Walkthrough of inbound and outbound flow in advanced warehouse Configuration

This walkthrough demonstrates how to complete inbound and outbound flows in the Advanced: Directed Put-away and Pick configuration. For more information, see Overview of different configuration options.

Prerequisites

To complete this walkthrough, you need to make yourself a warehouse employee at WHITE location by following these steps:

  1. Choose the Lightbulb that opens the Tell Me feature 1. icon, enter Warehouse Employees, and then choose the related link.
  2. Choose the User ID field, and select your own user account on the Users page.
  3. In the Location Code field, enter WHITE.
  4. Enable the Default toggle.

Scenario

Ellen, the warehouse manager utilizes cross-dock and bin replenishment functionality to speed up receiving and shipping time.

Steps

  1. Create Warehouse Shipment.

    1. Choose the Lightbulb that opens the Tell Me feature 2. icon, enter Sales Orders, and then choose the related link.
    2. Select order for customer 10000 for the WHITE location. External Order No is W-1.
    3. Choose the Create Warehouse Shipment action to create warehouse shipment for selected sales order.
    4. Choose the Release action to notify the warehouse that the sales shipment is ready for warehouse handling.

  2. Define bins for the item to control where it's put-away

    1. Choose the Lightbulb that opens the Tell Me feature 3. icon, enter Items, and then choose the related link.
    2. Select the WRB-1000 and then choose the Bin Contents action.
    3. Choose the New action. Add two lines.
    Item Location code Bin Code Fixed Unit of Measure
    WRB-1000 WHITE W-05-0001 Yes BAG
    WRB-1000 WHITE W-05-0002 Yes BAG

  3. Create Warehouse Receipt.

    1. Choose the Lightbulb that opens the Tell Me feature 4. icon, enter Purchase Orders, and then choose the related link.
    2. Select order from vendor 10000 for the WHITE location. Vendor Order No is W-2. Use the personalization tools if the Vendor Order No. field isn't visible. For more information, see Personalize Your Workspace.
    3. Choose the Create Warehouse Receipt action to create warehouse receipt for selected purchase order.

  4. Check if there are outgoing orders that need received items and post receipt

    1. Choose the Calculate Cross-Dock action. This populates a column Qty. to Cross-Dock.
    2. Enter 0 into the Qty. to Cross Dock field in the line with item WRB-1000 as you don't plan to repack in the receiving area.
    3. Choose the Post Receipt action.

  5. Register the Warehouse Put-Away

    1. Using the Lightbulb that opens the Tell Me feature 5. icon, enter Warehouse Put-Away and choose the related link.
    2. Locate the warehouse put-away document created from your Warehouse Receipt and open it
    3. On the Warehouse Put-Away page, review the Lines section

    At this stage, the bin capacity logic is revealed. the warehouse put-away lines have three lines for item WRB-1000:

    • A Take line to move the received quantities from the receiving bin (W-08-0001)
    • A Place line that moves a one BAG into the one of configured fixed bins (W-05-0001)
    • A Place line that moves another BAG into another fixed bins (W-05-0002). This is because single fixed bin can't contain the full receipt quantity.

    Because this put-away contains cross-dock lines, you see three lines for item WRB-1001:

    • A Take line to move the received quantities from the receiving bin (W-08-0001)
    • A Place line for the 2 into the cross-dock bin
    • A Place line for the remaining quantity in storage bin
    1. Choose the Register Put-away action.

  6. Define a pick bins for the item to control where it's picked from

    1. Choose the Lightbulb that opens the Tell Me feature 6. icon, enter Locations, and then choose the related link.
    2. Open the WHITE location card.
    3. Choose the Bins action in the Location Card
    4. Select the bin W-02-0001, and then choose the Contents action.
    5. Choose the New action.
    6. Enable the Fixed toggle.
    7. In the Item No. field, enter WRB-1000.
    8. In the Min Qty. field, enter 2.
    9. In the Max Qty field, enter 10.

    Use the personalization tools if the Min Qty. and Max Qty. fields aren't visible. For more information, see Personalize Your Workspace.

  7. Reorganize warehouse by moving items from bulk storage area to picking area, to optimize picking time.

    1. Choose the Lightbulb that opens the Tell Me feature 7. icon, enter Movement Worksheets and choose the related link
    2. Choose the Calculate Bin Replenishment action.

    The warehouse worksheet with proposal on moving item WRB-1000 from bulk storage to pick area is created.

    1. Choose the Create Movement action and confirm to create the document.
    2. Choose the Lightbulb that opens the Tell Me feature 8. icon, enter Warehouse Movements and choose the related link
    3. Open the warehouse movement you created, review the Lines section

    At this stage, the break-bulk functionality is revealed. There will be four lines:

    • A line to Take the one BAG out bulk storage bin
    • A line to Place the 48 PCS back into stock in the same bin.
    • A line to Take the 10 PCS out bulk storage bin
    • A line to Place the 10 PCS into the picking bin
    1. Choose the Register Movement action.

  8. Create warehouse picks

    1. Choose the Lightbulb that opens the Tell Me feature 9. icon, enter Pick Worksheets and choose the related link

    2. Choose the Get Warehouse Documents action, select the line for the sales order for customer 10000, and then choose the OK button to fill the worksheet lines according to the selected document.

    3. Inspect the Qty. on Cross-Dock Bin field.

    4. Choose the Create Pick action.

    5. Confirm any of the pick settings needed, for example, enable Per From Zone toggle. Choose the OK button.

    You receive a confirmation message with the pick numbers. There are two picks as some items are located in the cross-dock zone, close to shipping area, and it would make sense to process them separately.

  9. Register the warehouse picks

    1. Choose the Lightbulb that opens the Tell Me feature 10. icon, enter Warehouse Picks and choose the related link.
    2. Locate the picks you created and open it.
    3. Choose the Register Pick action.
    4. Repeat for the second pick

  10. Post the Warehouse Shipment

    1. Choose the Lightbulb that opens the Tell Me feature 11. icon, enter Warehouse Shipment and choose the related link.
    2. On the warehouse shipment page, review the Lines section. After the warehouse pick is registered, the warehouse shipment will be updated with the Qty. to Ship populated.
    3. Choose the Post Shipment action.
    4. Confirm the Ship option.

Results

  • the Posted Warehouse Receipt is created
  • the Registered Warehouse Put-away is created
  • the Posted Purchase Receipt is created
  • the Purchase Order has the Quantity Received updated for the lines received
  • the Registered Warehouse Movement is created
  • the Registered Warehouse Pick is created
  • the Posted Warehouse Shipment is created
  • the Posted Sales Shipment is created
  • the Sales Order has the Quantity Shipped updated for the lines shipped
  • the item Inventory is increased by any remainder not shipped out

See also

Receive Items Design Details: Inbound Warehouse Flow Ship Items Pick Items for Warehouse Shipment Design Details: Outbound Warehouse Flow View the Availability of Items