Consolidated Checkout (HTML5)
- DATASCOPE WMS
The Consolidated Checkout module's primary function is to assist warehouses that use large SYSPRO Sales Orders, split into multiple picking slips, picked over time, and invoiced as one Sales Order. A typical example of this will be Project Sales Orders that typically span over a couple of days or weeks, and the warehouse must only invoice the customer once at the end of the project period or month. Individual pick slips will be generated against one large SYSPRO Sales Order, and the pick slips will be picked as the stock becomes available. The picked stock will be staged in some demarcated checkout cages for a once-off dispatch or invoice.
This DATASCOPE PREMIUM WMS Consolidated Checkout module assists the checkout staff in ensuring that all the pick slips related to the same large SYSPRO Sales Order are in the correct status and allows for a once-off invoice or dispatch note to be performed.
Note: It's important to note that the warehouse will still perform its usual Checkout transaction. The Consolidated Checkout module is a tool that comes into play after the checkout process and before invoicing or dispatch noting. Its purpose is to ensure that all the associated picking slips for the same SYSPRO Sales Order are combined into one invoice or dispatch note, simplifying the final stages of the order fulfilment process.
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View Pick slips
Once the large SYSPRO Sales Order has been split into multiple picking slips you can view these pick slips on the Pick Slip Review screen.
From the Main Menu, browse to Order Release / Pick Slip Management / Pick Slip Review
The Pick Slip Review screen will open.
Enter the SYSPRO Sales Order number in the From Source Number field to see all the individual pick slips for the Sales Order.
Ensure the pick slip status is CHECKED, which means the normal checkout transaction was followed. In the example above there are still one pick slip with a PICKED status, therefore the SYSPRO Sales Order cannot be invoiced or dispatched until all pick slips have a CHECKED status. To update the status of the outstanding pick slip, use the Check Out Audit HTML5 screen.
Consolidated Check Out module (HTML5)
Once all the pick slips are in a CHECKED status, you can open the Consolidated Check Out module on your mobile device.
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 Consolidated Check Out
The Consolidated Check Out screen will open.
Scan or enter the SYSPRO Sales Order number into the Sales Order field.
This is the Sales Order against which the multiple pick slips have been created.
Tab off the Sales Order field will load the associated pick slips for that sales order.
All pick slips must have a status of CHECKED.
A warning message will appear if all lines on all pick slips for the Sales Order are not in SHIP. This is determined by a System Setting that performs this validation by default. In our example, there is one pick slip that still have a status of PICKED, therefore the default SHIP LOCATION is at CHECK OUT, which will only update during the standard Check Out Audit prior to this Consolidated Check Out process.
The required CHECKED status, which is required to invoice or dispatch all pick slips, for all pick slips linked to one Sales Order is also settings driven. This is determined by the VALID_PICKING_SLIP_STATUS setting.
If all the pick slips associated with the sales order are not in the defined status (as per the VALID_PICKING_SLIP_STATUS setting value), the Dispatch and Invoice buttons will remain inactive, and you will not be able to post the transaction.
Ensure all pick slips are in the correct status. If there are pick slips in the incorrect status, do a Check Out Audit.
If all the pick slips are in the correct status (as per the VALID_PICKING_SLIP_STATUS setting value) the Dispatch and Invoice buttons will be active.
Select the Invoice button to Invoice all the pick slips for the Sales Order.
Review the Pick Slip Review screen. All the pick slips for the one Sales Order will have a status of INVOICED and will have one SYSPRO Invoice number.
Additional System Setting
There is a System Setting that can show or hide either the Invoice or the Dispatch Note buttons on the Consolidated Check Out HTML5 screen.
The default is set to always show both, but the option exists to display only one.
From the Ribbon Bar, browse to Settings / System Settings and locate the CONSOLIDATED_CHECKOUT system name. Update the DISPATCH_INVOICE_BUTTON to the preferred option.
Select Apply to save the change.
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