Updates order fulfillment doc

docs/index.md

@@ -9,7 +9,7 @@ Open Hardware Assembly Instructions for products made by Opulo Inc.
 !!! note
 	These instructions are maintained by and for the Opulo Manufacturing Team, and will specify the use of tools that are not apart of a regular LumenPnP  tool kit, including custom assembly jigs and QC equipment. We are constantly improving our production processes and do our best to keep these instructions up-to-date, however our team may deviate from these docs as needed.
 
-## Assembly Standard Operating Procedures:
+## Assembly Standard Operating Procedures
 
 | | | |
 |:-------------------------:|:-------------------------:|:-------------------------:|
@@ -18,7 +18,8 @@ Open Hardware Assembly Instructions for products made by Opulo Inc.
 |<a href="misc/v3-pcb-kit/index.html"><img style="height:150px;" src="img/pcb-kit.png"> <br /> LumenPnP v3 PCB Kit</a> |<a href="misc/feeder-part-kit/index.html"><img style="height:150px;" src="img/feeder-parts.png"> <br /> Feeder Part Kit</a>|<a href="misc/staging-plate-set/index.html"><img style="height:150px;" src="misc/staging-plate-set/img/pcb-staging-plate-alpha.png"> <br /> Staging Plate Set</a> |
 |<a href="misc/strip-feeder/index.html"><img style="height:150px;" src="img/strip-feeder-thumbnail.png"> <br /> Strip Feeder</a>|<a href="placeholder2/index.html"><img style="height:150px;" src="placeholder2-image.png"> <br /> Placeholder 2</a>|<a href="placeholder3/index.html"><img style="height:150px;" src="placeholder3-image.png"> <br /> Placeholder 3</a>|
 
-## Logistics Standard Operating Procedures:
+## Logistics Standard Operating Procedures
 
 - [Order Fulfillment SOP](operations/order-fulfillment/index.md)
 - [Print Farm Managment SOP](operations/print-farm/index.md)
+- [Purchasing from LCSC](operations/purchasing-from-lcsc/index.md)

docs/operations/order-fulfillment/index.md

@@ -1,132 +1,110 @@
 # Opulo Order Fulfillment SOP
 
-## Deciding What to Fulfill:
-
-1. Review the `Opulo Shopify Store - Coefficient Data Steam` for orders that are eligible for fulfillment. The following criteria must be met:
-
-	- Every line item in the `order` must have an `Est Ship Date` **value that's no later than Friday of the given production week
-**	
-- 	All of the line items within the order number must have one of the following fulfillment statuses: 
-		- `UNFULFILLED - PAID`
-		- `UNFULFILLED - PENDING`
-		- `UNFULFILLED - PARTIALLY REFUNDED` 
-			
-			!!!warning "Please double-check items with this status before fulfilling them!"
-				It is important to lookup orders with this status in Shopify to determine what exactly was refunded prior to fulfillment. It is possible for Coefficient to state that a refunded item still required fulfillment so we must be careful in these circumstances.
-				
-	-  Each line item within the order must have a `Build Number` entered
-	-  Each line item within the order must have the `Built?` checkbox checked
-		
-		!!!info "This checkbox is to indicate that an item is on a shelf in salable form, ready for shipping"
-		
-2. Review `Opulo Shopify Store - Coefficient Data Steam` queue for `Replacement Parts` orders that **SHOULD** be shipped this week that didn't receive an `Est Ship Date` or `Build Number`
-	- If feasible, create a build for these items in Aligni with a due-date that matches the `Est Ship Date` desired 
-	- Enter a matching `Est Ship Date` for any replacement part that is being added to the fulfillment batch
-	- Check-off the `Built?` checkbox when the replacement part's build has been completed
-
-## Purchasing Shipping Labels:
-
-3.  Go to Shopify and purchase shipping labels for `orders` that met the criteria listed in the previous step
-	- Be sure to select the correct box size for the items and ask for help if needed
+## Deciding What to Fulfill
 
-4. Screenshot the `Purchased Shipping Label` webpage in Shopify to create the `Order-Packing-Checklist` for the week
-	- We will come back to this in the next section 
+- Review Coeffient V3 to see which orders should be shipped based off their `Batch WK#`
+	- Orders are sorted into a given `Batch WK#` based off their `Planned Ship Date`, which may differ from the `Order Due Date`
+
+	![](batching-orders.png)
 
-5. Set the `Pickup Date` for the required shipping carriers 
- - Customers can currently pick between UPS, USPS, and DHL at checkout so multiple pickups may be required
+	!!!info "See [here](planned-ship-date-calc.md) for more information on our Planned Ship Date calculations"  
 
-6. Print out all the shipping labels for the week on `4x6 Label Paper` with the Dymo 4XL Label Printer
+3. Go to ShipStation and create a batch for the orders that fall within the given `Batch WK#` you wish to fulfill.
 
-7. Return to the `Opulo Shopify Store - Coefficient Data Steam` and input the date each fulfilled order is expected to be transferred to the shipping carrier in the `Actual Ship Date` text-field
+	- Name the ShipStation batch to `Batch WK#`, where `#` is replaced with the batch's given week number
+	- Be sure to select the correct box size for the items and ask for help if needed
 
 ## Prepare the Order-Packing-Checklist
 
-1. Prepare an `Order-Packing-Checklist` for the week's fulfillment using the [Google Slides template](https://docs.google.com/presentation/d/1bjngnZyvqVTuc3WafVRS6TTGYHAocfyJrHuGKA1xy9k/edit?usp=sharing) 
-	-  Make a copy of `Slide 1` and replace the image with the screenshot taken in the earlier section, adjusting the slide as needed
+- Prepare an `Order-Packing-Checklist` for the week's fulfillment using the [Google Slides template](https://docs.google.com/presentation/d/1bjngnZyvqVTuc3WafVRS6TTGYHAocfyJrHuGKA1xy9k/edit?usp=sharing)
+
+	- Make a copy of the most recent slide and replace the image with the screenshot of the ShipStation batch you are working with
 	- The checklist printout should look like the following image:
-![](Order-Packing-Checklist.png)
+
+		![](Order-Packing-Checklist.png)
+
+3. Fill in the time and date for any scheduled pickup, per carrier
+
+  	 - Write "Drop off" for any carrier that we will bring the packages to ourselves
 
 2. Print out the week's checklist when ready
-3. Write in the time and date for any scheduled pickup, per carrier
-4. Write "Drop off" for any carrier that we will bring the packages to ourselves
 
-## Handling the Shipping Labels
-1. Separate the printed shipping labels while leaving all pages related to a given `order` connected
-	- Domestic shipping labels will have 2 pages per order, these are: 
-		- Shipping Label 
+## Purchasing Shipping Labels
+
+3. Review each ShipStation order in the batch for correctness - double check the package size, declared values, and shipping methods are all appropriate
+
+	!!!note "Training is required for this step"
+		Please ask Lucian for help if it's your first time doing this.
+
+4. Purchase the labels
+
+## Create a Pickup
+
+5. Set the `Pickup Date` for the required shipping carriers
+
+  - Customers can currently pick between UPS, USPS, and DHL at checkout so multiple pickups may be required
+
+6. Print out all the shipping labels for the week on `4x6 Label Paper` with the Dymo 4XL Label Printer
+
+## Handling the Shipping Paperwork
+
+- Separate the shipping labels by order number, leaving related shipping label(s) and packing slips connected
+
+	- Domestic shipping labels will have 2 pages per order, these are:
+		- Shipping Label
 		- Packaging Slip
-	- 	International shipping labels will have 2 or more pages per order, these are: 
-		- Shipping Label 
+
+	- International shipping labels will have 2 or more pages per order, these are:
+		- Shipping Label
 		- Packaging Slip
-		- Customs Declaration 
-			
+		- Customs Declaration (3x copies, printed seperately on A4 paper)
+
 			!!!info "DHL does not require a Customs Declaration Sheet"
 				This information is electronically transmitted to Customs agencies automatically
 
 2. **For International Orders Only:**
+
 	- Sign all copies of the `Customs Declaration Form`
 	- Place all signed copies of the `Customs Declaration Form` into a resealable adhesive-backed plastic document holder
 	- Paper clip the `Shipping Label` and `Packing Slip` to the front of the plastic document holder
 
-3. Sort the shipping documents into containers that reflect the packaging used
-	- The containers used for sorting should correspond to the packaging the week's orders require
-	- Reference the `Order-Packing-Checklist` to determine what packaging is required for the week's fulfillment
-
 ## Packaging Orders
-- Begin packaging orders by working through each container's sorted shipping documents
-	- For example pack every order that had its shipping documents sorted into the `2-Tray OPF bin` before proceeding to the shipping documents sorted in the `4-Tray OPF bin` 
-	- This will help prevent shipping customers more or less than of what they paid for
+
+- Begin packaging orders by working through the `Order Packing Checklist`
+- Reference the `Order-Packing-Checklist` to determine what packaging is required for the week's fulfillment
 - Check-off and write in your initials on the printed `Order-Packing-Checklist` **each time an order is packaged and taped shut**
 
 ### Additional Guidelines for Packaging
 
-- Orders with line-items that have multiple Est. Ship Dates: 
-	- When packaging an `order` it is critical to check `Coefficient ` for what `build number`/`est-Ship-Date` the items in an `order` should be from
-
- 		- Example 1) If there's 10pcs of `SKU-9999` made "this week" and 15pcs of `SKU-9999` made "last week" still here, the two batches must go with the exact orders they were prescribed to
-
-		- Example 2) In the image shown below, there is a LumenPnP that is produced the week of `2023-07-28` and it's packaged alongside a feeder 5pk and slot set made weeks prior. It would be important to ensure that this LumenPnP was packaged with these exact goods from the specified weeks.
-
-		![](multi-week-production.png)
-		
 - Shipments with a pending payment status
-	- Alert customer service when a shipment transitions from `UNFULFILLED - PENDING` to `FULFILLED - PENDING`, so that the team is given notice when an order with NET## terms has been shipped out
-
-		![](NET30-fulfilled-order.png)
-		
+	- Alert customer service when these orders are ready for shipping , so that the team is given notice when an order with NET## terms has been shipped out
 - Shipment comprised of two or more packages poly-strapped together:
 	- Adhere the shipping label and other documents to the largest package in the shipment
 	- Take care to avoid the shipping documents being obstructed by the poly-straps
-	- Write the `order number` onto the smaller boxes within the bundle using a large marker 
+	- Write the `order number` onto the smaller boxes within the bundle using a large marker
 		- This is done to help the shipping carrier if the bundle breaks apart in transit
 
 !!!note "The `Order-Packing-Checklist` lists what package type an order requires if you are unsure or found the shipping documents sorted into a vague pile"
 
 !!!warning "Serialization and OQC Form Requirements"
 	Shipments that contain a uniquely serialized product (LumenPnP, PCB Kit, Replacement Motherboards) must be logged in the [LumenPnP - Serial Tracker and OQC Form](https://docs.google.com/forms/d/e/1FAIpQLSddZwlLa26bw81xRC3UofJ12yaRr4eiF1ZQTFnbHVbXxjBo6A/viewform?usp=sharing)
-	
+
 	- Shipments that contain a LumenPnP must have an orange fragile sticker adhered to the box after being taken through this form
 
 	![](oqc-form.png)
-
-## Handling Unfulfilled Inventory
-- After all outgoing orders are packaged, label all remaining pieces of `unfulfilled inventory` with the respective `order-number` and/or future `est-ship-date` these items are reserved for 
-
-- If there is `unfulfilled inventory` leftover from the production lot without either a `order-number` or `est-ship-date` that can be allocated, consider these goods as spare stock keeping units for inventory and label each item with it's `build-number` and `production-date` (IE the date of the Friday from the week the item was built)
 
 ## Outgoing Quality Control (OQC)
+
 - Sort the taped boxes into the following stacks:
 	- DHL
 	- USPS Domestic
 	- USPS International
 	- UPS Domestic
 	- UPS International
 
-- Confirm the following: 
- 	- Docker does not have any assembled goods beyond what's expected to be in `unfulfilled inventory`
- 	- There is exactly as many packages ready to ship as what's shown in the `order-packing-checklist`
- 	- Each line in the `order-packing-checklist` is checked-off and initialed
- 	- No unused shipping labels are left sitting out
- 	- The first page of any international shipment's custom form matches the receiver's name on the shipping label 	
-
-
+- Confirm the following:
+	- Docker does not have any assembled goods beyond what's expected to be in `unfulfilled inventory`
+	- There is exactly as many packages ready to ship as what's shown in the `order-packing-checklist`
+	- Each line in the `order-packing-checklist` is checked-off and initialed
+	- No unused shipping labels are left sitting out
+	- The first page of any international shipment's custom form matches the receiver's name on the shipping label  

docs/operations/order-fulfillment/planned-ship-date-calc.md

@@ -0,0 +1,92 @@
+# Planned Ship Date Formula Documentation
+
+## Overview
+
+This formula adjusts `Shipping Due dates` found in column `P` to ensure they are rounded back to the nearest Friday. If a date falls on a Thursday, it is moved to the next Friday. Dates on other days are adjusted to the previous Friday.
+
+### Formula
+
+```excel
+=ARRAYFORMULA(IF(
+  ISBLANK(A2:A), "", 
+  IF(
+    WEEKDAY(P2:P, 1) = 5, 
+    P2:P + 1, 
+    P2:P - MOD(WEEKDAY(P2:P, 1) + 1, 7)
+  )
+))
+```
+
+### Components
+
+1. `ARRAYFORMULA(...)`:
+    * Applies the formula to each cell in the range `P2:P`.
+
+2. `IF(ISBLANK(A2:A), "", ...)`:
+    * Checks if cells in column `A` are blank. If a cell is blank, it returns an empty string (`""`).
+
+3. `WEEKDAY(P2:P, 1)`:
+    * Returns the day of the week for each date in `P2:P` where:
+        * 1 = Sunday
+        * 2 = Monday
+        * 3 = Tuesday
+        * 4 = Wednesday
+        * 5 = Thursday
+        * 6 = Friday
+        * 7 = Saturday
+
+4. `IF(WEEKDAY(P2:P, 1) = 5, P2:P + 1, ...)`:
+    * If the weekday is Thursday (5), it moves the date to the next Friday by adding 1 day.
+
+5. `P2:P - MOD(WEEKDAY(P2:P, 1) + 1, 7)`:
+    * `WEEKDAY(P2:P, 1) + 1`: Shifts the weekday values to align with a 0-based index.
+    * `P2:P - MOD(..., 7)`: Subtracts the result from the date to adjust it to the previous Friday.
+
+---
+
+### Understanding `MOD`
+
+The `MOD` function calculates the remainder after division. It is used to ensure that numbers wrap around a specified range, which is useful for dealing with circular sequences like days of the week.
+
+#### Syntax
+
+```excel
+MOD(number, divisor)
+```
+
+* `number`: The value you want to divide.
+* `divisor`: The value by which you want to divide.
+
+#### In Use
+
+* `MOD(10, 3)` results in `1` because 10 divided by 3 is 3 with a remainder of 1.
+* `MOD(7, 7)` results in `0` because 7 divided by 7 is exactly 1 with no remainder.
+
+#### In Our Formula
+
+* `WEEKDAY(P2:P, 1) + 1` shifts the weekday values by 1, so Monday (2) becomes 3, and Friday (6) becomes 7.
+* `MOD(..., 7)` ensures that values wrap around within the range of 0 to 6. This makes it possible to handle the circular nature of days in a week:
+  * For Monday (2), `MOD(3, 7)` is 3.
+  * For Friday (6), `MOD(7, 7)` is 0.
+
+---
+
+### Example Calculations
+
+* Input Date: Wednesday, October 9
+  * `WEEKDAY(P2, 1)`: `4` (Wednesday)
+  * `WEEKDAY(P2, 1) + 1`: `5`
+  * `MOD(5, 7)`: `5`
+  * Result: Subtract 5 days from October 9, resulting in Friday, October 4
+
+* Input Date: Thursday, October 10
+  * `WEEKDAY(P2, 1)`: `5` (Thursday)
+  * Condition: Since it is Thursday, the formula adds 1 day, resulting in Friday, October 11
+
+## Summary
+
+* `ARRAYFORMULA(...)` applies the formula to a range of cells.
+* `IF(ISBLANK(P2:P), "", ...)` handles blank cells by returning an empty string.
+* `WEEKDAY(P2:P, 1)` returns the day of the week as a number.
+* `IF(WEEKDAY(P2:P, 1) = 5, P2:P + 1, ...)` moves Thursday dates to the next Friday.
+* `MOD(WEEKDAY(P2:P, 1) + 1, 7)` calculates the number of days to subtract to round back to the previous Friday.