|
|
| (20 intermediate revisions by 3 users not shown) |
| Line 1: |
Line 1: |
| | This menu presents various transactions that make up the Shipping workflow. It presents the Shipping transaction in a few different ways. You can do the entire transaction. Or, you can focus on the single particular part of the Shipping transaction without having to complete the entire transaction before moving on. | | This menu presents various transactions that make up the Shipping workflow. It presents the Shipping transaction in a few different ways. You can do the entire transaction. Or, you can focus on the single particular part of the Shipping transaction without having to complete the entire transaction before moving on. |
| | | | |
| | + | |
| | + | [[Image:StageMenu2.gif|500px|Image:StageMenu2.gif|500px]] |
| | + | |
| | + | *[[GT:Load Plan Window|Load Plan Window]] |
| | *[[GT:Stage Window|Stage Window]] | | *[[GT:Stage Window|Stage Window]] |
| − | *[[GT:Load Plan Window|Load Plan Window]] | + | *[[GT:Stage LTL|Stage LTL]] |
| | + | *[[GT:Load Window|Load Window]] |
| | *[[GT:Load Ship Window|Load Ship Window]] | | *[[GT:Load Ship Window|Load Ship Window]] |
| − | *[[GT:Plan Window|Plan Window]]
| |
| − | *[[GT:Load Window|Load Window]]
| |
| | *[[GT:Ship Window|Ship Window]] | | *[[GT:Ship Window|Ship Window]] |
| | *[[GT:WT Push Window|WT Push Window]] | | *[[GT:WT Push Window|WT Push Window]] |
| | *[[GT:WT Pull Window|WT Pull Window]] | | *[[GT:WT Pull Window|WT Pull Window]] |
| | *[[GT:SO Returns Window|SO Returns Window]] | | *[[GT:SO Returns Window|SO Returns Window]] |
| | + | *[[GT:Allocate Customers Window|Allocate Customers Window]] |
| | + | *[[GT:ASN Transactions|ASN Transactions]] |
| | | | |
| − | ===[[GT:Shipping Menu Settings|Shipping Menu Settings]]===
| + | To return to the Main menu, highlight the "<Back>" button and press "Enter", or press the "Esc" key. |
| − | | + | |
| − | =Shipping=
| + | |
| − | 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.
| + | |
| − | | + | |
| − | ==Case Picking Overview==
| + | |
| − | | + | |
| − | 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.
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | 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.
| + | |
| − | | + | |
| − | ===Staging===
| + | |
| − | | + | |
| − | 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.
| + | |
| − | | + | |
| − | 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.
| + | |
| − | | + | |
| − | ===Loading===
| + | |
| − | | + | |
| − | Loading is the operation whereby the user loads the inventory that was picked and staged for the Sales Order onto the transportation.
| + | |
| − | | + | |
| − | Loading is accomplished by using the Whistle Dashboard to schedule the load operation for the Sales Order.
| + | |
| − | | + | |
| − | ===Shipping Items===
| + | |
| − | 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.
| + | |
| − | | + | |
| − | 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.
| + | |
| − | | + | |
| − | 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 sales order number.
| + | |
| − | | + | |
| − | ==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.
| + | |
| − | | + | |
| − | The cursor will automatically move to the ‘<Pick Options>’ option.
| + | |
| − | | + | |
| − | Press ‘Enter’ to view a list of Pick Options.
| + | |
| − | | + | |
| − | You have 4 options...
| + | |
| − | | + | |
| − | ===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===
| + | |
| − | 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)
| + | |
| − | | + | |
| − | ===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.
| + | |
| − | | + | |
| − | Press ‘Enter’ to load the item into the main shipping screen.
| + | |
| − | | + | |
| − | 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.
| + | |
| − | | + | |
| − | Select <PICK>> to enter the container into the Shipping frame for loading.
| + | |
| − | | + | |
| − | Select <YES> to build the container and proceed to the Shipping screen.
| + | |
| − | | + | |
| − | The selected container must next be loaded for shipping.
| + | |
| − | | + | |
| − | ==Over Quantity Pallet==
| + | |
| − | | + | |
| − | ;NOTE!!
| + | |
| − | :You may receive the following message if the container you choose exceeds the quantity required to complete the order.
| + | |
| − | | + | |
| − | 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.
| + | |
| − | | + | |
| − | You have several options at this point:
| + | |
| − | | + | |
| − | ===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 again if you would like to split the pallet.
| + | |
| − | | + | |
| − | Select <YES> if you would like to split the container and proceed to the SPLIT PALLET screen.
| + | |
| − | | + | |
| − | ===SPLIT===
| + | |
| − | Select <SPLIT> to split a pallet in two. Proceed to the next section, “Split Pallet”, for details on how to use the SPLIT PALLET Screen.
| + | |
| − | | + | |
| − | ===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 QUANTITY Screen. Proceed to the “Adjust Quantity” Section details on how to use this screen.
| + | |
| − | | + | |
| − | [[Image:Shipping24.gif|Image:Shipping24.gif]]
| + | |
| − | | + | |
| − | | + | |
| − | ===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===
| + | |
| − | 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 <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 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.
| + | |
| − | | + | |
| − | ==To Split a Container==
| + | |
| − | 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. | + | |
| − | | + | |
| − | Whistle will display the amount of the Item that already exists on the new container.
| + | |
| − | 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.
| + | |
| − | Select <OK> to process the “Split Pallet” transaction.
| + | |
| − | | + | |
| − | Select <YES> to proceed with the 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==
| + | |
| − | | + | |
| − | Select <ADJ QTY> from the main Shipping Screen. You will be taken to the “Adjust Quantity” screen.
| + | |
| − | | + | |
| − | 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.
| + | |
| − | | + | |
| − | ;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.
| + | |
| − | You may enter any Comment at the bottom of the screen to provide extra information about the details of this adjustment.
| + | |
| − | | + | |
| − | 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 ‘ ‘.
| + | |
| − | | + | |
| − | Select <OK> to proceed with the transaction.
| + | |
| − | | + | |
| − | | + | |
| − | Select <YES> to confirm that you would like to proceed with the transaction.
| + | |
| − | | + | |
| − | You will be brought back to the main Shipping Screen to have the opportunity to load the container for shipping.
| + | |
| − | | + | |
| − | ==To View what you have Loaded==
| + | |
| − | | + | |
| − | Select <VIEW LOAD> to see a list of all items associated with the sales order.
| + | |
| − | | + | |
| − | Whistle will display a list of all items associated with the sales order that have been loaded.
| + | |
| − | | + | |
| − | Press any key to return back to the Shipping Screen.
| + | |
| − | | + | |
| − | ==To Unload Previously Loaded Items==
| + | |
| | | | |
| − | Select <UNLOAD> to remove loaded containers from the system.
| |
| | | | |
| − | Enter the Track # or the Item # of the container that you wish to unload.
| + | ==How to choose a menu option:== |
| | + | Either highlight the desired function and press ‘Enter’ or simply enter the number of the option you wish to choose. Whistle will bring you to the appropriate screen. |
| | | | |
| − | Select <UNLOAD> to process the unload transaction and return to the shipping screen.
| |
| | | | |
| − | ===[[GT:Ship Window Settings|Ship Window Settings]]===
| + | ==[[GT:Shipping Menu Settings|Shipping Menu Settings]]== |
This menu presents various transactions that make up the Shipping workflow. It presents the Shipping transaction in a few different ways. You can do the entire transaction. Or, you can focus on the single particular part of the Shipping transaction without having to complete the entire transaction before moving on.
To return to the Main menu, highlight the "<Back>" button and press "Enter", or press the "Esc" key.
Either highlight the desired function and press ‘Enter’ or simply enter the number of the option you wish to choose. Whistle will bring you to the appropriate screen.
