Generating Pick Lists using the SureShip Order Pick Console

Generating Pick Lists using the SureShip Order Pick Console

Introduction


The  SureShip Order Pick Console is used to: a) Review the the number of lines/units (including value) remaining to be picked against open Customer Orders, b) Review the quantities, stockroom locations, lots, and serial numbers currently available to be picked, and c) create Pick Lists, which can then be staged or converted to a Bill of Lading (BOL).

To optimize shipping, SureShip™ can be used to consolidate multiple Customer Orders into a single Pick List if they share the same customer, ship-to address, and ship via code. Consolidations are represented on the order pick console as groupings – any orders sharing the same Group number can be added to the same Pick List.

This article describes how to review open Customer Orders to be picked and create Pick Lists using the SureShip Order Pick Console.

This console is recommended for picking against Customer Orders with many line items efficiently. Refer to this article for an alternative workbench that can be used to create Pick Lists against specific Customer Order lines, as well as Transfer Orders and Service Orders.

Reviewing quantities remaining to be picked on open orders

  1. Use the following options to set search criteria:
  1. Due Date Start and Due Date End: Used to limit results by a due date range, if necessary.


  1. Planned: When enabled, includes lines in "Planned" status when calculating the units, lines, and value to be picked on a Customer Order.
  2. Ordered: When enabled, includes lines in "Ordered" status when calculating the units, lines, and value to be picked on a Customer Order.
  3. Stopped: When enabled, includes lines in "Stopped" status when calculating the units, lines, and value to be picked on a Customer Order.
  4. Ready: When enabled, shows orders where current available inventory is sufficient to cover all units remaining to be picked on a Customer Order.
  5. Partial: When enabled, shows orders where current available inventory is sufficient to cover some units remaining to be picked on a Customer Order.
  6. Not Ready: When enabled, shows orders where current available inventory is not sufficient to cover any units remaining to be picked on a Customer Order.


  1. Click Filter In Place to remove the filter and display all Customer Orders corresponding to currently selected Whse (warehouse), due date range, Line Status selection(s), and Status selection(s).


To select a different warehouse, click  Actions > Change Warehouse from the SyteLine application menu, or navigate directly to the  Change Warehouse form.
Total Remaining and  Value display the remaining number and extended price of units necessary to satisfy the Customer Order.  Total Ready displays the quantity of unallocated (not already assigned to a Pick List or BOL), nettable units available for the currently selected Customer Order and warehouse.  Total Lines Ready displays the number of Customer Order lines that are satisfied by the available inventory.
  1. Use the following options to limit or expand search results as needed:
  1. Skip Order Line When Cycle Count in Process: When enabled, removes results if cycle count is currently in progress for the line item.
  2. Skip Order Line When Quantity Available is 0: When enabled, removes results with no currently available inventory.


Creating a new Pick List

Perform steps from the previous section before proceeding.
  1. Select the Pack Loc (packing location) that picked units will be moved to and the username of the appropriate Picker (optional).


  1. On the Orders table, enable the Select checkbox for each Customer Order to be included on the new Pick List.


Select the  Lines tab to view a breakdown of units to be picked for the currently selected Customer Order by line.


If an order line is cross-referenced to a Job Order containing a Bill of Materials (and the appropriate parameter is enabled under  AIT Custom Parameters) the right table under the  Lines tab will display a list of all materials for which the  Total Ready quantity currently on hand is less than the  Qty Needed to fulfill the Job Order.

  1. Set the Assign Locations checkbox to the appropriate value:


  1. Leave enabled to define specific stockroom locations on the new Pick List. For each selected Customer Order on the Orders table: 
  1. Click on the row and navigate to the Inventory tab.

The  Inventory tab is only available for rows with an enabled  Select checkbox.

  1. Use the top table to select a line on the Customer Order. The bottom-left table may be used to review the Location and Qty on Hand of all available (nettable and unallocated) units for the selected line item.
  2. A Qty To Pick is automatically suggested for each stockroom location. Update if necessary. Refer to this article for additional information about over picking.


  1. Disable to leave stockroom locations undefined on the new Pick List.

See sections below for additional information about lot- and serial number-enabled items.

  1. Use the following options to set Pick List print behaviors:
  1. Print Pick Lists: When enabled, generates a printable report for the new Pick List.
  2. Generate Bulk Pick List: When enabled, generates an item/location summary report along with the Pick List(s).


  1. Click Generate.


  1. A confirmation message will appear on successful Pick List creation. Click OK to close.


Additional information for lot-enabled items

Besides the behaviors described above, the following should be considered for any lot-enabled line items:

  1. When assigning picking locations from the Inventory tab (step 3), separate rows will appear for each available lot on hand. In this case, Qty To Pick is set per Lot and stockroom Location.


Additional information for serial number-enabled items

Besides the behaviors described above, the following should be considered for any serial number-enabled line items:

  1. When assigning picking locations from the Inventory tab (step 3), serial numbers may also be pre-defined if the Assign Serial Numbers checkbox is enabled. Serial numbers can be selected from the bottom-right table of the Inventory tab, or scanned one-by-one using the Scan Serial field.


Next steps

Refer to this article for additional information about selecting specific units to be picked (optional step).

Refer to this article for additional information about converting a Pick List into a BOL.

References and Related Articles

Picking Overview

Generating Pick Lists using the SureShip Pick Workbench

Selecting units to be picked using SureShip Pick Staging

Setting up high-level parameters for SureShip™

How does SureShip™ control over picking?

Creating BOLs against Pick Lists using the SureShip Console

SureShip Pick Maintenance


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