Note: For earlier versions of Warehouse Insight, find the documentation here.
The Put-Away application is responsible for handling Inventory Put-aways and Warehouse Put-aways.
Core features of this application include:
- Lookup lists for put-away documents
- Specifying quantity to put-away
- Splitting lines and changing bins
You can access the Put-away application from the Home screen by clicking the Put-away link. When launched, the Put-away Lookup List page will be displayed.
Note: Inventory Put-aways are considered receiving but are handled in this application rather than the Receiving application.
Put-away Lookup List
The Lookup List page allows you to scan or select the Put-away 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 Put-away Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:
- Document Number: Put-away Documents that have a No. matching the filter will be displayed.
- External Document No.: Documents that have an External Document No. matching the filter will be displayed.
- Source No.: Documents that have a “Source No.” (e.g., Purchase Order, Transfer Order) on the lines that match the filter will be displayed.
- Document No.: Documents that have a Whse. Document No. (e.g., Whse. Receipt) on the lines that match the filter will be displayed.
If you have Logins enabled, only documents that are un-assigned or assigned to the logged in user will be shown. If you need to see all documents regardless of assignment, the Show All Documents option must be checked 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 also used for Picks and Movements.
Put-Away Lookup List Columns
The Put-away Lookup List can show the following columns.
||This will either be the Purchase Order, Transfer Order, or Put-away number. If the Device Configuration Card is set to Use Source Doc. column will always be the Purchase Order or Transfer Order number. The Put-away number can instead be referenced in the Doc # column if needed.
||This will be the Put-away number.
|Assigned User ID
||The User ID the document is assigned to.
||The activity lines’ due date.
||The activity lines’ external document number.
||The source document for the Put-away.
||The Buy-From Vendor Name for purchase orders. For transfer orders, this column will always be empty.
||The generated barcode that is used if a line is selected. This column does not need to be shown.
When a Put-away is opened, the application page will look like this:
||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 put-away 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 columns are currently shared across Picks and Movements.
Note: If you have Logins enabled on the handheld, the Put-away can be automatically assigned when opened to the user logged depending on the Assign Document Device Configuration setting.
Putting Away Items
The standard process flow should be used when putting away items:
- Scan the bin to place into.
- Scan the item to put away.
- 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 also be further configured to control aspects of this process. For example, you can configure the quantity dialog to not appear but increment the count by one, or to change the default quantity or unit of measure to put-away.
The following menus are available by default for Put-aways. Menus may be added or removed as required from the Device Menus page under the Application form with a selection of PUT_DOC for the application.
Closes the Put-away document and redirects to the Lookup List page. If a license plate is currently being built, the user is prompted to print the label. If auto post is enabled, then the document is posted prior to closing.
Posts the Put-away document. Users are prompted to confirm that the post should occur. After posting of the document is complete, the page closes and the user is redirected to the Lookup List page.
After posting of the document is complete the page will be closed, and the user brought back to the Lookup List page.
Note: To extend or customize the post routine (Post and Print, etc.), override event WHSE ACTIVITY::Post (ID: 20003). Caution must be taken as the event is used for Picks and Movements.
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 Put-away usage. By default, the reports must be built with a top level DataItem of the type of document being printed (e.g., Report Put-away List, ID: 5751).
Change Quantity (Menu)
Launches the Quantity dialog for the selected line.
Split Line (Menu)
Splits any unhandled quantity to a new line. The place bin is 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 is 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 need to simulate scanning. This option can be 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 need 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)
Initiates a process flow in which items are received and added to a license plate. See the Building a License Plate section for more information.
Hide/Show Completed (Menu)
Toggles whether the received lines (those without an outstanding quantity) are shown or hidden.
Note: The state of this menu option is saved when the application closes so that next time a Put-away 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 Put-aways, there are no Take lines.
Note: The Take lines are handled without user input. If needed, you can require processing of both the Take and Place lines by setting the Device Configuration Auto Handle Put-Away Takes to false.
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.
Common Configurations and Requests
This section describes 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.
Printing labels for items as they come into the warehouse is often required if there are no existing barcodes on the items. Existing barcodes should be used where possible (e.g., UPC codes, vendor barcodes, etc.). If required, Warehouse Insight provides mechanisms to help with printing labels.
The report to be printed must be configured in the IWX Report Selections page with the Item Label usage.
The software provides a sample report that can be used as a reference for printing item labels (e.g., report WMDM Item Barcode Label, ID: 23044511). If designing your own label report, review the internal structure of this report as it is designed to work in a variety of printing scenarios (e.g., Business Central, Item Inquiry, Receiving, and Output).
Label on Quantity Change
The ability to print labels when an item is put-away is incorporated into Inventory Put-aways.
If using Inventory Put-aways and you would like to print labels after a user has entered a quantity to receive, enable the Print on Qty. Change option on the Device Configuration page. This sends the label report the receiving particulars (e.g., item, lot/serial number, expiration date, and quantity).
If this option is enabled, the Quantity dialog includes a field or number of labels to be printed as shown below.
Note: This option is only available when using Inventory Put-aways.
You may want to pre-print labels prior to commencing a Put-away. This is only an option when Lot/Serial information is not required. The existing Print option is overridden. You can do this by creating a label report that has a top level DataItem of the document in question (e.g., Warehouse Activity Header) and have that report iterate the document lines and print item labels. This is done without any additional modifications beyond the initial report.
Another option is to use the selected line and implement a custom event to handle the printing based on the selected line. This is required if you need to prompt for number of labels or any other data. This option will require custom development.
Post & Print
When printing labels, you can print them when the document is posted. This has the advantage of knowing all the Serial/Lot numbers and printing the labels with that information. It is not feasible to ask for how many of each item should be printed.
To implement a Post & Print label functionality, implement a custom event or override the existing post event.
Auto-Generation of Lot/Serial Numbers
If Receiving Lot/Serial tracked items that do not have existing tracking numbers, you may have the system auto-assign a tracking number when the quantity dialog is displayed. Enable the Generate Tracking Info option on the Device Configuration page. For this option to work, the item must be configured with an appropriate Serial Nos. or Lot Nos. defined.
Note: This option is only available when using Inventory Put-aways.
By default, the document screens are shown in Grid mode. This allows a user to see all expected Put-away lines and scroll through them. If you wish to limit the display to a single line at a time, you may switch the Display Mode to Card View on the Device Configuration page.
In Card View, the display will appear 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 current 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 you may do so by configuring the Device Columns for the appropriate document event.
Building a License Plate
If required, a license plate can be built up during the Put-away process using the steps outlined in the Building a License Plate section of the Overview.
All Put-away lines must have the same place bin.
Using a License Plate
If required, a license plate that has been previously built (as part of the receiving process) can be scanned to put-away. See the Using a License Plate section of the Overview for more information.
Note: The Put-away lines must all have the same bin, which may require using the Change Bin menu option to set the bins prior to scanning the license plate. You cannot put-away a license plate across multiple bins.
Auto Split on Quantity Change
When a put-away cannot be placed in the suggested bin, a split line is required. While you can use the Split Line menu option to achieve this result, we recommend having the line automatically split. When the quantity dialog is closed, any unplaced quantity is split out. To enable this option, set the Auto-Split Behavior on the Device Configuration to Auto-Split User Quantity.
Auto Post Put-away
A Put-away document can be set to auto post when the document is closed. This prevents users from forgetting to post the document. The Post option can be used to post the Put-away, but if auto posting of the Put-away is desired, enable the Auto Register Put-away 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.