Scan Pick

The Scan Pick function can be found under the Transactions menu. 

The Scan Pick allows a sales order to be identified and then offers a twin grid screen where each row represents a quantity of one product.  Decimal quantised products are not supported at this stage but might be added on a separate tab of the form at a later date.

The form is designed as a pick list for the order and supports bar-coded (wedge reader) or keyboard input.

Scan Pick Search {tab}

When the function is opened the user is presented with a sales order Search screen (tab).

 

Warehouse - Scan Pick - Order search {tab}

The user can filter by both search string and/or order header flags of Backorders, UnReleased, UnPicked, UnSupplied) .   Note that individual order lines may have quantities at different phases therefore these flags indicate if there are any non-zero line quantities at each of these phases.

The combo box accommodates filtering by branch. 

Notes:

·         Picked is an optional status between Released and Supplied (see profile setting Enable sales order pick quantity). It is turned off by default. Typically is can be used as a phase preceding physical dispatch such as verifying stock by moving it from shelf to carton. Dispatch might then involve the addition of freight and price checking.  It is not essential to have this profile setting active to use the DUO Despatch function.

·         By default most databases have profile setting Enable sales orders release quantity = False and profile setting Enforce constraint of sales order quantity as release quantity + backorder quantity = True.  This combination automatically releases any orders keyed to the system.

·         If either of the Release or Pick phases are set to manual then the DUO Despatch function can progress order lines through these phases.

Searching logic

·         If the search string is numeric then it is compared to order number and account number (exact match).

·         In all cases the search string is compared to Customer order Number, Reference, and account name (wildcard search)

Scan Pick Process tab

Picking an Order

After selecting an order the system proceeds to the Process tab

Warehouse - Scan Pick - Process {tab} -Picking an Order

Columns

Firstly let us define PLU and SKU to explain why we have two stock codes in the grid. Common definition is that:

·         PLU is Price lookup Unit. usually this is the same stock item as the SKU

·         SKU is Stock Keeping Unit

Exo has facility for Linked Stockcodes where a PLU (lookup) item is used to set a bulk price and link to an SKU. For Example Stock Item 6PACK (PLU) might point at item BOTTLES (SKU) and have a ratio of 6:1 (see stock Items Details 2 tab).  In this case we are saying that we are stocking everything as bottles which we could sell individually or as a 6 pack.  If we order a 6 pack we therefore have to despatch 6 BOTTLES not one 6PACK.  The DUO Dispatch function will therefore generate 6 rows for one 6 PACK.

The Description column comes from the sales order line (not stock master) and may have been overwritten when the order was created in MYOB Exo.

Batch will show any preloaded stock batch codes entered via Exo sales orders.

Branch and Location are the abbreviated descriptions from the master setup.  They reflect the codes on the sales order line which mostly will be the same as on the sales order header.

Bin is either the bin code entered on the sales order line or if this is blank the system will retrieve the bin code from the stock items corresponding location record.

Status is an DUO defined status to control progress of the processing.  It is determined automatically by the system when generating rows based on quantities in the order lines. These codes can be:

 0. Backordered

10. On Order

20. Released

30. Picked

40. Supplied

50. Invoiced

 

The two Grids

In the Process tab the top grid shows candidates for picking  and the bottom grid shows processed lines. One row is shown for each unit quantity from sales order lines. The distinction is controlled by the From Status ComboBox.  The top grid does a <= test and the bottom grid does a > test.

Note: The height of these two grids can be altered by dragging the splitter bar that is between them.

By way of example, if a line has an ordered quantity of three and one has so far been supplied then:

·         when the ComboBox is set to 20.Released there will be two rows in the top grid and one in the bottom grid

·         when the ComboBox is set to 40. Supplied all rows would show in the top grid

The To Status ComboBox defines the status to be set when a unit quantity is processed (defined later).  The system will automatically adjust sales order line quantities and refresh the grids.

The Scan EditBox is an omni-box.  All entry is done in this box (usually using a barcode scanner) and the system decides what it thinks the data is.

Note: Only products of Stock Classification = Freight can be added to the order. All other products must be already on the order.

A unit of product is processed (a quantity of one is moved to the To Status) by identifying the stock code in the Scan EditBox by any one of these means:

·         Entering a stockcode (either PLU or SKU)

·         Entering a barcode to be found in any of the  barcode fields of a stock item (either PLU or SKU)

·         Entering a stock serial number (matched to in-stock serials of participating stock codes)

·         Entering a stock batch code (matched to participating stock codes)

The searching follows the above precedence list. In all cases the system does an exact match (in the above test sequence) and if the item is not found in the grids then a warning message is displayed and no update action occurs. No wildcard matching occurs.

Adding Freight

A full courier manifest interface is available on the Manifests tab of Scan Pick. It is driven from the courier setup in Exo Exocfg. See section on Couriers & Manifest later in this document.

Narratives

Both header and line narratives are supported.

The header narrative is handled in the same way as in MYOB Exo.  If a header narrative exists then the notepad icon will appear at the left end of the grey bar. Hover over this icon to pop-up the narrative.  Click this icon to open the narrative in an edit box.

When picking, the line narrative is likely of high importance so is shown in the dedicated note area at bottom left of the screen.

Stock levels

In the bottom right of the screen the system displays Stock levels and also the order quantity totals for the SKU of the selected row in the top grid. When the sales order itself has more than one line for the same SKU then a total of all these lines is displayed. The code and description displayed here is for the SKU (not the PLU) but these are usually the same item (but see linked stockcodes).

 

Warehouse - Scan Pick - Process –Stock Levels

The background colour is usually grey indicating that the system thinks that there is ample stock on hand to fulfil the order.  Other colours may be displayed to indicate a possible or actual stock exception situation. These colours are:

·         Blue: This is a lookup item and no stock level information is relevant.

·         Red: Stock on hand for this item has already gone negative.

·         Maroon: There is insufficient stock of this item to complete this order.

·         Yellow: The stock location on this line has been flagged as Not For Sale e.g it is a WIP or InTransit location.

·         Olive: Low stock alert (as per above screenshot). The computer indicates that there is sufficient stock on hand however supplying this order will drop the stock level below it’s specified minimum stock level.

Quantities displayed are for the SKU and Location of the selected line in the top grid:

·         This order Qty: The total order quantity for this SKU.

·         B/O: The backordered quantity for this SKU. This is also included in the This Order Qty.

·         Physical: Stock on Hand

·         Free: Free stock.

·         Committed: Committed stock for this SKU at this location.

·         UnReleased: This order’s quantity not yet released.  This is normally zero since. with the default profile settings, the order quantity has to be the sum of Released + Backordered (see profile setting Enforce constraint of sales order quantity as release quantity + backorder quantity). Manual release of stock is effectively authority to pick and is usually used to communicate this authority from the office to the warehouse.

·         UnPicked: This order’s quantity not yet picked. Picking is an optional phase prior to supply (see profile setting Enable sales order pick quantity). The optional picking phase is distinct from the packing dispatch phase associated with Supply. Pickers are likely responsible for verifying stock by moving it from shelves to packing area. Picking does not decrement stock on hand

·         UnSupplied: This order’s quantity not yet supplied. Supply is the process of decrementing both stock on hand and unsupplied and is usually associated with good leaving the warehouse.

·         UnInvoiced: This order’s quantity not yet invoiced.

Free and Committed stock is computed on the same basis as the stock levels grid.

For UnReleased, UnPicked, UnSupplied, and UnInvoiced there may be quantities which have not yet been processed. These are the ‘Now’ columns you see in the MYOB Exo Sales order Supply screen. Here the ‘now’ are shown in square brackets. The brackets are suppressed for ‘now’ quantities which are zero so as to make the screen easier to read. 

Bills of Material

BOMs on the sales order comprise of a header row and components.  The header row does not represent a true stock item therefore does not appear in the grids on the Process tab. 

Need to add BOMCODE and KITSEQNO columns to grid to identify lines as components.

Processing Stock movements and Invoicing

The ScanPick function only primes the ‘Now’ fields which are the ones you can see and edit in the Exo Sales Orders Supply screen (the red figures in the following image).

Warehouse - Scan Pick – Process - Primes the 'Now' Columns

These quantities are therefore pending action (primed) and have not yet been processed to stock transactions and or debtors invoices.

The Quick Supply button launches the Process Sales Order dialogue (see next section).  The combo-box in that dialogue will be set according to the To Status combo-box in Scan Pick e.g. Pick or Supply. The Scan Pick screen will first return to the search screen (to unlock the order ready for processing).

The Sales Order button will open the order in MYOB Exo. The Scan Pick screen will first return to the search screen (to unlock the order so Exo can take ownership).


 

Scan Pick Manifest {tab}

The Manifest tab houses the Manifest widget. This widget allows capture of consignment note and courier ticket information. For more information see the Manifest Widget in the Consignments section of this document.

Scan Pick Detail {tab}

The Details tab houses the Order Details widget. This is a read only widget to display the Sales Order details. It contains all the order header information and a grid similar to the MYOB Exo Sales Order Supply grid. The order is Object Locked whilst selected so you cannot view it in MYOB Exo.

Warehouse - Scan Pick – Detail {tab}

Scan Pick Debtor {tab}

The debtor tab shows the Company and Contact List widgets associated with the debtor for this order. The tab presentation is the same as shown for the Companies screen.


 

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