There are 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.
Post the Shipment to deduct inventory from the Ship bin.
There are two main zones for inventory management based on sales type:
B2B Zone for Sales Orders with Sales Type = B2B
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.
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.
For B2C Orders
The Warehouse team can batch post both Wave Picks and Individual Picks together.
For B2B Orders
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.
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.