Wireless Warehouse Packing Orders With Handhelds

Overview

This process document will cover how to handle the packing process using the handhelds and the wireless warehouse functionality.

Assumptions

To begin this process, it is assumed that your warehouse has been configured for wireless connectivity, and you have the application installed on our recommended devices. In addition, you have your warehouse locations built, and labeled. Lastly, Wireless Warehouse settings are turned on, and access and security has been configured for any users using the handhelds.

Within the Handheld App -

Will need to change the default display size from default to small to ensure the menus and details properly fit within the screen.

Creating Package Types

Before you begin using the hand-held you need to ensure that you have created and configured your package types within the desktop application.

• Go to Warehouse > Inventory > Warehouse Manager. Under the Shipping section you will choose Packages.

  

• Using the Manage Package, you can add, edit, delete and set a package default.

  

• When you are adding a package you will create a Package Name, Description, and then can choose if that is a default package type and then save your entry.

  

• It will then appear on the list of package type above.

  

• If you need to edit an or delete a package type, just highlight the line and right-click

  

• Then when you are using the handheld and select Show/Edit Packages you can now view your package type listed in the dropdown for selection.

• Also in the next section will go over how to select ‘Quick Package buttons’ to choose from in handheld to be used.

  

Admin Settings to Consider

Within the desktop application there are a couple of handheld settings you may want to consider/configure before using the handheld.

• Go to Admin> Administrator> Warehouses> HH Settings

  

• The following settings can and do relate to the Packing Process:

  

  • Related to Packing Process:

    • Do not allow more than “x” items per shipper for One and Done - when configured this will allow users for the quick “one and done” pack to configure how many items that can be considered during this process. Also once the packing is completed you can also choose what the shipper will be automatically posted to, ie. Staged, or Loaded.

    • Quick Package Button - when configured you can select which “quick” package buttons you want displayed in the handheld for ease of use, and that are commonly used so the user doesn’t have to select from a drop down menu for the package type each time. The selection here is based on the Package types you created in the previous section.

      

  • Additional Settings to consider:

    • HH Recall Last Template/Printer Selection - When printing an inventory or location labels, if this setting has been selected, your default printer and label templates will automatically be preselected for you.

    • Using Holding Bins - When selected as part of the receiving, shipping and our counting process the handheld workflow will consider that you are using system bins to place items in or out during these processes which will require you to enter or scan these bins before proceeding.

Options when Packing Orders

Now that you have created your Staging bins, In-transit locations, and Delivery routes with the Savance Application you can now use the handhelds to perform your picking, packing and shipping process.

• Once logged into the hand-held you will go to Inventory> Shipping. Depending on where you are starting the process you have the following options: Picking or Packing and Delivery.

  

Packing vs. Quick Pack vs. One and Done

When you begin the packing process you have three options once you’ve selected ‘Packing’ from the Shipping Menu. Below describes what the differences are.

Packing

When you select ‘Packing’ the process of selecting orders, either by manually selecting an order or selecting from the packing queue, the main goal is for the user the ability to go through each step of the packing process and once the order has been completely packed, you will be choosing to stage to a location, or have ready for another user to load and deliver the order.

Quick Pack

Selecting ‘Quick Pack’, is the same as ‘Packing’, however it will complete the loading process and mark the order/items as shipped. There will be a QP indicator in the upper-left corner that indicates you are in the Quick
Pack process.

One and Done

Select ‘One and Done’ if you have a single item within an order and quickly want to pack, print your labels, and get staged for delivery. There will be a P&D indicator in the upper-left corner that indicates you are in the One & Done process.

This process will print your labels, packing list and place it in the staging location, and mark it as loaded for delivery.

Packing Orders with the Handhelds

• When you select Packing, you will be prompted with three options, Packing, Quick Pack, or One and Done. I will be selecting Packing.

  

• On the next screen, you must first scan or enter the Holding Bin that you will be selecting an order from to pack, and select ‘Next’.

• Enter or scan the bin to grab an order to pack

  

  • Select the orders and select ‘Next’ from the Packing queue

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• After selecting what order to pack, you will verify the order number, date, and customer information. You will choose a shipping method and staging area in which you will place the order when you are done packing it or while you are packing it, i.e. Intransit bin (note you can change/select the staging area when the package is packed).

  

• Begin scanning, or selecting an item from the order to begin the packing phase. As you select an item you have the option from here to Create Multiple Packages for the item as well. You will just need to make that selection, before selecting ‘Next’

  

• If you’ve just started packing this order, you will select ‘New Package’ within “Current Package”, then you will select what type of package you will be using.

  • New Bag

  • New Box

  • New Pallet

  • New Reel

  

• Once you’ve chosen your package type, you will enter the amount you are packing within that package. By default, the system will assign a package number. This will allow you to choose this package again if you wish to continue using it while packing the rest of the order instead of selecting a new package.

  

• Once completed select, OK. If there is more than one item on the order you will automatically be placed back on the item list for the order.

• Item List for the order

  

• You will also notice a new option to see “View Packed” This will allow you to view what’s already been packed.

  • Viewing items already packed
  

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• As you select your next item to pack, you will notice that instead of ‘New Package’ listed as the current package, by default it will select the package you just created with the previous item.

• If you want to continue using the same package, select ‘Next’. If you want to create a new package, you will select “New Package” again and a package options below.

  • 

• Repeat this process until all items are packed for this order and select ‘Done’. After all items are completed through the packaging phase you will next be prompted on what paperwork/labels you want to print for this order.

  

• Then select the Label and Packing Slip printer and template you wish to print.

  

• Finally, you will select the staging area in which you are placing the order within the warehouse.

  

The package phase is now completed. You will then be placed on the screen to select a new order to pack.

Packing & Staging Pack and Hold Orders

If an order was flagged P&H (Pack and Hold) during order entry it will be flagged to be Pack and Hold, and stage the order until the customer is ready for pick up or delivery.

• Using the handheld you will select the order from the moving/holding bin queue.

  

• Next, select the Shipping Method if not already selected, and the staging area.

  

• Begin the packing process as listed above.

• Once completed, select Done, and print your paperwork.

  

• Once completed, then choose your Pack and Hold staging area.

  

• The order will now be staged and ready for when the customer is ready for pick up or delivery.

Packing & Staging Will Call Orders

If an order was flagged W/C (Will Call \ during order entry it will be flagged to be W/C, and stage the order until the customer is ready for pick up.

• Using the handheld you will select the order from the moving/holding bin queue.

  

• Next you will select your Shipping Method and Staging area

  

• Begin the packing process as listed above.

• Once completed, select Done, and print your paperwork.

  

• Once completed, then choose your Will Call staging area.

  

• The order will now be staged and ready for when the customer is ready for pick up.

Packing Internal IBT’s

If an order was flagged as in an IBT (Internal Branch Transfer) during order entry it will be flagged as Internal/IBT

• Using the handheld you will select the order from the moving/ shipping/holding bin queue.

  

• Begin the packing process as listed above.

• Once completed, select Done, and print your paperwork.

  

• Once completed, then choose your staging area.

  

• The order will now be staged and loaded for delivery to your other location.

Common Scenarios Encountered while Packing Orders

Create Multiple Packages

In the scenario, while you are packing your order, if you have an item you are packing that will require multiple packages when packing there is an option called ‘Create Multiple Packages’ when packing.

• When you select ‘Create Multiple Packages’ this will allow you to quickly create multiple packages for that item, during the order packing process.

  

• From this screen, select the number of packages you want, the type of package it is, and how many you will be placed in that package. Also while you are going through this process you can also print the package label. Select ‘Next’ when completed.

• To view what you have already packed select ‘View Packed’

  

• You can select ‘Create Multiple Packages’ as many times as you need, but you will go through the rest of the packing process as described above until the order is completed.

Editing Packed Items

If in the scenario you need to edit items you may have already packed to start again or pack again.

• During the packing process you can select ‘View Packed’ from the main item screen for that order.

  

• Next, select the item(s) you wish to edit.

  

• Make any changes to the QTY packed as well as the package type, by selecting ‘Edit’

  

• This will remove the items from the current package and place them back on the main screen to get packaged again.

  

Viewing Package Contents

• While you are in the packing process and creating your package type, you can select ‘Show/Edit Packages’

  

• Select the package you want to view its contents.

  

• From here you can select ‘View Contents’