TABLE OF CONTENTS
The Outgoing tab provides a list of functions and transactions which allow user to perform issuance of item from the warehouse based on formal documents and orders.
PO Return
Purchase Order Return form allows user to return the items to the vendor which was received from purchase order.
Perform PO Return
1. Select the Outgoing tab from the menu then select PO Return.
2. Select the Warehouse to perform PO Return (if the warehouse field is enabled).
3. Scan or select the PO Number of the returned item.
4. Optionally, scan or select the Item to return.
5. Optionally, scan or enter the Vendor DO number.
6. Click the Next button to proceed to the next form.
7. From the Purchase Order Return List, select the order line of the returned items.
8. Optionally, scan or enter the Vendor Lot.
9. Scan or select the Location where the returned item original stored.
10. Scan or select the Lot Number if is lot tracked item.
11. Key in the Quantity to Return. Select the UOM.
12. Enter the Reason Code.
13. Click the Process button.
14. A success message appears upon successful transaction.
15. User can review the output of the process in the Material Transactions form under the History tab in the Web application.
Pick And Ship
Pick And Ship form allows users to perform picking and shipping of customer order item in one transaction. This is for situation when the item is not required to move to a packing location and required to immediately ship out.
Perform Pick And Ship
1. Select the Outgoing tab from the menu then select Pick And Ship.
2. Select the Warehouse to perform Pick And Ship (if the warehouse field is enabled).
3. Scan or select the CO Number to Pick And Ship.
4. Optionally, select Order Line Number of the Item.
5. Click the Next button to proceed to the next form.
6. From the Pick And Ship List, select the order line to Pick And Ship.
7. Scan or select the Location where the item is picked from.
8. Scan or select the Lot Number if is lot tracked item.
9. Key in the Quantity to Ship. Select the UOM.
10. Click the Process button.
11. Verify the success message pops up.
12. User can review the output of the process in the Material Transactions form under the History tab in the Web application.
CO Picking
Customer Order Picking form allows users to perform picking of customer order items and move it to a packing or staging location before shipping out.
User can perform CO Picking by Unit or by Pallet basis.
Perform CO Picking by Unit
1. Select the Outgoing tab from the menu then select CO Picking.
a. Select Pick By Unit to pick the item on a unit basis.
b. Select Pick Method by Customer or Customer Order.
2. Select the Warehouse to perform picking (if the warehouse field is enabled).
3. Scan or select the CO Number to pick and optionally select the Order Line Number of the item to pick if the Pick Method by Customer Order is selected.
4. Scan or select the Customer Number to pick if the Pick Method by Customer is selected.
5. Scan or select the Stage Location.
6. Optionally, scan or select the Shipping Zone.
7. Optionally, enter the Salesperson.
6. Click the Next button to proceed to the next form.
7. From the Customer Order Picking List, select the order line to pick.
When the 'Allow Overship' parameter is set to OFF, CO Lines with a required quantity of zero will be excluded.
8. Scan the Item to confirm pick on the right item.
9. Scan or select the From Location where the item is picked from.
10. Scan or select the Lot Number if is lot tracked item.
11. Key in the Quantity to Pick. Select the UOM.
12. Click the Process button.
13. Verify the success message pops up.
14. User can review the output of the process in the Material Transactions form under the History tab in the Web application.
Perform CO Picking by Pallet
1. Select the Outgoing tab from the menu then select CO Picking.
2. Select Pick By Pallet to pick the item on a Pallet basis.
3. Select the Warehouse to perform picking (if the warehouse field is enabled).
4. Scan or select the CO Number to pick.
5. Scan or select the Stage Location.
6. Click the Next button to proceed to the next form.
7. The required CO lines are shown in the No Match tab.
8. Scan or select the LPN that will be picked.
a. The CO lines will appear under the No Match tab if the pallet item entered does not match the CO item.
b. The CO line will appear under the Match tab if the pallet item entered does match the CO item. The Quantity to Pick will auto-populate as Qty Contained in the pallet.
9. Click the Process button.
10. Verify the success message pops up.
14. User can review the output of the process in the Material Transactions form under the History tab in the Web application.
CO Unpicking
Customer Order Unpicking form allows users to perform a reverse transaction on the items which was picked to a packing or staging location, then return the items back to the warehouse storage.
User can perform CO Unpicking by Unit or Pallet basis.
Perform CO Unpicking by Unit
1. Select the Outgoing tab from the menu then select CO Unpicking.
a. Select Unpick By Unit to unpick the item on a unit basis.
2. Select the Warehouse to perform unpicking (if the warehouse field is enabled).
3. Scan or select the CO Number to unpick.
4. Optionally, select Order Line Number of the Item to unpick.
5. Scan or select the Stage Location.
6. Click the Next button to proceed to the next form.
7. From the Customer Order List, select the order line to unpick.
8. Scan the Item to confirm unpick on the right item.
9. Scan or select the To Location where the item is unpicked to.
10. Scan or select the Lot Number if is lot tracked item.
11. Key in the Quantity to Unpick. Select the UOM.
12. Click the Process button.
13. Verify the success message pops up.
14. User can review the output of the process in the Material Transactions form under the History tab in the Web application.
Perform CO Unpicking by Pallet
1. Select the Outgoing tab from the menu then select CO Unpicking.
2. Select Unpick By Pallet to unpick the item on a Pallet basis.
3. Select the Warehouse to perform unpicking (if the warehouse field is enabled).
4. Scan or select the CO Number to unpick.
5. Scan or select the Stage Location.
6. Scan or select the To Location.
7. Click the Next button to proceed to the next form.
8. The picked CO lines are shown in the No Match tab.
9. Scan or select the LPN that will be unpicked.
a. The CO lines will appear under the No Match tab if the pallet item entered does not match the CO item.
b. The CO line will appear under the Match tab if the pallet item entered does match the CO item. The Quantity to Unpick will auto-populate as Qty Contained in the pallet.
10. Click the Process button.
11. Verify the success message pops up.
12. User can review the output of the process in the Material Transactions form under the History tab in the Web application.
CO Shipping
The Customer Order Shipping form allows users to ship out the customer order items which already picked and moved to the staging location.
Perform CO Shipping
1. Select the Outgoing tab from the menu then select CO Shipping.
2. Select the Warehouse to perform CO shipping (if the warehouse field is enabled).
3. Scan or select the Stage Location.
4. Select Ship Method by Customer or Customer Order.
5. Scan or select the Customer code if ship by customer or the CO Number if ship by customer order.
6. Optionally, scan or select the Shipping Zone.
7. Optionally, enter the Salesperson.
8. Click the Next button to proceed to the next form.
9. From the Customer Order Shipping List, tick on the checkbox to select the order line to ship.
8. Click the Next button to proceed to the next form.
9. From the Customer Order Shipping form, verify the order lines. Click the Process button to confirm shipping.
10. Verify the success message pops up together with the Shipment ID.
11. User can review the output of the process in the Material Transactions form under the History tab in the Web application.
TO Shipping
Transfer Order Shipping form allows users to ship out the items which need to transfer to another warehouse based on the transfer order created in the system.
User can perform TO Shipping by Unit or by Pallet basis.
Perform TO Shipping by Unit
1. Select the Outgoing tab from the menu then select TO Shipping.
2. Select Ship By Unit to ship the item on a unit basis.
3. Select the Warehouse to perform TO Shipping (if the warehouse field is enabled).
4. Scan or select the TO Number of the transfer order.
5. Optionally, scan or select the Item to ship.
6. Click the Next button to proceed to the next form.
7. From the Transfer Order Shipping List, select the order line of the returned items.
8. Scan or select the From Location where the shipped item previously stored.
9. Scan or select the Lot Number if is lot tracked item.
10. Key in the Quantity to Ship. Select the UOM.
11. Click the Process button.
12. A success message appears upon successful transaction.
13. User can review the output of the process in the Material Transactions form under the History tab in the Web application.
Perform TO Shipping by Pallet
1. Select the Outgoing tab from the menu then select TO Shipping.
2. Select Ship By Pallet to ship the item on a Pallet basis.
3. Select the Warehouse to perform TO Shipping (if the warehouse field is enabled).
4. Scan or select the TO Number of the transfer order.
5. Click the Next button to proceed to the next form.
6. The required TO lines are shown in the No Match tab.
7. Scan or select the LPN that will be shipped.
a. The TO lines will appear under the No Match tab if the pallet item entered does not match the TO item.
b. The TO line will appear under the Match tab if the pallet item entered does match the TO item. The Quantity to Ship will auto-populate as Qty Contained in the pallet.
12. Click the Process button.
13. A success message appears upon successful transaction.
14. User can review the output of the process in the Material Transactions form under the History tab in the Web application.