System-directed clustering

Important

Some of the functionality described in these release notes has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
End users by admins, makers, or analysts August 2019 October 2019

Feature details

With the setup of system-directed cluster picking, you can cluster pick work headers based on a system-generated cluster. The system clusters picking orders up to the number of positions specified on the cluster profile and allows the user to pick multiple orders at the same time without having to create a cluster manually. This feature offers an alternative to manual cluster building by offering to use a cluster profile that the system will use to create a cluster. Several setup lines should be determined on the cluster profile before use. "Number of positions" will correspond with the number of orders that will be put on a cluster and consequently to the number of totes; "Break cluster at" will determine when the cluster should be broken; "Generate cluster ID" will control whether the cluster ID will be generated by the system or entered by the user; and "Sort verification type" will determine whether any position verification is needed or not.

The new mobile-device menu item should be used for system-directed cluster picking with the new "Directed by" option, where the wanted cluster profile ID must be specified. The assignment of work orders can be further optimized by specifying customized sorting criteria on the system-directed query order, which can group orders based on company-specific criteria. At the time of picking via system-directed cluster, warehouse workers will be automatically presented with a created cluster where picking orders have been pre-assigned to cluster positions. The worker can therefore start picking an item for multiple work orders by visiting the pick location only once. The picking process for this feature is the same as for user-directed cluster picking.