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Pick Order Group, Batch Picking and Cluster Picking

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Overview

Increff WMS supports the f

Functionalities

Terminology

  1. Pick Order Group

    • A group of outward orders where the picking activity

  2. Customer / Supplier Priority

Workflow

Suppliers / Customers screen in OMS

  • A new field Priority is added in Suppliers and Customers creation and updating.

  • This field can be used to convey the priority of the customer/vendor during order picking.

  • Customer/ Supplier Priority field supports values from 1 to 5. Here, highest priority is 1, and lowest is 3

  • In case any priority is not specified, 3 will be considered as the default priority

Updation of Customer / Supplier Priority is supported through the UI 

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).

  • Select the applicable filters.

  • Click on the Search button.

  • Select the orders in the table 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 (blue star) 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 Add 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 (blue star) 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 Pending screen is modified to have a toggle button which supports following views:

  • Order wise

  • Pick Order Group wise

Order wise Bulk Pick Pending

  • This view 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 Pending

Following are the steps to view pick order group-wise bulk pick pending:

  • Go to Bulk Pick Pending screen present in B2B Picking category.

  • Turn ON the Switch to Pick Order Group View toggle.

  • The pick order group-wise bulk pick pending details are displayed on the screen.


Find Aisle / Order / Pick Order Group Code from the table results

A new functionality is added on the screen to filter the aisle / order / pick order group code value in the table results.

Following are the steps to filter in the table results:

  • Enter the search text in the text box.

  • Click on the Find button / press the Enter key.

  • The search text will be matched across aisle ID, order ID and pick order group code values in the table.

  • The row(s) having the match(es) will be displayed and the matched text will be highlighted on the screen.

Bulk Pick Item screen in WMS

The bulk picking activity can be done based on any of the following three mechanisms:

  • Order Picking (default)

  • Batch Picking

  • Cluster Picking

Order Picking

Following are the steps for (default) order picking:

  • Go to Bulk Pick Item screen present in B2B Picking category.

  • Select Order from the options present in the top right corner of the screen. (Default selected)

  • Enter the Bulk Order ID.

  • Scan the Location ID.

  • The pick suggestion is displayed on the screen.

  • Scan the Item Code to pick.

  • The item gets picked successfully.

  • The system displays the next pick suggestion

  • The items can be picked until there are no more items remaining to be picked from that aisle.


Batch Picking

Following are the steps for batch picking:

  • Go to Bulk Pick Item screen present in B2B Picking category.

  • Select Batch from the options present in the top right corner of the screen.

  • Enter the Pick Order Group Code.

  • Scan the Location ID.

  • The pick suggestion is displayed on the screen.

  • Scan the Item Code to pick.

  • The item gets picked successfully.

  • The system displays the next pick suggestion.

  • The items can be picked until there are no more items remaining to be picked corresponding to the scanned pick order group from that aisle.


Cluster Picking

Following are the steps for cluster picking:

  • Go to Bulk Pick Item screen present in B2B Picking category.

  • Select Cluster from the options present in the top right corner of the screen.

  • Enter the Pick Order Group Code.

  • Scan the Location ID.

  • The pick suggestion is displayed on the screen.

  • Scan the Item Code to pick.

  • Scan the Outward Box ID to place the item.

  • The item gets picked and added to the outward box id successfully.

  • The system displays the next pick suggestion.

  • The items can be picked and added to box until there are no more items remaining to be picked corresponding to the scanned pick order group from that aisle.

 

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.

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