Tracking Sales and Transfer Orders Through the Warehouse

Use the Warehouse Picking Confirmation Queue to track sales orders and transfer orders and their products through the warehouse as the order is being picked. From the Warehouse Picking Confirmation Queue you can do the following:

• Confirm order in-process statuses.

• Assign tracking numbers to packages.

• Print separate pick and ship tickets.

To print ship tickets for orders that contain open serial numbers, you must be assigned the SERIAL.OVRD authorization key to complete the printing process.

• Enter order staging locations.

• Indicate packaging used for the order.

• Print packaging labels.

• Add an order to an existing manifest or create a new manifest for the order.

For information about picking and shipping different order types, such as transfers and COD orders, see Picking and Shipping Different Order Types in a Manual Warehouse.

Note: To use the Warehouse Picking Confirmation Queue, the Enable Picking Confirmation control maintenance record must be set to Yes for your branch. The Warehouse Picking Confirmation Queue is available for orders being shipped using a ship via that has valid in-process statuses defined. For more information, see Ship Via Maintenance Overview.

This topic contains information about how to complete the following tasks:

• Track orders through the warehouse.

• Assign packages in an order a tracking number.

Tracking Orders Through the Warehouse

Use the Warehouse Picking Confirmation Queue to track an order and its products through the warehouse as an order is being picked using the valid in-process statuses defined for the ship via assigned to the order.

If you are using RF and close an RF-picked order from the Warehouse In Process Queues, you can use the Warehouse Confirmation Queue to complete processing for the order. When you display the order in the Warehouse Confirmation Queue, the system assigns it to the correct status based on the order's ship via.

To track an order through the warehouse:

1. From the Whse Mgt > Warehouse Queues menu, select Warehouse Confirmation Queue to display the Warehouse Picking Confirmation screen.

2. In the Order # field, enter the transaction number for the order you want to update or scan the ticket's bar code. Press F10 to select from a list of recently accessed orders.

The system populates the following fields:

3. In the Current User ID field, edit the user ID as necessary to match the in-process status.

The user ID in this field defaults to the ID of the user logged on to the terminal. As an order moves through the picking process, the picker assigned to the task displayed in the Review Queue Status field enters his/her ID in this field.

4. Use the Confirm hot key to confirm the in-process status displayed in the Review Queue Status field.

• The system enters the first status, and with each status confirmation, it progresses to the next in-process status defined in Branch and Ship Via Maintenance. The system enters the next status in the Next Status field, accordingly.

• When the first four characters of a status are Pick and that status is confirmed, the system updates the ledger record by entering the user ID of the current user as the picker.

• If you have Signature defined as an in-process status for the ship via, and have the Eclipse Signature Capture companion product installed with a signature capture device, the device and application activate when the Signature status is the next status. The signature capture device remains active independent of the picking process. If you have Signature defined as an in-process status and do not have the Eclipse Signature Capture companion product installed, you receive an error message when the status is set to Signature.

• If you confirm an invoice to the Staging status (when it is followed by Manifest), the system checks the Auto Manifest Load field for the ship via in Ship Via Maintenance before confirming the status of Manifest. If the status is set to:

• No – The system does not confirm the status of Manifest. Manually add the order to the manifest. When you manually add an invoiced order to a manifest, the status in the Warehouse Picking Confirmation screen changes to Manifest.

• Yes – The system confirms the Staging status and then confirms the Manifest status.

5. Complete the confirmation and update the following fields:

At the confirmation of the last step defined for your company's process, the system prompts you to print a shipping ticket for the order.

6. At the prompt, press Enter to print the ship ticket.

7. Press Esc after you complete updating and confirming the order's in-process status.

Assigning Packages a Tracking Number

Depending on how the Warehouse Picking Confirmation Queue is set up for you, you may need to enter a tracking number for packages in an order, or the system may assign a tracking number to a package for you.

If the Use Whse Confirmation Queue With Tracking Number control maintenance record is set to Yes, the Warehouse Picking Confirmation screen displays two additional columns to store quantities and tracking numbers. If your system is set up to automatically assign tracking numbers, the Set Starting Warehouse Confirmation Tracker ID Number control maintenance record determines the starting tracker number. Each time the system assigns a number, the tracking number increases by one.

To manually assign a tracking number:

1. Use the Warehouse Picking Confirmation Queue as described in Tracking Orders Through the Picking Process.

2. In the Quantity field, enter the number of items packed in the line item. For example, if you have two boxes in staging location S-01 that each contain five items, enter 10 in the Quantity field for that line.

Note: Depending on the settings in the Warehouse Tracking Column Titles control maintenance record, the Quantity field may have a different name. Use the field after the last package type field to enter quantities.

3. In the TrackerID field, enter the tracking number for the package. If you want to assign a different tracking number to each package in the order, for example, each box and each bag, enter each package on a separate line so each staging location has only one item.

Note: Depending on the settings in the Warehouse Tracking Column Titles control maintenance record, the TrackerID field may have a different name. Use the last field on the right of the screen to enter tracking numbers.

4. Press Esc to save your changes and exit the Warehouse Picking Confirmation screen.

More Options from the Warehouse Picking Confirmation Queue

The Warehouse Picking Confirmation Queue also offers these options.

See Also:

Picking and Shipping Different Order Types in a Manual Warehouse

Shipping Manifest Queue Overview

Picking and Shipping Orders in a Manual Warehouse Overview