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Description

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It is an alternative to the existing Shipment and Tote Shipping by offering improvements to the workflows such as:

  • Staging of goods between picking and packing processes
  • Repacking picked goods to new packages and pallets
  • Printing labels for package/pallet contents
  • Fully customizable integration to 3rd party Shipping Apps including booking and printing shipping documents directly from the mobile device


See also Installation Guide - Enable Pack & Ship

Overview

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Enabling customers to Create and Book transports/consignments and Print the shipping labels directly from the mobile device.

How Pack & Ship Integrate with Shipping Providers

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Terminology

Shipping Providers

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NVIsion Commerce 365 for Sendcloud

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Get them on https://appsource.microsoft.com/

  • Connector
    • These are also offered by Shipping Providers above
       
  • Tote Picking
    • Pick for multiple orders/customers and then separate the orders/customers by the Tote ID's during the pick process. A Tote is basically any entity that can be used to hold goods i.e., boxes, railcars, pallets.
      See Tote- Picking & Shipping

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  • This is a new concept in Pack & Ship and built on top of existing "Tote Picking" functionality in Mobile WMS.
  • When totes are picked they becomes a License Plate with the information about the goods inside and can be processed during packing and shipping with a single barcode scan.
  • With license plates, a lot of different information can be associated with a license plate. In Pack & Ship we focus on package information.

Requirements

  • Business Central version 14.0
  • Mobile WMS Extension, Version MOB5.42
  • Android App 1.5.12
  • Printing "License Plate" and "License Plate Content" requires Cloud Print Service

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Business Central must be set up with the following:

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  • "Enable Tote Picking"
  • "Tote per" set to "Whse. Document No."
  • "Enable Pack & Ship"
     

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  • Only orders for the same Customer and delivery address
  • Only Source Document of type "Sales Order" and "Transfer Orders" outbound, can be used as sources for Warehouse Shipment for the packing and shipping processes

Note: Assemble-to-Order is not supported.

How to: Set up Pack & Ship

Please complete the Installation Guide for Pack & Ship.

Then continue from here...

Tote Picking: How Totes Become License Plates

All goods must be assigned a "Tote" (box/railcar/pallet/etc.) during the Pick process.

This "tote" can later be used when packing or reorganizing the goods. The existing Tote Picking feature must be used to register this extra information.

The background for the original Tote Pick function was to be able to create one shipment and one pick for multiple customers and then separate the orders/customers by the Tote ID's.

From Totes to License Plates

With Pack & Ship we have now extended Tote Picking to automatically create License Plates from registered Totes when registering a Pick. The License Plates feature offers additional functionality that is not present with the Tote feature, including options to reorganize goods and print content labels.

Reusable Tote ID's vs. Unique License Plates ID's

You can either use and re-use existing boxes with fixed Tote ID´s or you can choose to print License Plate labels with unique License Plate numbers.

If you want to re-use a License Plate you need to See: Shipping Provider Setup

Terminology

  • Tote Picking
    • Pick for multiple orders/customers and then separate the orders/customers by the Tote ID's during the pick process. A Tote is basically any entity that can be used to hold goods i.e., boxes, railcars, pallets.
      See Tote- Picking & Shipping
  • License Plate
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    licenseplate
    • This is a new concept in Pack & Ship and built on top of existing "Tote Picking" functionality in Mobile WMS.
    • When totes are picked they becomes a License Plate with the information about the goods inside and can be processed during packing and shipping with a single barcode scan.
    • With license plates, a lot of different information can be associated with a license plate. In Pack & Ship we focus on package information.



Minimum Requirements

  • Business Central v14.0
  • Mobile WMS Extension version MOB5.42
  • Android App and Mobile configuration v1.5.12

Printing "License Plate" and "License Plate Content" requires a Printing solution


Setup requirements

Business Central must be set up with the following:

  •  Mobile WMS Setup (9/10):
    • "Enable Tote Picking"
    • "Enable Pack & Ship"
       
  • Location:
    • "Bin Mandatory", "Require Pick" and "Require Shipment" must be enabled

  • Warehouse Shipment:
    • Only orders for the same Customer and delivery address on the same Shipment
    • Only Source Documents of type "Sales Order", "Transfer Orders" outbound, as well as "Purchase Return Orders" and "Service Orders" (from MOB5.49) can be used as sources for Warehouse Shipment for the packing and shipping processes

Note: Assemble-to-Order is not supported.


How to: Set up Pack & Ship

Please complete the Installation Guide for Pack & Ship.

Then continue from here...


Tote Picking: How Totes Become License Plates
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All goods must be assigned a "Tote" (box/railcar/pallet/etc.) during the Pick process.

This "tote" can later be used when packing or reorganizing the goods. The existing Tote Picking feature must be used to register this extra information.

The background for the original Tote Pick function was to be able to create one shipment and one pick for multiple customers and then separate the orders/customers by the Tote ID's.

From Totes to License Plates

With Pack & Ship we have now extended Tote Picking to automatically create License Plates from registered Totes when registering a Pick. The License Plates feature offers additional functionality that is not present with the Tote feature, including options to reorganize goods and print content labels.

Reusable Tote ID's vs. Unique License Plates ID's

You can either use and re-use existing boxes with fixed Tote ID´s or you can choose to print License Plate labels with unique License Plate numbers.

If you want to re-use a License Plate you need to make sure to use the function 'Combine All Contents to new' in the Packing Process or manually Reset the License Plate in BC Client.

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If you try to re-use a License Plate that already is associated with another Warehouse Shipment, you will get a validation error after you scan the Tote in the Pick Process.


In this example, we are told that Tote 1023 is already associated with a posted Warehouse Shipment S_000007 that is different from the current Warehouse Shipment SH000037 that we are picking for.
Note: This feature requires changing application.cfg, please contact Service Desk to get this feature enabled.is different from the current Warehouse Shipment SH000037 that we are picking for.

Note: This feature requires changing application.cfg, please contact Service Desk to get this feature enabled.


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Mobile: Print License Plate Labels

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This feature requires Cloud Print Service or Report Print

  • The label is printed from the action Menu
  • You can print License Plate labels as part of the Pick process with unique ID's
    • Using the unique ID's is especially useful when picking directly into the boxes you intend to ship, like a cardboard box for example


Tip: Print a bunch of labels before you pick and simply use them "as you go"


Example of License Plate label 

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Printing License Plate Report from Business Central

From version MOB5.46 It´s also possible to print the "License Plate Label" and "License Plate Contents Label" reports directly from the License Plate Card and List page in Business Central.

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License Plate (Outbound)

License Plates are created when Picking has been posted.

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License Plate and License Plate Contents


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Note: This feature requires Tasklet Print Cloud Service.

  • You can print License Plate labels as part of the Pick process with unique ID's
  • Using the unique ID's is especially useful when picking directly into the boxes you intend to ship, like a cardboard box for example
  • The label is printed from the action Menu

Example of License Plate label

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  • A "License Plate" contains multiple lines of "License Plate Contents"
  • "License Plate Contents" lines can be of type Item or License Plate
  • During the packing process, you can reorganize goods and license plates, including creating "multi-level license plates" to reflect goods in boxes being put on pallets, including keeping track of the structure and still being able to track the content of the individual boxes.


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License Plate (Outbound)

License Plates are created when Picking has been posted.




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License Plate and License Plate ContentsContents at the Warehouse Shipment Page


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  • A "License Plate" contains multiple lines of "License Plate Contents"
  • "License Plate Contents" lines can be of type Item or License Plate
  • During the packing process, you can reorganize goods and license plates, including creating "multi-level license plates" to reflect goods in boxes being put on pallets, including keeping track of the structure and still being able to track the content of the individual boxes.License Plates can be found in BC directly from the Mobile WWS License Plate List or the Warehouse Shipment-page


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License Plate Contents at the Warehouse Shipment Page

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  • License Plates can be found in BC directly from the Mobile WWS License Plate List or the Warehouse Shipment-page
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On the Mobile Device, you can look up the License Plate Contents from any License Plate.

You can access this Contents page from the Packing process or from the "License Plate Contents" menu.

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Example from the Packing window, using the promoted menu Item "Content".

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License Plate Contents page

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License Plate Contents
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licenseplatecontents

On the Mobile Device, you can look up the License Plate Contents from any License Plate.

You can access this Contents page from the Packing process.

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Example from the Packing window, using the promoted menu Item "Content".

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License Plate Contents page


  • Edit License Plate
    • If you have enabled the use of Packing Station and Staging Hint in the Mobile WMS Setup, you can use this action to update the existing information on the selected License Plate
    • Example: You want to update the position of the License Plate.

Mobile: Pack & Ship

Use Pack & Ship to add additional information to packages before shipping.

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  1. Scan a License Plate and the Packing window containing the specific License Plate will be shown together will all other related License Plates.
    1. Alternatively, select a Shipment from the list on the Device

  2. Prepare packages and/or pallets to be shipped based on the picked License Plates, including reorganizing, and packing goods as needed

  3. Print content labels (if any) that need to be put on the packages or pallets

  4. Posting the Shipment in Pack & Ship will automatically create and book transport orders/consignments in 3rd party shipping app
    • Requires the Shipping Agents and Package Types associated with 3rdShipping provider. See this section


Packing
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When the Packing window is opened for a specific Warehouse Shipment, it will show the following information:


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Shipment Information - Always the top element

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  • Shipment number and Shipment Date
  • Customer name
  • Source document
  • Information about the "Shipping Agent" and "Shipping Agent Service"
    • Prefilled from Warehouse Shipment (can be changed from the mobile device)

  • Information about Packing Station, if activated and available.
    • Specified as part of the Pick process (can be changed from the mobile device)
  • Status Icon changes
    • When all required shipment information is collected the First element is processed and the Icon changes:



License Plates - Subsequent elements

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  • License Plate No.
  • Staging hint
  • Package Type, Weight, Dimensions etc. (defined by Mobile Package Setup)
  • Qty. of items (Qty. base) for included items
  • Status Icon
    • When all required information is collected for the License Plate, it is ready to be shipped and the icon changes:


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Register each individual License PlantePlate.

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  • Scan a License Plate or select from the list
    • Enter information in the requested steps, e.g. Package Type, Weight etc. (defined by Mobile Package Setup)
    • Steps are defined in "Shipping Agent" and "Mobile WMS Package Types"
  • Repeat the process for each License Plate element
    • The Icon will change when the required information is registered
    • The user can always change the values by selecting the element
       
  • After the steps are completed, the information is updated on License Plates in BC, and the list is refreshed


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Actions available from Packing

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Several actions are available to efficiently prepare and pack "License Plates" for shipping:

  • Move License Plates To New
    • A new License Plate will be created, and all existing License Plates will be moved into the new License plate. (Keep the structure)
    • Note: Action will only include License Plates with blank "Package Type"
    • Example: You put two cardboard boxes onto one pallet

  • Combine All Contents To New
    • A new License Plate will be created, and content from existing License Plates will be moved into the new License plate. (Resetting existing License Plates)
    • Note: Action will only include License Plates with blank "Package Type"
    • Example: You want to re-use a License Plate in the warehouse or maybe empty two small cardboard boxes into one larger box

  • Bulk Register Information
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    • Start registering steps for all unhandled License Plates in one process
    • Example: You register the same information about two or more identical packages in one process
    • Note: Action will only include License Plates with blank "Package Type""
    • Note: Action will only include License Plates with contents
  • Print
    • Print License Plate labels for new License Plates created in the Packing process or re-print for existing License Plates
    • Print License Plate Contents labels

  • Update PositionEdit License Plate
    • If you have enabled the use of Packing Station and Staging Hint in the Mobile WMS Setup, you can use this action to update the existing information on the selected License Plate
    • Example: You want to update the position of the License Plate


  • Add License Plate
    • Manually add a new License Plate
    • Example: You need an extra License Plate to finish the packing process


  • Delete License Plate
    • Manually delete an empty License Plate
    • Example: You decided to pack all Items in 1 package and want to delete the empty License Plate


  • Move License Plate
    • The selected License Plate can be moved into any other License Plate on the same Shipment
    • Example: You want to move a small cardboard box into a bigger cardboard box that already contains items


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Note: This feature requires Cloud Print Service or Report Print

Printing License Plate Contents Report from Business Central

From version MOB5.46 It´s also possible to print the "License Plate Label" and "License Plate Contents Label" reports directly from the License Plate Card and List page in Business Central.

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