GX:Pallets Menu

The Whistle “Pallets” menu allows warehouse personnel to “build” a container or pallet from items either in inventory or in other pallets and containers. The user is allowed to create a mixed container that contains several different items. Inventory personnel use this function to assign Whistle tracking #s to items that were previously untracked. The newly created containers will be tracked in Whistle.

• Inventory to Pallet Transfer Create a new pallet from existing inventory.
• Pallet to Pallet Transfer Create a new pallet using inventory from an existing pallet.

To access the Pallet function, choose “Pallets” from the Whistle main menu screen.

Note

This function is only available if the Expand Pallets menu item in the Main Menu window settings is not turned on. If it is, you will see the pallet menus listed on the Main menu.

Inventory to Pallet Transfer

This screen allows the user to build mixed pallets or add additional items to an old pallet by adding items from inventory (ie. items with out a tracking number.). Whistle will generate a new tracking number for the container/pallet that will allow it to be tracked by the system. To perform an inventory to pallet transfer: Select (1) From Inventory from the ‘Pallets’ menu.

You must next enter the Item-Pack that you are looking for. You may do this in either of two ways:

Enter the Product # that you are interested in picking. The Item # and Pack # will automatically be filled in.

or...

Enter both the Item # and the Pack # that you would like to pick. Combined, these two numbers form the Product #. The product # will automatically be filled in after entering the Item and Pack #s.

Whistle will search your ERP system’s database for this item. If you entered the number correctly and it is indeed an item in your ERP system records, Whistle will load the item information into the pallet transfer screen.

Type the Lot # and Pull Date for the new item(s).

NOTE!!

- If you are using ERP Lots, Whistle will only allow you to enter an ERP Lot # that exists for the item in question (if the setting for this option is set). If you want to enter a different Lot #, Whistle will allow you to “create” that Lot # for that item in the ERP.

Enter the Track # of the container you are transferring the items to. You can enter the tracking number in three different ways:

Skip the tracking # field if you would like Whistle to choose a tracking # for you.

If you know the tracking #, Type it in! Whistle will check if the track # you entered exists. If it does, Whistle will prompt you for a destination Bin #. If you entered a new tracking number, Whistle will ask you if you would like to create this tracking number.

Select <Yes> to proceed. Select <No> to change the tracking number.

You may perform an inventory query to locate a specific tracking #. Press “Ctrl” and “A” to enter the inventory query screen.

Refer to the “Find Inventory” section in Chapter 6 for information on how to use the inventory query feature. Once you find the desired tracking #, press “Enter” to populate the container’s information into the pallet transfer screen.

NOTE!

You may view the container details of a specific tracking number by pressing “Ctrl” and “A” while the cursor is positioned in the Dest. Track # field.

Enter the destination Bin #. Enter the Unit of Measure of the Item(s) you want to transfer. Enter the quantity (in the uom’s you specified) of the item you wish to move.

Select <OK> once you have entered all the data correctly.

Whistle will display the following message:

NOTE!!

- If you enter a quantity greater than the amount that will fit on a single pallet, Whistle will ask if you want to build multiple pallets of this item. In the following example, 800 cases were entered as the “Quantity to Move”, but only 80 CS fit on each pallet. Whistle calculates how many pallets that amount would total (10) and displays the following message...

Select Yes to build all pallets. Select No to go back and fill in a different quantity. Select <OK> to complete this transaction. Select <Cancel> to return to the transfer screen to fix any data.

Whistle will display the following message if the transaction was executed correctly:

Select <OK> to clear this message. Whistle will return to the transfer screen. It will be ready to continue transferring the item in question. If you would like to transfer another Whistle tracked item, enter a new item #. If you would like to exit the pallet transfer function, select <Cancel> or press “Esc”.

Pallet to Pallet Transfer

This screen allows the user to build mixed pallets or add additional items to an old pallet by transferring items from an existing pallet. Whistle will generate a new tracking number for the container/pallet that will allow it to be tracked by the system.

To perform a pallet to pallet transfer

Select (2) From Pallet from the ‘Pallets’ menu.

Enter the tracking number of the container that you are transferring items from.

Whistle will load the container detail information into the pallet transfer screen.

Enter the Track # of the container you are transferring the items to. You can enter the tracking number in three different ways:

Skip the tracking # field if you would like Whistle to choose a tracking # for you.

If you know the tracking #, Type it in! Whistle will check if the track # you entered exists. If it does, Whistle will prompt you for a destination Bin #. If you entered a new tracking number, Whistle will ask you if you would like to create this tracking number.

You may perform an inventory query to locate a specific tracking #. Press “Ctrl” and “A” to enter the inventory query screen.

Refer to the “Find Inventory” section in Chapter 6 for information on how to use the inventory query feature. Once you find the desired tracking #, press “Enter” to populate the container’s information into the pallet transfer screen.

NOTE!

You may view the container details of a specific tracking number by pressing “Ctrl”and “A” while the cursor is positioned in the Dest. Track # field.

Enter the destination Bin #. Enter the quantity (in the uom’s specified) of the item you wish to move.

Select <OK> to process this transaction.

The following screen will appear

Select <OK> to complete the transaction.

The following confirmation message will appear if the transfer was completed successfully:

Select <OK> to complete this transaction.