Picking. IntelliTrack V8.1
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CHAPTER 9
Picking
Posting Changes to Picking Orders
Viewing the Order’s Shipping Information
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Introduction
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IntelliTrack ISRP accommodates picking (i.e., outbound) orders in the workstation application via the three Picking Order forms:
New Picking Order form: Use this form to add picking orders into the system. For more information, please refer to
Review Picking Order form: Use this form to review picking orders in the system.
For more information, please refer to Reviewing Picking
Change Picking Order form: Use this form to post changes to existing picking orders.
For more information, please refer to Posting
Picking Order Information
The Picking Order forms hold picking order information and contain picking order data as follows:
Order
Information
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Order Status: open or closed; orders that have not been picked in full are considered open by the system; fully picked orders are considered closed by the system. The user may override the system and manually mark an order open or closed.
Order Number: unique numeric identifier for the picking order; is generated by the system if Automate Order Numbering is selected for Picking orders in the System Options form/Orders tab; otherwise, the order number must be entered by the user.
Order Date: date order is received into the system; automatically defaults to current date if Automate Order Numbering is selected for
Picking orders in the System Options form/Orders tab; otherwise, the order date must be entered by the user.
Due Date: date the order is due to be picked, user-editable field.
User: the ISRP user who placed the order in the system.
Customer: customer name or customer ID, as entered into the system at the Customers form. Customer information is required if the
Require Customer option is enabled in the System Options form/
Orders tab.
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Record
Information
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Ship To: customer shipping information. “Ship To” information is required if the Require Ship To option is enabled in the System
Options form/Orders tab.
Carrier: user-selected delivery carrier associated with this order.
Method: user-selected carrier delivery method associated with the selected carrier.
Kit: Select a Kit as part of the pick order. In IntelliTrack ISRP, a “kit” represents a preset group of items, of varying quantities. Predetermined items that are part of a kit are picked from inventory when the kit item number is selected as part of a pick order. When creating a Picking
Order that includes a Kit, the Picking Order will automatically include all the items and item quantities that comprise the kit.
Kits Needed: amount (quantity) of the selected kit that is associated with this order.
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Line Number: displays line number for each picking order data record, thus allowing you to view the order by individual line items.
Item Number: displays the item number for each item in the picking order data record. An item number may be repeated multiple times, by line.
Ordered: total item quantity of the picking order. This amount may be higher then the on hand quantity of the item if you are placing the pick order against an anticipated receiving order.
Prior Pick: displays the amount of the item quantity previously picked against this order, if applicable.
New Pick: the amount of the item currently being picked against this order.
Location: site location where pick order item(s) will be/are stored.
Item Unit of Measure (UOM): unit of measure of picked item(s), only available if this feature is enabled in system options.
Item Serial Number: serial number of picking order item, only available if this feature is enabled in system options.
Comments (about the order): any comments about the picking order item are placed in this form field.
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Picking Order Forms Buttons
In addition, the Picking Order forms contain action buttons along the bottom that allow you to process data.
TABLE 13. Picking Order Forms Buttons
Button Function Description
Order
Status
Toggles the order status between open and closed.
Picking Form
Activation
Change Picking
Order
Shipping
Info
Do It
History
Preview
Opens the Shipping form for the order and lists shipping information such as carrier and shipping method.
If using ISRP-UPS World
Ship Online integration, will also list the tracking number and shipping charges for a UPS shipment.
Processes a picking order and clears the form.
Opens the History form with this picking order selected.
Preview the Order form in
Report format.
Prints the Order form in
Report format to your default network printer.
Review Picking
Order
Change Picking
Order
New Picking Order
Change Picking
Order
Review Picking
Order
Change Picking
Order
Review Picking
Order
Change Picking
Order
Review Picking
Order
Change Picking
Order
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TABLE 13. Picking Order Forms Buttons (Continued)
Button Function Description
Delete Opens the Delete Order dialog, giving you the option to delete the entire picking record OR selected line number or item number record from the order.
Cancel Closes the form without saving data changes
Picking Form
Activation
Change Picking
Order
Close Closes the form and saves data changes
New Picking Order
Review Picking
Order
Change Picking
Order
New Picking Order
Review Picking
Order
Change Picking
Order
Adding New Picking Orders
A new picking order is entered at the New Picking Order form. The New
Picking Order form may be reached from the main menu. To reach the
New Picking Order form from the main menu: select Manage > Picking >
New Order.
The New Picking Order form opens with the new order # already entered if Automate Order Numbering for Picking orders is enabled in the System Options form/Orders tab.
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To add a new picking order to the system:
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If the multiple sites feature has been enabled, click the drop-down arrow in the Site field and select the Site from drop-down menu list that appears.
If automate order numbering is enabled for picking orders, the order number will be automatically placed in the Order # field. If order numbering is not automated, enter the order number in the Order # field.
The order date and due date default to today’s date. If you want to change the order date, enter the new order date in the Order Date field.
If you want to change the due date, enter the new due date in the Due
Date field.
Click the drop-down arrow in the Created By field and select the operator’s user ID from the drop-down menu list that appears, if applicable.
(The Created By field defaults to the login name.)
Customers may be viewed by name or by customer ID.
Select how to view customers by toggling this button. Choices include by name or by number.
To view customers by name, click the button above the Customer field, so that Customers By Name is selected. To view customers by number, click the button above the Customer field so that Customers
By Number is selected. Click the drop-down arrow in the Customer field, and select the customer for the order from the drop-down menu list that appears.
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Next, click the drop-down arrow in the Ship To field and select the shipping information for the selected customer from the drop-down menu list that appears.
Click the drop-down arrow in the Carrier field and select the carrier for the order.
If kits are part of the new picking order, enter the amount of kits needed
(instead of individual item entries) in the Kits Needed field. Next, click the drop-down arrow in the Select Kit field and select the particular kit used in the order. Each item from the selected kit is added to the record detail.
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You will see a Line # field in the order record portion of the form. If auto-numbering is selected for line numbers, the line number will be automatically entered into this field. If auto-number is not being used, enter the line number in the Line # field. Press the <Tab> key to advance to the Item # field.
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Click the drop-down arrow in the Item # field and select the item # for the new picking order. Next, press the <Tab> key to advance to the
Ordered field.
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In the Ordered field, enter the total item quantity of this pick order.
(This amount may be higher then the on hand quantity of the item if you are placing the pick order against an anticipated receiving order.)
Next, press the <Tab> key to advance to the New Pick field.
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In the New Pick field, enter the amount of the item to be picked at this time.
Note: The item must be entered into inventory in order to be picked. If you attempt to pick an order from a location without enough inventory, you will need to adjust the inventory in this location, or decrease the pick amount.
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Repeat steps 10-13 until all of the order’s items have been entered.
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When you are finished, select the Do It button found along the bottom of the form to process the new order. (To cancel the new order, click the
Cancel button.)
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Click the Close button to exit the form.
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Reviewing Picking Orders
After the order is added at the New Picking Order form, the order may be viewed at the Review Picking Order form. Order information cannot be added, edited, or deleted from this form. To review a picking order: select
Manage > Picking > Review Order from the menu bar;
The Review Picking order form appears:
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When the Review Picking Order form opens, it is blank. To view a specific picking order, you must select the order:
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If the multiple sites feature has been enabled, click the drop-down arrow in the Site field and select the warehouse from the menu that appears.
Next, select the picking order type by clicking the drop-down arrow in the Select type of orders to retrieve field and selecting the order type from the menu that appears:
Open: Orders that have not been picked yet.
Closed: Orders that have been picked.
All: All orders in the system, both open and closed. (We do not recommend choosing to view All orders, because it could be a long list.)
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Next, select the order number by clicking the drop-down arrow in the
Order # field and selecting the order number from the menu that appears. The order data is displayed in the Review Mode.
Note: Changes cannot be made to the order while in the Review mode.
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When you are finished reviewing the picking order information, select either the Cancel button or the Close button to exit the form.
Posting Changes to Picking Orders
Picking order information may be edited at the Change Picking Order form. At this form, you are able to post changes to items that have been picked, add additional items to a picking order, or edit an existing picking order. Select Manage > Picking > Change Order from the menu bar;
The Change Picking Order form appears:
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When the form appears, it is blank. To edit a picking order, please refer to the instructions that follow.
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Click the drop-down arrow in the Site field and select a site from the menu that appears.
Click the drop-down arrow in the Select type of orders to retrieve field and select the type of orders to be reviewed from the menu that appears:
Open: Orders that have not been picked yet.
Closed: Orders that have been picked.
All: All orders in the system, both open and closed. (We do not recommend choosing to view All orders, because it could be a long list.)
Click the drop-down arrow in the Order # field and select the order number from the list that appears.
To increase the item ordered quantity, click in the Ordered field of the selected item and enter the new quantity ordered.
To add an item to the order: click inside the Item # field on the bottom row and click the Item # field drop-down list to select the new item to be add. Next, press the <Tab> key to advance to the Ordered field.
Enter the item quantity in the Ordered field.
To add kits to the order: enter the quantity of a particular kit that is included in the order. To select a specific kit, click the drop-down arrow in the Select Kit field and select the kit from the list that appears.
To change the New Pick quantity: click in the New Pick field of an item and enter the new picked quantity. (If UOM is enabled, the quantity should be the number of the selected UOM units.) Next, press the
Deleting
Order
Information
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<Tab> key to advance to the Location field. Click the drop-down
arrow in the Location field and select the new location from the menu that appears.
The location list includes Locations, UOM and on hand quantity.
If a Let down is needed, a prompt to perform a Let down is displayed.
If the operator pick amount exceeds the quantity indicated by ISRP for that location, a caution box is displayed. The operator cannot perform a negative quantity pick from that location. The operator must adjust the pick quantity or cancel the pick of that item.
If the operator sets a pick amount for an item that has not been entered into any inventory location, the operator will not be able to set that item for picking. An item must exist in an inventoried location to be given a pick amount.
When you are finished at this form, select the Do It button to process the changes. To exit this form and cancel the changes, click the Cancel button.
Click the Close button to exit the form.
Picking order information is deleted from the system at the Change Picking Order form. To delete order information, select the order, and click the
Delete button found along the bottom of the form.
If the order contains only one line number item, a dialog appears telling you that an order must have at least one item:
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Click the Yes button to continue deleting the order information. The dialog closes and you are returned to the Change Picking Order form.
The picking order has been deleted from the system and the information on the form has been cleared.
Click the No button to cancel deleting the order. The dialog closes and you are returned to the Change Receiving Order form. The picking order information remains the same.
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If the order contains at least two line number items, a Delete Order dialog appears.:
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It gives you two options for deleting order information. Select the desired option, and then click the Do It button.
Delete ORDER number: if you select this option, the entire order specified will be deleted from the system, including all line number entries in the order (by default, the order currently selected is entered into the order number field).
Delete LINE number: if you select this option, only the line number specified will be deleted from this order number. In other words, the order will still be maintained by the system, but it will not contain this line number information (by default, the first line number in the order is entered into the line number field).
If you want to delete another line number, select the desired line number in the order portion of the form, and then click the Delete button.
The selected line number will now be entered in the Delete LINE
Number field.
Warning: When deleting an individual line number from the order, pending changes to other records will be processed.
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If you elect to delete the entire order, the Delete Order dialog closes and you are returned to the Change Receiving order form. The form is cleared of order information.
If you elect to delete the specified line number only, the Delete Order dialog closes, and another dialog box appears, asking you if you are sure you want to delete the selected item on this order. Click Yes to continue. The dialog box will close and you are returned to the Change
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Receiving Order form. The form will still contain the order information, however, the specified line number will be deleted.
Changing the
Order Status
You are able to change the status of the selected order in the Change Picking form from open to closed or vice versa. To change the order status:
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Click the drop-down arrow in the Order # field and select the order number from the list that appears.
Click The Toggle Open/Close Order Status button at the bottom of the form.
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If the order is open, a dialog box appears, asking you if you want this order to be closed. If the order is closed, a dialog box appears, asking you if you want this order to be reopened.
To change the order status, click Yes. To cancel changing the order status, click No.
The dialog box closes and the order status is changed in the Change
Picking Order form.
Viewing the
Order’s
Shipping
Information
The shipping button is enabled in the Review Picking Order and Change
Picking Order form. To view shipping information for a picking order, click the Shipping button found along the bottom of the form.
The Shipping form for this order appears; it displays shipping information associated with this order such as carrier, shipping method, and if applicable, the tracking number and shipping charge. For more information about the Shipping form when using the
UPS OnLine WorldShip–ISRP Integration feature, please refer to “UPS
Shipping Information Displayed in ISRP” on page 82
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Viewing the
Order’s
History
Note: To view history information, the history feature must be enabled in the System Options form.
The history button is enabled in the Review Picking Order and Change
Picking Order form. To view history information for a particular order, click the History button found along the bottom of the form.
The View History form appears, with this order already selected.
To view transaction information about this order, click the Go
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History form, please refer to
“Viewing Transaction History” on page 208 .
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