Difference between revisions of "36:Ship Window"

From coolearthwiki
Jump to: navigation, search
 
(29 intermediate revisions by 2 users not shown)
Line 1: Line 1:
The Shipping function allows the user to pick and fill sales orders that need to be shipped.  Shipping and picking personnel will most often use this screen.  This screen has functionality to allow it to be based on “Case Picking” as the format for filling orders.  This functionality is set in the “Master” Whistle System Settings.
+
The Shipping function allows the user to pick and fill sales orders that need to be shipped.  Shipping and picking personnel will most often use this screen.
  
==Case Picking Overview==
+
==Shipping==
  
With Case Picking for Shipping turned on, the user will see the below menu instead of the Shipping Window after selecting “Shipping” from the Main Menu.
+
[[Image:Shipping1.gif|500px|Image:Shipping1.gif|500px]]
  
 +
Select ‘Shipping’ from the main menu to access the Shipping menu.  This screen will also have a window-tab feature like Report Production and is accessed in the same way.
  
 +
If you are shipping a Sales Order and you know the order number, just enter it.  If you are shipping a Warehouse Transfer, or you are shipping a Sales Order but don't know the number, press the "Ctrl-A" keys.  You will see a small options menu.
  
Case Picking breaks the Shipping workflow down into parts. These are “Staging”, “Loading” and “Shipping”.  Each section allows a user to focus on the single particular part of the Shipping transaction without having to complete the entire transaction before moving on.
+
[[Image:ShipOrdMenu.gif|500px|Image:ShipOrdMenu.gif|500px]]
  
===Staging===
+
Select whether you are shipping a Sales Order or a Warehouse Transfer, by highlighting your selection, and pressing "Enter".  Whistle will immediately look for all of the open SOs or WTs that need to be filled.
  
Staging is the operation where the user picks the assigned inventory for the Shipping Order and stage them in an area for the loading phase of the transaction.
+
[[Image:ShpWnd1.gif|500px|Image:ShpWnd1.gif|500px]]
  
Staging in accomplished by using the Whistle Dashboard to set up the Stage orders.
 
  
Order numbers are entered into the <Order #> field and assigned inventory is picked from the embedded result field showing each pallet and item.
+
Use the arrow and/or tab keys to highlight the order that you want to fill.  Press "Enter".
  
===Loading===
+
Whistle will return to the main shipping screen with the correct order number.
  
Loading is the operation whereby the user loads the inventory that was picked and staged for the Sales Order onto the transportation.
+
;Note:  Remember, if you just enter in an order number, Whistle will automatically assume you are shipping a Sales Order.  If you want to ship a Warehouse Transfer, you must press "Ctrl-A", and select it in the menu.
  
Loading is accomplished by using the Whistle Dashboard to schedule the load operation for the Sales Order.
 
  
===Shipping Items===
+
==Picklist==
Select ‘Shipping’ from the main menu to access the shipping menu or from the “Case Picking” Shipping Menu.  This screen will also have a window-tab feature like Report Production and is accessed in the same way.  (The example below is going to use the Shipping window for the entire transaction, including picking and loading which may be have been done separately if “Case Picking” was used by the user.)
+
  
Enter the sales order number of the order you wish to fill.
+
;NOTE
 +
:Whistle must generate a PICKLIST for all Shipping Orders that you want to fill.  A PICKLIST is a list of specific containers that are allocated to filling the particular sales order.  Once you generate a PICKLIST, all conainers on the PICKLIST will be reserved for use by that sales order alone.  The containers will not be able to be used for anything else.
  
If you do not know the order number, press <Ctrl> and <A> to display a list of open shipping orders that need to be filled.
+
If a PICKLIST has not been generated for this order, Whistle will ask you if you would like to generate one at this time.  Select "<YES>" to generate a PICKLIST.  Be patient, for this may take a little time.
  
Use the arrow and/or tab keys to highlight the order that you want to fill. Press ‘Enter’.
+
[[Image:ShpWnd2.gif|500px|Image:ShpWnd2.gif|500px]]
  
Whistle will return to the main shipping screen with the correct sales order number.
 
  
==Picklist==
+
The cursor will automatically move to the "<Pick Options>" option.
  
;NOTE!!
+
[[Image:ShpWnd3.gif|500px|Image:ShpWnd3.gif|500px]]
:Whistle must generate a PICKLIST for all Shipping Orders that you want to fill. A PICKLIST is a list of specific containers that are allocated to filling the particular sales order.  Once you generate a PICKLIST, all conainers on the PICKLIST will be reserved for use by that sales order alone.  The containers will not be able to be used for anything else. 
+
If a PICKLIST has not been generated for this order, Whistle will ask you if you would like to generate one at this time.  Select <YES> to generate a PICKLIST.  Be patient, for this may take a little time.
+
  
The cursor will automatically move to the ‘<Pick Options>’ option.  
+
Press "Enter" to view a list of Pick Options.
  
[[Image:Shipping3.gif|Image:Shipping3.gif]]
+
You have 5 options...
 
+
Press ‘Enter’ to view a list of Pick Options.
+
 
+
You have 4 options...
+
  
 
===Next Pallet===
 
===Next Pallet===
Whistle to automatically tell you which container to pick next.  Whistle will automatically take you to the Picking screen.  (proceed to step #5)
 
  
===Choose From List===
+
[[Image:ShipPickMenu.gif|500px|Image:ShipPickMenu.gif|500px]]
This option allows you to choose a particular container from the PICKLIST.  The following PICKLIST screen will be displayed...
+
  
Select the desired Container to load it into the Picking Screen(proceed to step #5)
+
Whistle is set up to automatically tell you which container to pick next.  Whistle will automatically take you to the [[36:Picking Window|Picking Window]]See that part of the user guide for more information.
  
===Regenerate===
+
[[Image:ShpWnd4.gif|500px|Image:ShpWnd4.gif|500px]]
This option will regenerate another PICKLIST.  
+
  
===Deallocate List===
 
Use this option to release from hold all of the containers that are on the PICKLIST.  This will destroy the PICKLIST.  You will have to create another PICKLIST if you want to pick items for this sales order. 
 
  
Press ‘Enter’ to load the item into the main shipping screen.
+
;Note:  the selected container must next be loaded for shipping.
  
Whistle will default to ‘Picking’ function.  This function will suggest a Tracking # and Bin location from which to pick the appropriate container.
 
  
Scan the Tracking # and Bin # of the container selected.
+
===Choose From List===
 +
This option allows you to choose a particular container from the PICKLIST.  The following PICKLIST screen will be displayed...
  
Select <PICK>> to enter the container into the Shipping frame for loading.
+
[[Image:ShpWnd5.gif|500px|Image:ShpWnd5.gif|500px]]
  
Select <YES> to build the container and proceed to the Shipping screen.
 
  
The selected container must next be loaded for shipping.
+
Select the desired Container to load it into the [[36:Picking Window|Picking Window]].  Again, see that part of the user guide for more information.
  
==Over Quantity Pallet==
+
[[Image:ShpWnd6.gif|500px|Image:ShpWnd6.gif|500px]]
  
;NOTE!!
+
===Print List===
:You may receive the following message if the container you choose exceeds the quantity required to complete the order.
+
If this is selected, then the picklist is sent to the default printer.
  
Select <OK> to clear the message and proceed to the main shipping screen.  If you want to ship the exact quantity required, choose <SPLIT> from the main menu to split the pallet in two and only ship the amount required.  Proceed to the SPLIT PALLET section for details on how to split a pallet.
+
===Regenerate===
 +
This option will regenerate another PICKLIST.  
  
You have several options at this point:
+
===Deallocate List===
 +
Use this option to release from hold all of the containers that are on the PICKLIST.  This will destroy the PICKLIST.  You will have to create another PICKLIST if you want to pick items for this sales order. 
  
===LOAD===
+
When you select "Deallocate List", the following message will be displayed.
Select <LOAD> to load the container as it is.  If the container’s quantity exceeds the quantity required for the load, you will be asked again if you would like to split the pallet.
+
  
[[Image:Shipping16.gif|Image:Shipping16.gif]]
+
[[Image:ShpWnd7.gif|500px|Image:ShpWnd7.gif|500px]]
  
Select <YES> if you would like to split the container and proceed to the SPLIT PALLET screen.
+
"No" is defaulted.  Select "<Yes>" to continue.  The PICKLIST will be destroyed.  When you look at the "<Pick Options>" again, you will only see one option, for generating the PICKLIST.
  
===SPLIT===
 
Select <SPLIT> to split a pallet in two.  Proceed to the section, “Split Pallet”, for details on how to use the SPLIT PALLET Screen.
 
  
===Adjust Quantity===
+
==Option Buttons==
Select <ADJ QTY> to adjust the quantity located on the container.  Only use this function if the quantity on the container differs from the quantity Whistle *thinks* is on the container.  Whistle will take you to the ADJUST QUANTITY Screen.  Proceed to the “Adjust Quantity” Section of this chapter for details on how to use this screen.
+
There are several buttons at the bottom of the screen for performing different tasks.
 
+
===VIEW LOAD===
+
Select <VIEW LOAD> to view what has already been loaded for this order. Proceed to the “View Load” section of this chapter for details on using this function.
+
 
+
===UNLOAD===
+
Select <UNLOAD> to unload a particular container that has already been loaded.  Proceed to the “Unload” section of this document for details on how to use this function.
+
  
 
===LOAD===
 
===LOAD===
Select <LOAD> to load the container.  For all other options, proceed to the following sections.  The following message will be displayed if the container was successfully loaded:
+
Select "<LOAD>" to load the container as it isIf the container’s quantity exceeds the quantity required for the load, you will be asked if you would like to split the pallet.
  
Select <OK> to continue.
+
[[Image:Shipping16.gif|Image:Shipping16.gif]]
  
Whistle will default back to ‘Picking’ mode after a container is loaded into the systemIt will automatically select the next container to pickRepeat this Picking / Loading process until all items on the shipping order are loaded.  Once all items associated with a Sales Order are loaded, a Supervisor will review and ship them.  The shipping process may be repeated until all of the day’s Sales Orders are filled.
+
Select "<OK>" if you would like to split the container.  You will then proceed to the SPLIT PALLET screenIf the quantity does not exceed the required amount, the Load will be performed, and a message will be displayed upon completion.
  
==To Split a Container==
+
[[Image:Shipping9.gif|Image:Shipping9.gif]]
Select <SPLIT> from the main shipping screen. You will be taken to the “Split Pallet” screen.
+
  
Enter the destination Tracking # if you are moving the items to an existing container with an existing Tracking #.  If you are moving the items to a new container, simply scroll through this field and Whistle will generate a new Tracking # for you.
+
Select "<OK>" to continue.
  
Whistle will display the amount of the Item that already exists on the new container.   
+
Whistle will default back to ‘Picking’ mode after a container is loaded into the system.  It will automatically select the next container to pick.  Repeat this Picking / Loading process until all items on the shipping order are loadedOnce all items associated with a Sales Order or Warehouse Transfer are loaded, a Supervisor will review and ship them.  The shipping process may be repeated until all of the day’s orders are filled.
Enter the new container’s BIN #.
+
  
Enter the Quantity of the Item that you are going to move.  If the quantity can be entered in several UOMs, use the ‘A’ and ‘Z’ keys to toggle between possible UOMs.
 
  
Use the space bar to select if you would like to PRINT a new label for the new container.
+
===SPLIT===
Select <OK> to process the “Split Pallet” transaction.
+
Select "<SPLIT>" to split a pallet into two different pallets.  See the [[36:Pallet to Pallet Transfer|Pallet to Pallet Transfer]] section of this guide for details on how to split a pallet.
  
Select <YES> to proceed with the transaction.
+
You will be given the opportunity to load the original container in the Shipping Screen.  Notice that the quantity that you will be loading has been decreased by the amount of item that you have transferred off of the container in the Split transaction.  
  
You will be given the opportunity to load the container in the Shipping Screen.  Notice that the quantity that you will be loading has been decreased by the amount of item that you have transferred off of the container.
 
  
==To Adjust the Quantity on the Container==
+
===Adjust Quantity===
 +
Select "<ADJ QTY>" to adjust the quantity located on the container.  Only use this function if the quantity on the container differs from the quantity Whistle *thinks* is on the container.  Whistle will take you to the [[36:Adjust Inventory|Adjust Inventory]] screen.  See that section of the user guide for details.
  
Select <ADJ QTY> from the main Shipping Screen. You will be taken to the “Adjust Quantity” screen.
+
[[Image:Shipping24.gif|Image:Shipping24.gif]]
  
Select the Unit of Measure (UOM) of the Item for which you would like to Adjust the Quantity. Use the A and Z keys to change the UOM.  Note that if there is only one UOM available, then you will not be able to select others.
 
  
Enter the container’s New Quantity.  This is the quantity of the Item that is actually on the container.
+
After finishing adjusting the inventory, you will be brought back to the main Shipping Screen to have the opportunity to load the container for shipping.
  
;NOTE!!
 
:If you are using ‘CS’ as your UOM, then you may use the Layers and Boxes fields to calculate the number of cases on the container.  This will eliminate the hassle of having to count every single case on the container.
 
  
Enter the Reason for why you are adjusting the quantity of this container.  You may view a list of reasons by pressing '''Ctrl-A'''.  Choose a reason from the displayed list.
+
===VIEW LOAD===
You may enter any Comment at the bottom of the screen to provide extra information about the details of this adjustment.
+
Select "<VIEW LOAD>" to view what has already been loaded for this order.
  
Select whether you would like to print a new label for the adjusted inventory. Use the space bar to toggle the Print setting from ‘X’ to ‘  ‘.
+
[[Image:Shipping10.gif|Image:Shipping10.gif]]
  
Select <OK> to proceed with the transaction.
+
Whistle will display a list of all items associated with the sales order that have been loaded.
  
Select <YES> to confirm that you would like to proceed with the transaction.
+
[[Image:Shipping11.gif|Image:Shipping11.gif]]
  
You will be brought back to the main Shipping Screen to have the opportunity to load the container for shipping.
+
Press any key to return back to the Shipping Screen.
  
==To View what you have Loaded==
+
===UNLOAD===
 +
Select "<UNLOAD>" to unload a particular container that has already been loaded.
  
Select <VIEW LOAD> to see a list of all items associated with the sales order.
+
[[Image:Shipping12.gif|Image:Shipping12.gif]]
  
Whistle will display a list of all items associated with the sales order that have been loaded.
+
Enter the '''Track #''' or the '''Item #''' of the container that you wish to unload.
  
Press any key to return back to the Shipping Screen.
 
  
==To Unload Previously Loaded Items==
+
[[Image:Shipping13.gif|Image:Shipping13.gif]]
  
Select <UNLOAD> to remove loaded containers from the system.
 
  
Enter the Track # or the Item # of the container that you wish to unload.
+
Select "<UNLOAD>" to process the unload transaction and return to the shipping screen.
  
Select <UNLOAD> to process the unload transaction and return to the shipping screen.
 
  
===[[36:Ship Window Settings|Ship Window Settings]]===
+
==[[36:Ship Window Settings|Ship Window Settings]]==

Latest revision as of 16:50, 27 June 2006

The Shipping function allows the user to pick and fill sales orders that need to be shipped. Shipping and picking personnel will most often use this screen.

Shipping

Image:Shipping1.gif

Select ‘Shipping’ from the main menu to access the Shipping menu. This screen will also have a window-tab feature like Report Production and is accessed in the same way.

If you are shipping a Sales Order and you know the order number, just enter it. If you are shipping a Warehouse Transfer, or you are shipping a Sales Order but don't know the number, press the "Ctrl-A" keys. You will see a small options menu.

Image:ShipOrdMenu.gif

Select whether you are shipping a Sales Order or a Warehouse Transfer, by highlighting your selection, and pressing "Enter". Whistle will immediately look for all of the open SOs or WTs that need to be filled.

Image:ShpWnd1.gif


Use the arrow and/or tab keys to highlight the order that you want to fill. Press "Enter".

Whistle will return to the main shipping screen with the correct order number.

Note
Remember, if you just enter in an order number, Whistle will automatically assume you are shipping a Sales Order. If you want to ship a Warehouse Transfer, you must press "Ctrl-A", and select it in the menu.


Picklist

NOTE
Whistle must generate a PICKLIST for all Shipping Orders that you want to fill. A PICKLIST is a list of specific containers that are allocated to filling the particular sales order. Once you generate a PICKLIST, all conainers on the PICKLIST will be reserved for use by that sales order alone. The containers will not be able to be used for anything else.

If a PICKLIST has not been generated for this order, Whistle will ask you if you would like to generate one at this time. Select "<YES>" to generate a PICKLIST. Be patient, for this may take a little time.

Image:ShpWnd2.gif


The cursor will automatically move to the "<Pick Options>" option.

Image:ShpWnd3.gif

Press "Enter" to view a list of Pick Options.

You have 5 options...

Next Pallet

Image:ShipPickMenu.gif

Whistle is set up to automatically tell you which container to pick next. Whistle will automatically take you to the Picking Window. See that part of the user guide for more information.

Image:ShpWnd4.gif


Note
the selected container must next be loaded for shipping.


Choose From List

This option allows you to choose a particular container from the PICKLIST. The following PICKLIST screen will be displayed...

Image:ShpWnd5.gif


Select the desired Container to load it into the Picking Window. Again, see that part of the user guide for more information.

Image:ShpWnd6.gif

Print List

If this is selected, then the picklist is sent to the default printer.

Regenerate

This option will regenerate another PICKLIST.

Deallocate List

Use this option to release from hold all of the containers that are on the PICKLIST. This will destroy the PICKLIST. You will have to create another PICKLIST if you want to pick items for this sales order.

When you select "Deallocate List", the following message will be displayed.

Image:ShpWnd7.gif

"No" is defaulted. Select "<Yes>" to continue. The PICKLIST will be destroyed. When you look at the "<Pick Options>" again, you will only see one option, for generating the PICKLIST.


Option Buttons

There are several buttons at the bottom of the screen for performing different tasks.

LOAD

Select "<LOAD>" to load the container as it is. If the container’s quantity exceeds the quantity required for the load, you will be asked if you would like to split the pallet.

Image:Shipping16.gif

Select "<OK>" if you would like to split the container. You will then proceed to the SPLIT PALLET screen. If the quantity does not exceed the required amount, the Load will be performed, and a message will be displayed upon completion.

Image:Shipping9.gif

Select "<OK>" to continue.

Whistle will default back to ‘Picking’ mode after a container is loaded into the system. It will automatically select the next container to pick. Repeat this Picking / Loading process until all items on the shipping order are loaded. Once all items associated with a Sales Order or Warehouse Transfer are loaded, a Supervisor will review and ship them. The shipping process may be repeated until all of the day’s orders are filled.


SPLIT

Select "<SPLIT>" to split a pallet into two different pallets. See the Pallet to Pallet Transfer section of this guide for details on how to split a pallet.

You will be given the opportunity to load the original container in the Shipping Screen. Notice that the quantity that you will be loading has been decreased by the amount of item that you have transferred off of the container in the Split transaction.


Adjust Quantity

Select "<ADJ QTY>" to adjust the quantity located on the container. Only use this function if the quantity on the container differs from the quantity Whistle *thinks* is on the container. Whistle will take you to the Adjust Inventory screen. See that section of the user guide for details.

Image:Shipping24.gif


After finishing adjusting the inventory, you will be brought back to the main Shipping Screen to have the opportunity to load the container for shipping.


VIEW LOAD

Select "<VIEW LOAD>" to view what has already been loaded for this order.

Image:Shipping10.gif

Whistle will display a list of all items associated with the sales order that have been loaded.

Image:Shipping11.gif

Press any key to return back to the Shipping Screen.

UNLOAD

Select "<UNLOAD>" to unload a particular container that has already been loaded.

Image:Shipping12.gif

Enter the Track # or the Item # of the container that you wish to unload.


Image:Shipping13.gif


Select "<UNLOAD>" to process the unload transaction and return to the shipping screen.


Ship Window Settings