Note: For earlier versions of Warehouse Insight, find the documentation here.
The Ship application is responsible for handling outbound transactions. Supported outbound transactions are:
- Sales Orders
- Transfer Orders
- Warehouse Shipments
Core features of this application include:
- Lookup Lists for Outbound Transactions
- Specifying Quantity to Ship (including Item Tracking information)
You can access the Shipping application from the Home screen by clicking the Ship link. When launched the Shipping Lookup List page will be displayed.
Note: This document will describe processes specific to Warehouse Shipments. Sales/Transfer Order handling is almost identical and has been left out. For more information, please contact Support.
Shipping Lookup List
The Lookup List page allows you to either scan or select the Shipping 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 Shipping Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:
- Document Number: Shipping 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.: Any Warehouse Shipments that have a Source No. (e.g., Sales Order, Transfer Order, or Assembly) on the lines that match the filter will be displayed.
By default, only Released shipping documents are shown. You can toggle this to show Open documents by setting the Only Show Released Shipments option to No in the Device Configuration page.
If Logins are enabled, only documents that are un-assigned or explicitly assigned to the logged in user will be shown. If you wish 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 SHIPPING::GetDocumentList (ID: 70002) to implement the required logic.
Shipping Lookup List Columns
The Shipping Lookup List can show the following columns:
||This will either be the Sales Order, Transfer Order, Assembly Order or Warehouse Shipment number. If the Device Configuration Card is set to Use Source Doc. and using Warehouse Shipments, this column is the Sales Order, Transfer Order, or Assembly Order number. The Warehouse Shipment number can instead be referenced in the Doc # column, if needed.
||This is either be the Sales Order, Transfer Order, or Warehouse Shipment number.
|Assigned User ID
||The User ID the document is assigned to.
||The data the document is due by:
- Warehouse Shipment Line – Due Date
- Sales Header – Due Date
- Transfer Header – Shipment Date
- Warehouse Shipment Header – External Document No.
- Purchase Header – External Document No.
- Transfer Header – External Document No.
||The source document for the Warehouse Shipment. For locations not using Warehouse Shipments, this column is blank.
||The Sell-to Customer Name. 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 your location requires Warehouse Shipments, the Shipping page will look like this:
||The available menu options:
- Change Quantity
- Enter Bin
- Enter Item
- Enter License Plate
- Start/Stop License Plate
- Hide/Show Completed
- Item Inquiry
- Bin Inquiry
||The Total Remaining Quantity or Lines to ship for the document.
||Document number and related header information.
||The Document Lines.
||Quantity to Ship, Description, and other Line details.
||Status bar indicating status messages or instructions.
Note: You can modify the columns shown by modifying the Device Columns for the events SHIPPING::GetSalesOrder (ID: 70000), SHIPPING::GetWhseShipment (ID: 70005), and SHIPPING::GetTransferOrder (ID: 70011).
Note: If you have Logins enabled on the handheld, the Shipment can be automatically assigned to the user logged (when opened) depending on the Device Configuration setting Assign Document.
The standard process flow used when shipping items:
- Scan the Bin to ship from.
- Scan the Item to ship.
- Enter the quantity shipped and Item Tracking Information, if required.
See the General Document Handling section on the Overview page for more information.
Using Warehouse Shipments, items are shipped from a common bin. You do not require users to scan the Bin to Ship from as there is little chance the user will be making a mistake.
Check the Ignore Bins option on the Device Configuration page to disable Bin to Shop requirement:
- Scan the item to ship.
- Enter the quantity shipped and Item Tracking Information, if required.
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 ship.
Note: Since Warehouse Shipments only Ship from a single bin, it is beneficial to hide the Bin column to save view space on the device.
The following menus are available by default for Shipping. Menus may be added or removed as required from the Device Menus page under the Application Form with a selection of WHSE_SHIPMENT_DOC, SALES_OUT_DOC or TRANSFER_OUT_DOC for the Application.
Closes the Shipping 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.
Post the Shipping 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 events: SHIPPING::PostSalesOrder (ID: 70004), SHIPPING::PostWhseShipment (ID: 70008), or SHIPPING::PostTransferOrder (ID: 70013).
This option is hidden by default but can be made visible via the Device Menus page. Print sends a request to print any configured report(s). You can configure which reports are printed in the Insight Works Report Selections with the Whse. Shipment, Sales Order or Transfer Order usage.
By default, the reports must be built with a top level DataItem of the type of document being printed (e.g., Report Whse. – Shipment, ID: 7317 if printing a Warehouse Shipment).
Change Quantity (Menu)
Launches the Quantity dialog for the selected 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 is useful if item labels have become damaged or are no longer readable.
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 shipped and added to a license plate.
See Building a License Plate 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 Shipment document is opened the hide/show state last used is applied.
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 the common Shipping scenarios, requests, and features. These topics apply the same to all document types (e.g., Sales Orders, Transfer Orders, Whse. Shipments). 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.
You may ignore bins during the shipping process by enabling the Ignore Bins option on the Device Configuration page. This is mostly applicable when using Warehouse Shipments but can also be beneficial when using Sales Orders or Transfer Orders and the bins do not need to be validated.
By default, the document screens are shown in Grid mode. This allows a user to see all expected Shipping lines and scroll through them. If you wish to limit the display to a single line at a time, switch the Display Mode to Card View on the Device Configuration page.
In Card View the display will change to appear similar to this:
Users may still cycle through the lines by pressing the Previous and Next buttons.
Scanning an item finds the appropriate line and advances the view to that line as needed (e.g., users do not need to scan the item shown on the screen).
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 Shipping process using the steps outlined in Building a License Plate.
Note: The Shipment lines do not need to all come from the same bin. The first bin shipped from is set on the license plate.
Using a License Plate
If required a license plate that has been previously built can be scanned to ship. See Using a License Plate for more information.
Note: The Shipment lines must all have the same bin and match the License Plate Bin. It is not possible to ship a license plate across multiple bins.