Vendor – Order Flow
Login at – https://vendor.nereus.io/login
1. Create an Order
An order is created with line items representing container size,
type, condition, location, quantity, and unit price (unit and container are
synonymous). Once an order is created, it can be viewed by both the customer
and vendor in their respective portals.
Go to the orders page -> https://vendor.nereus.io/orders
Or click this icon from the left navigation menu
Next click the “New Order” button
Select Customer
Choose your Customer
Customer Data
Add any Additional customer information
Then click “Continue”
Order Data
Click a row to add as a line item to the order
Adjust Qty and Price for the line item
Add a new line item by clicking “NEW”
Credits
Optional – Select any Credits you want to use against the order (can skip), wont show if no credits are available
Click “Continue”
Preview screen
Click “CREATE” to create the order
Go to the auctions page -> https://vendor.nereus.io/auctions
Or click this icon from the left navigation menu
Open Auction
Click this icon to expand the auction, to show lots
Click here to select all lots with a winning bid
Click “CONVERT TO ORDERS”
Wait “Orders Created” screen to see links to all orders generated
Each order is each winning customer and their winning lots
These orders can be found in the orders page, the Auction Name will consist of the auction the orders were generated from.
Clicking on an order will take you to the order details screen as shown below
2. New Order Status / Bill Of Sale
The order goes into the status of “New Order” and a Bill Of Sale
(BOS) is sent to the customer via email. The customer can also retrieve the BOS from the customer portal.
Note: The BOS is sent via email to customers at time of order creation
Navigate to the orders page
Search & select the order you wish to get the Bill of Sale from
In the order details view
Click & open the “Bill Of Sale Detail” panel
Click “VIEW/SEND BILL OF SALE” to open the BOS view
You know have the ability to Export PDF, Print or send via Email
Clicking EMAIL (PDF) will open up a form to send the Bill Of Sale to the customer
The customer should already filled in the To field, you can add more if needed.
Click “SEND” to send
Note: The BOS is sent via email to customers at time of order creation
Customer should navigate to the their orders page (they will need to login)
https://customer.nereus.io/customer-app/manage/orders
Search & select the order the they wish to retrieve the Bill of Sale for
In the Order Details view
Click “Download & Edit”
Click “Download Invoice”
This will open the Bill Of Sale view for the customer to Export (PDF) or Print
3. Invoice Paid Status / Payment
3a. Payment Confirmation:
Once the customer has paid, the vendor confirms by checking the relevant bank account.
3b. Update Order:
The vendor then updates the order from the vendor portal with the
payment information (amount paid, payment reference/transaction number, date).
If the payment recorded on the order matches the order total, the order goes into the status of “Invoice Paid”.
Open the order you wish to record payment on
Click “Payment Details” panel
Add the payment information into the form
Date: Date of the transaction
Amount: The amount that was paid
Payment Reference: Usually the transaction #
Remarks: Option comments
Click “Save”
Done, your payment should now be recorded on the oder
If the payment was the total outstanding on the order then the order will progress to “Customer Paid”
Optional -> Assign determined containers to line items
In some cases, the containers are already known and are placed
on the order before the release is generated. These are usually because the containers are of a specific type, condition, or value specific to that container (eg. reefers).
Open the order you wish to add determined containers to
Click “Equipment On Order”
Click the “Equipment ID” Field
Select a container from the dropdown to add to the line item
Note: Out Date will only be available if the a release has been made for the line item
Click “SAVE”
Done
The container has been added to the line item
4. Pending Pick Up Status / Releases
4a. Release Generation:
The vendor generates releases on the order by selecting line items.
Releases are grouped by location. A release is a form or document showing containers size, type at a certain location, authorizing the release of the containers to the customer.
Note: You can only create releases if the order has been paid in full
Navigate to the order you wish to generate releases for
Click “Release” panel
Click on rows that you want to generate a release for, each row represents a line item
You can only select more than one line item if they share the same depot
Click “GEN” to generate a release reference (can be entered in manually if needed)
Note: The “Customer Code” needs to be set in their CRM profile for this button to work
Click “SAVE”
Done, you should see the order status change to “Pending Pickup”
See below on how to send the Release to the Depot and Customer
4b. Release Distribution:
Once the releases are generated, they need to be sent to the depot and the customer. The order status then changes to “Pending Pick Up”
Navigate to the order you wish to send releases from
Click “Release” panel
Click the link in the “Release” column to open the release view
In the Release view
Click “EMAIL (PDF)”
To and Copy (cc) should already have the depot and customer filled in
Click “SEND” to send the Release via email to the Depot and Customer
Done, the Depot and Customer should receive an email of the Release in the body of the email as well as attached to the email itself.
Navigate to the order you wish to send releases from
Click “Release” panel
Select the releases you wish to send to the customer (top select will select all)
Click “Send To Customer”
Done, the Customer should receive an email of the Releases in the body of the emails as well as attached to the emails themselves.
Navigate to the order you wish to send releases from
Click “Release” panel
Select the releases you wish to send to the depots (top select will select all)
Click “Send To Depot”
Done, the Depots should receive an email of the Releases in the body of the emails as well as attached to the emails themselves.
5. Completing an order
Container Assignment:
There are two main scenarios for container assignment:
5a. Manual Assignment to Line Items:
Manual assignment to line items is done when the container out event is not available through automated means.
In such cases, the vendor would follow up with either the customer or the depot to identify the containers and associated release references. The vendor would then manually add the container to the associated order and line item.”
Navigate to the order you wish to manually add gate out containers to
Click “Equipment On Order” panel
Select a “Out Date”
Select a container from the “Equipment ID” field
Click “SAVE”
5b. Automated – TBD (To Be Determined) Assignment to Line Items:
Most of the time, the containers are not known. The depot would just take containers from the top of the stack or allow the customer to choose containers from a list of container numbers.
Gate Out Event:
The actual containers are usually only known when they gate out of the depot (when the customer takes them out of the depot). These container numbers are tracked and sent or recorded at the depot along with the release reference that was noted on the release form. This outgate event is retrieved by EDI or by manually checking with the depot.
Automated Container Assignment Process:
Container status updates are received by the vendor (periodically) and shown in their inventory.
An order is marked as “Completed” only when all line items have containers associated with them.
The Nereus system automatically assigns containers to line items by querying the vendor inventory for all containers in MSU or MIT status (default gate out status codes).
It then matches the release reference recorded on the gate out event with the order and line item, and assigns the container to one of the slots of the line item (if the container isn’t already on other slots). The vendor can manually assign containers to line items if they want.