Training Guide. Warehousing Staff

Transcription

1 Training Guide Warehousing Staff

2 Staging Will Call Orders A Pick Ticket will print. Pick the item. Place the item and the pick ticket in the appropriate Will Call staging area. If any quantities are unavailable, or if you need to record a serial number, mark it on the pick ticket. Click the Edit Order button to make the changes Open the Picking Confirmation Queue. Select your name from the Current User ID field. Enter a Staging Location for the item (A1, A2, or A3). Click This lets counter staff know that the item is waiting in a Will Call area. You can also find orders to pick in the Open Order Review Queue. Any order that says Picking in the status column still needs to be picked. Right Click the order you re about to pick, and select Picking Confirmation. The order will remain in the Order Review Queue with the status Will Call until the customer comes to get it.

3 Shipping Orders picking-manifest Our Truck A pick ticket will print. The affected generation (or entire order) will go to a status of Invoice. Open the Warehouse Picking Confirmation Queue. Scan the ticket or enter the order number. Enter your User ID in the Current User ID field if it isn t already there. Click Confirm. This lets other staff members know that you re currently picking the material (STATUS: PICKING) Pull the requested material. If you re picking items that require serial numbers, write the serial number on the pick ticket. Mark any quantity changes on the pick ticket as well. Move ticket and material to the truck loading area. Open the Warehouse Picking Confirmation Queue. Scan the ticket or enter the order number. If you noted any changes on the pick ticket, you can enter those into the system by clicking Edit Order. Re-enter your User ID if necessary, and fill in any location or container information. Click Confirm. This lets other staff members know that the order is ready to leave on the truck (STATUS: MANIFEST) Save your changes and exit the window. Once all orders for this trip are prepared, add them to the shipping manifest. More info on the shipping manifest to come.

4 Receiving When a vendor or carrier arrives with the material, unload the shipment and sign the appropriate paperwork. Go to Purchase > Stock Receipt Entry, and open your PO. Check the quantity of material received against the packing slip. If all quantities are correct, go to the Status tab and change the status from Open to Received. Exit the window.

5 Receiving Transfers Transfer Shipper ticket prints. Place it in the receiving area. Material arrives. Unload and stage material. Check actual received quantity against Transfer Shipper ticket and mark the ticket accordingly. Move to the Status Tab and change the status to Received. Transfer receiver automatically prints. File Paperwork

6 Receiving POs Cross-Docking The cross-docking feature allows you to select and print ship tickets that you know will ship as soon as you receive them. When a vendor or carrier arrives with the material, unload the shipment and sign the appropriate paperwork. Go to Purchase > Stock Receipt Entry, and open your PO. Move to the status tab and select Edit > Cross Dock. Each order will display along with its status. Mark the check box next to each order you would like to cross dock, then select Print Tickets from the Edit menu. Close the Cross Docking Confirmation window. Now select print on the received generation of your order and close the window. The PO Receiver will print. For each ship ticket that printed, move the item and ticket off to the side. On the PO Receiver Report, mark the items that did not print for Cross-Docking (These items need to be put away). Pull and Stage the cross docked material (along with pick tickets) Put away the rest of the material (unmarked items on PO Receiver)