Overview
Functionalities
Terminology
Pick Order Group
Customer / Supplier Priority
Workflow
Suppliers / Customers screen in OMS
A new field Priority is added in Suppliers and Customers creation and updation.
This field can be used to convey the priority of the customer / vendor during order picking.
The allowed values are 1 to 5.
The highest priority is 1 and the lowest priority is 5.
If the value is not specified, the default priority is 3.
Pick Order Group screen in WMS
Create Pick Order Group
Search Functionality
The following fields are available as Search Parameters to filter the orders:
Client
Channel
Required By
Partner Name
Shipping City
Partner Priority
The orders in the search results can be sorted based on any of the the following fields:
Order ID (Default selected)
Required By
Fulfillment Quantity
Partner Priority
A toggle Include Orders added to a Pick Order Group is present to include / exclude the list of orders that are already associated to a pick order group.
Based on the selected search filters, the table displays a list of all open (non-cancelled and non-completed) Bulk orders.
The Next and Previous buttons to navigate through the results across pages.
The orders which are not associated with pick order group can be selected through the checkbox.
Select Orders to add in pick order group
Following are the steps to add orders to a pick order group:
Go to Pick Order Group screen present in B2B Picking category.
Navigate to the Create tab (default selected).
Search the orders using the filters.
Select the orders using the checkboxes.
A button Selected Orders appears at the bottom-right of the screen along with the count.
Click on the Selected Orders button.
Select whether the Group Type is New or Existing using the radio button.
Enter the Group Code in the text box.
Verify the list of Selected Orders on the right-side section of the popup and remove using the Delete icon
in case the order should be removed.Click on the Submit button.
The order selection is persisted across next / previous pages also.
Upload Pick Order Group
Following are the steps to create / update a pick order group through CSV file upload:
Go to Pick Order Group screen present in B2B Picking category.
Navigate to the Upload tab.
Select the Pick Order Group Type:
New (Default selected)
Existing
Enter the Pick Order Group code.
Click on Download Template to download the sample CSV template.
Enter the values and upload the CSV file. The maximum row limit allowed in the CSV is 600.
Click on the Submit button.
Manage Pick Order Group
The following actions are available on this section:
View the Orders associated to the Pick Order Group
View the Pick Order Group details of an Order
Add Orders to a Pick Order Group
Remove Orders from a Pick Order Group
Mark the Pick Order Group as Complete
View Orders associated to a Pick Order Group
Following are the steps to View the orders associated to a pick order group:
Go to Pick Order Group screen present in B2B Picking category.
Navigate to the Manage tab.
Enter the Pick Order Group code.
The list of orders associated with the pick order group are displayed in the table.
View the Pick Order Group details of an Order
Following are the steps to View the Pick Order Group details of an Order:
Go to Pick Order Group screen present in B2B Picking category.
Navigate to the Manage tab.
Enter the Order ID.
If the Order is associated with a pick order group, the pick order group details are displayed on the right-side of the screen.
Add Orders to a Pick Order Group
Following are the steps to Add Orders to a Pick Order Group:
Go to Pick Order Group screen present in B2B Picking category.
Navigate to the Manage tab.
Enter the Pick Order Group code.
Enter Order ID in the Order ID text box present above the table.
Click on the Add button.
Remove Orders from a Pick Order Group
Following are the steps to Remove Orders from a Pick Order Group:
Go to Pick Order Group screen present in B2B Picking category.
Navigate to the Manage tab.
Enter the Pick Order Group code.
The list of orders associated with the pick order group are displayed in the table.
Click on the Delete icon
present in the Action column for that Order.A confirmation popup appears on the screen.
Click on the Submit button in the popup.
The Pick Order Group gets deleted if no more orders are left in the Pick Order Group.
Mark the Pick Order Group as Complete
Following are the steps to Mark the Pick Order Group as Complete:
Go to Pick Order Group screen present in B2B Picking category.
Navigate to the Manage tab.
Enter the Pick Order Group code.
Click on the Complete button.
A confirmation popup appears on the screen.
Click on the Submit button in the popup.
Completing a Pick Order Group will remove all the orders from the Pick Order Group irrespective of the order status.
Release Bulk Pick screen in WMS
Release Bulk Pick screen is modified to have two tabs which supports following bulk pick releases:
Order wise
Pick Order Group wise
Order wise Bulk Pick Release
This functionality is same as before.
In addition to the existing details, the pick order group code is displayed on the screen.
Pick Order Group wise Bulk Pick Release
Following are the steps to release bulk pick for a pick order group:
Go to Release Bulk Pick screen present in B2B Picking category.
Navigate to the Pick Order Group tab.
Enter the Pick Order Group code or Order ID.
To release pick list for the pick order group - Click on the Release Pick Order Group Picklist button present in the Pick Order Group Details section.
To release pick list for individual Orders - Click on the Release Order Picklist button against the order in the table.
A confirmation popup appears on the screen.
Click on the Confirm button in the popup.
Bulk Pick Pending screen in WMS
Bulk Pick Item screen in WMS
Order Manager screen in WMS
The Pick Order Group code is displayed in the order details table.
Item Sorting screen in WMS
The Pick Order Group code is displayed in the Item Sorting screen.
Recycle Desk screen in WMS
The Pick Order Group code is displayed in the Recycle Desk screen.
