Designer Services & White Glove Delivery Management

INVENTORY & WAREHOUSE MANAGEMENT

When your clients’ orders arrive at your warehouse, the receiving process allows your team to capture all of the necessary shipment information and meet client-specific inspection and exception reporting requirements.

• During the receiving process, CMS collects all inbound BOL information.  Staff can note any discrepancies between the stated contents and those delivered, like missing or additional items.
• If requested, the receiving staff can perform detailed inspections for all goods and record any damages or other exceptions.
• The delivery record can include unlimited photos of the shipment and contents.
• In addition to standard inventory attributes, CMS can capture client-specific custom fields.
• The put-away storage process generates barcodes for all items.
• Upon completion, a Receiving Report is emailed to the client who has access to all receipt and content information via the client portal.
• Inventory activity automatically adjusts warehouse usage records for storage billing.
• Billing can include custom client-specific order and inventory per-item and flat-rate handling fees.
• CMS offers warehouse managers unlimited user-defined warehouses and warehouse locations with inventory reporting at location, client, lot, and warehouse levels.
• CMS gives managers accurate warehouse usage reporting to support revenue reporting.

INTEGRATED STORAGE & ACTIVITY BILLING

The powerful warehouse and storage billing processes allow movers to quickly bill not only for regular storage usage, but also receiving, delivery and handling charges and even claims.

• CMS offers your clients an unlimited number and combination of storage lots to segregate contents and activity by project, end customer, or any other identifier.
• Your choice of monthly, quarterly or annual billing for each lot or combination of lots will help meet your client’s invoicing needs.
• Lots can be grouped into an unlimited number of invoices so clients can better track and manage their projects’ storage expenses.
• Storage can be billed using “high water mark”, end of month balance, or flat rate.
• The client’s storage usage is adjusted by every addition or removal of inventory items to fully automate the billing process.
• You can create an unlimited number of customized handling, delivery and installation fees to streamline activity billing.
• CMS provides a platform for detailed claims reporting and automated billing.
• CMS supports QB Online integration to eliminate redundant data management.

CMS CLIENT PORTAL

The fully-integrated client portal provides outstanding communication and visibility to your clients. They have immediate access to all of their inventory activity and billing and are able to easily manage their delivery requests.

• Clients can browse and create inventory delivery requests including special instructions and requested delivery dates.
• Online client inventory requests can automatically generate outbound warehouse “pull” tickets for delivery. All client-entered information is transferred, eliminating data errors and expediting processing.
• Clients can access all inventory history, including all in- and outbound activity, photos, inspections and claims.
• CMS supports custom fields at the customer level to them to provide personalized reporting to their own clients. 
• Clients can use the portal to create inventory reports for their own customers, and use the receiving and inspection information to communicate effectively with them.
• The portal provides full visibility to all storage, activity and claims billing.