 3) Require an item scan on cycle counts

• 4) Show the expected count during the cycle count (turn this off for blind counting)