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Carton Picking differs from the Pick to Box picking strategy. This strategy is used in warehouses picking many cartons per order. The scanner understands users will move to a bin location and pick product cartons. The solution allows for the labeling of the carton during the picking process.
The module requires quite a bit of setting up before using it. The main difference, however, is that stock reservations are assigned to cartons upfront; therefore, during the reservation process, the reservation rule must decide exactly which stock and how much must go in each carton. (Typically, customers will create their own custom rule) We will still be picking to TrackID type entity, but the user will assign and pick at a carton level and, therefore, pick the assigned stock for a specific carton. There might be one pick slip with many cartons (i.e., one pick slip = many cartons).
This module also integrates with the voice and conveyor-picking methods. This works really well, as it can offline different cartons at different sections in the warehouse.
It’s important to note that it does use specific checkout, inline checkout, and checkout put away screens as the cartons are different formats, and you are tracking at a different level.
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The user cannot move to different checkout screens. |
The pick is still a bin transfer, but each carton is a TrackID (Pickslip+WH+carton)
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If you don’t like reading, you can watch the video. |
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Try it!
Assign stock reservation to a carton
<still to be documented>
Review the data
All pick slip data is visible on the Pick Slip Review screen. This is the main management front-end from where warehouses would review picks running within the warehouse. The overview here is useful to watch the flow through the warehouse, identify bottlenecks and apply pressure where required.
If you have the Pick Slip Review screen open and you already applied all the necessary filters to view the stock codes you are interested in, you can right-click on the order you want to pick and view the Reservations by selecting View Reservations. This screen will show what was reserved for that specific order.
Take note of the Carton No field in the View Reservations screen.
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The Carton No would have been generated during the reservation process. |
Assigning the Carton pick to an Operator
Assigning Pick Slips to Operators can be done in two ways:
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When assigning from the Sales Order Carton Picking mobile screen you must enter (or scan) the Pick Slip number in the following format: Pickslip+WH+carton (For example: 11667738+FF+2508) |
Start picking stock using the Sales Order Carton Picking HTML5 screen
To open the HTML 5 scanner-based window from the PC, go to the Ribbon Bar and select Launch HTML 5. This will open the HTML 5 sub-menu
Click on the Launch HTML 5 icon.
Your HTML 5 scanner window will load.
From the lookup icon you can search for Sales Order Carton Picking
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Note: Notice that there are multiple picking options on the scanner. |
The first thing the screen will ask you is to select the Zone in which the cartons must be picked.
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<why choose a zone / where has the carton been linked to the zone> |
If the pick hasn’t been assigned to the logged in Operator, the operator can assign the pick slip on the first Tab - Assign
Similar to the other picking screens an item list will display on the Items Tab. These are the items specifically for this carton, as the specific carton has been assigned to the Operator to be picked - Pickslip+WH+carton (For example: 11667738+FF+2508)
Select the item you want to start picking and select Next.
You will start picking your pick slip. This will be done on the physical floor with a scanner and the pick slip in your hand.
The Pick TAB will open. This is the main picking screen that explains what Sugg Tracking ID, stock code, and quantity the picker must fetch. In the blue section, the picker can see the stock code and description of the item. It also indicates whether it is a Lot traceable item or not.
The picker will then physically go to the Sugg Bin and scan the TrackID into the TrackID field; you can also type it into the TrackID field. If you TAB off the field the rest of the fields will auto-populate.
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To allow the system to auto-populate the fields, the following Warehouse System Settings must be updated. From the Ribbon Bar, browse to Settings / Warehouse Setting. Select the applicable Warehouse locate the SALESORDER_PICKING System Name. Update the SettingValue for both AUTO-LOAD_LOT and AUTO_LOAD_STOCK to Y(es). You must also search for the DISPATCH System Setting and update the SettingValue for AUTO_POPULATE_QTY to Y(es) |
Notice the format of the To TrackID field (which will auto-load), it will be Pickslip+WH+carton. For example: 11667738+FF+2508)
The Operator can then enter the QTY in the Quantity field. This can also auto-load by updating a Warehouse Setting.
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To auto-load the QTY you can update the following Warehouse Setting. To allow the system to auto-populate the fields, the following Warehouse System Settings must be updated. From the Ribbon Bar, browse to Settings / Warehouse Setting. Select the applicable Warehouse locate the DISPATCH System Setting and update the SettingValue for AUTO_POPULATE_QTY to Y(es) |
Select Post to indicate that the item has been picked. The screen will automatically load to the next item on the pick slip to be picked.
If you are satisfied with your pick, you select Confirm. The software will then update the pick slip, depending on how many cartons was picked for the specific pick slip and update the status of the pick slip . The pick slip will only move to a Picked status, once all cartons for the specific pick slip has been picked.
You can go back to your Pick Slip Review screen. Right-click on your order and View the Reservations. The Picked Qty column will be updated, and a Picking Track ID will be added (which consists of the Pickslip+WH+carton, which is a system-generated ID.)
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As carton picking is done on a lower level, more than one Operator are able to pick multiple Cartons for the same pick slip. |
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Note that a custom reservation rule determines upfront which stock code goes into which carton and this cannot be changed. For more information on Custom reservation rules, refer to Plugin Customization |
Once all cartons are picked, the software will automatically move the stock from the picking Bin to the Picking Track ID.
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Reservation Rules can be updated under System Settings. From the Ribbon Bar, browse to Settings / System Settings and search for the PICKING_SALES_ALLOCATION System Name. Update the AUTO_RESERVATION_RULE SettingValue to the custom reservation rule created. There is also a WAREHOUSE setting that can be updated. If the custom reservation rule is set against the WAREHOUSE setting, then the system will check the warehouse setting version for the same setting instead. From the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable warehouse and locate the PICKING_SALES_ALLOCATION System Name. Update the AUTO_RESERVATION_RULE setting value. |
Once all the cartons has been picked and the pick slip has a status of Picked it is ready for the checkout process. For more information on the carton checkout process refer to <name>.