Yusen Logistics - Print FO with Additional Shipment Number

 Target Population

The primary target population for this feature includes internal teams at Yusen Logistics, their vendors, and end customers. Yusen’s operations managers, fleet coordinators, and logistics planners require an enhanced print FO functionality that includes shipment numbers, allowing them to align Fleet Orders (FO) with customer-specific requirements. This is crucial for simplifying the assignment process, providing clear documentation, and increasing awareness of the SKUs contained within Delivery Orders (DOs). Additionally, Yusen’s vendors, who are third-party fleet operators, need FOs that display shipment numbers alongside DO numbers to ensure operational clarity and build trust with end customers. For Yusen’s end customers, having shipment numbers visible in print FOs adds a layer of transparency, allowing them to track specific shipments and associated SKUs, thus improving satisfaction and confidence in Yusen’s services.

Beyond Yusen, this feature is highly relevant for other logistics providers or McEasy customers who manage multiple delivery orders with diverse shipment requirements. Companies in industries such as retail, FMCG, manufacturing, and third-party logistics often require customized shipment documentation to communicate effectively with their customers. This feature can support operational workflows where internal DO numbers are insufficient for external communication, and shipment-specific identifiers are critical for aligning with customer expectations. By enabling the inclusion of shipment numbers in print FOs, McEasy’s TMS can cater to a broader audience, enhancing its utility and applicability across various projects and customers.

 Business Value

The inclusion of shipment numbers in the printed Fleet Order (FO) enhances the operational efficiency, customer satisfaction, and market competitiveness of McEasy's Transportation Management System (TMS). For Yusen Logistics, this improvement addresses a critical gap by aligning print FO outputs with their end-customer requirements, streamlining communication, and reducing manual effort to reconcile shipment numbers with internal DO references.

This feature adds significant value by enabling customers to:

• Improve operational transparency, ensuring shipment details are accurately communicated to end customers and vendors.

• Enhance customer trust and satisfaction by offering clear and professional documentation tailored to their needs.

• Support SKU-level tracking and visibility for businesses requiring detailed reporting, fostering better supply chain management.

• Increase TMS adoption and retention, making McEasy a more attractive solution for logistics providers handling complex documentation and diverse shipment requirements.

By addressing this need for Yusen Logistics, McEasy can position itself as a flexible and customizable logistics solution, expanding its applicability across other customer segments, including retail, manufacturing, and FMCG sectors, where similar requirements for shipment visibility exist.

 Proposed solution

To address Yusen Logistics' need for enhanced print FO functionality and improve the overall usability of McEasy's TMS, the following solution is proposed:

1. Include Shipment Number in Print FO:

   • Modify the existing print FO template to display both Delivery Order (DO) numbers and Shipment Numbers.

   • Ensure the Shipment Number field is prominently placed and easily identifiable within the PDF to enhance clarity for end customers.

2. Allow Customization of Shipment Numbers:

   • Enable users to input and associate a free-text Shipment Number with each DO during assignment to an FO.

   • Ensure this shipment number field supports alphanumeric values and special characters (e.g., for SKUs, customer-specific codes, or internal references).

 Mockup

https://www.figma.com/design/alQd4zKEVWbVkHNWg1pTGC/Fleet-Assignment?t=b7x82nKMMiWK1HCB-0

Open

 Success Criteria

• Inclusion of Shipment Numbers:

  • The print FO template accurately displays shipment numbers alongside DO numbers in the PDF for all applicable FOs.

  • Shipment numbers are correctly linked to the respective DOs during the FO creation process.

• Customizability:

  • Users can input and modify shipment numbers as free-text fields without technical issues or limitations (e.g., character limits, unsupported symbols).

• Backward Compatibility:

  • Existing users of the print FO feature who do not require shipment numbers experience no disruption in their workflows or output formats.

Requirement Detail

User Story	Importance	Mockup	Details

User Story	Importance	Mockup	Details
As an operations team in Yusen, I want to input shipment numbers while creating Fleet Orders (FO) and it shows in FO Document, so that I can align the documentation with customer-specific shipment requirements.	MUST HAVE	https://www.figma.com/design/alQd4zKEVWbVkHNWg1pTGC/Fleet-Assignment?node-id=13762-92569&node-type=canvas&t=WWCqdJeVC0rmdTol-0	Brief Dari story ini user mampu menampilkan nomor shipment, ketika generate FO document pdf. User Flow 1. Login to the McEasy Platform (MEP) The user (operations manager or relevant staff) logs into the MEP platform with their credentials. 2. Navigate to Order Management On the main dashboard, the user clicks on the Order Management module. 3. Choose Delivery Section Within the Order Management module, the user selects the Delivery section to manage delivery tasks. 4. Create a New Delivery The user clicks Create New Delivery and inputs all necessary delivery details, including: Delivery Order (DO) details. Shipment Number (a free-text field allowing Yusen Logistics to input specific customer-related shipment codes). 5. Confirm the Delivery Once all the details are filled in, the user changes the delivery status to Confirmed. 6. Navigate to Fleet Planning The user moves to the Fleet Planning section to schedule the fleet for delivery. They select the previously confirmed DOs, ensuring the associated shipment numbers are visible. 7. Apply Schedule for Delivery Fleet The user applies a schedule for the fleet, entering all relevant details, including: Vehicle assignments. Driver assignments. Planned delivery routes and timelines. 8. Confirm the Fleet Planning After reviewing the details, the user confirms the schedule by clicking Confirm. 9. Generate the Work Order (Cetak Surat Perintah Kerja) The user clicks on Other Options and selects Cetak Surat Perintah Kerja to generate the work order. The system generates a PDF containing all the relevant delivery details, including: DO Numbers. Shipment Numbers (visible and clearly associated with each DO). Additional fleet and delivery details. 10. Review and Share the Work Order The user downloads or shares the Surat Perintah Kerja (Work Order) with: Vendors for operational use. End customers to provide shipment transparency and SKU-level details. Expected Results Shipment Numbers are accurately displayed in the Surat Perintah Kerja (Work Order) PDF alongside the corresponding Delivery Order (DO) numbers. Both internal staff and external stakeholders can clearly associate shipment numbers with their respective delivery tasks. Vendors receiving the Surat Perintah Kerja can efficiently identify shipments using the displayed shipment numbers, aligning their operations with delivery expectations. End customers can validate the shipment numbers provided in the Surat Perintah Kerja against their internal tracking systems, enhancing trust and satisfaction.
As an operations team in Yusen, I want the option to enable or disable the display of shipment numbers in the FO so that I can tailor the documentation to the needs of specific customers or operational workflows.	MUST HAVE	Open	Brief Dari story ini user memiliki pilihan untuk enable ataupun disable format pdf shipment number tersebut muncul dalam document surat perintah kerja. User Flow Step 1: User Requests Configuration The user contacts McEasy support (via email, phone, or in-app help) and informs them whether they want shipment numbers to be enabled or disabled in their FO PDFs. Step 2: McEasy Configures Account Settings The McEasy logs into the Web Identity Management Panel. Locates the user account and toggles the FO Details and Shipment Number option to ON or OFF based on the user’s request. Step 3: User Continues FO Planning The user proceeds with their regular workflow: Logs into the MEP platform. Navigates to Order Management > Delivery Section > Create New Delivery. Assigns DOs, schedules fleets, and generates the Surat Perintah Kerja. Step 4: FO Document Reflects Preference If the Shipment Number Display is enabled: The Surat Perintah Kerja PDF includes shipment numbers alongside DO numbers. If the Shipment Number Display is disabled: The Surat Perintah Kerja PDF excludes shipment numbers and displays only DO numbers. Expected Results Users can choose whether shipment numbers appear in the Surat Perintah Kerja (Work Order), meeting diverse documentation needs for different operational workflows and customer requirements.