Sales order picking and consolidated shipments


Sales order picking is a necessary process for any business using a mobile device or the web client. Regardless of the various options are available, the sales order picking process is the same:

  1. The sales order is created and entered into the system.
  2. The order is confirmed in the system.
  3. At some point, the order is then ready to be released for picking. This can be the same day or anytime.

Staging with sales order picking

You can configure the work template to skip the staging step by only using one pick and put pair.

In more complex warehouse operations, you can use multiple staging operations. For example, multiple staging operations can be useful after items are picked from the warehouse and they require a complex packing operation to bubble wrap items for shipping.

After the items are bubble wrapped, they are staged at a dock door for loading. With this example, you could create three pick and put pairs to track the movement of the item through the various steps:

  • The first pick-put pair moves the item out of the picking location and into a packing location.

  • The second pick-put pair moves the item out of the packing location and into the loading location.

  • The final pick-put pair moves the item out of the loading locations and onto a truck or out of your warehouse.

You need to configure a work template with the correct pick and put pairs, and create location directives to indicate that items should be placed in the packing and loading locations, respectively. These location directives would then be linked to the work template to indicate where the items should be placed. When you configure the menu items for sales order picking, some additional options are available to help you manage the staging process.

Anchoring is a concept that allows the user to override the staging or loading location; all subsequent open puts will be directed to the new staging or loading location.

You can find the Anchoring option on the MOBILE DEVICE MENU ITEMS page. If the Anchoring slider is set to Yes, then the user can select to anchor by the shipment or the load. If anchoring is by shipment, then the subsequent open puts for the same shipment or load will be changed to the new location for that shipment. If anchoring is by load, then the subsequent open puts will be changed to the new location for that load.

Screenshot of the Finance and Operations Anchoring settings.

Pick sales orders with the mobile device

Sales order picking with the mobile device can be done after the order is released to the warehouse and the work is created. This will enable any user with the proper permissions to use the menu in the device to access the picking options.

Consider the following steps for the picking process:

  1. Create the sales order.

  2. Confirm the sales order.

  3. Release to warehouse and create the work.

  4. Pick the sales order.

Work pick line overview

The optional Pick line overview feature enables warehouse workers to view and select from a list of all the work lines related to their current task. This capability helps workers to optimize their picking sequence.

The feature provides options that replace the standard Skip button that lets workers cycle through the lines one at a time, in a fixed order. To enable and configure this feature, see Set up a mobile device menu item to provide a pick line overview.

Shipment consolidation policies

The consolidate shipment policy feature allows for flexible configuration of automated consolidation of a shipment at the time of batch releasing sales or transfer orders. Policies can be defined on the Warehouse management > Setup > Release to warehouse > Shipment consolidation policies page. The policies have queries to define their applicability and a modifiable set of fields driving the decision for grouping load lines on shipment level automatically at release to warehouse. Upon setting up a new policy, you can toggle Consolidate with open shipments on to allow new shipments to be consolidated with already existing open shipment. In addition, a Create default setup option.

Screenshot of the Finance and Operations Shipment consolidation policies.

The option to further define the consolidated shipment by policy type of sales orders or transfer orders, customer and location, can be found at Warehouse management > Setup > Release to warehouse > Shipment consolidation templates.

Screenshot of the Finance and Operations Shipment consolidation template.

When sales and transfer orders are released to the warehouse, they are released and become available to consolidate. In Warehouse management > Shipments > All shipments there is an option to consolidate shipments, by selecting consolidate shipments.

Screenshot of the Finance and Operations All shipments page with Consolidate shipments highlighted.

Shipments can also be manually managed in Warehouse Management > Release to warehouse > Shipment consolidation workbench. Select the template that was previously set up, and select Consolidate shipments.

Screenshot of the Finance and Operations Shipment consolidation workbench.

Outbound workload visualization

The optional Outbound workload visualization feature provides a customizable, visual display of outbound workloads in the warehouse, so the progress of picking work can be monitored and displayed on warehouse performance screens.

You can easily create custom workload charts that monitor the progress of current work and what work remains. You can create multiple views, filter the data to focus on the most critical elements, and set up auto-refresh as needed.

To learn more about configuration and the setup of Outbound workload visualization, see Outbound workload visualization.