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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 purpose of the filter is to limit the number of orders sent out to the mobile device. In the standard configuration the user can filter on: Location The user can select a specific location or select All to see all locations Note: The locations available to the user, correspond to the locations the user has been set up to use on the warehouse employee page in Business Central. The default location is the first entry in the list. Assigned User ID Here the user can choose All - to see everything Only my orders - to see only orders assigned to them Mine & Unassigned - default Note: It is possible for Partners to add/remove filters on this screen by using the Extension API. The filter can be opened at any time, on the order list screen, by clicking the filter icon in the top right corner. Column width 50

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

Mobile: Pick Order list

Section

Column width 15 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

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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