Pick
Introduction
The "Pick" module in SAP Business One streamlines your warehouse management by providing a method for selecting and packing items for shipment. This module integrates with Sales, Warehouse, and Inventory modules to ensure a smooth workflow and accurate tracking of goods.
Features of the Pick Module
Order Selection
Criteria-Based Selection: Select orders based on customer, delivery date, priority, or location to optimize picking operations.
Picking List Generation
Detailed Instructions: Generate picking lists with item details, quantities, and locations to ensure precise order fulfillment.
Batch Picking
Efficiency: Group multiple orders with common items to reduce trips and optimize time and effort.
Picking Confirmation
Inventory Updates: Confirm the picking process completion to update inventory records and ensure accurate inventory availability.
Using the Pick Module
Accessing the Pick Module
Open the Pick List:
From the Logiks mobile application home screen, select the "Pick" module.
User Interface Overview
Pick List Overview:
The main screen displays a list of all created pick lists.
Each pick list includes:
Pick List Number: Unique identifier.
Number of Items: Total count of items.
Picker: Warehouse personnel assigned.
Date: Creation date.
Detailed View:
Click on a specific pick list to see the items, their locations, and quantities needed.
Information displayed includes:
Items: Item numbers, descriptions, and quantities.
Bin Locations: Storage locations within the warehouse.
Picking Quantities: Exact quantities to be picked.
Scanning Process
Scan BIN Location:
Scan the BIN Location where the items are stored.
Scan Items:
Scan the item from the scanned BIN Location.
Save Data:
Save the data to SAP using the provided link or button in the application.
Using Trolleys in Pick Lists
1. Enabling Trolley Picking
Before using trolleys in the Pick module, ensure that "Pick Trolleys" is enabled in the scenario settings.
If disabled, trolleys cannot be assigned or scanned during picking.
If enabled, assign a trolley before starting the pick process, either manually or by scanning.
2. Assigning Trolleys to a Pick List
Trolleys can be predefined in SAP Business One or left blank for users to assign during picking.
Each trolley has a unique ID and may contain multiple cubicles to separate items.
3. Scanning and Overwriting Trolley ID
Scan or enter a trolley ID before starting the pick process.
If a trolley ID is predefined, the user must scan the correct trolley unless overwriting is allowed.
If no trolley ID is predefined:
If "Allow Overwriting Pick Trolley" is enabled, scan any trolley to assign it.
If "Allow Overwriting Pick Trolley" is disabled, the system does not allow the process to continue, and a prompt appears:
"Not allowed to process this pick list."
If an incorrect trolley ID is scanned:
If overwriting is enabled, the scanned trolley ID is accepted.
If overwriting is disabled, the system prompts:
"Please scan the correct trolley ID."
4. Assigning Items to Trolley Cubicles
Picked items can be placed into specific cubicles within a trolley.
If Automatic Cubicle Assignment is enabled, the system assigns items to cubicles in order.
If Manual Cubicle Selection is enabled, scan or select a cubicle for each picked item.
5. Restricting Trolleys Based on Cubicle Availability
If enabled only trolleys with enough available cubicles for the pick list can be selected.
If a trolley does not have enough cubicles, the system prompts the user to choose a different trolley.
If disabled, users can assign trolleys even if they do not have enough cubicles, and some items may not be assigned to a specific cubicle.
6. Processing Pick Lists with Trolleys
Once the picking process is completed, the trolley and cubicle assignments are recorded in SAP B1.
Handling Serial and Batch Numbers
Serial Numbers Without BIN Locations:
Create a Pick List and enter the picked quantity.
Right-click on the picked quantity and select "Batch/Serial No." to assign serial numbers.
Query for Serial Numbers:
Barcode scanner queries Serial and batch numbers from created pick list document
Scanning Serial/Batch numbers:
After scanning item what is managed by Serial or Batch numbers, user gets popup to provide current numbers
Validation of Serial Numbers:
Barcode Scanner validates Serial/Batch numbers immediately after scanning against Pick list document
Scanning Alternative Serial Numbers
If you need to scan an alternate serial number not predefined in the pick list, enable the setting "Overwrite proposed to update Serial & Batch Numbers allowed" in the scenario settings.
Alternative Bin Location
If you need to use an alternate Bin location instead of predefined in the pick list, enable the setting "Allow alternative location" in the scenario settings.
In pick document provided bin location will be activated and clickable
After clicking predefined bin location (or warehouse) you will receive list of all available locations where current item exists
Important is to remember that you can only change warehouse if predefined and new both are either managed by bin locations either bot aren’t, you can’t change warehouse with bin locations on warehouse without bin locations
Predefined serial numbers will be automatically removed after changing location
Production Order Picking
If Pick document is created base on Production Order, by picking and Saving on SAP Business One it will automatically create Issue For Production document
Stock Transfer Picking
If Pick document is created base on Stock Transfer request, by picking and Saving on SAP Business One it will automatically create Stock Transfer document
To process current type of document First need to pick items in source and then in destination section, similar as during Stock Transfer scenario
Using Trolleys in Pick Lists
1. Enabling Trolley Picking
Before using trolleys in the Pick module, ensure that "Pick Trolleys" is enabled in the scenario settings.
If disabled, trolleys cannot be assigned or scanned during picking.
If enabled, assign a trolley before starting the pick process, either manually or by scanning.
2. Assigning Trolleys to a Pick List
Trolleys can be predefined in SAP Business One or left blank for users to assign during picking.
Each trolley has a unique ID and may contain multiple cubicles to separate items.
3. Scanning and Overwriting Trolley ID
Scan or enter a trolley ID before starting the pick process.
If a trolley ID is predefined, the user must scan the correct trolley unless overwriting is allowed.
If no trolley ID is predefined:
If "Allow Overwriting Pick Trolley" is enabled, scan any trolley to assign it.
If "Allow Overwriting Pick Trolley" is disabled, the system does not allow the process to continue, and a prompt appears:
"Not allowed to process this pick list."
If an incorrect trolley ID is scanned:
If overwriting is enabled, the scanned trolley ID is accepted.
If overwriting is disabled, the system prompts:
"Please scan the correct trolley ID."
4. Assigning Items to Trolley Cubicles
Picked items can be placed into specific cubicles within a trolley.
If Automatic Cubicle Assignment is enabled, the system assigns items to cubicles in order.
If Manual Cubicle Selection is enabled, scan or select a cubicle for each picked item.
5. Restricting Trolleys Based on Cubicle Availability
If enabled only trolleys with enough available cubicles for the pick list can be selected.
If a trolley does not have enough cubicles, the system prompts the user to choose a different trolley.
If disabled, users can assign trolleys even if they do not have enough cubicles, and some items may not be assigned to a specific cubicle.
6. Processing Pick Lists with Trolleys
Once the picking process is completed, the trolley and cubicle assignments are recorded in SAP B1.
Conclusion
By following this guide, you can efficiently manage your warehouse picking operations using the SAP Business One "Pick" module, ensuring accurate and timely order fulfillment.