Simple Warehousing workflow – In & Out

Setting up 

Creating Dock Locations

  • 1
    Click inventory tab to set up your staging area
  • 2
    Then select Warehouse from the drop down menu 

Go to the locations link on the top right of the page. 

Click the "add locations" button

A form just like the above image will be available to you to create staging locations. Follow the below steps to create staging locations. Note: For further information on how to create staging locations click here

  • 1
    Your location must include two dashes  (-DOCK1-) somewhere in the name.
  • 2
    The bin Init must have a letter (A-Z) followed by a number (1-9), then a dash (-) followed by 3 digit number (200)
  • 3
    Select 3 percentages (%%%) to allow the 3 digit numbers continue
  • 4
    Default volume is set at 1
  • 5
    Sort option can be left blank
  • 6
    Save location to create your staging area

Creating new bins

  • On the location created, click generate new bins on the right far end  
  • 1
    Volume - This is the square foot volume of the BIN.
  • 2
    Quantity of BINs - The amount of BINs that you wish to create. If you only
    want one BIN enter the number 1. If you need a series then enter the amount you need.
  • 3
    Submit - Click the Submit button once you have entered all the information
    you need.

Printing bin tags

  • 1
    Go to the staging location you created and expand to view the bins 
  • 2
    Select all to print all the bins created 
  • 3
    Or you can select the number of bins tags you would like to print
  • 4
     Select your preferred size paper , click either "print tag 4x6 labels" or "Print tag 4x1" to print  
  • 1
    Set the layout on portrait 
  • 2
    If your zebra printer setting has already been set up, select user defined on paper size ( see printer settings video below) 
  • 3
    Set the margins to none 
  • 4
    Click print after completing set up 

Receiving Inventory - Momentum

Edit your caption text here

Go to the Shipedge App and select Momentum from the main menu

  • 1
    Enter or Scan SKU - This is where your sku number or name will go.
  • 2
    Next button - Select next to move to the next screen or 
  • 3
    Add new template – click the + button then take a picture. 
  • 4
    Ok button – To create a new template, click Ok then you will be prompted to create a new template
  • 1
    Select Account - This is where your sku number or name will go.
  • 2
    Description - Whatever description you would like to attach to this sku should be entered here. Previous descriptions will be listed below, you can use the same description by clicking one of these.  
  • 3
    Next - Press to add sku to the system when you are finished on this screen.
  • 1
    Enter or scan bin/loc - Here you can either enter or scan a bin or location
  • 2
    Qty - Update quantity you are receiving
  • 3
    Send - Updates the system and ends workflow
  • 1
    Click Done to complete process
  • 2
    To start a new entry, click New Sku and you will be directed to the "Receiving new screen" listed at the beginning of this lesson
  • 3
    To receive another item for the same sku, click Same sku and you will be directed to the "Receiving - add quantity" page 

Putting Away Inventory - Inventory Control 

On Shipedge app main menu, select inventory control

  • 1
    Scan one of the listed items in to the field to select the bin product to update. 
  • 2
    Click send to go to the next screen

Once bin/product is scanned, details of inventory is displayed on the next screen. Here you will see the information about the payment. 

  • 1
    This is the customer account name 
  • 2
    Description of item or preferred identification 
  • 3
    Bin number and volume
  • 4
    Sku or PO number
  • 5
    Quantity in bin
  • 6
    Current location of the bin
  • 7
    Product barcode
  • 8
    Universal product code 

To put away inventory in to its location ( eg. from dock) follow the below steps.

  • 1
    Click swap from the options 
  • 2
    Scan the new bin location
  • 3
     Click ok to go to the next screen. 

You will receive a confirmation with updated  location, bin and PO/SKU number verifying your item has been put away.

  • 1
    New item location 
  • 2
    Updated bin number if any
  • 3
    Click ok to complete the process

Receiving Scheduled Orders

  • 1
    When ready to receive orders, go to Shipedge web and click pending 
  • 2
    Then click "Get new orders" tab to download orders

          Note: Getting all orders may take few minutes depending on the amount of orders 

Assigning items to be picked

  • 1
    Go to Processing on Shipedge web and list of orders being process will be listed 
  • 2
    Select the boxes you need to process on the far right or click the "all" box to select all orders 
  • 3
    Click drop down box to select a picker then click assign
  • 4
    Click assign button 

Picking Items for Packing 

Once orders are assigned on the web, the person assigned will receive a notification on the top right of the Shipedge app. On the app, click Pick and Pack main menu to start the picking process.

  • 1
    Enter/scan shipping number
  • 2
    Select batch picking
  • 3
    Select start pick and Pack button 

The next screen will guide you on how many items you need to pick from each location. 

  • 1
    BIN – The BIN / location that you must go to so you can pick the item(s)
  • 2
    Total # Picks From BIN – The number of items you need to pick from the BIN that is shown. Example - we would have to go to BIN A1-208 and get 6 items from that BIN.
  • 3
    0 of # – This is the amount of items that have already been picked out of the total amount required. Since we haven’t picked any yet it shows 0 of 6.
  • 4
    Pick: # & Tray # - this will show you the amount that needs to be picked for each tray
  • 5
     Number Picked – This box is to enter amount of items you are picking. You can use either the and  - Buttons to change the number after you have scanned the bin.
  • 6
    Pack – The pack button is clicked once you are ready to begin packing the items you have picked. You should only click this when you have picked all the items.

The picking screen will let you know where you have to go in the warehouse by displaying the location and the bin you need to go to the get the item.

  • 1
    Location - where you need to go in the warehouse
  • 2
    Bin - what box in that location you need to pick from.

Packing Process 

Once all the items are picked, click on the Pack button on the Pick screen you will be taken to the packing screen.

​Each tray that you have picked items into is assigned to a box

  • 1
    Each tray that you have picked items into is assigned to a box
  • 2
    Pack those items from the tray specified in box 2 into the box / packaging specified on the packing list or app.
  • 3
    Scan shipping number and click pack 

Download Tracking Information 

When ready to receive orders, you must download orders on Shipedge web. This will pull all orders from your TMS system.

Note: This process may take a few minutes to an hour. 

  • 1
    Click on Pending on Shipedge web 
  • 2
    Click on get new orders to download orders 

Tracking shipped items (shipped complete history)

After items are picked from warehouse and shipped, you will be able to see history of shipped items by going to shipping tab on Shipedge web. You will also be able to sort and search shipped items by date, account etc 

Processing Returned Item​​​​​s

  • 1
    Go to Shipedge app and select Inventory control to process returned items
  • 2
    Scan the SKU/ PO
  • 3
    Click send

The next window will display details of the item being returned. here you will be able to select a new location  for the returned item.

  • 1
    Click swap to start the process of returns 
  • 2
    Scan the UPC/SKU
  • 3
    Click ok
  • 4
    Scan the new bin location and click ok 
  • 5
    An updated quantity will appear on the next window, click ok and move to the next item

This piece of documentation is for current customers of Shipedge only.

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Last updated byTirhas on December 12, 2018