| Drawio | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
How to
...
Pick Inventory
There are 2 options to choose from:
...
From Sales Order: Create Whse Shipment, then Create Pick.
How to pick from different Zone?
From Sales Order: Use Wave Pick process:
...
two methods available for picking inventory in the warehouse, based on the sales order and zone requirements:
Create a Warehouse Shipment from Sales Order
Generate a Pick Ticket according to the designated Zone.
Create a Wave Pick from Sales Orders by Zone
Consolidate quantities by item.
Post the Wave Pick to transfer inventory from Pick bins to the Cross-Dock bin.
Post the Individual Pick
to move inventory from the Cross-Dock bin to the Ship bin.
Whse Shipment
Post the Shipment to deduct inventory from the Ship bin.
Creating Wave Picks
All bins are available for picking.
Zones for Picking
There are two
...
main zones for inventory management based on sales type:
B2B Zone for Sales Orders with Sales Type = B2B
B2C Zone
...
For B2B Orders
Must pick from pick bins designated as B2B Zone
Do we need to modify the GFERP package?
...
For B2C Orders
Must pick from pick bins designated as B2C Zone.
...
for Sales Orders with Sales Type = B2C
We implemented a flow so that:
When a sales order is created or modified, the system will automatically populate the Zone field based on the Sales Type.
Replenishment processes should be used to transfer inventory between Zones as needed.
...
Note: Allocation Status on the Sales Order must be “Full” before creating a Wave Pick.
Allocating inventory on Sales Orders:
...
Filter inventory based on Sales Type (B2B, or B2C) for allocation.
...
Create a view on Sales Lines to display all Sales Lines with Allocation Status = “None”, or “Partial”, Include the following fields:
Item No.
Decription
Outstanding Qty.
Not Allocated Qty.
Available in Warehouse
Ready to Move (Yes or No, a formula field)
If Available in Warehouse > 0 and if Not Allocated Qty > 0
...
Guidelines for Pick Ticket Creation
No Partial Shipments Allowed
All Sales Orders must have Do Not Allow Partial Shipment checked.
All Sales Orders must have Sales Type = B2B or B2C.
Ensure that the Allocation Status on the Sales Order is "Full" before creating a Whse Shipment.
For Wave Picks, all included sales orders must also have an Allocation Status of Full.
All inventory must be available in the correct Zone before a pick ticket can be generated.
Inventory Replenishment Between Zones
Develop a report or view to help replenish inventory between Zones effectively.
Posting Picks
For B2C
:Orders
The Warehouse team can batch post both Wave Picks and Individual Picks together.
For B2B
: The Warehouse team should first postOrders
Post the Wave Pick first, followed by individual picks one by one
. This allows for selective shipment processing when the truck arrives, ensuring that only ready shipments are handled.
How to Ship
...
Trucks
...
arrive at the warehouse to pick up shipments.
The Warehouse team should:
Print a report
...
listing all open shipments, sorted by Shipping Agent.
Use the report to
...
verify which shipments are ready for pickup.
Batch post
...
the confirmed shipments after the truck departs.
These procedures streamline the picking and shipping processes, ensuring efficient handling of B2B and B2C orders.