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With so many things travelling - it is common that they travel together (often mixed in the same boxes) so this process manages that
Starting a Store batch
The Franchisor selects a store they want to send things to. A list of transactions that may be ready to go now are listed
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The Status of the orders listed are as follows
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Finding the store batch you want to work on
Anytime can select another one to work on then go back to one you were previously on - there is only one at a time - so can simply select the destination on the front of the form.
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Intra-Franchise Orders MUST be completely picked as part of the store batch. Unpicked items will be considered short shipped. |
Adding sales order and dropship via warehouse purchase orders to a store batch
The warehouse in/out dashboard provides a right click option to add transactions to a store batch. Alternatively a dropdown is displayed of all orders that are travelling from the franchisor to the store of the Store Batch.
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If a Drop Ship PO via Warehouse has one or more lines with an invoice quantity already that is not linked to the Batch Box it cannot be included. |
Ready to Scan
When you scan the first item - the batch is created (if there was not one already) and the first box is created and the item is added to the box.
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Any user that scans into a batch is added to the locked users list. The batch cannot be completed and ready for shipping until all users with a lock have released their lock.
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Just keep scanning
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If you print a picklist for the orders you are picking you can then walk around the warehouse picking it - and scanning items directly into a box as you go |
Adding Boxes
Boxes can be added anytime.
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Just Keep Scanning items into boxes - if you select "List Option" = Hide Completed then the list will only show the items you are still trying to find
Scanned too many warning
A warning will show at the time of an overscan
Can reduce the scan by one if you made a mistake - or clear the scan for a product completely
Print Labels for the Boxes anytime
The labels are scannable when the box is received
When Finished - All Boxes Picked - will move to Sealed
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All users that have a lock on the batch must release their lock prior to the ability to move the store batch to sealed - see Store Batches (- sending multiple orders in a single batch) Users with Secure Features#OverrideStoreBatchLock can remove others store batch locks |
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The process updates all the lines on the related sales orders and drop ship purchase orders with a counted quantity and creates the intercompany invoices and removes the stock from the warehouse (where appropriate) |
Warnings
If the counts are not as expected - a warning box will show and also a list of the issues found
The Details of the warning
Examples
- Not enough were scanned
- Intra-Franchise Orders - the line will be short shipped and the intercompany invoices will reflect the counted quantities
- Any lines with no scan will be considered short shipped (and will trigger a warning)
- Drop Ship PO via Franchisor - the line will be split (expecting the balance later) and only the counted qty will be invoiced
- Any lines with no scan will be considered as expected later (and will not trigger a warning)
- Intra-Franchise Orders - the line will be short shipped and the intercompany invoices will reflect the counted quantities
- Too many were scanned (all will trigger a warning)
- Intra-Franchise Orders - the line will be over shipped and the intercompany invoices will reflect the counted quantities
- Drop Ship PO via Franchisor - the line will over shipped and the intercompany invoices will reflect the counted quantities
- Not enough stock
- A stock adjustment will be required before the stock count can be processed
In Busy Times - store does not have time so sending franchisor does a check scan
After prescan - status changes on the batch
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Or right click in the shipments dashboard
In Out Dashboard > Mark Dispatched (Store will have to scan each item to check)
- You cannot Despatch a batch unless it has a Booking Ref.
- You cannot Despatch a group of batches unless they all have a Booking Ref.
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Use Dispatch Button - or MultiSelect batches then rightclick
Can review the items in each box
How do I know which box items were in ?
On the Drop ship purchase order a tool tip
In Store - in out dashboard
Each box will show as a separate line - and the number of lines that are still remaining to count (ie in plan status) will show in brackets
In Store - Receiving the Boxes (when the store needs to scan each item)
When the box arrives in the store - from the in/out dashboard > right click to receipt
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VERY IMPORTANT to use the Done button once complete - no stock is added to the store until the done button is pressed. If the Done button is used before all items as scanned - the unscanned items will be considered short shipped... |
When is the stock moved to being in the store ?
After the DONE button - until then it is considered in transit.
ONLY COUNTED STOCK IS ADDED TO THE STORE
What if I scan too many?
There will be a warning displayed and a sound - you can manually adjust the count if you need to
if the scan is correct and more was received than sent - the system will create a purchase order variance
What if not everything is counted ?
The system will indicate and will ask you to confirm = then will create a purchase order variance
What if i get something unexpected in the box ?
The system will add it - it will become a purchase order variance
Purchase Order Discrepancies
Single Step Receipt
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Only available to users with the secure feature - Secure Features#SetStoreBatchCounted |
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