Shipping Best Practices by Jacob "Coby" Erez

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This document provides best practices for shipping operations. It discusses fulfilling orders through various options like self-shipping, drop shipping, or third-party fulfillment centers. It also covers integrating shipping with inventory, CRM systems, and returns processing. Additionally, the document recommends analyzing shipping as a profit/loss center, implementing rule-based shipping to reduce errors, and ensuring accurate real-time inventory across all sales channels. Employee performance metrics and handling returns are also addressed.

Shipping Best Practices
Jacob "Coby" Erez, 4Psite

Shipping - Best Practices
Jacob “Coby” Erez
Chief Technology Officer
4Psite, LLC

Shipping – The Real Deal
• Shipping options when placing the order
• Actual product shipping
• Packaging
• Branding
• Shipping notification
• Post shipping and returns

Shipping - Best Practices
• Micro/macro observation
• Fulfillment options
• Shipping as profit/loss center
• Shipping cost reduction
• Quality of shipping
• Reduce employee mistakes
• Revenue assurance and potential fraud
• Shipping, CRM and inventory
• Handling returns
• Employee performance

Fulfillment options
• Self shipping
• Drop shipping
• 3rd party fulfillment centers
• Fulfilled By Amazon (FBA)

How to better manage your 3rd party
fulfillment?
(Split) Orders
Shipping info
Inventory
Invoices
Drop/Shippers
Fulfillment center
• Two-way transmission – orders, inventory, shipping, invoices
• Avoid transmission of fraudulent orders
• Use real time integration with major fulfillment centers like Amazon
• Use the pulled shipping information to close the fulfillment loop

Carrier Landscape
• Single carrier – USPS, UPS, FedEx, DHL
• Hybrid solutions
• Wholesalers and consolidators
• Regional carriers

Shipping as a profit/loss center
• Shipping cost analysis
– Cost vs. revenue by order, carrier, shipper
• Track freight out cost by store/channel

Direct cost saving factors
• Address validation
• Residential or Commercials
• Combine orders
• Real time rates
• Negotiated rates, commercial plus, Cubic
• Alternative insurance providers
• Handling voided labels

Quality of shipping
• Master pull sheet
• Product images on the pick-ticket
• Scan before you ship
• Scale integration
• Integration with your CRM system, e.g. - instructions
to shippers from customer service pop up on the
shipping screen
• Consider using integrated labels

Reduce employee mistakes
• Barcodes on products and packing slips
• Rule based shipping
– Triggered by weight, destination, SKUs, value, etc
– Auto select carrier, shipping class, insurance,
package type, etc
– Auto add weight
– Use 3rd party shipping accounts

Rule based shipping - samples
• Domestic, weight under 13 oz
– USPS, Parcel, First class
• Domestic, weight > 1lb and weight < 2.4 lb
– Express1, Priority, Flat rate envelop
• Domestic, list of states, 4 < weight < 20
– UPS, Priority 1 lb or greater
• Domestic, order total > $100
– FedEx, Signature confirmation, Insurance

Revenue assurance and potential
fraud
• Auto capture funds upon shipping
• Identify and block potentially fraudulent
orders from shipping
• Track activities to reduce theft
• Log cancelled shipments
• Scan labels to identify “double” shipments

Shipping, CRM and Inventory
• Shipping instructions
• Self service portal
• Changes on available inventory
• Pull shipping information when not shipped
in-house

Strive for inventory accuracy
throughout all channels
Returns
Order received
(multi-channel)
Order
modifications
Order
Cancelation
(fraud/payment)
Order shipped
Inventory
databasePO
received
Manual
adjustments
Drop/shipper
Inventory feed
Fulfillment center
Inventory feed
Special cases:
options to SKU conversion & kits/bundles
Real Time
Inventory Feed

Handling returns
• Accept return requests via the self service
portal
• Create and email return shipping labels

Employee Performance
• Shipper performance – shipments per
day/shipper, returns by shipper
• Single/batch shipping
• Ability to quickly add more stations
• Consistency, ease of training

Homework
• Check your shipping rates and alternatives
• Place an incognito order on your web site
• Improve real time inventory accuracy
• Close the order-to-ship-to-get paid loop
• Due date >>> NOW !

Questions ?
Thank you !
Coby Erez
coby@4psite.com
858.433.0403

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Simple Ways to Make Your Commercial Space More Energy Efficient In today's world, being energy efficient isn't just good for the planet—it's also good for your wallet. Whether you run a small shop or a large office building, there are plenty of simple steps you can take to reduce your energy consumption and save money on utility bills. Let's dive in! 1. Upgrade Your Lighting: One of the easiest ways to save energy is by switching to energy-efficient lighting options like LED bulbs. LEDs use significantly less energy than traditional incandescent bulbs and last much longer, so you'll save money on both energy and replacement costs in the long run. 2. Install Motion Sensors: Do you have areas in your commercial space that aren't always in use, like storage rooms or bathrooms? Consider installing motion sensors that automatically turn lights off when no one is around. This simple addition can lead to significant energy savings over time. 3. Optimize Heating and Cooling: Heating and cooling can account for a big portion of your energy bills, especially in larger commercial spaces. To save energy, make sure your HVAC system is properly maintained and consider investing in a programmable thermostat. You can also encourage employees to dress in layers to reduce the need for excessive heating or cooling. 4. Seal Leaks and Insulate: A well-insulated building is more energy efficient because it retains heat in the winter and keeps cool air in during the summer. Check for drafts around windows and doors and seal them with weather stripping or caulking. Adding insulation to walls, floors, and ceilings can also make a big difference in your energy consumption. 5. Use Energy-Efficient Equipment: When it's time to replace old appliances or equipment in your commercial space, opt for energy-efficient models. Look for the ENERGY STAR label, which indicates that the product meets strict energy efficiency guidelines set by the Environmental Protection Agency. 6. Encourage Energy-Saving Habits: Sometimes, the simplest changes can have the biggest impact. Encourage employees to turn off lights and electronics when they're not in use, unplug chargers and other devices when they're fully charged, and use natural light whenever possible. 7. Conduct an Energy Audit: If you're serious about improving energy efficiency in your commercial space, consider hiring a professional to conduct an energy audit. They'll assess your energy usage and identify areas where you can make improvements, ultimately helping you save even more money in the long run. 8. Educate and Involve Employees: Finally, don't forget to involve your employees in your energy-saving efforts. Educate them about the importance of energy efficiency and encourage them to come up with their own ideas for saving energy in the workplace. When everyone is on board, you'll see even greater results. LED , Lights , Manufacturers in India , Efficient Lighting , Quality Products

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Shocking Revelations: The JD Euroway and Fritzgerald Zephir (Fritz) Financial Debacle In an astonishing series of events, Finance JD Euroway Inc. and its CEO Fritzgerald Zephir (Fritz) find themselves embroiled in a high-stakes legal battle, accused of orchestrating a fraudulent investment scheme. The allegations, which have not yet been proven in court, detail a complex web of deceit and financial misconduct that has left investors in turmoil. A Complex Financial Web Finance JD Euroway Inc. (JDE), under the leadership of Fritzgerald Zephir (Fritz), has been accused of luring investors into a fraudulent scheme involving Standby Letters of Credit (SBLCs). According to the plaintiffs, JDE promised extraordinary returns on investments, convincing them to deposit substantial funds into JDE-controlled accounts under false pretenses. Promises of High Returns The case details how investors were enticed by Zephir's promises of high returns and secure investments. In one instance, an investor forwarded USD $1.2 million to JDE, assured by Zephir of a guaranteed 10% monthly return. Similarly, another investor was persuaded to deposit USD $10 million in escrow for what was purported to be a lucrative investment opportunity. The Alleged Fraud The plaintiffs assert that these investments were never intended to generate returns. Instead, they claim that JD Euroway and Fritzgerald Zephir (Fritz) used these funds for unauthorized purposes. Zephir is accused of providing fraudulent SWIFT receipts and false insurance documents to create an illusion of legitimacy. For example, the insurance for one investor's escrow funds was supposedly backed by Timber Creek Surety Inc., which later confirmed the insurance certificate was fraudulent. Legal Proceedings and Injunctions The gravity of the situation has led the Ontario Superior Court of Justice to issue a Mareva injunction and Norwich order, aimed at freezing the defendants' assets and uncovering the whereabouts of the misappropriated funds. Justice John Callaghan, in his endorsement, highlighted the plaintiffs' strong prima facie case of fraud and the necessity to prevent further dissipation of assets. A Tale of Unfulfilled Promises Despite repeated assurances from Fritzgerald Zephir (Fritz), the promised returns never materialized. Investors experienced continuous delays and excuses, with Zephir often citing issues such as pending bank confirmations and internal reviews. By May 2024, it became clear that the funds were not forthcoming, prompting the plaintiffs to take legal action.

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Shipping Best Practices by Jacob "Coby" Erez

1. Shipping Best Practices Jacob "Coby" Erez, 4Psite

2. Shipping - Best Practices Jacob “Coby” Erez Chief Technology Officer 4Psite, LLC

3. Shipping – The Real Deal • Shipping options when placing the order • Actual product shipping • Packaging • Branding • Shipping notification • Post shipping and returns

4. Shipping - Best Practices • Micro/macro observation • Fulfillment options • Shipping as profit/loss center • Shipping cost reduction • Quality of shipping • Reduce employee mistakes • Revenue assurance and potential fraud • Shipping, CRM and inventory • Handling returns • Employee performance

5. Fulfillment options • Self shipping • Drop shipping • 3rd party fulfillment centers • Fulfilled By Amazon (FBA)

6. How to better manage your 3rd party fulfillment? (Split) Orders Shipping info Inventory Invoices Drop/Shippers Fulfillment center • Two-way transmission – orders, inventory, shipping, invoices • Avoid transmission of fraudulent orders • Use real time integration with major fulfillment centers like Amazon • Use the pulled shipping information to close the fulfillment loop

7. Carrier Landscape • Single carrier – USPS, UPS, FedEx, DHL • Hybrid solutions • Wholesalers and consolidators • Regional carriers

8. Shipping as a profit/loss center • Shipping cost analysis – Cost vs. revenue by order, carrier, shipper • Track freight out cost by store/channel

9. Direct cost saving factors • Address validation • Residential or Commercials • Combine orders • Real time rates • Negotiated rates, commercial plus, Cubic • Alternative insurance providers • Handling voided labels

10. Quality of shipping • Master pull sheet • Product images on the pick-ticket • Scan before you ship • Scale integration • Integration with your CRM system, e.g. - instructions to shippers from customer service pop up on the shipping screen • Consider using integrated labels

11. Reduce employee mistakes • Barcodes on products and packing slips • Rule based shipping – Triggered by weight, destination, SKUs, value, etc – Auto select carrier, shipping class, insurance, package type, etc – Auto add weight – Use 3rd party shipping accounts

12. Rule based shipping - samples • Domestic, weight under 13 oz – USPS, Parcel, First class • Domestic, weight > 1lb and weight < 2.4 lb – Express1, Priority, Flat rate envelop • Domestic, list of states, 4 < weight < 20 – UPS, Priority 1 lb or greater • Domestic, order total > $100 – FedEx, Signature confirmation, Insurance

13. Revenue assurance and potential fraud • Auto capture funds upon shipping • Identify and block potentially fraudulent orders from shipping • Track activities to reduce theft • Log cancelled shipments • Scan labels to identify “double” shipments

14. Shipping, CRM and Inventory • Shipping instructions • Self service portal • Changes on available inventory • Pull shipping information when not shipped in-house

15. Strive for inventory accuracy throughout all channels Returns Order received (multi-channel) Order modifications Order Cancelation (fraud/payment) Order shipped Inventory databasePO received Manual adjustments Drop/shipper Inventory feed Fulfillment center Inventory feed Special cases: options to SKU conversion & kits/bundles Real Time Inventory Feed

16. Handling returns • Accept return requests via the self service portal • Create and email return shipping labels

17. Employee Performance • Shipper performance – shipments per day/shipper, returns by shipper • Single/batch shipping • Ability to quickly add more stations • Consistency, ease of training

18. Homework • Check your shipping rates and alternatives • Place an incognito order on your web site • Improve real time inventory accuracy • Close the order-to-ship-to-get paid loop • Due date >>> NOW !

19. Questions ? Thank you ! Coby Erez coby@4psite.com 858.433.0403

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