Sending an order to Direct Tap's integrated warehouse management system is simple! You will follow the same steps that you take for all of your other orders - the only difference is that you will need to select one of the 3 integrated Direct Tap warehouses.
Note: You will need to ensure that your products are mapped to the corresponding products in Direct Tap's system before you start ordering!
Placing An Order Through to Direct Tap
1) Click on the +New Order Button
2) Search for your Customer
3) Select one of the 3 Direct Tap warehouses:
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Direct Tap - Vancouver
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Direct Tap - Victoria
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Direct Tap - Kelowna
4) Select the fulfilment type:
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Standard - this is a regular delivery placed before the cut off time and date
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Rush - if you missed the delivery cut off or would like an order to be delivered sooner than their scheduled date, Direct Tap may be able to rush your order at a fee
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3PL - if you need a courier or third party to deliver the order on your behalf, select this option
Please reach out to Direct Tap for more information on fulfilment methods and fees: info@directtap.com
Note: all orders through a Direct Tap warehouse will have the fulfillment method set to standard which you can then update to rush or 3PL if needed.
5) Ensure your order settings are correct, including:
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Price List selected: the price list with default depending on the type of customer the order is for, but you can change the price list to another one, if more applicable under the Price List drop-down)
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Sales Rep: this will auto-populate based on the sales rep within the customer details default settings, but you can change if needed by selecting the pencil and selecting another reps name.
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PO Number: You can add a PO number if required. No PO number will auto generate. Once an order has been Posted, you are no longer able to edit the PO Number.
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Reference Number: This will automatically be in the next number in queue but you are able to change this by selecting the pencil icon. You can only change the reference number in draft status.
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Date: The date with automatically default to the day the order is created in Ollie but once the order has been Accepted you can change the date by selecting the pencil icon. You can edit to a previous or future date as needed. Once an order has been Posted, you are no longer able to edit the invoice date.
6) Select your products - ensure you are only selecting products with available inventory!*
7) Once you are happy with your order, press ACCEPT and then SEND TO DT 🚚
The order will be sent to Direct Tap's system. As Direct Tap processes and delivers your order, you will be notified by the changing Status Updates on the order's status bar and under the Shipments tab on the order.
Direct Tap Inventory in Ollie Order
Where can I view my inventory in the Direct Tap warehouses?
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When adding products to an order.
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Products > Edit Product > Warehouses & Inventory.
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Warehouses > [DT Warehouse] > External Inventory tab.
Note: inventory for Direct Tap warehouses is not managed in Ollie -- inventory, transfers, and adjustments must be made through the Camelot system.
When placing an order in Ollie through a Direct Tap warehouse, the inventory displayed beside your line items is the quantity available count.
Under the External Inventory tab on each Direct Tap warehouse, you can view the quantity available counts as well as the quantity available to order counts which are pulled directly from Camelot:
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Qty Available: quantities available for shipments/orders
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Qty Available To Order: qty on hand* – qty committed on shipments – qty ordered but not yet committed on shipments
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*Qty On Hand: total quantities physically at Direct Tap
If you have low inventory or are placing a large number orders at once, please refer to the External Inventory tab or your Camelot account for increased visibility on your inventory.