Difference between revisions of "GS:Ship Window"

From coolearthwiki
Jump to: navigation, search
 
(2 intermediate revisions by the same user not shown)
Line 48: Line 48:
  
 
[[Image:ShpWnd4.gif|500px|Image:ShpWnd4.gif|500px]]
 
[[Image:ShpWnd4.gif|500px|Image:ShpWnd4.gif|500px]]
 +
 +
 +
;Note:  the selected container must next be loaded for shipping.
  
  
Line 69: Line 72:
 
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.   
 
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.
+
When you select "Deallocate List", the following message will be displayed.
  
−
Whistle will default to "Picking" function. This function will suggest a Tracking # and Bin location from which to pick the appropriate container.
+
[[Image:ShpWnd7.gif|500px|Image:ShpWnd7.gif|500px]]
  
−
Scan the Tracking # and Bin # of the container selected.
+
"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.
  
−
Select "<PICK>" to enter the container into the Shipping frame for loading.
 
  
−
Select "<YES>" to build the container and proceed to the Shipping screen.
+
==Option Buttons==
 +
There are several buttons at the bottom of the screen for performing different tasks.
  
−
The selected container must next be loaded for shipping.
+
===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.
  
−
==Over Quantity Pallet==
+
[[Image:Shipping16.gif|Image:Shipping16.gif]]
  
−
;NOTE
+
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.
−
:You may receive the following message if the container you choose exceeds the quantity required to complete the order.
+
  
−
[[Image:Shipping17.gif|Image:Shipping17.gif]]
+
[[Image:Shipping9.gif|Image:Shipping9.gif]]
  
−
Select "<OK>" to clear the message and proceed to the main shipping screen.  If you want to ship the exact quantity required, choose "<SPLIT>" to split the pallet and only ship the amount required.  See the [[GS:Pallet to Pallet Transfer|Pallet to Pallet Transfer]] section of this guide for details on how to split a pallet.
+
Select "<OK>" to continue.
  
−
You have several options at this point:
+
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.
  
−
===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.
 
−
 
−
[[Image:Shipping16.gif|Image:Shipping16.gif]]
 
−
 
−
Select "<YES>" if you would like to split the container.  You will then proceed to the SPLIT PALLET screen.
 
  
 
===SPLIT===
 
===SPLIT===
 
Select "<SPLIT>" to split a pallet into two different pallets.  See the [[GS:Pallet to Pallet Transfer|Pallet to Pallet Transfer]] section of this guide for details on how to split a pallet.
 
Select "<SPLIT>" to split a pallet into two different pallets.  See the [[GS:Pallet to Pallet Transfer|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===
 
===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 [[GS:Adjust Inventory|Adjust Inventory]] screen.  See that section of the user guide for details.
 
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 [[GS:Adjust Inventory|Adjust Inventory]] screen.  See that section of the user guide for details.
 +
 +
[[Image:Shipping24.gif|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===
 
===VIEW LOAD===
Line 128: Line 134:
  
 
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.
−
 
−
 
−
===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:
 
−
 
−
[[Image:Shipping9.gif|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 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.
 
−
 
−
 
−
[[Image:Shipping19.gif|Image:Shipping19.gif]]
 
−
 
−
 
−
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.
 
−
 
−
 
−
[[Image:Shipping20.gif|Image:Shipping20.gif]]
 
−
 
−
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 ‘  ‘.
 
−
 
−
 
−
[[Image:Shipping24.gif|Image:Shipping24.gif]]
 
−
 
−
 
−
Select "<OK>" to proceed with the transaction.
 
−
 
−
 
−
[[Image:Shipping25.gif|Image:Shipping25.gif]]
 
−
 
−
 
−
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.
 
−
 
  
  
 
==[[GS:Ship Window Settings|Ship Window Settings]]==
 
==[[GS: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

Retrieved from "http://demo.coolearth.com/index.php?title=GS:Ship_Window&oldid=4799"