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Description

Picking

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Sales orders

For customers with simple warehouse requirements and without using the warehouse module, the Mobile WMS app can integrate directly into sales orders in Business Central.
Sales orders will be available for Picking on the mobile device if:

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1. Create a shipment and add the relevant order lines to ship together
   The shipment can contain lines from many different sales orders based on criteria like customer, shipping agent, etc.
   
   
2. Create one or more picks from the shipment
   1. The "Create Pick" function can be used
   2. The "Pick Worksheet" can be used to generate the pick orders based on criteria like customer, zone, etc.
      
      
3. Picks are handled on mobile
   
   
4. When everything is picked the shipment is posted using:
   1. Using Shipping 
   2. Using Post Shipment
   3. Using Tote Shipping
   4. Using Pack & Ship
   5. Manually in Business Central This typically includes printing the delivery documents and booking a shipping agent

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Section
Column width 15 Column width 40 The pick module is accessed from the main menu seen on the inthe screenshot. When the user activates the pick module an empty order list screen is displayed with the filter opened. The items available on the main menu can be configured to only show the desired items. Column width 50

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Mobile: Pick Order filters

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Column width 15 Image Modified Column width 40 The purpose of the filter

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When the user clicks the <Apply> button the mobile device will show the list of pick available orders. Note:The locations available to the user correspond to the locations the user has been setup to use in the warehouse employee screen in Business Central. The default location is the first entry in the list.

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Mobile: Pick Order list

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Column width 15 Image Added Column width 40 The order list shows the available pick orders within the selected filter. The orders are downloaded directly from Business Central. The information displayed for each order can be changed to fit your specific requirements. The list can show orders of the following types: Warehouse picks Inventory picks Sales orders Purchase Return Orders The work process on the mobile device is identical for all order types. Column width 50

Selecting the right order
The user can use the scanner of the mobile device to select the right order to work on. In the standard setup, the user can scan the barcode of one of the items to pick. The mobile device will then filter the list of orders to only show the orders containing this item. This will typically result in a very limited set of orders.

Note: The filter functionality when scanning can be changed to allow filtering on any scanned value. E.g. scanning an order reference number.
The order is opened by touching the order line in the list. Whether this needs to be done once or twice, is defined in the configuration file for the mobile device, and the default is to double touch. When the line is opened the order lines are downloaded to the mobile device.

Order locking
The lock symbol, illustrated on the third order, tells the user if someone else is working on the order. If the user selects a locked order, a warning is displayed, telling the user who is working on the order. The locking functionality function is used to prevent unintentionally selecting an order handled by another user. If the user still wants to work on the order after seeing the warning, the order can be opened in the menu by selecting "Release (order no.)" to unlock the order. The menu is opened either by clicking the round blue menu button, or by long-pressing on the line.

Menu options

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Column width 15 Image Modified Column width 40 Open

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Mobile: Pick Order lines

When the order lines have been downloaded to the mobile device the order lines can be registered while the mobile device is disconnected from the server.

An example of this is if the mobile device is used in an area without wireless network coverage (e.g. inside a container).

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Column width 15 Image Modified Column width 40 This screen shows the order lines for the selected order. In this case it's for

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Sorting the order lines The sorting of the order lines is defined in Business Central. There are multiple ways to do this.

The goal of the sorting is to guide the picker through the most optimal route in the warehouse. The Mobile WMS setup screen defines the sort order.Image Removed

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There are three options:

• Worksheet
  This is the standard configuration. Selecting this option will sort the order lines according the to what was selected when the pick order was created. If the pick is created from the shipment the user has the options in below:

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• Item Sort the order lines by item number
• Bin Sort the order lines by bin.
  This is not typically not the shortest route through the warehouse. Use the bin ranking feature to get the optimal route.

Selecting an order line
The fastest and most reliable way to select an order line is to scan the barcode of an item.

If the barcode is not available, the user can simply touch the line twice. On devices with a physical keyboard, the up/down arrows can be used, opening the order line by pressing the enter button. This starts the registration process for the order line.

Registering bins

The user must register the bin the items are taken from.

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Column width 15 Image Modified Column width 40 If a bin is suggested by Business Central the user must validate that the items are picked from the correct bin. This is typically done by scanning the barcode on the shelf. If the barcode is not available the user can press the barcode symbol and enter the value manually. Note: In the standard setup the user is allowed to pick from another bin. In this scenario, a warning is displayed, but the user can override it and register the new bin anyway. It is also possible to block using another bin or allow it without showing a warning. If a bin is not suggested by Business Central then the user can enter any value. Column width 50

Note: It is possible to register more than one bin. The quantity for each bin is registered. When the registrations are posted in Business Central the line is automatically split. 

Take Bin Calculation

Picking directly on sales orders, transfer orders or purchase return orders, take bin is selected by this priority:

1. Item Availablity - where can the full quantity be picked
2. Bin Ranking is respected

This can override the order line take bin selection.

Picking according to FIFO & FEFO

The picking instruction used in Mobile WMS is based on what is configured and set up in Business Central.

In Business Central, some configurations can enable the FEFO strategy, but FIFO is not a standard functionality.

• Please refer to your Tasklet Partner for further clarification if you wish to clarify possible picking strategies.

See also: MS Learn on FEFO Setup

Notes

Registering Lot numbers
The Lot number tracking works the same way as for receive Receiving orders.

Registering expiration dates
Expiration dates are not registered on pick orders. Only the Lot or serial numbers are registered (they contain the expiration date information)

Register serial numbers
The serial number tracking works the same way as for receive Receiving orders.

Registering the quantity
The quantity registrations works the same way as for receive Receiving orders.

Menu options The menu options are the same as for receive Receiving orders.

Posting the order
When the order lines have been handled the user activates the "Post" menu item and the registrations are sent to Business Central.

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Menu options

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Notes

Next

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Next

Shipping