Releasing Pack And Holds

Task/Problem Overview

This document will cover how to find, release, cherry-pick, and or merge releases for Pack and Hold orders.

Browsing Open Pack and Holds

Go to Inventory > Warehouse Manager > Releases. Using the filters select ‘Pack and Hold’ under SHOW the results will be all your current Pack and Holds.

How to Release a Pack and Hold

Once an order is ready to be shipped, you will need to review and prepare a release so the warehouse knows to ship the material. You may need to cherry-pick or merge releases if the item or items you want to ship is/are not on one release. Once a release is allocated, a pick ticket will automatically be created and printed to the default printer. The paperwork will say PACK & HOLD though, so the warehouse knows to ignore it.

After a release exists for just the material you wish to ship, you will then need to notify the warehouse that the item(s) need to be shipped. If you do not have a pick ticket (if the release already existed for example), you can reprint the pick ticket by going to the dispatch tab, finding the PT document, right-clicking and saying “Reprint”.

From there, you should click “Yes” to the prompt so you can select the printer to print the paperwork to.

At that point, you should have paperwork with just the item(s) that you need to ship. To help the warehouse, you can note the location of the items from the original pick ticket where the pack and hold was staged to or if the handheld or application was used to specify the staging location, you can find this information electronically on the Shipping tab of the pick ticket. Once you find this, you should note it on the paperwork that you plan to hand to the warehouse.

Once the paperwork is ready, bring it to the shipping manager at your location so they can pull the correct items from the appropriate pack and hold the staging location and ship the items. For the warehouse, they should follow the standard shipping process.

How to Cherry Pick & Release Items

As soon as you have received material for a pack-and-hold order you can cherry-pick single or multiple line items within a release. You can also cherry-pick a specific amount of a single line item and leave the remaining quantity on the release you are cherry-picking from.

Open the order and go to the status tab and select ‘Release Management’ that includes the item you want to cherry-pick. Next select ‘Merge’ next to the items you want to ‘unrelease’ and create a new shipper for.

• As you select the items they will appear in the ‘Shipper to Allocate Detail section

Alternatively, you can double-click into the shipper from the status tab on the order, and right-click on the lines you wish to “unreleased” and then unallocated, because you don’t want to ship those items.

It will ask you what quantity you want to unallocate and you will enter the total # of items that you want to ship to your customer. In this case, because you are cherry-picking an entire line, you will enter 0 to unallocate all the items of that line. Press OK.

Once you have completed this task, click save and you will notice the line you unreleased will still be seen on the shipper (release) but will have been struck through.

Then open the order back up and click into the Status Tab (At this point you will notice that there are 0 allocated for the line you unreleased previously). Select “Release Management”, then you can select the following:

• Force Out Only Allocated and not Released

• Force Out Available Only

• Force Out Available and Stock Adjust Remaining

At which point you can either select one of those options or only select the lines you want to force out. will prompt you to select what items and how many you want to Force Out.

Click Accept. As you cherry-pick each line and quantity they will appear in the ‘Shipper to Allocate Details’ section of the Release Management screen.

When you are finished, select ‘Allocate Shipper’.

That will create a new shipper in the status tab that is ready to be shipped and delivered. It will also automatically kick a PT in the warehouse. Follow the standard P&H process at this point.

Merge Releases

In several scenarios above orders are left with multiple shippers. This can be cumbersome especially to the customer when billing occurs and to the warehouse when having to pick, pack, and ship orders. To alleviate these situations Savance has the ability to ‘Merge Releases’.

Merging Releases allows you to combine several shippers into one final shipper.

• In the example below we have an order with 2 shippers because we found additional stock in the warehouse for an order that was short. In that scenario, we Force Out Available and Stock Adjusted the Remaining to care for the customer's needs.

  

• Instead of having 2 shippers and 2 Invoices I am going to Merge both the -00 and 01 orders to create one final shipper and invoice.

• Within the order select ‘Release Management

  

• You will see the Shipper -00 and Shipper -01 listed. On the right-hand side, select ‘Merge All’

  

• This will combine the multiple shippers into one order and list it under Shipper To Allocate Details.

  

• As you can see it will let you know what shippers are being merged, under Merged from Shippers

  

• Next select, Allocate Shipper

  

• Both the -00 and -01 have been canceled and a brand new 02 has been created combing the entire shippers that were merged.