- Created by Digitec Galaxus, last modified on Jan 05, 2024
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GENERAL
The CMI (Company Management Interface) is used for manual order processing. Daily processing of open tasks within one business day is essential.
All open tasks are displayed on the welcome page:
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/image-20220719-052939.png?version=1&modificationDate=1658738076961&cacheVersion=1&api=v2)
If you have any questions about how to use the CMI, please contact your Category Development Manager.
ENTERING NEW ORDERS
New orders will be displayed on the welcome page under New Orders and an email will be sent with a direct link to the order.
New orders must be transferred to your own system and confirmed daily. In addition, the availability details must be checked and adjusted if necessary (see ADJUSTING ORDERS).
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/Animation_11.gif?version=1&modificationDate=1658738076879&cacheVersion=1&api=v2)
Order types
Depending on the order type, the following must be adhered to:
Warehouse delivery: Warehouse locations incl. notification.
Direct delivery: If a delivery note is to be enclosed (delivery note type = With delivery note), the sales order and the sales order reference must be printed on the delivery note
Expected delivery date
The following values are possible:
as fast as possible
as fast as possible, at the latest by XX.XX.XXXX
Exactly at XX.XX.XXXX
Please note the specified target warehouse in the upper section of the order
For direct delivery: customer information is to be treated confidentially and may not be used for advertising purposes
Orders with a delivery date should be processed immediately upon arrival of the goods
It is mandatory to transfer the Galaxus order number (Order field) into your own system, as this is required for all subsequent processing and customer service requests
SEARCH ORDERS
Confirmed orders can be found and opened using the order reference:
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/Animation_3.gif?version=1&modificationDate=1658738076801&cacheVersion=1&api=v2)
An Excel list of all open orders can be downloaded under "Orders" > "Item management" > "Not sent positions":
![image-20240105-152226.png](https://confdg.atlassian.net/wiki/download/thumbnails/169008924437/image-20240105-152226.png?version=1&modificationDate=1704468149238&cacheVersion=1&api=v2&width=802&height=172)
CHANGE ORDERS
Delivery date updates
If the delivery date of a backlog is postponed, the new delivery date must be entered.
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/Animation_9.gif?version=1&modificationDate=1658738076714&cacheVersion=1&api=v2)
Cancellation / partial cancellation
If a product is no longer available, or no longer available in the ordered quantity, it must be canceled via the availability status cancel/unavailable.
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/Animation_10.gif?version=1&modificationDate=1658738076624&cacheVersion=1&api=v2)
Late orders
If the confirmed delivery date of an order is exceeded, a reminder is triggered by mail. In addition, the delayed order is listed on the welcome page.
The goods have not been shipped by you yet: Please ship these orders as soon as possible, set a new delivery date if necessary or cancel the order in case of unavailability.
The goods have already been shipped:
Direct delivery: Mark as shipped
Warehouse delivery: Mark the goods as "Sent on" and add a valid proof of delivery and the delivery bill.
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/Animation_12.gif?version=1&modificationDate=1658738076547&cacheVersion=1&api=v2)
Availability updates must be entered within 48h
If an order item is cancelled, the corresponding offer is also automatically deactivated for 14 days
Maintain inbound delivery dates throughout, this is imperative for efficient planning of your inbound delivery.
Confirmation on delivery date unknown is allowed only for CH, not for EU.
A valid proof of delivery is a receipted delivery bill or tracking link from the shipping service provider that clearly shows that the delivery has been made.
CANCELLATION REQUESTS
Cancellation requests for unshipped order line items are displayed on the Welcome page and a mail is sent to CMI users. Alternatively, all unprocessed cancellation requests can be opened from the Cancellation Requests tab.
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/Animation_6.gif?version=1&modificationDate=1658738076454&cacheVersion=1&api=v2)
Accept cancellation requests
The order item is canceled and in this case must also be canceled in your own system.
Decline cancellation requests
The order position remains open.
Cancellation requests can be refused only in exceptional cases.
If the goods have already been shipped / are on their way.
The goods cannot be cancelled at the own supplier/manufacturer and there is no other intended use
As a first step, please process cancellation requests before confirming new orders and updating late items.
DIRECT DELIVERY SHIPMENT
As soon as orders/order items are ready for shipment and any tracking information is available, this must be entered in the CMI.
Any tracking numbers must be entered and the shipment recorded via "Record shipment".
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/image-20231020-121537.png?version=1&modificationDate=1697810683870&cacheVersion=1&api=v2)
Partial shipments
If only a partial quantity is ready for shipment, the quantity on the order item can be adjusted accordingly. After entering the shipment, the position is split automatically
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/image-20231020-121807.png?version=1&modificationDate=1697810683889&cacheVersion=1&api=v2)
The entry of tracking information is mandatory and can only be omitted in exceptional cases, such as shipping via letter post, by means of the checkbox No tracking number
For corporate customer orders, a reference is specified in the Reference field of the sales order. In this case, a delivery bill including this reference must be enclosed with the load carrier.
UNDERDELIVERY
If a difference between the quantity specified on the delivery bill and the delivered number of pieces is noticed during putaway, a message about an underdelivery is created in the CMI. Select whether you grant us a credit note or a subsequent delivery is initiated. For faster identification and processing, help us by entering additional information in the comment field: In the case of a credit note, for example, a credit note number, or in the case of a subsequent delivery, the delivery note reference.
![](https://confdg.atlassian.net/wiki/download/attachments/169008924437/Animation_7.gif?version=1&modificationDate=1658738076225&cacheVersion=1&api=v2)
CMI IN COMBINATION WITH EDI
By automating the order processing via EDI, manual steps in the CMI are omitted, depending on the degree of automation. In this case, please discuss the CMI handling with the responsible Integration Manager.
Order Placement (ORDP): Replaces the manual entry of orders in your system.
Order Response (ORDR): Replaces the confirmation of orders and, depending on the implementation, delivery date updates.
Supplier Cancel Notification (EOLN): Replaces the cancellation process
Cancel Request (CANP), Cancel Confirmation (CANR): Replaces the cancellation request and response in CMI
Dispatch Notification (DELR): Replaces the dispatch notification direct deliveries
Invoice (INVO): Replaces the transmission of the invoice via mail
Even after full EDI automation, short deliveries to our warehouse must be processed manually in CMI.
If you are interested in automation via EDI (Electronic Data Interchange), please contact the responsible Category Development Manager.
Credit notes must still be transmitted to accounting via mail.
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