Picking

1What this screen is for #

• Menu path: Warehouse Management > Picking. Route /warehouse/picking .
• Lists the vouchers of the storage space picked that stock is still to be picked for, each marked order or issued .
• Picks for one or several of them as one entry , line by line, checked against the vouchers: the right material, never more than is pending, never more than the bin holds.
• A voucher can be picked in parts . It stays in the list - showing only what is left - until nothing of it is pending. Entries shows the entries submitted and cancels one.
• Made for a phone or handheld first, and works the same at a desk with a USB scanner. The scan box keeps the cursor.
• The books are not touched: a voucher is still what changes stock. Picking only says which bin the stock leaves.

2Which vouchers are picked for #

• order - a Sales Order, a Production Order, or an order of the StockType Order-IN (a Job Order set up so), of a type that moves no stock. It moves no stock. The pick takes the stock from its bin and stages it in the dispatch bin, still the company's stock. The delivery or invoice made from the order (Linked Transactions) then takes it out of the dispatch bin. To pick = what the order still asks for, less what is already staged for it.
• issued - any stock-affecting outward voucher - a Job Order of a type that moves stock among them - or a stock transfer out of the storage space. It took the stock out of the books at once, from the dispatch bin, which went below zero: issued, bin not confirmed. The pick says which bin really gave it.
• An order belongs to the storage space its lines or its header name. An order that names none is offered in every storage space open to its branch; what is staged for it anywhere counts everywhere.
• Of a Production Order the materials are picked, not the item it makes.
• An order line that is closed short, or delivered in full, asks for nothing more. Closing short stops only an ORDER: a Delivery Note or other stock voucher line closed short is still picked, because its stock did leave the books.
• An order is picked ahead only when its voucher type's Use WMS Bins (Voucher Manager) is switched on. With Off - the default - it is not listed here: the delivery made from it is picked once that is saved, as issued .
• A stock voucher is listed only when ITS type's Use WMS Bins is switched on, and only for what left from the dispatch bin: a line that named its bin on the voucher, or had one chosen by the type's Default Bin Rule, has taken its stock from that bin already and needs no picking. With Off the warehouse ignores the type: its vouchers take nothing from any bin and are never listed.
• In a chain - Sales Order > Delivery Note > Outward Supply - the warehouse works on the voucher that moves the stock: the Delivery Note (issued), or the Sales Order ahead of it (order). The bill made from the Delivery Note must not move stock again; its voucher type does not affect stock, so it is never picked.
• A cancelled voucher line (Cancel line on the voucher, quantity 0) asks for nothing; what was staged or issued for it comes back to the dispatch dock to be moved back to a bin.

3Step by step #

1. Pick the storage space. Its pending vouchers are listed - and only its own.
2. Tick the voucher(s) to pick for - on a phone open Vouchers to pick for ; at a desk click their cards. Every line of them becomes a task , taken in the walking order of the bins.
3. The task card says Go to bin , in large type. Go there and scan the bin's label : the card answers Bin scanned .
4. Scan the item you take out. The card answers Item scanned and fills the quantity.
5. Check the quantity - − and + change it by one - and press Confirm pick (F4) . The next task comes up.
6. Where the bin does not hold enough, confirm what it holds: the task stays, and the rest is scanned out of another bin.
7. Press Submit (F5) and confirm - when every task is done, or earlier to pick a part. What is confirmed leaves its bins; what is still Left stays pending.

4Short pick, Skip and choosing a line #

• Short pick - less is there than the task asks for and no more will be found now. Give the quantity found and pick the reason from the list. The pick is kept with its reason; the task is not asked for again in this entry, and the rest stays pending on the voucher.
• Skip - leave the task for later: it goes behind the others and comes round again. Nothing is recorded.
• A material may be scanned before its task comes up : the screen goes to that task.
• Where the code scanned stands for several pending lines - the same item on two vouchers, or in two lots - a list opens and you choose the line the pick is for. The task in hand is taken without asking when it is one of them.

5Which bin to pick from #

• Only a bin that holds the item free - and the batch the voucher names - can give it. A bin is never taken below zero by a pick.
• The bin named on the task: the item's pick bin (Item Warehouse Settings); else the first bin holding it in walking order ; stock still in the receiving bin comes last - it is better put away first.
• Bins that hold it lists the others; how many are shown is the company's Suggested bins shown on WMS Settings.
• Any other bin that holds the item may be scanned instead; the line is marked (other) and recorded as another bin than offered.
• A Blocked bin, a bin being counted and an Inactive bin give nothing. The dispatch bin is where the stock goes, never where it is picked from.
• What the picks already confirmed in this entry take out of a bin is counted: the same stock cannot be scanned twice.

6How a material is checked against the voucher #

• A voucher line always names its item; its TranID may be blank. The code scanned is looked for in this order of preference:
• 1. the TranID of a lot - the label printed when the stock was received (price table) - or the TranID of a voucher line;
• 2. the standard barcode of an item (Product master);
• 3. a serial number of an item;
• 4. the item code chosen on a voucher line;
• 5. any item code of an item;
• 6. the part number of an item.
• The first that names a pending line of the ticked vouchers decides.
• A line that carries a TranID is picked from that lot: another lot of the same item is refused, and never more than is pending of that TranID.
• A line with no TranID is matched by its item. When it is picked by a lot's label, that TranID is written onto the voucher line on Submit - and onto the earlier picks of the line. A line takes one lot : another lot of it is refused. The TranID is not written where the line is already linked to a later voucher, or the voucher is locked and you may not alter it - the lot is then kept with the pick and the message says why. Cancelling the entry puts the blank back.
• The item's name and its product code are not scanning codes. A serial number is one unit and is accepted once in an entry.
• A code that matches nothing of the ticked vouchers is refused : the message is shown and the scan in hand is discarded. Picks already confirmed stay.
• The server reads every code again when the entry is submitted.

7Entries, and cancelling one #

• Entries lists the entries submitted for the storage space, newest first, with their vouchers.
• Pick an entry, say why, and press Cancel this entry . Its stock goes back from the dispatch bin to the bins it was picked from and is to pick again. A TranID it wrote onto a voucher line is blank again - unless another entry still picks that lot for the line. Other entries of the same voucher are not touched.
• Nothing is deleted: a cancelled entry stays in the list, marked Cancelled, and the bin cards show the stock going out and coming back.
• An entry cannot be cancelled while a voucher made from what it picked waits for the warehouse (Voucher Manager -> Linked Transaction properties -> Warehouse Condition) and already holds it - a Delivery Note that took the 6 picked for its Sales Order, say. The refusal names the voucher; reduce or cancel it first.
• Stock picked for a voucher that no longer asks for it - an order closed short or cancelled, an outward voucher reduced - stands at the dispatch dock: the screen says how much, and it is moved back to a bin on Bin Stock.

8Toolbar & keyboard #

• Scan (F2) puts the cursor in the scan box.
• Every message of the screen - a refusal, a warning, a confirmation - appears right under the scan box , where the cursor is, and pulses when it appears.
• Confirm pick (F4) keeps the scan in hand - bin, item and quantity - as a line of the entry. Enter in the quantity does the same, and so does the wide button on the task. Submit is also under the picks of the entry - a phone has no function keys.
• Submit (F5) asks to confirm, with OK focused, and says what will stay pending.
• Cancel (Esc) forgets the scan in hand; with none in hand it discards the picks of the entry. It asks first. Nothing was moved. With nothing begun, Esc closes the page.
• Refresh reads the pending vouchers again; Entries opens the entries submitted.
• The storage space and the ticks are fixed once the first scan is in hand.

9Rules (why a pick or an entry is refused) #

• Only the storage spaces run by the WMS are offered, and only vouchers of the storage space picked can be picked for together.
• A voucher line takes one lot.
• Both scans are compulsory on every pick, and the material must be of the ticked vouchers.
• The bin must be of this storage space, not Blocked, Counting or Inactive, not the dispatch bin, and must hold the quantity free - of that item and that batch.
• Never more of a voucher line than is pending on it.
• Typing a code instead of scanning it follows the company's WMS Settings (Allow typed confirmation).
• Who may submit or cancel an entry: the Alter right on the object WMS - Bins , in User Manager.
• A voucher made from a picked one may be told to take only what is picked (Warehouse Condition): its save is refused beyond that, by the database, and an entry it relies on cannot be cancelled.

10If something does not work #