Picking Flow

To initiate the picking, press the Picking button. The button can be reached via the path: Sales > Picking.

Select a wave from the list.
When there is no custom wave description added on the pick list controller, the following information is displayed for waves:

• Wave number
• Customer card code and name
• Shipping address

If the wave contains pick lists for multiple customers, then the following information is displayed by default:

• [number of the pick list proposal] pick list number

The sorting of the pick lists is based on the ‘Wave order by’ setting on the pick list controller.

Pick lists will be listed if the following verifies:

• The status is ’Not Ready’, ’Ready’, ’Partially Ready’ or ’Partially Picked’
• The pick list is not customer collect
• The ‘Use for Production?’ option is not enabled for the pick list type
• Stock locking for pick lists is not disabled on the General Settings tab of the OSE
• The ‘Use for picking’ option is checked for the pick list type

In case you have defined the name of your customized view on the Picklist controller (see section Picking/Multi-picking), the pick lists will be filtered on the basis of your view settings and those waves will be listed which meet the criteria defined in your view settings.

After the wave has been selected, all pick lists in the wave with the status ‘Not Ready’ or ‘Partially Ready’ will be converted to ‘Ready’ status. If the Picking: Make pick list ready for selected line? (Y/N) option is enabled on the pick list controller, then the system does not change the pick list status until a pick list line is selected. For more information about pick list statuses and inventory locks please see: Stock allocation algorithm

When the ‘Auto select the wave?’ option is set to true on the pick list controller, the system will automatically select the wave and only that wave will be shown on the screen.
When a wave is stared, it will be locked for the user.

If Pick and Pack remarks were added to the pick lists belonging to the selected wave, the remarks will be shown after the wave selection. Press the Ok button to acknowledge the remark.

Select the item to pick. Items from the pick list with open quantity are listed on the screen.
The items to pick are sorted based on the ’Pick items order by’ setting on the pick list controller. Displayed information:

• Source location
• Quantity to pick
• Item code - description - barcode
• SSCC number
• Batch number
• Best Before Date

If the 'Allow to select the item to pick?' setting is not enabled on the pick list controller, the system will automatically start the picking with the first item on the list.

If the 'Picking: Make pick list ready for selected line? (Y/N)' option is enabled on the pick list controller, the status of the line is only set to ‘Ready’ and the system only allocates stock for the line after the item on the line is selected on the scanner. The status of the other pick list lines is not changed until the user selects the item on the pick list line.

Note: Picklists use item description based on Item Master Data. If the item description is changed on sales orders, the change is not reflected on the Mobile Client, but on the delivery notes.

To pick onto a moveable location, scan it or select it form a list after pressing the Select moveable location button. For more information please see: 4.2. With moveable location

To pick without a moveable location, press the No moveable location button. For more information please see: 4.3. Without moveable location

To pick onto an existing logistic unit, press the Enter SSCC button. For more information please see: 4.4. Picking onto an existing logistic unit

If the wave is for multiple customers, the user is forced to pick onto a moveable location. The No moveable location and the Enter SSCC button is not shown on the screen.

If there is no moveable location defined in the warehouse, the system displays this screen instead.

To scan an existing SSCC, press the Enter SSCC button.
To create a new SSCC, press the New SSCC button.

Scan the moveable location or select it from a list after pressing the Select moveable location button.
The moveable location will be automatically selected if the ‘Auto selection of moveable location during picking?’ option is set to true on the pick list controller.
Picking onto a moveable location allows the operator to pick multiple orders and pack them onto a logistic carrier at another location (packing station). After the picking has been completed, the status of the pick list will be converted to ’Picked’. The stock will be ready for shipping after it went through the packing process.

Press the No moveable location button to proceed without a moveable location.
When no moveable location is used during the picking, the status of the pick list will be converted to ‘Packed’ automatically after the picking was completed, except when the option ‘Always status picked?’ is set to true for the pick list type.

When there is a picked logistic unit with an open pick list for the same customer and ship to address, the system will ask whether to continue the picking onto an existing logistic unit or start a new one.

By default only the open logistic units on the same loading dock and for the same customer are listed. When the ‘Allow multiple customers on SSCC?’ option is set to true on the pick list controller, logistic units for other customers are listed too.

Scan the SSCC of an existing logistic unit or press the New logistic unit button to pick onto a new logistic unit.

If the ‘Only pick on 1 SSCC?’ option is enabled on the pick list controller and there are already items picked for the given pick list, then the system automatically selects the last logistic unit started for the pick list and skips the screen.

When starting a new logistic unit for the picking, the system will ask whether to pick onto a logistic carrier or not.
Scan the logistic carrier or select it from the list. To proceed without a logistic carrier press the No logistic carrier button.

If there is no free stock of logistic carriers the system will automatically skip this screen.

When the ‘Allow to identify the SSCC to pick on?’ option is set to true on the pick list controller, an additional ‘Enter SSCC’ button is displayed on the screen. Press this button to identify the SSCC to pick on. On the next screen scan the SSCC.

On the next screen identify the pick location or the source SSCC.

Scan the location code or select the location from a list after pressing the Select location button. Only the proposed location can be selected.

Press the Other tasks’ button to select another moveable location, to select alternate stock, to skip the item or to start a new logistic unit.

When the ‘Skip screen to identify the pick location? (Y/N)’ option is set to true on the pick list controller, the system will automatically proceed with the allocated pick location and goes to the Scan a product screen. Please see: 6. Identify product

The system will ask the user to scan the SSCC in the following scenarios:

1. The ‘Force the user to pick full pallet?’ option is set to true on the pick list controller and the stock that needs to be picked is on a full pallet.
2. The ‘Item picking: Force user to scan SSCC when stock is on SSCC?’ option is set to true on the pick list controller.

On the lower part of the screen the details of the product to pick is displayed:

• Location code
• Quantity to pick (uom)
• Item code, description and barcode
• Batch number
• Best Before Date
• SSCC number/Total quantity to pick

Only the proposed SSCC can be scanned otherwise the system will show an error message.

Press the Other mov .loc. button to continue the picking onto another moveable location.

When there is insufficient stock from the proposed item, batch or best before date, press the Alternate stock button. The system will show the alternatives the operator can pick.

If the Force first available batch on selecting alternate item? (Y/N) is set to true on the Picklist controller(section All, except Ad hoc picking), you can select an item only from the batch with the earliest expiry date that meets the shelf-life requirements.

When the total number of the item cannot be picked, press the Skip item button.

If not picking onto a moveable location, instead of the Other mov. loc. button a Logistic unit is full button is displayed. The button is only visible if there already are items picked on to the logistic unit.
Press this button to finish the logistic unit and continue the picking onto another.

After pressing the Logistic unit is full button, confirm that the logistic unit is full.

Press No to proceed the picking onto the same logistic unit.

Press Yes to continue the picking onto another logistic unit. The logistic label will be printed. See: 9. Labels printed.
Then select a new logistic unit to continue picking the remaining number of items.

After pressing the Alternate stock button, the system will propose alternate items to pick. All stock that can be allocated for the pick list will be listed. Displayed information:

• Pick location
• Quantity to pick
• Item code, description and barcode
• Batch number
• Best Before Date
• SSCC if the displayed stock is full pallet

Select an item to pick and continue with the process.

When the ‘Alternate: Show locked quantity for current line?’ option is enabled on the pick list controller, the item that was locked for the pick list is also displayed on the list of alternate items.

When the ‘Copy batch number when selecting alternate item?’ option is enabled on the pick list controller, the system will copy the original proposed batch number to the selected alternate stock.

If the Ad hoc alternate item? option is enabled on the picklist controller, the system returns to the Scan an SSCC screen instead of suggesting alternate stock.
You need to go through all the steps of stock identification. You can scan or select anything, but in the background the system validates the entered values. The system proceeds only if the identified stock is existing and can be used for picking.

If the stock is on SSCCs, you can only scan SSCC on the Scan alternate SSCC or location screen. If you do not use any SSCC, you can scan a location.

If any of the following settings are enabled on the picklist controller, it is possible to pick items as alternate stock from bulk locations.

• Allow alternate stock to pick from bulk locations?
• Can the user pick bulk quantity from bulk location?
• Can the user pick full pallet from bulk location?

After pressing the Skip item button, select a reason why the full quantity cannot be picked. Every reason that can be used for picking will be listed.

Scan the product or select a product from a list after pressing the Select a product button. Every item on the pick location is listed.
When the ‘Disable selection of items’ option is set to true on the pick list controller, the item cannot be selected.

Displayed information:

• Pick location
• Quantity to pick
• Item code, description, barcode
• Batch number
• Best Before Date
• Total quantity to pick (sum of the open quantities of every item on the sales order)
• SSCC number

When there are more than one batch of the item on the pick location, it has to be verified that the right batch is picked. When the product has been identified by scanning, the system will check that whether the batch and best before date information are included in the barcode. If it is, the system will automatically proceed with that batch and best before date and skips this screen.

Select the batch from the list. The following information is displayed on the screen:

• Batch number
• Second batch number
• Best Before Date
• Quality status.

Only the allocated batch can be selected.

If the ‘Auto select batch/BBD on picking?‘ option is set to true on the pick list controller, the system will automatically select the batch and will skip the screen automatically.

After the product to pick has been identified, add the quantity to pick. For more information about the quantity adding screens see: Screens for entering additional information.

The number of the picked items can be modified, however there is a maximum limit:

• When the quantity to pick is greater than the available quantity on the pick location, the operator cannot pick more than the available quantity.
• When the quantity to pick is less than the available quantity on the pick location, the maximum limit is the open quantity to pick, unless the ‘Allow over picking’ option is set to true on the General settings tab.

When the quantity to pick is defined, the picking of the item is concluded. The system displays the message:

Tap on the OK button.

Note: With setting Time to show ‘item is picked’ message? on the pick list controller you can set the number of seconds during which time the Items are picked screen is shown or you can skip the screen.

Next step:

• If there are still items to pick, the system goes back to the Identify pick location/source SSCC screen.

• If there is no more item to pick, the system prints the logistic label (see section 9. Labels printed).

• If the full quantity of the selected item is picked and the 204 - Picking: after item is picked print event is set for the picklist type, the system asks if you want to print a label. To proceed with the printing click OK.
  Note: If the print event is set, it is triggered when picking an SSCC and also when picking on a movable location. As the default layout for the print event is based on picking SSCC, it is recommended to create a new layout or customize the default one when picking on a movable location.

Pick list status:

• If there is no more item to pick and you have picked onto a moveable location or setting Always status picked? is set to true for the pick list type on the Produmex Pick List Type UDT, the status of the pick list is converted to Picked. Otherwise, the status of the pick list is converted to Packed.

• If the status of the pick list is Packed and the Automatic shipping is set for the item on the sales order, the item is automatically shipped and the sales/inventory delivery is created.

After a pick list or a logistic unit is finished, the logistic label will be printed.
Displayed information:

• Loading dock code
• SSCC number
• Customer code and name

Press Yes to reprint the label.
Press No to proceed with the picking.

When the ‘Count colli after picking’ checkbox is ticked on the ‘General’ tab of the Organizational Structure, a further check is applied in the end of the picking.

Enter the right number of the picked colli. The count is done in the inventory UoM.

The number of the reties can be configured on the General settings too. If the operator enters the wrong number, the system issues a warning and displays the number of the remaining retries.

If the operator exceeds the number of retry attempts, the system closes the pick list and generates a new one for the sales order in question. (Because the pick list is closed, the locking will be removed from the stock.) The system also instructs the operator to move the picked items back.

If there is ‘Location after incorrect count’ defined on the ‘General Settings’ tab of the Organizational Structure, the system will move the picked items to that location.
If there is no location after incorrect count defined, the picked stock will remain on the dock.