Picking items for a Fulfilment

Background

During a fulfilment's creation and write up process, the items required on it will have been added and allocated.

The first stage of processing the fulfilment is therefore to physically pick these items

As many organisations utilise random stock location, these items may be in numerous physical locations.

This is supported within strokeone. As part of the picking process, strokeone will indicate where the physical stock is

See Understanding Fulfilments for more details.

About this Task

This topic outlines how to update the system to reflect that items have been picked on a fulfilment.

Prerequisites

Ensure that you have opened the Fulfilment list layout

Procedure

Identify the fulfilment that you wish to pick items on
Tip: the Available to Pick status light will be either Green (meaning that there is sufficient physical stock to satisfy the fulfilment) or Amber.(meaning that there is insufficient physical stock for one or more of the items included on the fulfilment.
Click on the Details button for the record identified in step 1)
A pop up window opens, and on the Job Lines tab shows the products that were added for inclusion onto the fulfilment is shown, together with their Available to Pick status
This available to pick status light needs to be added
Click the Pick button.
Enhancement: Need definitive ipad picking layout. The one below is computer based, and will likely change to be ipad layout
The Pick Stock form shows for each product (SKU) on the fulfilment
1. The physical location(s) it is stored in
2. The quantity in each physical location
3. The quantity required (To be Given), quantity allocated, and the quantity already picked
  
  The following steps are outside the remit of the system but included here for completeness
Using the information in the pick stock layout, visit the locations where the products are stored and pick the required quantities.

The quantity picked from each location needs to be recorded in the application.
There are two methods by which you can record the quantity picked from a location
Method One: You can click the Pick button beside a single product row for a location, and specify the amount to pick.
1. This will cause a picking dialog box to display
2. In the Quantity field, enter the number of items that were picked from that location, and click OK
  The following happens:-
  1. Picked Quantity is credited with the Quantity entered in step 8b)
  2. Quantity for the Location is debited by Quantity entered in step 8b)
  3. The Picked status will update as follows:-
    - Amber (In Progress) if picked quantity < To be Given
    - Green (Completed) if picked quantity = To Be Given
Method Two: You can click the Pick All button beside a single product row for a location to automatically pick the required amount if available.
1. This will pick the minimum of whatever is available in stock in the location for the Amount needed to be picked, i.e.
  1. Set "amount needed to be Picked" by calculating (To be Given minus Picked)
  2. Set "amount that can be picked from location" by calculating min (Location balance, amount needed to be Picked)
  3. Picked Quantity is credited by amount that can be picked from location.
  4. Quantity for the Location is debited by amount that can be picked from location.
  5. The Picked status will update as follows:-
    - Amber (In Progress) if picked quantity < To be Given
    - Green (Completed) if picked quantity = To Be Given
Repeat steps 7) to 9) until you have recorded all the picking you have done for the fulfilment selected in step 1)
Enhancment: PJ comment - Maybe this requires validation when there is insufficient stock?
Record, the location where the picked items have been placed.
1. Click the Picked Stock Location button at the top of the form
2. In the Picked stock location pop-up form that is shown, click on the Move button
3. This invokes the location picker dialog, where you need to record the location where you have placed the all of the picked items.
  Click the drop-down on the end filter and select Ready to Pack
  In the location records that are displayed, click the Select button besides the location where you placed the picked items
  
  Click here to read more information on location picker, including how to create a new location.
4. You are navigated back to the Pick Stock layout.
5. Click the Print Label button to produce a label which contains the following information
  - The Job number
  - Job Description
  - Fulfilment contents
    
    This should be affixed to the box(es) of picked products that were placed in the selected location.
Should any location entries in the pick stock layout now have a zero balance, they can optionally be deleted for maintenance purposes.
TBC: The expectation is that in the future zero position stock location entry records will be deleted via script.

Dealing with Situations where there is insufficient Stock to Pick

There may be occasions where the available amount is insufficient to satisfy the amount that is required.
See Dealing with Insuffcient Stock on a Fulfilment for additional information.

Next Steps

Once items have been picked on a fulfilment the next stage of processing is to begin to print the Pre-Packing note and begin to assemble the Fulfilment.