Description

The Mobile WMS app supports registering and posting the shipment of items.

You have two Shipping -functions to choose from

The main difference, described below, is whether you want to process the Items "twice": Once during Picking and again, during Shipping

You must select the option that suits your workflow best:

"Shipping" (default option)
- All lines are processed and validated again, just like during picking
- When two different workers pick/ship, this option might be preferred
"Post Shipment"
- Validation is quickly performed visually by comparing a displayed list of items, with the physical items
- This is the faster option, as no additional scanning is required
- Used when you trust the correct Items have been verified during the Picking process
"Pack & Ship"
- Enhances the picking, packing, and shipping workflows, including:
  - Staging
  - Repacking
  - Printing Shipping Labels and Documents
  - 3rd party Shipping Apps

Overview

Shipping -function

Mobile: Shipping

The ship module is accessed from the main menu seen in the screenshot.

When the user activates the ship module a filter screen is displayed.

Mobile: Ship filters

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
Shipment Date
All orders before or equal to this date are included.
Document Status
Here the user can choose to view All, Partially picked, Partially shipped or Completely picked warehouse shipments.
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
  
  The filter can be opened at any time, on the order list screen, by clicking the filter icon in the top right corner.

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 in the warehouse employee screen in Business Central.
The default location is the first entry in the list.

Mobile: Ship Order list

The order list shows the available shipment 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 Shipment

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 ship. 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 i.e., 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 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

Attach Image - Attach Image to warehouse shipment
Attachments - Show attached images
Open - Opens the selected order
Update - Gets the latest orders
Release - Unlocks a locked order

Mobile: Ship 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).

This screen shows the order lines for the selected order. In this case, it's for ship order SH000004 and there are 3 order lines.

One is completely picked, and the last two lines have been partially picked.
Note If Require Pick is not activated on the Location, this information will not be shown.

The main work process is:

Scan one of the items
The corresponding order line is selected
Register values on the order line:
1. Batch number
2. Serial number
3. Quantity
4. From Bin
  Note If Require Shipment is not activated on the Location, this From Bin is not registered
Post the order

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.

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.

Notes

Registering Lot numbers

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

Registering expiration dates

Expiration dates are not registered on ship 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 Receiving orders.

Registering the quantity

The quantity registrations work the same way as for 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.

Post Shipment -function

This is the process of posting the shipments, without processing the lines individually.

Mobile: Post Shipment

The order list shows the available shipment 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 shows Warehouse Shipments ready for posting

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 Shipment Number, the mobile device will then select this order

Validation

Before completing the registration, an information step displays an overview.

This serves as a basic validation that the correct goods are being shipped

– but without the security of scanning them

Note: Lines with zero quantity to ship, are hidden

Completing the registration

The Warehouse Shipment is posted in Business Central.

How to enable Post Shipment function

As "Post Shipment" is not the default Shipping option. Please perform the following steps:

-

Step 1 - Go to "Mobile Groups"

Select your Mobile Group
Select the "Mobile Menu"-action

-

Step 2 - Add Menu action

Add "PostShipment"

Step 3 - Remove the regular "Ship"

To avoid having duplicate icons, remove the existing "Ship" option.

Next

Tote Picking & Shipping