Pick, Pack, and Ship

Form ID: (SO302020)

On this form, you can perform the following automated warehouse operations: picking, packing, and shipping. For each of these operations, the form has an appropriate working mode (Pick, Pack, and Ship, respectively), in which the form displays different tabs with information about the operation being performed.

Note: This form is available only if the Fulfillment feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Add Tote

Adds a new tote to the shipment that is being picked.

This button appears only in Pick mode when you select a pick list of the Wave or Single-Shipment type in the Scan box. The button becomes available if the Add Totes to Shipments on the Fly check box is selected on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form and one of the following conditions is met:

  • The selected pick list has the Single-Shipment type, and at least one item has been picked to a tote assigned to the pick list.
  • The selected pick list has the Wave type, and at least one item has been picked in each tote assigned to the pick list.
Confirm Line Quantity Confirms the quantity in the line of the pick list even if the picker have not yet scanned the required quantity of the item.
Confirm Package

Confirms the box with the packed items.

This command is available only in Pack mode.

This command is unavailable for shipments that can be packed in one box if the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the system automatically specifies the packaging details and confirms the package.

Confirm Pick List Confirms the picking of items from the pick list you are currently processing.

This button appears on the form if the Advanced Picking or Paperless Picking feature is enabled on the Enable/Disable Features (CS100000) form and you have scanned the barcode of a pick list related to a batch or wave picking worksheet.

Confirm Shipment Confirms the shipment you are currently processing.
Finish and Next Confirms the picking of items from the pick list you are currently processing and opens the next pick list.
Next List

Suggests a pick list to be picked by the following priority:

  • A pick list that has been assigned directly to the particular picker by the manager; if multiple pick lists assigned to this picker by the manager exist, the system suggests the pick list that has the highest priority and nearest location.
  • A pick list that is not assigned directly to the particular picker by the manager, but has the highest priority and the nearest location between those that are not assigned by the manager.

If the location of the picker has not been specified yet, the system suggests entering the barcode of the current location of the picker first.

OK

Confirms the operation if the system requests confirmation of the operation for the line that is being currently processed.

In Pack mode, this button is shown only if the Use Explicit Line Confirmation check box is selected on the Sales Orders Preferences (SO101000) form.

Proceed Picking Makes a confirmed line available for picking.
Remove Activates Remove mode, in which you can remove the specified item quantity for the currently selected line.
Reset Resets the processing flow for the current document. When you invoke this action, the system preserves your progress for the confirmed lines, but not for any unconfirmed lines that were in progress.
Set Qty Specifies the quantity entered by a user as the quantity for the currently selected line if the Use Default Quantity check box is cleared on the Sales Orders Preferences form; specifies the quantity entered by a user for a current line as the quantity to be used in all lines of the document that is currently being processed if the Use Default Quantity check box is selected on the form.
User Settings Opens the Settings dialog box, in which you can specify your personal user settings for the current working mode.
Table 1. Settings Dialog BoxIn this dialog box, which the system opens when you click User Settings on the form toolbar, you can specify your user-specific processing settings for the operations of picking items and packing them.
Element Description

In the General section of the dialog box, you specify your personal settings for the picking and packing processes. This section has the following elements.

Use Default Location

A check box that indicates (if selected) that the system copies the warehouse location of each item from the shipment line. If the check box is cleared, the system prompts you to scan the location barcode before you scan the item barcodes.

Use Default Lot/Serial Nbr.

A check box that indicates (if selected) that the system copies the lot or serial number of each item from the shipment line. If the check box is cleared, the system prompts you to scan the barcode of the lot or serial number after you scan the barcode of the lot- or serial-tracked item.

In the Printing section of the dialog box, you specify your personal settings for printing documents. This section has the following elements.

Print Shipment Confirmation Automatically

A check box that indicates (if selected) that the system automatically prints a shipment confirmation, by using the DeviceHub application, for the shipment being processed.

This check box is available only if the DeviceHub feature is enabled on the Enable/Disable Features form.

Print Shipment Labels Automatically

A check box that indicates (if selected) that the system automatically prints labels, by using the DeviceHub application, for the packages included in the shipment being processed.

This check box is available only if the DeviceHub feature is enabled on the Enable/Disable Features form.

Print Commercial Invoices Automatically

A check box that indicates (if selected) that the commercial invoice for an international shipment with the ShipEngine carrier service is printed automatically as soon as the shipment is confirmed on the Pick, Pack, and Ship (SO302020) form.

This check box is available only if the DeviceHub feature is enabled on the Enable/Disable Features form.

In the Scale section of the dialog box, you specify your personal settings for the digital scale device to be used during picking and packing processes. This section has the following elements.

Use Digital Scale

A check box that indicates that you want to specify the digital scale device that is connected via the DeviceHub application to be used for weighing items being picked and packed for shipping.

This check box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features form.

Scale

The identifier of the digital scale device to be used for weighing items.

This box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features form. The box is available for selection if the Use Digital Scale check box is selected.

The dialog box has the following buttons.
Save Closes the dialog box and applies the selected options.
Cancel Closes the dialog box without applying the changes.

Summary Area

The Summary area contains the information about the document that is currently being processed and the notification area, which displays information about the mode of the form and the last performed operation.

Element Description
Scan

A box in which you can enter commands to initiate operations and switch between working modes. The results of barcode scanning are also entered automatically into this box. This is the only entry box on the form.

For the list of commands supported in each mode, see Working Modes and Supported Commands.

Shipment Nbr. The reference number of the shipment document you are currently processing.
Worksheet Nbr. The reference number of the picking worksheet you are currently processing.

This box appears on the form if the Advanced Picking feature is enabled on the Enable/Disable Features form and you have scanned the barcode of a pick list that is a part of a picking worksheet.

Cart ID

A box that displays the ID of the currently selected cart.

This box is shown only if the Use Carts for Picking check box is selected on the Sales Orders Preferences (SO101000) form.

Notification Area Two to three lines of information generated by the system, generally displaying information about the working mode or last performed operation and how you should proceed.
Manual View A check box that indicates (if selected) that manual view is activated on the form. In manual view, the Pick, Pack, and Ship tabs are displayed, so you can review information about all the processing steps that you have already performed for the currently selected shipment. You should leave this check box cleared (the default setting) if you are working in any of the automated modes using a barcode scanner.
Cart Unloading A check box that indicates (if selected) that Cart Unloading mode, in which the user picks the items from cart, is enabled.
Remove Mode A check box that indicates (if selected) that Remove mode is currently active.

Pick Tab

This tab shows the lines of the shipment that is currently being processed. The lines in the table on this tab are highlighted in bold when they have been processed partially, and in green when they have been processed in full.

This tab is available if the Display the Pick Tab check box is selected on the Sales Orders Preferences(SO101000) form, and the user has switched to Pick mode.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Matched A check box that indicates (if selected) that the line fits the currently selected processing options.
Line Nbr. The number of the line in the currently selected shipment document.
Order Type The order type of the order for which the currently selected shipment was prepared.
Order Nbr. The reference number of the order for which the currently selected shipment was prepared.
Warehouse The warehouse in which the items are being picked.
Location The location from which the items are being picked.
Inventory ID The inventory ID of the item being picked.
Description The description of the inventory item.
Lot/Serial Nbr. The lot or serial number of the item being picked.
Cart Qty.

The quantity of the item that has been added to the current cart.

This column is shown only if the Use Carts for Picking check box is selected on the Sales Orders Preferences (SO101000) form.

Overall Cart Qty.

The overall quantity of inventory items in the cart for all shipments being processed.

This column is shown only if the Use Carts for Picking check box is selected on the Sales Orders Preferences form.

Picked Quantity The quantity of the item that has been picked.
Packed Quantity The quantity of the item that has been packed.
Quantity The quantity of the item as specified in the shipment document.
UOM The base unit of measure of the item.
Free Item A check box that indicates (if selected) that the picked item is a free item.

Pack Tab

This tab shows the lines of the shipment that is currently being processed. The lines in the table on this tab are highlighted in bold when they have been processed partially, and in green when they have been processed in full.

This tab is available if the Display the Pack Tab check box is selected on the Sales Orders Preferences(SO101000) form, and the user has either switched to Pack mode or selected the Manual View check box in the Summary area.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Fits A check box that indicates (if selected) that the line fits the currently selected processing options.
Line Nbr. The number of the line in the currently selected shipment document.
Order Type The order type of the order for which the currently selected shipment was prepared.
Order Nbr. The reference number of the order for which the current line is being shipped.
Warehouse The warehouse in which the items are being packed.
Location The location from which the items are being packed.
Inventory ID The inventory ID of the item being packed.
Description The description of the inventory item.
Lot/Serial Nbr. The lot or serial number of the item being packed.
Picked Quantity The quantity of the item that has been picked.
Packed Quantity The quantity of the item that has been packed.
Quantity The quantity of the item as specified in the shipment document.
UOM The base unit of measure of the item.
Free Item A check box that indicates (if selected) that the picked item is a free item.
Table 2. Package Content Area
Column Description
Package The ID of the box to which the items for the currently selected line are being packed.
Weight The total weight of the items being packed in the currently selected box.
Max Weight The maximum weight that can be packed in the currently selected box.
UOM The weight unit of measure.
Confirmed

A check box that indicates (if selected) that the box is confirmed. By default, this check box is cleared.

If the Automatic Packaging feature is disabled on the Enable/Disable Features (CS100000) form, you select this check box by scanning the *package*confirm barcode or by selecting Confirm Package.

If the Automatic Packaging feature is enabled on the Enable/Disable Features form, the system automatically selects this check box when you confirm the shipment in Pack mode.

For details on the automatic packaging, see Automated Warehouse Operations: General Information.

Table 3. Package Content Table

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Line Nbr. The line number of the item being packed.
Inventory ID The inventory ID of the item being packed in the selected box.
Description The description of the inventory item.
Lot/Serial Nbr. The lot or serial number of the item being packed.
Packed Quantity The quantity of the item that has been packed.
Quantity The quantity of the item as specified in the shipment document.
UOM The base unit of measure of the item.

Ship Tab

This tab is available if the Display the Ship Tab check box is selected on the Sales Orders Preferences(SO101000) form, and the user has switched to Ship mode or selected the Manual View check box in the Summary area.

Table 4. Summary Area
Column Description
Address Line 1 The first line of the shipping address.
Address Line 2 The second line of the shipping address.
City The customer's city.
Country The customer's country.
State The state or province of the customer.
Postal Code The postal code. An input mask for the postal code can be set on the Countries/States (CS204000) form.
Shipped Quantity The quantity of goods being shipped.
Shipped Weight The weight of the goods being shipped.
Shipped Volume The total volume of the items in the shipment.
Packages The number of boxes included in this shipment.
Package Weight The total weight of the shipment, which includes the weight of boxes.
Table 5. Carrier Rates Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Refresh Rates Refreshes the rates available through integration with the carrier system.
Get Return Labels Generates labels for returns.
Table 6. Carrier Rates Table ColumnsThis table displays the current rates that the different carriers will charge for the shipment.
Column Description
Selected A check box you can use to select the ship via code (associated with the carrier) for the sales order.
Code The ship via code associated with the carrier.
Description The description provided for the ship via code of the carrier.
Amount The amount to be paid for the sales order shipped via this ship via code.
Days in Transit The number of days in transit for the shipment.
Delivery Date The date of the planned delivery of the shipment.
Table 7. Packages Table Toolbar

This table includes the list of boxes to which the items were packed for this shipment.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Box ID

The box used for the package.

Description

The description provided for the box.

Length

The length of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The length, along with the width and height, defines the three-dimensional shape of the box.

Width

The width of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The width, along with the length and height, defines the three-dimensional shape of the box.

Height

The height of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The height, along with the width and height, defines the three-dimensional shape of the box.

Linear UOM

The unit of measure in which the box dimensions are specified. The system copies this UOM from the Linear UOM box on the Boxes (CS207600) form.

Note: The measurement system that is used by the integrated carrier is specified in the Carrier Units box on the Carriers (CS207700) form. If the linear UOM specified for the carrier differs from the company’s linear UOM, you must define the conversion rules between these units of measure on the Units of Measure (CS203100) form so that shipping rates can be calculated correctly.
UOM

The unit of measure used to specify the package weight.

Weight

The gross weight of the package, including the weight of the box. For an automatically created package, the weight of the box has been added automatically. For manual packages, you can enter the gross weight.

Net Weight

The net weight of the package, excluding the weight of the box.

Box Weight

The weight of the box used for the package.

Max Weight

The maximum weight that could be packed to this box.

Declared Value

The estimated value of the package, to be used for insurance calculation.

Note: If you need to adjust the declared values for the packages, select the Manual Packaging check box to prevent automatic recalculation of packages on any changes to the order or on automatic creation of shipments (which might reset the declared values to 0).
C.O.D. Amount

A check box that indicates (if selected) that the package should be paid for on delivery.

Note: If you need to change this setting for the package, select the Manual Packaging check box to prevent automatic recalculation of packages on any changes to the order or on automatic creation of shipments (which might reset the C.O.D. Amount check box to the default value).
Tracking Number

The tracking number provided for the package by the carrier.

Scan Log Tab

This tab displays the history of the latest performed operations. This tab is available if the Display the Scan Log Tab check box is selected on the Sales Orders Preferences(SO101000) form.

This table includes the list of boxes to which the items were packed for this shipment.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Time The date and time when the operation was performed.
Mode The mode that was active when the operation was performed.
Prompt The message describing the operation to be performed (as was shown in the notification area).
Scan The command that was entered in the Scan box, or the barcode that was scanned.
Message The result of the operation (as was shown in the notification area).