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General Training Notes
Will use this item throughout training:
Cat - Food (Can) - WELLNESS 1208
GTIN = 1208
Setup
Receiving
Goods Orders
Mobile App
...
Receiving in Desktop
Scan Receipt - Mobile
Select Goods Order (Purchase Order)
Scan Item
Post Receipt
...
Drop Shipped Orders
Sales Order Lines = Drop Ship
...
Can’t over-receive
Mobile Scanning - Items are not on PO
Putaway
Desktop
Create Putaway from Warehouse Receipt
Scan Putaway
...
Select Item
Select Bin
Post
...
- Mobile
Sales Orders
Prepare for Fulfillment
Allocate
Causmic Customization:
Add Funding Source.
Create Shipment
Causmic Customizations:
Add Actual Shipment Date
Warehouse shipment can not be posted
Picking
Creating Picks
- Mobile Picking
Create Picks
Troubleshooting
Not Enough Inventory to Pick
Click on the Item
Review the Bin Contents
If not enough inventory is in the warehouse
Will need to create a Goods Order (Purchase Order)
If there is inventory, the items may be in a bin that isn’t available for picking
Move Inventory from Storage to Pick location- See https://mdnusa.atlassian.net/wiki/spaces/GGC/pages/edit-v2/3141140484#Moving-Inventory
Check the item expiration dates.
Picking
Moving Inventory
On Mobile Scan
Ad Hoc Move - Not preplanned
https://help.goldfinchcloudsolutions.com/goldfinch/scan-move
Pre Defined Movements
Create Movements
Item
From Bin
To Bin
Confirm in Desktop
Printable View
Confirm on Mobile Scan
Select Movement
...
Create Cycle Count Journal
https://help.goldfinchcloudsolutions.com/goldfinch/inventory-cycle-counts
Calculate Counts
Print Cycle Count Sheet
Add Physical Count
Blind Cycle Count - Coming soon