This section
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provides information about all the tabs
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in the warehouse picking
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option, which help manage the picking process from start to finish. It includes organizing orders into bulk picks or single order picking, pick confirmation, and an overview of vision flex picking management.
For quick access use the
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shortcuts to the relevant section below:
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About the Picking Form
This screen is used to show the order that is ready for Picking - Once an
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order has been successfully saved and is not on Hold,
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this will show for Picking in one of the Picking tabs on the Warehouse Picking screen.
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This screen has
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tabs
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each representing a part of the Pick and Pick Confirmation process.
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They may have different filter options and buttons but all use the Site Code filter on the bottom left of the screen.
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Apart from filter options specific to each tab, mainly you can filter the records based on the Site. On the bottom left side, you have a dropdown list of site codes for you to select from. Once you selected the Site Code, it will remain constant until you change it or
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reopened the screen.
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Only Orders against the chosen Site Code will show on any of the tabs.
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All the tabs will show orders only for the selected site. The printer to take print out the Documents for
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Picking
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will be set up in the Site Maintenance
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. Once an
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order has been Picked it will move from the Picking tabs to one of the Pick Confirmation tabs.
Please see the Confirmation of Picking wiki page for more details.
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The Picking Process
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Order - Future Order
This tab will show the Orders that may have been placed after the cut off time for the current date or orders that are waiting for a booking date/Carrier Submissions/Planning
You can edit the Pick Date for any Order by clicking into the Pick Date field and changing the Date.
If the date chosen is today or prior to the Order it will no longer show in this tab and should re-appear in the All-Awaiting Pick and/or Collect-Awaiting Pick tabs.
All - Awaiting Pick
This tab will show any Orders that are not on Hold, not set to be Picked in the future and have not yet been Picked.
Single Pick - This can be a single order or many - each highlighted Order will be picked one at a time as if you had highlighted and Single Picked each order on its own.
When you pick one or more Orders you will receive a message that you need to Print Transfer Notes from the Transfer Admin screen or request that you Print the Pick Notes (depending on what kind of Orders you have Picked).
To reprint the Pick Notes for the order, using the Navigation Panel - Processing - Pick Notes, enter the details and you will be able to reprint the notes.
To Pick Confirm an Order you must have printed the Pick Notes screen
If for some reason the printing fails or is cancelled you can reprint by searching in the Navigation Panel under Pick Notes.
Once an Order has been Picked and the Notes printed it should show in the Delivery - Pick Confirm and/or Collect - Pick Confirm tabs (depending on whether it is a collection or not).
If you try and Pick an Order where any of the lines have insufficient stock to satisfy the Order you will receive a warning message.
This message will tell which lines could not be Picked.
The lines that could be picked will show in the Pick Confirmation tabs.
The lines that could not be picked will still show in the Awaiting Pick tabs.
At this point, you should open the Sales Order and either choose a different rotation that does have stock, reduce the quantity on the issue line(s) so that the line can be picked or remove the line from the Sales Order.
Once you make these changes you should be able to Pick the Order in the Awaiting Pick tab.
Bulk Pick
Enter a name for your Bulk Pick in the Bulk Pick Name field and click the New Bulk Pick button to create it.
The list of existing Bulk Picks shows all Bulk Picks currently waiting for Orders to be added.
Highlight an Order and click the Add to Bulk Pick button to add it to the currently highlighted Bulk Pick in the list of existing Bulk Picks.
Cancel Order - this will allow you to cancel the current highlighted Orders
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Use this button with caution as you will NOT be asked to confirm the Cancellation |
| Note |
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An Order that has been Picked will still show on All - Awaiting Pick tab until the Picking Note or the Transfer Note (for Transfers) has been printed. If you need to Re-Print a Pick Note for an Order that has already been Picked (because the Print was missed or paperwork lost for example), you can search for the Pick UID in the Pick Notes section in the Navigation Panel. |
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You will not be able to save or make changes to an Order once it has been Picked (unless you unpick the Order prior to Pick Confirmation). |
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It is no longer possible to reduce the number of Pallets, Cases or Singles at this stage. |
Collect - Awaiting Pick
This tab will show Orders that are waiting for Collection from the warehouse that are not on Hold and the date is not in the future.
Single Pick This can be a single order or many - each highlighted Order will be picked one at a time as if you had highlighted and Single Picked each order on its own.
When you Pick one or more Orders you will receive a message that you need to Print Transfer Notes from the Transfer Admin screen or request that you Print the Pick Notes (depending on what kind of Orders you have Picked).
To Pick Confirm an Order you must have printed the Pick Notes screen
If for some reason the printing fails or is cancelled you can reprint by searching in the Navigation Panel under Pick Notes.
Once an Order has been Picked and the Notes printed it should show in the Delivery - Pick Confirm and/or Collect - Pick Confirm tabs (depending on whether it is a collection or not).
If you try and Pick an Order where any of the lines have insufficient stock to satisfy the Order you will receive a warning message.
This message will tell you which lines could not be Picked.
The lines that could be picked will show in the Pick Confirmation tabs.
The lines that could not be picked will still show in the Awaiting Pick tabs.
At this point, you should open the Sales Order and either choose a different rotation that does have stock, reduce the quantity on the issue line(s) so that the line can be picked or remove the line from the Sales Order.
Once you make these changes you should be able to Pick the Order in the Awaiting Pick tab.
Cancel Order - this will allow you to cancel the current highlighted Orders
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Use this button with caution as you will NOT be asked to confirm the Cancellation. |
| Warning |
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You will not be able to save or make changes to an Order once it has been Picked (unless you unpick the Order prior to Pick Confirmation). |
Flex - Singles Picks
This tab will show Orders that are in the process of being picked on the Flex Device
Once an order has been selected to be Single Picked or Bulk Picked it should show here.
Once the Order has been Pick Confirmed it is removed from this tab and then shows on one of the Confirm tabs.
The graphs at the bottom can give you an idea of how many Orders have been picked by each Picker.
Delivery - Pick Confirm
This tab will show the Orders that have been picked and are waiting to be confirmed.
If you need to make amendments to any Orders before they are Pick Confirmed, you can select the line (or lines) and click the Unpick Selected button.
You can also update the Quantities to be Pick Confirmed by clicking the second from the left column (with the hollow triangle) to expand the Order line to show the lines and quantities available for Pick Confirmation.
You can only Pick Confirm the same or lesser quantity of the original Order.
The Order will not be updated to reflect the actual number of Cases, Singles or Pallets picked so you should only use this option if there are no other alternatives.
A better way to deal with being unable to Pick Confirm the correct quantity is to Un-Pick the Order (which sends it back to the Awaiting Pick tab) amend the Order itself (either by reducing the quantity, changing to another rotation or removing the line from the Order altogether) and then Re-Pick the Order.
If your customer has been configured to receive emails about shortfalls in Picking they will receive an email similar to the following (after Pick Confirming):
| Info |
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Once a line on an order has been Pick Confirmed, it is not possible to un-Pick Confirm it.
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Depending on the setup in the SIte Maintenance, the stock movement will be created at this point or when you use the Depatches screen
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An Order in the results list with a dark orange background indicates that the Pick Confirm date (in the Order Options Tab) has been Saved on the Order.
If your Organisation uses the Vision Flex devices to Pick goods in the Warehouse, It is the Warehouses responsibility to inform Flex users if an Order downloaded to their device has been unpicked - you will not receive a warning on the device. |
Sample of Despatch Labels
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Collect - Pick Confirm
This tab will show Collection Orders that have been picked and waiting to be pick confirm
Confirm Selected button to Pick Confirm any highlighted Orders currently in the results list.
You will be warned if there are any issues that will prevent some or all of the lines on the highlighted Orders from being fully Pick Confirmed.
Once a line on an order has been Pick Confirmed, it is not possible to un-Pick Confirm it.
If an Order has been Pick Confirmed incorrectly you will need to raise a Pre-Advice to land the stock back into the system.
You can unpick the order at this stage
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An Order cannot be modified or Cancelled whilst it is Picked. |
Depending on the setup in the Site Maintenance, the stock movement will be created at this point or when you use the Despatches screen
BPick - Awaiting Pick
This tab will show the Bulk picks that have not yet been produced
The Produce Bulk Pick will produce the Bulk Pick to be moved to BPick - In Progress
As there can be a great many Orders on a Bulk Pick it can sometimes take a while to process all of them, the Progress bar shows how far through the Bulk Pick the process is.
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Once you have Produced the Bulk Pick you cannot make any amendments to the Orders on the Bulk Pick.
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This is the last stage in the Bulk Pick process where you can remove an Order from a Bulk Pick. |
BPick - In Progress
This tab shows all the Bulk Picks that have been produced but not yet Printed
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Please review the VW picking process flow outlined in the document below.
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| Info |
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For further information on the pick selection criteria options see the Site Options information at the following link: https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/2519007260/Sites#Picking |
Order - Future Order
This tab will show the orders that may have been placed after the cut-off time for the current date or orders that are waiting for a booking date/Carrier Submissions/Planning.
You have search and filter options to easily locate the orders. Enter the known information in the fields and click the search button to view the order.
You can edit the Pick Date for any Order by clicking into the Pick Date field and changing the Date.
If the date chosen is today or prior to the Order it will no longer show in this tab and it will be in the Awaiting tab.
Awaiting Pick
This tab will show any orders that are not on Hold, not set to be picked in the future and have not yet been picked, as well as waiting for the collection from the warehouse.
In the Search and Filter Options, there are fields to fill in to easily find your order and you can search specifically for the options set in the Sales Order form. For example, in the Sales Order form if you have selected the ‘Collections from Warehouse’ checkbox, then that order can be seen here in the warehouse picking form by selecting the ‘Collections’ radio button.
Using with efullfillment
When using with efullfillment you should consider adding the additional column of Order Type into the view to allow you to see the items which are efullfillment orders.
Single Pick
This can be a single order or multiple - each highlighted order will be picked one at a time as if you had highlighted and single picked each order on its own.
When you pick one or more orders you will receive a message that you need to Print Transfer Notes from the Transfer Admin screen or request that you Print the Pick Notes (depending on what kind of orders you have picked).
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To reprint the Pick Notes for the order, use the Navigation Panel and go to the Processing section and click Pick Notes, enter the details and you will be able to reprint the notes. To Pick Confirm an order, you must have printed the Pick Notes screen. If for some reason the printing fails or is cancelled, you can reprint by searching in the Navigation Panel under Pick Notes. Once an order has been picked and the notes printed it will show in the Pick Confirm tab. If you try and pick an order where any of the lines have insufficient stock to satisfy the order, you will receive a warning message. This message will tell which lines could not be picked. The lines that could be picked will show in the Pick Confirmation tabs. The lines that could not be picked will still show in the Awaiting Pick tabs. At this point, you should open the Sales Order and either choose a different rotation that does have stock, reduce the quantity on the issue line(s) so that the line can be picked or remove the line from the Sales Order. Once you make these changes you should be able to pick the order in the Awaiting Pick tab. |
Bulk Pick (Group Pick)
Enter a name for your Bulk Pick in the ‘Bulk Pick Name’ field and click the ‘New Bulk Pick’ button to create it. The list of existing Bulk Picks shows all Bulk Picks currently waiting for orders to be added. Highlight an order and click the ‘Add to Bulk Pick’ button to add it to the currently highlighted Bulk Pick in the list of existing Bulk Picks.
Save Priorities
You can set priority for picking specific orders. Select any order from the ‘Awaiting Pick’ list and go to the ‘Priority' column and set the priority value in it. This is the only editable column on this screen. Then use the 'Save Priorities’ button to execute the changes.
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By default, all the lines here will be set its Priority value to 5. This means all orders are of the same priority. The priority is used by Flex when users click the ‘Next Order’ (or ‘Next Delivery’ or ‘Next Collection’) button in the ‘Single Pick’ screen (not to do with bulk picks). The system will work out which is the next order it should give the user using this priority set by the person controlling the picks in the ‘Awaiting Pick’ tab. |
Cancel Order
This button will allow you to cancel the current highlighted orders.
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Use this button with caution as you will NOT be asked to confirm the Cancellation. If you selected an order that has been already picked, it can’t be cancelled. |
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An order that has been Picked will still show on Awaiting Pick tab (All radio button selected) until the Picking Note or the Transfer Note (for transfers) has been printed. If you need to Re-Print a Pick Note for an order that has already been picked (because the print was missed or paperwork lost for example), you can search for the Pick UID in the Pick Notes section in the Navigation Panel. |
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You will not be able to save or make changes to an order once it has been Picked (unless you unpick the order prior to Pick Confirmation). |
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It is no longer possible to reduce the number of Pallets, Cases or Singles at this stage. |
Informational Messages
There are various informational style messages which could be displayed when you use this form.
Single Pick - Could not pick
You will see this message when you have previously picked an order on the single pick screen but you CLOSED or there is no log of you having printed the picking note for the order.
Allowing this to continue will print the pick note.
Single Order - Add to Bulk Pick
You will see this message when you have previously picked an order on the single pick screen but you CLOSED the print form or there is no log of you having printed the picking note for the order.
You can not therefor add a single pick order onto a bulk pick your only option is to single pick this order where you will again receive a further informational message (detailled above : Single Pick - Could not pick)
Flex - Singles Picks
This tab shows orders that are in the process of being picked on the Flex Device. Once an order has been selected to be Single Picked or Bulk Picked it will show here.
Once the order has been Pick Confirmed, it is removed from this tab and then shows on the Pick Confirm tab. You can select All, Deliveries, and Collections radio button options and click the Refresh button to view the list of orders that are specific to each.
The graphs at the bottom can give you an idea of how many orders have been picked by each picker.
Pick Confirm
This tab will show the orders that have been picked and are waiting to be confirmed. Filter the orders based on the Collections, External Carrier Collections, All Collections, Transfers, and Deliveries.
If you choose to pick on FLEX you should not pick confirm on the VW terminal unless you are prepared to update the lines manually should there be pick variances.
Pick on Flex → Confirm Pick on FLEX (the Flex route)
Pick on VW → Confirm Pick on VW (the paper route)
If you need to make amendments to any orders before they are Pick Confirmed, you can select the line (or lines) and click the ‘Unpick Selected’ button.
You can also update the quantities to be Pick Confirmed by clicking the second from the left column (with the hollow triangle) to expand the order line to show the lines and quantities available for Pick Confirmation.
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You can only Pick Confirm the same or lesser quantity of the original Order. |
The order will not be updated to reflect the actual number of Cases, Singles or Pallets picked so you should only use this option if there are no other alternatives.
A better way to deal with being unable to Pick Confirm the correct quantity is to Un-Pick the Order (which sends it back to the Awaiting Pick tab) and amend the order itself (either by reducing the quantity, changing to another rotation or removing the line from the order altogether) and then Re-Pick the order.
If your customer has been configured to receive emails about shortfalls in Picking they will receive an email similar to the following (after Pick Confirming):
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Once a line on an order has been Pick Confirmed, it is not possible to un-Pick Confirm it. If an order has been Pick Confirmed incorrectly, you will need to raise a Pre-Advice to land the stock back into the system. |
Depending on the setup in the Site Maintenance, the stock movement will be created at this point or when you use the Despatch screen.
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An order in the results list with a dark orange background indicates that the Pick Confirm Date (in the Order Options Tab) has been saved on the order. You will not be able to Pick Confirm these orders until the date entered in the Pick Confirm Date has been met. If your organisation uses the Vision Flex devices to pick goods in the warehouse, it is the warehouses responsibility to inform Flex users if an order downloaded to their device has been unpicked - you will not receive a warning on the device. |
Sample of Despatch Labels
Bulk Picking (Group Pick)
Bulk Pick - Awaiting Pick
This tab will show the Bulk Picks that have not yet been produced.
The ‘Produce Bulk Pick’ button will produce the Bulk Pick to be moved to BPick - In Progress
Due to the potentially large number of orders in a Bulk Pick, processing can take some time. The progress bar indicates the current status of the Bulk Pick process.
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Once you have produced the Bulk Pick you cannot make any amendments to the orders on the Bulk Pick. If any of the orders on the Bulk Pick have insufficient stock, you will get an error message with the Order Reference so you can amend the order. The Bulk Pick will not be produced while there is insufficient stock on any of the orders. You will need to remove the order from the Bulk Pick, make any amendments, and if required add it back to the Bulk Pick. |
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This is the last stage in the Bulk Pick process where you can remove an Order from a Bulk Pick. |
Fill Bins (Previously Locator)
An option which automatically will add a bin for each order, this has been added to assist those warehouses who are using shopping trolley style picking where there may be upto X cases on the pick trolley each case for a specific order and as they pick the item they are told which cases the items need to be placed into.
This allows you to avoid efullfillment and building cases at the end of a pick.
In the above example the user will be told to place the picked stock into the specific case on the shopping trolley.
Bulk Pick - In Progress
This tab shows all the Bulk Picks that have been produced but not yet printed.
On the left side of the screen, you can see the list of Bulk Picks and buttons to Search, Re-Print Bulk Pick, Update & Save(To record any changes you have made to the quantities on the orders on the current Bulk Pick and move the bulk pick to the confirmation stage), and Print Single Notes. Also, you will be provided with a button to Confirm Bulk Pick(This will only be highlighted if your system is linked to VD).
There are separate tabs to see the orders in terms of Stock to Pick and Flex Progress.
Stock to Pick
Click on the Stock to Pick tab. This tab will display the stock based on the Bulk Pick you select from the list provided on the left side. When you select a Bulk Pick, the Stock to Pick tab will provide the list of orders included in it.
Initially, you will see a list of products with a rotation number, location, quantity, number of orders included for this particular product, locator column and the warehouse number.
Click on the rightwards arrowhead button(Next to the product code in each line) to see the orders included in it. With Order ID and quantity, you can enter the SSCC using the button provided at the right side of the line. Click the button and enter the SSCCs in the opened window. Once you enter SSCC and clicked save, this will be recorded and the check box next to the SSCC button(Got SSCCs?) will be auto-ticked.
Flex Progress
Displays the lines that are in Flex Progress.
You can see an ‘Undo Flex Download’ button. Select a line and click this button; this will allow the selected records to be downloaded by a Flex device providing that they have not yet been picked on the device they were originally downloaded on.
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This only affects picking. Any change in the quantities at this stage |
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is not |
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reflected on the |
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original order. |
BPick - Confirmation
This tab shows Bulk Picks that have been printed, ready to be Confirmed.
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Use the ‘Search’ button to refresh the screen and show any Bulk Picks that are ready to be Confirmed in the Bulk Picks to be Confirmed section (the results list on the left side).
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Click the ‘Update & Save’ button to save any changes you have made to the Quantities of the Orders on this screen.
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This will not update any of the quantities on the Orders themselves.
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Use the ‘Confirm Pick’ button to Confirm all the Orders on the Bulk Pick and remove the Bulk Pick from the screen.
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Once an Order has been Pick Confirmed, it cannot be Unpick Confirmed or Unpicked |
Miscellaneous
Checking Pick Details and Printing Pick Notes
You can search for existing Pick Notes from the navigation panel.
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Double clicking a Pick Note from the results list will open the Picked Order Screen:
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You can use this screen to find the Pick UID or Order UID where you only know of the other.
Clicking the Load Pick Lines will show the lines picked on the
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order in the section below (as per the screenshot above).
Clicking the Print Pick Note will show the Print dialogue but may show a warning message prior to that if the Pick Note has not been generated by normal automatic processes (for example if someone cancelled the Pick Note print when the Order was Picked, it will not show in the Confirmation stage - you can print the Pick note here, get a copy of the document and progress your order).
In the grid at the bottom, you can see if the order lines are on a Bulk
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Pick, basic product details
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and the rotations used by the
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picking process (even if rotations were not entered
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into the
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order itself). Basic stock attributes
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which can be useful to check if the quantities picked are not what you are expecting, the location the stock is being taken from and final the quantities picked.
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Please note the quantities picked show what was actually picked - this may be less than was on the |
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order originally. |
Warehouse Picking/Despatches Confirmation Results List
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You can expand an order to view the lines and
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the quantities to be picked
Selection options:
Click a line to select it (the line will be highlighted)
(Clicking on another line will select the new line and remove the selection on any other lines).
CTRL + Click on a line to
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select (or un-select if it is already selected) without affecting the selection status of any other lines.
SHIFT + Click between two lines to select those lines and any other lines between them.
On the left-hand end of each
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order in the Results List, there is a hollow triangle.
Click this triangle to expand the
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order and show the Detail Lines it contains.
Click the filled-in black triangle to collapse the
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order and hide the Detail Lines.
In the expanded view you can reduce the quantity of Pallets, Cases and Singles to be
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picked. You might want to do this if the full quantity of
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stock cannot be found or is damaged. Changes made here will affect the quantity picked, but will not be reflected on the
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order.
If the quantity
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picked is lower than is
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shown on the
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order - this
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mostly be the
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reason and should be checked first. You cannot pick more than was on the original
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order.
Tick the Got SSCCs? field if you have SSCC for the goods on the current Order line.
An
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order in the results list with a dark orange background, indicates that the Pick Confirm date (in the Order Options Tab) has been
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saved on the
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order. You will not be able to Pick Confirm these
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orders until the date entered in the Pick Confirm date has been met.
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Click the SSCC button to load the SSCC (Serial Shipping Container Code) screen and add/edit details for the current
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order line.
Click the Pallets Used button to view or edit the Pallet Details for an
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order.
See the Pallets Type Usage screen page for more details.