Note: For earlier versions of Warehouse Insight, find the documentation here.
The Pick application is responsible for handling Warehouse and Inventory Pick transactions.
Core features of this application include:
- Lookup Lists for Pick documents
- Picking to License Plates
- Picking to Totes
- Line Splitting
- Updating Warehouse Shipment quantities/tracking (if desired)
You can access the Picking application from the Home screen by clicking the Pick link. When launched the Picking Lookup List page will be displayed.
Note: Inventory Picks function almost identically to Warehouse Picks.
Picking Lookup List
The Lookup List page allows you to either scan or select the Pick Document you need to view.
Note: The maximum number of documents that appear in this list is configured in the Warehouse Insight Setup page via the Document Max List property (defaults to 100).
Use the filter bar to filter the lookup list to specific documents, if required.
The Picking Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:
- Document Number: Pick Documents that have a No. matching the filter will be displayed.
- External Document : Documents that have an External Document No. matching the filter will be displayed.
- Source No.: Documents that have a Source No. (e.g., Sales Order, Transfer Order, and Assembly Order) on the lines that match the filter will be displayed.
- Document No.: Documents that have a Whse. Document No. (e.g., Whse. Shipment) on the lines that match the filter will be displayed.
If you have Logins enabled only documents that are un-assigned or explicitly assigned to the logged in user will be shown. If you need to see all documents, regardless of assignment, check the Show All Documents option on the Device Configuration page.
Note: To further enhance or change the Lookup List logic, you will need to override event WHSE ACTIVITY::GetDocumentList (ID: 20008) to implement the required logic. Caution must be taken as the event is used for Picks and Put-aways.
Picking Lookup List Columns
The Picking Lookup List can show the following columns:
||This is either the Sales Order, Transfer Order, Assembly Order, or Pick number. If the Device Configuration Card is set to Use Source Doc. Column, it is the Sales Order or Transfer Order number. The Pick number can instead be referenced in the Doc # column, if needed.
||The Pick number.
|Assigned User ID
||The User ID the document is assigned to.
||The activity lines due date.
||The activity lines External Document No.
||The source document for the Pick.
||The Sell-to Customer Name for Sales Orders. For Transfer Orders this column is empty.
||The generated barcode that is used if a line is selected. This column does not need to be shown.
When a Pick is opened, the application page will look like so:
||The available menu options:
- Change Quantity
- Split Line
- Enter Bin
- Enter Item
- Enter License Plate
- Start/Stop License Plate
- Hide/Show Completed
- Change Bin
- Switch Take/Place
- Item Inquiry
- Bin Inquiry
||The total remaining quantity or lines to pick for the document.
||Document number and related header information.
||The Document lines.
||Quantity to Handle, Description and other line details.
||Status bar indicating status messages or instructions.
Note: You may modify the columns shown by modifying the Device Columns for the event WHSE ACTIVITY::GetDocument (ID: 20001). Caution must be taken as the event is used for Picks and Put-aways.
Note: If you have Logins enabled on the handheld, the Pick may be automatically assigned (when opened) to the user logged depending on the Assign Document Device Configuration setting.
The standard process flow should be used when picking items:
- Scan the bin to take from.
- Scan the item to pick.
- Enter the quantity to handle and Item Tracking Information if required.
See the General Document Handling section on the Overview page for more information.
The Scan Behaviors page can be configured to control aspects of this process. For example, you can configure it so that a quantity dialog does not appear but instead increments the count by one, or to change the default quantity or unit of measure to pick.
The following menus are available by default for Picks. Menus may be added or removed as required from the Device Menus page under the Application form with a selection of PICK_DOC for the application.
Closes the Pick document and brings the user back to the Lookup List page.
If a License Plate is currently being picked to the user will be prompted to print the label.
If auto post is enabled, then the document will be posted prior to closing.
Posts the Pick document. Users are prompted to confirm that the post should occur. After posting the document, the page closes and redirects to the Lookup List page.
Note: To extend or customize the post routine (Post + Print, etc.) you will need to override event WHSE ACTIVITY::Post (ID: 20003). Caution must be taken as the event is used for Picks and Put-aways.
This option is hidden by default but can be made visible via the Device Menus page. Sends a request to print any configured report(s). You can configure which reports are printed in the Insight Works Report Selections with the Pick usage.
By default, the reports must be built with a top level DataItem of the type of document being printed (e.g., Report Picking List, ID: 5752).
Note: For more information on Printing and Printer selections, contact Support.
Change Quantity (Menu)
Launches the Quantity dialog for the selected line.
Split Line (Menu)
Splits any unhandled quantity to a new line. The take bin and lot/serial numbers are cleared on the new line.
Enter Bin (Menu)
This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the bin that they wish to simulate scanning. This option can be useful if bin labels have become damaged or are inaccessible.
Note: We recommend opening the Bin Inquiry module (see menu options) and reprinting the label.
Enter Item (Menu)
This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the item that they wish to simulate scanning. This option is useful if item labels have become damaged or are no longer readable.
Note: We recommend opening the Item Inquiry module (see menu options) and reprinting the item label depending on downstream process requirements (e.g., further scanning or item handling may be required).
Enter License Plate (Menu)
This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the license plate number they wish to simulate scanning.
Note: License Plate labels can be reprinted via the License Plate module on the handhelds but require exiting the application.
Start/Stop License Plating (Menu)
Will initiate a process flow in which Items are received and added to a license plate. See Picking to License Plates for more information.
Hide/Show Completed (Menu)
Toggles whether the received lines (those without Outstanding Quantity) are shown or hidden.
Note: The state of this menu option is saved when the application closes so that next time a Pick document is opened the hide/show state last used will be applied.
Change Bin (Menu)
Changes the bin for the selected line.
Switch Take/Place (Menu)
Toggles whether the Take or Place lines are shown. For Inventory Picks there will be no Place lines.
Note: The Place lines are automatically handled without the user. If needed, set the Device Configuration Auto Handle Pick Placements to false to require processing of both the Take and Place lines.
Item Inquiry (Menu)
Launches the Item Inquiry management screen pre-filtered to the selected line.
Bin Inquiry (Menu)
Launches the Bin Inquiry management screen pre-filtered to the active bin.
This option is hidden by default but can be made visible via the Device Menus page. Pressing this menu option marks the Pick for Tote Picking and prompts the user to assign totes to the source documents. See Picking to Totes for more information.
Common Configurations and Requests
This section describes the most common scenarios, requests, and features concerning Put-aways. While some topics may require development or customizations, they are included here to provide a greater understanding of what the software is capable of.
For more information, contact Support.
Post & Ship
If required, the posting of a Warehouse Pick may be overridden to also post the associated Warehouse Shipments. The Pick posting event must be extended to also cycle through the Warehouse Shipments and call the shipping post codeunits. This requires custom development.
By default, the document screens are shown in Grid mode. This allows users to see all expected Pick lines and scroll through them. If you need to limit the display to a single line at a time you, switch the Display Mode to Card View on the Device Configuration page.
In Card View, the display appears similar to this:
Users may still cycle through the lines by pressing the Previous and Next buttons.
Scanning an item does not find the appropriate line. The shown bin/item must match the user scan or an error is shown.
Note: The data displayed in the Card is based on the Device Columns visibility. To show/hide fields, configure the Device Columns for the appropriate document event.
Picking to License Plates
If required, a license plate can be built up during the Pick process using the steps outlined in Building a License Plate.
Note: The Pick lines do not need to all come from the same bin. The first bin picked from is set on the license plate. When the pick is posted, the license plate updates to the Shipment Bin (if Warehouse Shipments are used).
Using a License Plate
If required, a license plate that has been previously used can be scanned to Pick. See Using a License Plate for more information.
Note: The Pick lines must all have the same bin which may require using the Change Bin option to set the bins prior to scanning the license plate. It is not possible to pick a license plate across multiple bins.
Picking to Totes
Picking to Totes allows users to pick items, based on the source document, into specified totes used for shipping and packing. This option is useful when pack and ship is separate from the picking process. Tote Picking is supported on picks associated with Warehouse Shipments.
Totes are special purpose license plates that have the Tote flag set to Yes. These license plates are intended to be re-used between picks and not to be shipped out. If you need to ship the totes, consider using the Picking to License Plates process instead.
To use Tote Picking complete the following:
- Mark the Pick as Needing Totes.
- Open the Pick document.
- Press Assign Totes (flags the pick as requiring totes).
Note: If the document is closed and then reopened and the user needs to continue tote picking, they must press the Assign Totes option again (no totes need to be assigned). If mixing the order to tote pick some lines, the user must finish the tote picks, close, and reopen the document. Then the non-tote pick lines may be picked.
Note: A source document can have multiple totes assigned to it, but a tote may only be assigned to a single source document. To change the assignment, select the appropriate line and scan the tote again. The License Plates Tote Whse. Document No. and Tote Source No. fields will be updated behind the scenes to reflect the tote assignment.
Note: It is possible to pre-assign totes in Business Central; you must still press the Assign Totes option to put the Pick into tote Assignment mode.
- Scan the bins and items to pick.
- Confirm the Tote Placement (if an incorrect tote is scanned an error will be displayed and the user must repeat the change quantity process again).
- Post the Pick (Tote Whse. Document No. is now associated with the shipment).
Note: Regardless of the Update Shipment on Pick setting, totes will not be assigned to the Warehouse Shipment and tracking information will not be updated.
- Scan the tote into SHIP_LIST or WHSE_SHIPMENT_DOC modules to empty the tote.
- Handle the shipment as you normally would.
Note: A tote may be scanned on the shipping lookup list to bring up the associated Warehouse Shipment.
Auto Split on Quantity Change
When a Pick cannot be fully handled by the suggested bin a Split Line is usually required. While users can use the Split Line option to achieve this result, it is desirable to have the line automatically split. As soon as the quantity dialog is closed, any unplaced quantity will be automatically split out. To enable this option, the Auto-Split Behavior on the Device Configuration should be set to Auto-Split User Quantity.
Auto Post Pick
A Pick document can be set to auto post when the document is closed. This can prevent users from forgetting to post the document. The Post option can be used to post the Pick, but if auto posting of the Pick is desired, enable the Auto Register Pick option on the Device Configuration.
Do not use this option if you are taking a break and intend to come back to the document or might not have dropped the items off at their final location.
Override Blank Bins
A Pick line can be generated without a suggested bin to pick from. The Change Bin option can be used to update to an appropriate one as identified by the user. For efficiency, the Take Bin Handling option on the Device Configuration can be set to Overwrite if Blank. Select the line, scan the bin to take from, and the blank bin changes to match.
Warehouse Insight does not have any built-in mechanisms for generating Pick documents. If wave picking is required, create the Pick documents in Business Central (via the Pick Worksheet), and then pre-assign to users (optional).
Warehouse Insight supports two methods of sorting the Pick documents.
Option 1: You can utilize the Grid sorting methods (e.g., clicking of a column to sort ascending or descending). This sort method is maintained for all Picks going forward or until cleared. The sort is limited to a single column and based on a text-based sort.
Option 2: Use the Business Central Sorting Method on the Pick document. Any sorting method applied there is respected on the devices (can be overridden by a user-defined column sort).
Update Shipment Tracking Information
If the Device Configuration Update Shipment on Pick option is enabled, user-entered tracking information is added to the corresponding Shipment document. This is required when the user performing the pick is the user shipping the items and no additional scanning is needed. If enabled, the shipping process is opening the shipment and hitting post, posting from Business Central, or even extending the Pick registration to post the Shipment at the same time.
If the option is not enabled, open the Warehouse Shipment document and rescan the items after posting the Pick.
See Shipping for more information.