HTML5 - Sales Pick to Pick Slip [PIK064]
The Sales Pick to pick slip process is the simplest. It is a simple instruction to fetch stock from a specific location (reserved TrackID) and ship/take it to a checkout.
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If you don’t like reading, you can watch the video. |
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fasttrack_HTML5_SALES_PICK_TO_PICKSLIP_Training_Inbound_QG - v0.3.pdf |
Try it!
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
Here you will see whether it is a multiple stock code pick slip, whether there are lot traceable or non-lot traceable items and the Qty to be picked
Start picking stock using the Sales Pick to Pick Slip 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 Pick to Pick Slip
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Note: Notice that there are multiple picking options on the scanner. |
The operator will start with the picking by first looking at his pick slip printout. This is a physically printed copy of the pick slip, or it can be printed on a little sticker to give to the operator/picker.
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Note: Generally, when it is printed on a sticker the picking information doesn’t display, but when it is printed on paper all the necessary picking information is visible. |
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Notice that the printed pick slip is also barcoded in the top right-hand corner. Pickers will usually scan this when they want to assign a pick slip to themselves. |
Next you will start picking your pick slip. Again, this will be done on the physical floor with a scanner and the pick slip in your hand
Ensure your HTML 5 scanner-based screen is open
Notice that this screen is broken down into multiple TABS, starting with Assign. This is used when the logged-in user assigns the pick slip to himself. The barcode, in the top right-hand corner of the physical pick slip, will be scanned with the scanner to start the process. This will automatically populate the screen with the pick slip number
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Note: The pick slip number will always have the following format: PickslipNumber+Warehouse (example: 1010+RM) |
Select Next to go to the next TAB
The Slips TAB gives a list of all the assigned pick slips to the logged-in user
Select the pick slip that you want to pick and then select Next to go to the next TAB
The Items TAB will open which will give you a summary of all the Bins, Tracking IDs, stock codes, and Qty that are on the pick slip. (which were created during the reservations in Sales order Release ) You can also see in the Scanned column how many you have scanned to date. This is all for information purposes
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These items aren’t in the order they will be picked. That will only be displayed on the Pick Tab and is determined by a Warehouse Setting. The user have the option to Order by Bin, Order by Bin Sequence Number or Order by Stock Code, which is dependent on the warehouse strategy. On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse (typically, it would be the warehouse you are signed into) and locate the DISPATCH setting name. Here you can update the SALESORDERPACK_BY_BIN setting value to either BIN (Order by Bin), STOCKCODE (Order by Stock Code) or BIN_SEQUENCE (Order by Bin Sequence Number). |
Select an item that you want to pick and select Next to go to the Pick TAB
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
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If the Sugg TrackID is red, then it indicated that the TrackID has moved to a different Bin. The new Sugg Bin will be visible in the data grid. The red indicator is just to display to the Operator that the TrackID has recently moved. |
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If Serial scanning is also required and has been configured within SYSPRO, an additional field will be visible under Quantity, called Serial. The Serial number on the Serial Label must then also be scanned. The user will have to scan a serial number for each unit of stock code being picked. For example, if Qty is 15, the user will have to scan 15 Serial numbers, and the scanned quantity will increase. Once all 15 serials have been entered it will automatically Post the stock code. For more information on Serials and Serial Scanning, refer to Serial Scanning. |
The picker will then physically go to the Sugg Bin and scan the TrackID; you can also type it into the TrackID field. If you TAB off the field the rest of the fields will auto-populate (the scanner will auto-tab)
If DATASCOPE WMS has been setup to scan serials, then the Custom Form Field (created in SYSPRO) will also be visible on this screen, and the Qty field will be disabled. This field would not normally be visible on this screen.
The picker will see at the top of the screen what the Qty is that must be picked, and this must be updated in the Quantity field
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The user will then have to scan a serial for each unit of stock code being picked. The Qty will then automatically increase as the user scans the Serials. Once all the Serials have been entered the system will automatically post the stock code. Note that this is only applicable if SYSPRO and DATASCOPE WMS has been setup to scan serials. |
For a Lot traceable stock code, the Lot Number field will be set to the Lot number displayed in the blue section. If the TrackID has multiple Lots on it, then you will have to select the Lot by clicking on the Lot Number field drop-down
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
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Note: The order of the items to be picked will appear in the Bin Number sequence. |
Once all the items on the pick slip have been picked, the scanner will automatically go to the Confirm TAB, where you will see a summary of all the items that have been picked
Notice the color codes on the Confirm TAB
Red – Over/Under Outside Tolerance
Orange – Over/Under Within Tolerance
Green – Exactly Satisfied
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Note: There are numerous permissions and securities around all these transactions. Therefore, if your company does not allow Over/Under picking it can be configured on a per-user level. |
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If the user did Under pick (the user has not picked enough) the system will not allow a Confirm. This is based on a System Setting. From the Ribbon Bar, browse to Settings / System Settings and locate the DISPATCH system name. Update the AUTO_UNDER_PICKS setting name to Y(es), then it will automatically continue OR N(o), then it will request for the remainder to be picked from a different TrackID. |
Typically, the Operator will first have to fix the Red and Orange lines (over/under picks), before confirming the pick.
Click on either the Over or Under tab to review what must be done.
On the Under tabit will display the Qty that has not been picked. The Operator can select the Pick Now button and continue to pick the outstanding TrackId.
On the Over tab it will display the Qty that has been picked over what is required to be picked. The Operator can select the Put Away button and it will load the TrackID. Enter the To TrackID it must be put back into. Select Post.
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If a warning message appear on the Over tab it might be due to a System Setting that dictates the item must be put back into a Pick Face Bin. This setting can be updated if required. From the Ribbon Bar, browse to Settings / Warehouse Settings. Locate the logged in Warehouse and search for the PICKFACE System Name. Update the setting FORCE_PICKFACE_BIN TO N(o). |
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Typically, a red line require a supervisor to override. |
If you are satisfied with your pick, you select Confirm. The software will then complete the pick and update the status of the pick slip to Picked 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 picking ID plus the warehouse code) which is a system-generated ID. The software will automatically move the stock from the picking Bin to the Picking Track ID
You can also go back and view the Pick Slip Status History
The pick slip is now ready for the checkout process. For more information on the checkout process refer to Scanner-based (HTML 5) Check Out Put Away