Transcription
Accellos One WarehouseHandheld FunctionsCollect Edition
Accellos Inc.125 Commerce Valley Drive West, Suite 700Markham, Ontario, CanadaL3T 7W4October 2008Copyright Accellos, Inc.All rights reservedThis manual is reserved for licensed users of Accellos One Warehouse. If you are not a licensed user ofAccellos One Warehouse, no part of this publication may be reproduced, stored in a retrieval system ortransmitted in any form or by any means electronic, mechanical, recording or otherwise, without theprior written consent of Accellos, Inc.The information in this manual is furnished for informational use only, is subject to change withoutnotice and should not be construed as a commitment of Accellos, Inc. Accellos, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual.
TABLE OF CONTENTSABOUT THIS DOCUMENTAudience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiAccellos One Warehouse Product Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiiGetting Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiiDocument Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixContacting Accellos Inc WMS Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixCHAPTER 1USING THE HANDHELD INTERFACEStarting Accellos One Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Navigating Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Scanning Barcodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Selecting Options from Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Using Function Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Accepting Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Identifying Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Handling Products with Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Handling Non-unique Attributes (Lots) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Handling Unique Attributes (Serials). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Canceling Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Exiting Accellos One Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10CHAPTER 2RECEIVING INVENTORYUnderstanding Receiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Receiving Purchase Orders By Wave. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Starting a Wave of Purchase Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Selecting Products in the Wave . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Checking-in Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Putting Away Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Stopping a Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Correcting a Receipt. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Closing a Purchase Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Stopping and Restarting a PO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ACCELLOS ONE WAREHOUSEHANDHELD FUNCTIONS11121316182022232424iii
CHAPTER 3MOVING/PUTTING AWAY INVENTORYUnderstanding Moving and Putaway Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Looking Up Bin Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Serial Lookup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Moving Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Moving Products Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Moving Products In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Moving Products in One Step. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Reserving and Unreserving Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Reserving Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Unreserving Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27282930313745515255CHAPTER 4REPLENISHING PICK BINSUnderstanding Replenishment Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Replenishing in Two Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Letting Down Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Filling Bins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Replenishing in One Step. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5758586164CHAPTER 5PICKING AND PACKING ORDERSAbout Picking and Packing Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Understanding Picking Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Starting the Picking Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Starting a Wave of Sales Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Starting a Dispatcher or System-Waved Wave . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Creating a Wave from the Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Stopping and Restarting a Pick or Wave . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Picking Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Understanding and Selecting Picking Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Picking Orders by Wave (Regular Picking) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Picking Orders by Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Picking Orders by Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Picking Orders by Scanning Each Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Handling Picks You Cannot Fulfill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Skipping a Pick . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Shorting a Pick . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Picking Orders in One Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6768717272747677787981828587888890CHAPTER 6REPACKING ITEMSUnderstanding The Repack item Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Repacking Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92IVHANDHELD FUNCTIONSACCELLOS ONE WAREHOUSE
CHAPTER 7ADJUSTING INVENTORYUnderstanding Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Using Miscellaneous Adjustments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Creating an Adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Adjusting Product Into the Warehouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Adjusting Product Out of the Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100CHAPTER 8PRINTING LABELSUnderstanding Label Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Understanding Printer Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Redirecting Printers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Bin Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Product Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Product Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Case (Overstock) Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Price Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Shipping Carton Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Single Carton Contents Labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Numbered Carton Contents Labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103104105106108109110111112113113CHAPTER 9COUNTING INVENTORYUnderstanding Inventory Counting Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .General Procedure For Counting Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Performing a Cycle Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Directed Cycle Counting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cycle Counting by Bin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cycle Counting by Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Performing a Full Stock Count. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Performing the First Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Performing a Recount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Counting Products in a Bin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Counting by Quantity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Counting by Each . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Completing a Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Stopping and Restarting a Count. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Stopping a Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Restarting a Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ACCELLOS ONE WAREHOUSEHANDHELD 1131132v
VIHANDHELD FUNCTIONSACCELLOS ONE WAREHOUSE
A B O U T T HI S D O C U M E N TThis manual provides conceptual information and operational procedures for the AccellosOne Warehouse Web Dispatch application.It is highly recommended that you read the introductory companion manual, Overview ofAccellos One Warehouse before working with the procedures contained in this manual.AUDIENCEThis document is intended for the following readers: Warehouse supervisors or managers, who use the Accellos One Warehouse WebDispatch application for daily warehouse operations and management. Accellos, Inc. partners and resellers, and warehouse system administrators or ITmanagers, who need to understand Accellos One Warehouse functions for thepurposes of system installation, setup, and ongoing configuration.This manual assumes some familiarity with basic warehousing concepts, but notnecessarily with concepts or terminology that are specific to warehouse managementsystems (WMS) or to Accellos One Warehouse.ACCELLOS ONE WAREHOUSEHANDHELD FUNCTIONSvii
About This DocumentAccellos One Warehouse Product StructureACCELLOS ONE WAREHOUSE PRODUCT STRUCTUREThe Accellos One Warehouse product line is structured as follows:Collect Edition—The 'basic' or 'easy' edition of Accellos One Warehouse. Collect is designedto be a true entry-level product. It offers simplified user processes and implementation, whilestill providing a robust WMS solution.Manage Edition—This is essentially the Collect Edition with the addition of the Kitting andMulti-Zone modules. It maintains the simplicity of the entry-level Collect Edition, whileproviding ‘Kitting' for sites that need some sort of production facility and ‘Multi-zone’functionality for sites that need to use zones for specific purposes such as hazmat or freezersor if they define their warehouse layout using different zones. The Manage Edition also allowsyou to optionally purchase additional modules, as required.FulFill Edition—Builds on the features and functions of the Collect Edition by adding some ofthe most commonly used advanced features. Fulfill addresses the desire for the mostfrequently requested enhancements, without requiring customers to buy specialized featuresthey don't need. Growing businesses will find that the upgrades in the Fulfill package provideadditional functionality for current and future needs.Optional Module and Toolkits—Since many businesses have specialized needs, Accellos OneWarehouse offers numerous modules/toolkits that can be purchased individually. Accellosunderstands that businesses don't want to buy functionality that they will never use or thatthey don't have the infrastructure to support. Therefore, the product structure allows you topinpoint and purchase only the modules/toolkits you require. Modules are a standard set of functions that do not require any additionaldevelopment to implement. Toolkits are used by our Professional Services Development Team to build customsolutions for customers. For example, we have the ability to control carousels andconveyors, but each site requires some level of customization. The customer would berequired to purchase the Warehouse Automation Toolkit and then a number of daysof custom development at our standard PS rates in order to implement a completesolution.GETTING ADDITIONAL INFORMATIONThe documentation set is intended to provide a targeted approach information as follows: Collect and Manage users need documents designated for Collect Edition or have nodesignated edition. Fulfill Users and purchaser of optional modules and toolkits need documents designatedfor the Fulfill Edition, the Collect Edition or have no designated edition.Depending on your role and the products purchased, you may want to reference some of thefollowing documents:VIII Overview of Accellos One Warehouse Accellos One Warehouse Web Dispatch FunctionsHANDHELD FUNCTIONSACCELLOS ONE WAREHOUSE
About This DocumentDocument ConventionsDocument ConventionsThe following formatting conventions are used in Accellos One Warehouse documentation:ConventionExplanationInitial CapsIndicates the name of a Accellos One Warehouse function.Example:The cartons are sent to the shipping area and, optionally, weighed andscanned with the Carton Shipping function.ALL CAPSIndicates a Accellos One Warehouse system name, such as a bin location or an order or carton status.Example:The order is in the status of SUSPENDED and cannot be processedfurther until it is released.Bold textIndicates text that appears in screen options such as buttons, menus,text boxes, and so on.In the Product field, enter the product number.monospacetextIndicates text that you must enter exactly as shown.Example:Enter the IP address or machine name of the server running the WebDispatch thread, or enter localhost if you are running InternetExplorer on the server machine.italicsIndicates a newly introduced term, emphasis, or a manual title.Example:It cannot be further processed until the dispatcher unsuspends it. Indicates the start of a procedure.Example: To start picking an order:CONTACTING ACCELLOS INC WMS CUSTOMER SUPPORTYou can contact Accellos Support by telephone or e-mail. Be sure to have ready your companyname, the version of Accellos One Warehouse you are using and a concise description of theproblem you are experiencingTelephone: 1-800-668-7700905-695-9
managers, who need to understand Accellos One Warehouse functions for the purposes of system installation, setup, and ongoing configuration. This manual assumes some familiarity with basic warehousing concepts, but not necessarily with concepts or terminology that are specific to warehouse management systems (WMS) or to Accellos One Warehouse.File Size: 2MB
