Overview

• Outbound and Other WMS Activities

  WMS Activity:

  Warehouse related activities that are performed on pallets in inventory.

  
  Ownership Transfers: Move pallet(s) from one customer's inventory into another.  

  Pallet Moves: Moving one whole pallet to a new bin.

  Pull Queues: A guided/pre-planned pallet move of one or more pallets to new bins/areas. Place a single/multiple pallets into a queue to later decide how they will be moved.

  Inventory Adjustments: Adjusts the amount of units on a pallet either by decreasing or increasing the amount.

  Move Inventory Units: Moving units from one pallet to another.

  Scan Inventory Units: Moving units with catch weights from one pallet to another. 

  Anniversaries: Storing pallets for multiple days, weeks or months.  Daily, Weekly, Monthly and Monthly on the First (1 anniversary per pallet per day/week/month etc.). 

  Cycle Counts: Take inventory counts with the  Manual Physical or the Slot Count/Verify options. 

   

  Types Of Pull Queues: 

  Warehouse Pallet Pull(WPP): Consists of moving a pallet using the pull queue to any other bin in the warehouse EXCEPT manifest bins.

  Pallet Pull w/ Units(CSPP):  A Pull Queue to a manifest bin of a pallet with units on it. 

  Pallet Pull w/o Units(PP): A Pull Queue of a pallet to the manifest bin with NO units on it. (To view pallets with no units: Sales -> Customer Pallets ONLY)

  Case Pick:(CP:Non-Customer Order Related Case Pick): A Pull Queue to a manifest bin of a “New” Pallet that was created through unit moves or case picking etc.  

  Note: When cases are moved from an existing pallet to a brand new pallet, a NP(New Pallet) Charge is automatically generated.

   

  Types Of Pallet Moves:
  
  

  Pallet Pull w/ Units(CSPP): Pallet Move to a manifest bin

  Case Pick(CP:Non-Customer Order Related Case Pick): A Pallet Move to a manifest bin of a “New” Pallet that was created through unit moves etc.  

  Note: When cases are moved from an existing pallet to a brand new pallet, a NP(New Pallet) Charge is automatically generated.

   

  Billed Activity:

  Note: Activities can only be billed on the date they were performed.  The nightly end of day process will not go through until all activities for that day have been billed for.
  
  

  Putaways: Putaway Charge(PPA), First Month Charge(Selected Code)

  Anniversaries: Daily, Weekly, Monthly and Monthly on the First (1 anniversary per pallet per day/week/month etc.) 

  Note: Once billing occurs, an invoice is generated and the number of anniversaries for that date go back to zero

  Pull Queues: Warehouse Pallet Pulls(WPP), Pallet Pulls w/ Units(CSPP), Pallet Pulls w/o Units(PP)

  Pallet Moves: Pallet Pulls w/ Units(CSPP), Case Picks(CP)
  
  Ownership Transfers: Ownership Transfers (TFR) will automatically generate orders for the customer that the pallets came from 
  
  

   

  Unbilled Activity:

  Pallet Moves: Moves within the warehouse to non-manifest bins

  Inventory Adjustments: Adjusts the amount of units on a pallet either by decreasing or increasing the amount

  Move Inventory Units: Moving units from one pallet to another

  Scan Inventory Units: Moving units with catch weights from one pallet to another

  Cycle Counts: Use the Manual Physical or the Slot Count/Verify to take inventory counts

   

   

WMS Activities

• Ownership Transfers
  Easily transfer inventory from one customer's account to another.  
  
  Note: The same item code must be set up for both customers in order to transfer inventory.  
  
  Item codes must be set up with the same:- Catch/Set Weight Settings
  - Standard Weight
  - Gross Weight
  - Stocking, Gross and Weight Units of Measure
  - Storage Restrictions 
  - Bin Environments
  
  Note: GS1-128 codes, UPC codes and UOM Conversions will be automatically copied over if assigned.  If UOM conversions for a particular UOM already exist for the customer the inventory is being transferred to, then the UOM conversions will not be copied over.  
  
  
  Initiating the Transfer
  
  1. Go to the Warehouse Menu and click on the Inventory Units Sub-Menu
  
  
  
  
  2. Click on the Ownership Transfer Icon next to each pallet to transfer 
  
  
  
  
  3. Enter the customer the pallet will be transferred to, the transfer date/time, and select the portal user who will need to approve/reject the transfer
  
  
  
  
  4. Enter a name for the transfer (Optional) 
  
  
  
  
  5. Click on the Save Button to add this pallet to the ownership transfer queue
  
  
  
  
  
  
  6. Click on Ownership Transfer Icon next to each additional pallet to transfer
  
  
  
  
  7. Enter the same date and time and name as the previous transfer, this will ensure both pallets are added to the same transfer in the transfer queue
  
  

  Note: Subsequent Transfers will automatically be assigned to the previous transfer unless manually overridden (Assigning to another date/time slot) 

  
  
  
  Both pallets are now in the transfer queue 
  
  
  
  
  8. View the details of the transfer in the Ownership Transfer Queue
  
  
  
  
  
  
  
  
  
  
  Sending Notifications to Portal Users
  
  1. Click on the Send Notification Icon and click OK on the Pop-up Prompt
  
  
  
  
  
  
  2. Once sent, portal users will see a red notification that they can click and view when they log in 
  
   
  
  
  
  
  
  
  Approving/Rejecting Transfers
  
  1. Portal users will go to the Queues Menu and click on the Ownership Transfer Queue Sub-Menu 
  
  
  2. To view the contents of the transfer, click on the View Contents Icon
  
  
  
  
  
  
  3. Click on either the Approve Transfer Icon or the Reject Transfer Icon and click OK on the Pop-up Prompt
  
  Note: Once approved, the pallets in the transfer queue will automatically be removed and placed in the new customer's inventory.  If rejected, the pallets will be removed from the transfer queue and will remain in the original customer's inventory.  
  
  If approved, an order will automatically be generated for the customer who initiated the transfer, in addition to the customer receiving the transfer.  
  
  
  
  
  
  
  
  
  
  Billing Transfers
  
  1. Go to the Sales Menu and click on the WMS Activity Sub-Menu
  
  
  
  2. Click on the Bill to Order Icon and then click the Submit Button and OK on the Pop-up Prompt
  
  
  
  
  
  Note: Notifications will automatically be sent out for every approval and rejection 
  
  3. Click on the Batches Button and then the Generated Orders Icon
  
  
  
  
  
  
  4. Edit the order as necessary and then click on the Invoice All Button 
  
  

• Pallet Moves

  Billed Pallet Move:

  
  Example: Moving pallet 55289 from bin O.A.01.A.1 to bin D.A.01.A.1 (Manifested out of the building, billed as a CSPP) 
  
  
  
  
  
  1. Go to the RF Menu and click on the Move Pallet Sub-Menu
  
  
  
  
  
  2. Click on the Manifest button and fill in the audit information 
  
  
  
  
  
  
  
  
  3. Enter or scan the pallet ID, then click the Next Step button 
  
  
  
  
  4. Enter or scan the bin the pallet is currently in (use the Floor button if the floor), then click the Next Step button  
  
  
  
  
  
  5. Enter or scan the new bin the pallet is going into, then click the Next Step button 

  Note: If manifesting, a dock bin must be selected.
  
  
  
  
  6.  The pallet has now been moved into the new bin in inventory
  
  
  
  
  
  
  
  7. Go to the Sales Menu and click on the WMS Activity Billing 
  
  
  
  
  
  8. Click on the Bill to Order icon next to the customer of choice 
  
  
  
  
  
  9. Click on the Submit button 
  
  Note: The automatic nightly end of day process will not go through to the next day until all activities have been billed for the current day.
  
  
  
  
  
  10. The pallet move(CSPP) has now been billed for and has been placed into a customer order that is ready to be invoiced
  
  Note: If the entry is removed from the WMS Activity Billing list, then billing has been successful 
  
  
  
  
  
  11. Go to the Sales Menu and click on the Orders Sub-Menu 
  
  
  
  
  
  12. Click on the Edit Order icon next to the order that was generated 
  
  
  
  
  
  13. Click on the Save & Details button to review the order 
  
  
  
  
  
  
  14. 1 CSPP per manifested pallet is automatically generated, once the order has been reviewed, click on the Header button 
  
   
  
   
   
  15. Click on the Invoice button 
  
  Note: Invoicing an order is final and cannot be undone  
  
  
  
  
  16. The order has been invoiced and is now closed.  Click on the View Invoices icon to view the invoice document 
  
  
  
  
  
  
  
  17.  Click on the Send Email icon to draft and send an email to the customer's contact(s) with the invoice document attached  
  
  Note: Those contacts that are setup to receive invoices via email, will be automatically sent an email with the invoice document attachment at the time the order is invoiced 
  
  
  
  
  
  

  Unbilled Pallet Move:

  Example: Moving pallet 55297 from bin C.A.01.A.2 to bin G.A.01.A.1

  
  
  
  
  1. Go to the RF Menu and click on the Move Pallet Sub-Menu
  
  
  
  
  
  2. Enter or scan the pallet ID, then click the Next Step button 
  
  
  
  
  
  3. Enter or scan the bin the pallet is currently in, then click the Next Step button 
  
  
  
  
  
  4. Enter or scan the new bin the pallet is going into, then click the Next Step button 
  
  
  
  
  
  5.  The pallet has now been moved into the new bin in inventory 
  
  Note: No WMS Activity Billing required for unbilled WMS Activities 
  
  
  
  
  
  

   

• Pull Queues

  Unbilled Pull Queue:

  
  Example: Moving multiple pallets to the cooler bin (C.A.01.A.1)

  
  1. Go to either the Sales Menu and click on the Customer Pallets Sub-Menu or go to the Warehouse Menu and click on the Inventory Units Sub-Menu
  
  
  
  
  or
  
  
  
  
  2. Click on the Specify Pull Queue icon next to the pallet to move 
  
  
  
  3. Enter the date and time the Pull will occur and a name for the pull, then click the Save button 
  
  
  
  4. Click on the Specify Pull Queue icon next to the next pallet to add to the pull queue 
  
  
  
  5. Enter the same date and time and name as the previous pull, this will ensure both pallets are added to the same pull in the pull queue
  
  Note: Subsequent Pulls will automatically be assigned to the previous pull unless manually overridden (Assigning to another date/time slot) 
  
  
  
  Both pallets are now in the pull queue 
  
  
  
  6. Go to the RF Menu and click on the Pull Queue Sub-Menu 
  
  
  
  7. Locate the corresponding pull to initiate in the Pull Queue (1 pull of 1 to many pallets per each date/time)
  
  
  
  8. Click on the Initiate Pull icon for the pull to initiate 
  
  
  
  9. Click on the Start Pull button or the Pull icon 
  
  
  
  10. Enter or scan the pallet id to move and click the Next Step Button. 
  
  
  
  11. Enter or scan the Bin to move the pallet into, click the Next Step Button, then confirm.   Use the Floor Button if applicable.  Repeat for each pallet in the queue.   
  
  
  
  
  

  Billed Pull Queue: 

  Note: A customer price for the FPCP (Full Pallet Case Pick) service must be setup ahead of performing the pull queue 
  
  
  Example: Moving multiple pallets to a manifest bin (D.A.01.A.1)
  
  
  1. Go to either the Sales Menu and click on the Customer Pallets Sub-Menu or go to the Warehouse Menu and click on the Inventory Units Sub-Menu
  
  
  
  
  or
  
  
  
  
  2. Click on the Specify Pull Queue icon next to the pallet to move 
  
  
  
  3. Enter the date and time the Pull will occur and a name for the pull, then click the Save button 
  
  
  
  4. Click on the Specify Pull Queue icon next to the next pallet to add to the pull queue 
  
  
  
  5. Enter the same date and time and name as the previous pull, this will ensure both pallets are added to the same pull in the pull queue
  
  Note: Subsequent Pulls will automatically be assigned to the previous pull unless manually overridden (Assigning to another date/time slot) 
  
  
  
  Both pallets are now in the pull queue 
  
  
  
  6. Go to the RF Menu and click on the Pull Queue Sub-Menu 
  
  
  
  7. Locate the corresponding pull to initiate in the Pull Queue (1 pull of 1 to many pallets per each date/time)
  
  
  
  8. Click on the Initiate Pull icon for the pull to initiate 
  
  
  
  9. Click on the Start Pull button or the Pull icon 
  
  
  
  
  10. Enter or scan the pallet id to move, then click the Next Step Button.  Click the Manifest Button to enter Manifest Audits if applicable.  
  
  
  
  11. Enter or scan the Bin to move the pallet into, click the Next Step Button, then confirm.   
  
  
  
  12. Go to the Sales Menu and click on the WMS Activity Billing Sub-Menu 
  
  
  
  13. Click on either the Bill to Order Icon next to the customer, or the Bill All Button to bill all WMS Activity across all customers 
  
  
  
  14. Click on the Submit Button 
  
  

  Note: The automatic nightly end of day process will not go through to the next day until all activities have been billed for the current day.
  
  
  
  

  15. The pull queue(FPCPs) have now been billed for and has been placed into a customer order that is ready to be invoiced

   

  Note: If the entry is removed from the WMS Activity Billing list, then billing has been successful 
  
  
  
  16. Click on the Batches Button 
  
  
  
  17. Click on the Generated Orders Icon for the WMS Activity Batch that was just generated 
  
  
  
  18. Review the orders listed, then click on the Invoice All Button to invoice all the orders for the current WMS Activity Batch
  
  
  
  
  

• Inventory Adjustments
  Example:Adjust the number of units on pallet 55284 from 5 units to 4 units 
  
  
  
  
  
  1. Go to the RF Menu and click on the Inventory Adjustment Sub-Menu 
  
  
  
  
  
  2. Enter the pallet to be adjusted 
  
  
  
  
  
  3. If choosing to move the pallet after adjusting, enter a queue name to assign the pallet to a pull queue, otherwise, click the Next Step button  
  
  
  
  
  
  4. Enter or scan the item (UPC, GTIN or Item Barcode), then click the Next Step button 
  
  
  
  
  
  5. Enter the lot if applicable 
  
  
  
  
  
  6. Enter the new unit amount (4 in this example) or the offset (-1 in this example) for the pallet 
  
  Note: Company setup dictates whether to enter a new unit amount, or the offset value.   
  
  
  
  
  
  7. Confirm the new unit or offset amount 
  
  
  
  
  
  8.  The pallet's unit count has now been adjusted 
  
  
  
  
  
  9. View the pallet in inventory with the new unit count
  
  
  

• Move Inventory Units
  Example: Moving 1 unit from pallet 104239 to a new pallet 
  
  
  
  
  1. Go to the RF Menu and click Move Inventory Unit Sub-Menu
  
  
  
  2. Click the New Pallet Button 
  
  
  
  3. Enter or scan the pallet the unit is being moved from, then click the Next Step Button  
  
  
  
  4. Enter or scan the item (UPC, GTIN or Item Barcode), then click the Next Step Button 
  
  
  
  5. Enter the lot, then click the Next Step Button 
  
  
  
  6. Enter the number of units to move, click the Next Step Button and confirm 
  
  
  
  7. The unit has now been successfully moved to a new pallet, click on the Done/Label Button to print the new pallet label  
  
  
  
  
  
  

   

• Scan Inventory Units
  Example: Moving 1 unit from pallet 104243 to pallet 104242

  
  
  
  
  

   

  1. Go to the RF Menu and click Scan Inventory Unit Sub-Menu

  
  

   

  2. Enter or scan the pallet to move into, or click the New Pallet Button,  then click the Next Step Button  

   

  

   

  3. Enter or scan the pallet the unit is being moved from, then click the Next Step Button  

   

  

  
  

  4. If applicable, enter the override lot# (the lot number currently associated with the inventory in the system which differs from the barcode's lot), then click the Next Step Button 

   

  

  
  5. Scan the case's GTIN barcode (barcode must contain a weight), then click the Next Step Button 

  
  Note: If there is no barcode to scan, click the Next Step Button to skip this scan step and manually enter the information 
  
  
  

  

  
  
  
  6. Continuing scanning until all units have been moved, then click on the Done/Label Button to print the new pallet label once all moves have been completed 
  
  

   

   

• Miscellaneous Weights
  Scan or gather weights for a particular item/sku, order or for any other miscellaneous purpose into a stand-alone misc. weights batch. 
  
  

  Creating a Misc. Weights Batch

  
  1. Go to the RF Menu and click on the Misc. Weights Sub-Menu 
  
  
  
  2. Click on the New Batch Button 
  
  
  
  3. Fill in the item number and description, then click on the Save & Details Button 
  
  Note: A "start/end" weight option can be specified to denote the "start" or "end" result of a process.
  
  
  
  4. Either enter the weight manually within the Weight Field, or scan a barcode containting the weight within the Scan Field 
  
  *Repeat until all weights have been added to the batch 
  
  
  
  5. Click the All Entries Button to view a list of all the weights 
  
  
  
  6. Use the Show All Button and the Download Table link to download an excel spreadsheet of the table 
  
  
  
  7. Use the Delete Buttons to remove unwanted weights 
  
  
  
  8. Click the Back Button until editing the main batches screen, then select the Save & Exit option to save the batch 
  
  
  
  
  
  
  
  
  

  Disabling a Misc. Weights Batch

  
  1. Click on the Disable Weight Batch icon and select OK on the pop-up prompt 
  
  
  
  2. The Misc. Weights Batch is now located under the disabled batches 
  
  Note: Misc. Weights Batches can be disabled but not deleted 
  
  
  
  
  

  Activating a Misc. Weights Batch

  1. Locate the Misc. Weights Batch under the list of disabled batches 
  
  
  
  2. Click on the Edit Weights icon 
  
  
  
  3. Select Active from the Status Dropdown and save the batch