ALLOCATION
ALLOCATION
Table of Contents The Allocation Module ............................................................................................................................. 3 Allocation - The idea is to .... ........................................................................................................ 4 Allocation - Order Selection ......................................................................................................... 5 You can search by many criteria to create your allocation selection ...................................11 Pick Allocation Screen - An explanation ...................................................................................16 Products Selection before running your pick ..........................................................................21 Running the "Pick".......................................................................................................................24 Managing Individual orders on the pick screen ......................................................................26 Managing Products on the Pick Screen ....................................................................................30 Managing Order Selection ........................................................................................................35 Create Pick Tickets/ Delivery Notes ..........................................................................................40 Pick Tickets - Export to CSV ........................................................................................................42 Merge Pick Tickets together or with a Delivery Note..............................................................45 Convert a Pick Ticket to a Delivery Note ..................................................................................47
The Allocation Module
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Allocation - The idea is to .... General Information This module is an optional add on. If you would like further information, please contact [email protected]
Allocation - Select the orders you are interested in picking for Run the pick to see what is possible to allocate Select the orders you actually wish to allocate to Create Pick Tickets or Delivery Notes in bulk for all selected orders at once Return to orders to generate the csv or pdf's
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Allocation - Order Selection Allocation - Initial Order Selection
From the HOME SCREEN, click on ALLOCATION
Zedonk will show you a list of orders that it is possible to pick for and the current status
You can also see your CUSTOMER PRIORITY if you have used this
for more information read this
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And the DELIVERY DATES for that order
And the PAYMENT TERMS for orders
All to help you decide what to add to your Allocation Pick and with what Priority
Order Selection - Search to help you find & select the orders you want to work with
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You can use the CUSTOMER PRIORITY and ORDER TAG filters here .... in addition to other search criteria
You can prioritise orders now.... Select the PRIORITY manually - filter by PRIORITY and click on SEARCH
Select the order(s), select the correct priority and click on add......and repeat the process for other priorities
1. Tick the selected order 2. Click on ADD
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3. Order is now prioritised
Or click on the PRIORITY column to sort
and select all and ADD - your order will go through in the order you have determined
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Or you can SELECT all orders and ADD ....and chose the priority in the Allocation area.
When you have finished adding the orders you are interested in, press COMPLETE
You are now taken to the Pick Allocation Screen
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Pick Allocation Screen
Click SHOW ME and see a demo or continue with the next tutorial ...
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You can search by many criteria to create your allocation selection Please note - searches will only generate results from the list of orders that you have on the Allocation screen. You can use more that one search filter - but you MUST do one at a time i.e. by orders and then by dates
You can filter by product
Type in your search criteria, click on SEARCH and the screen shows you all available to pick orders containing that product
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You can filter by manufacturer
Type in your search criteria, click on SEARCH or select from the drop down list and the screen shows you all available to pick orders containing products from that manufacturer
You can filter by ORDER NO
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by ORDER TAG
and by DATE
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and by PRIORITY
When you have finished your searches you can add your orders to the Allocation area
You can chose your PRIORITY here or in the ALLOCATION area , for more info on this click here
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When you are ready to move to the pick screen press COMPLETE
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Pick Allocation Screen - An explanation This is an important tutorial explaining the pick screen in detail. You need to understand the % figures so that after running a pick you know which orders to proceed with.
Pick Allocation Screen - this is the first screen that you see
The sales orders appear in the order which you created on the ALLOCATION screen
Each of your orders appears as a separate row. Here is your first order.
The first two columns show you the order number and your customer.
The 'Pick' column shows you two numbers ....
The first is how many pieces you have currently picked for this order since you came onto this screen. It does not take into account any previous deliveries made for this order and so it will start at zero but when you run the automatic allocation, or when you manually allocate stock onto this order while in this screen, this number will change to reflect the total number of items picked.
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The second number - in blue - shows you that number of 'picked' pieces as a percentage of the total number of items ordered.
Ready
The 'Ready' column shows you the total number of pieces that you have ready to ship to your customer. This is the total of this ' pick' + items on other pick tickets for this order + number of pieces on unshipped delivery notes for this order The second number - in blue - shows you the number of 'ready' pieces as a percentage of the total number of items ordered.
Total
The 'Total' column shows you the total number of items that your customer will have once they receive all the items you have picked (for this 'pick' + existing pick tickets) + waiting to be shipped (on unshipped delivery notes) + the quantity they have already received (i.e. on shipped delivery notes). The second number - in blue - shows you the number of 'total' pieces as a percentage of the total number of items ordered.
Order
The 'Order' column is the number of items on the original sales order.
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View - Show Priority
View Order Priority From the "View" menu option, you can select the first option - "Show Priority" - to see some additional information about each order. When you select this option...
Priority Columns
... the order fields expand to show additional details: • Firstly, you have three checkboxes indicating high, medium and low priority. Ticking a box will set the priority for the order, moving it so that the high priority orders are at the top of the list • Following the checkboxes are the order tag, delivery period, delivery start and delivery cancel dates that you may have entered in the sales orders. In addition to being able to click the priority checkboxes, you can also 'click-and-drag' on a row to move it up or down in the list. You might want to allocate one high priority order before another. N.B. Zedonk will allocate booked in production by starting at the top of the list, allocating everything it can to that order, then looks at the order below - allocate what it can, then looks at the next order on the list continuing down the list until all the available products have been allocated. You decide the priority of the orders.
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Ensure that your most important orders are at the top with the rest in descending priority. The three ways of doing this are:• Select a priority when you add orders to the selection list on the previous screen • Set a priority to an individual order by clicking the required priority checkbox • Drag an order up or down in the list to change its position
Show Full Order Figures
You can expand the numbers in relation to 'pick' and 'delivery' status. When you select this option, you see.........
Full Order Figures
In addition to Pick, Ready, Total and Order, mentioned earlier ... you now have :• Wait - Number of items/percentage of the total order on existing pick tickets and unshipped delivery notes. This does not include anything you allocate while on this screen. The number in the "Pick" column plus the number in this "Wait" column = number in the "Ready" column • Ship - Number of items/percentage of the total order on shipped delivery notes • Prev - Number of items/percentage of the total order on all previous (or existing) documents including pick tickets, unshipped delivery notes and shipped delivery notes.
To summarise....
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Pick - Quantity allocated on this pick screen Wait - Quantity waiting to be shipped = pick tickets and unshipped delivery notes Ship - Quantity already shipped Ready - Quantity ready to be shipped = 'Pick' + 'Wait' Prev - Quantity on previous documents = pick tickets and all delivery notes Total - Quantity on this pick screen and all other documents = 'Pick' + 'Prev' Order - Quantity on the original order
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Products Selection before running your pick You don't not want to pick a specific product until the matching one is also available or want to pick only a specific category. You can exclude/include individual products from this pick or select entire categories to be excluded/included.
To Exclude/Include a product from the pick, click on the product name on the gray band at the top and select EXCLUDE FROM PICK or INCLUDE IN PICK
The product box is faded and this product is excluded from the pick.
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To pick only one specific category - firstly SELECTIONS > EXCLUDE PRODUCTS > ALL
All products are now excluded
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Then SELECTIONS > INCLUDE PRODUCTS > BY CATEGORY
Select the Category you want to include in this Pick
Products from this Category are now selected
You can add products from another category in the same way and run the pick once ready.
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Running the "Pick" You can run the pick at the beginning of the allocation process - all the available products will be allocated to all the orders Or you can select certain orders and then run the pick - all the available products will be allocated to the selected orders This will not create actual Pick Tickets yet! You can always rewind this process or change your selection before creating the Pick Tickets.
Pick
The Pick menu allows you to perform an automatic pick. When you run a pick, the module will take the first size for the first product and work down through the orders as you have arranged them on this screen, allocating the stock. Each order will get as much stock for that size as required until there are no more items of that size left - or it has run out of orders to put the stock on. It will then repeat this process with the next size and the next product until all the products have been processed. The process is no different to you manually entering the quantity on each order/product/size... only it is a lot quicker! Depending on how many orders and products you are working with you might just have enough time to put the kettle on but probably no more than that.
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Clear Selected Orders & Pick
This will clear all stock already picked for just those orders that are currently selected and will then run the picking process. Orders which are deselected will be left alone and will keep any existing stock allocation.
Clear All Orders & Pick
This will clear all stock already picked for all orders, including those that are deselected, and then re-run the picking process.
Once you have run the pick you can manage your pick ..... Managing indivudal Orders on the Pick Screen Managing Products on the Pick Screen
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Managing Individual orders on the pick screen Order List
Clicking anywhere on an order line displays a pop-up menu. Select and deselect the order - More later but simply if an order is deselected - nothing happens in the next process. You can 'deselect' an order at any point in the allocation process. You may want to temporarily deselect an order and then select it again later - i.e. if you want to manually allocate stock to it and prevent the automatic process from looking at it. When deselected - an order is greyed out on the screen. The next two options show and hide the sizes for the product that you have clicked on - this is the same as clicking the '+' in the product header
Scroll to next product If there are a small number of products - 'scroll' will highlight with a yellow pulse the next product ID on the order. If there are a large number of products - 'scroll' will move the product columns along to the next product ID on the order and highlight with a yellow pulse. Continue to click ' scroll to next product ' as many times as you need
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Set Priority
You can change the priority of this order. When you change the priority of an order it will move up or down the order list N.B. Zedonk will allocate booked in production by starting at the top of the list, allocating everything it can to that order, then looks at the order below - allocate what it can, then looks at the next order on the list continuing down the list until all the available products have been allocated. You decide the priority of the orders. The idea is to ensure that your most important orders are at the top with the rest in descending priority.
Clear Allocations
Clicking ' clear allocations' removes any stock that has been allocated ( auto or manual ) against this order in this session. This stock is now available for you to allocate to another order if you want.
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Before....
After......
View Order's Allocations
This shows you details of the order; the product sizes, how much was ordered, how much has been delivered, how much you have currently allocated in this session.
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Remove Order
Removes the order from this session. No pick tickets or delivery notes will be created for this order and any stock that was allocated in this session for that order will be released.
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Managing Products on the Pick Screen You can review the activity by product and make manual adjustments if required
Products
All available products are shown on the allocation screen. Here is the first one. If you filtered by particular products or manufacturers, those products will be shown first with a light blue column heading. You can also 'prioritise' products moving them to the start of the list. However, the order of the products in this list does not matter at all when allocating
Here is an explanation of the figures.... Available - shows the stock available for allocation across all sizes
The first number is the stock remaining after taking into account any stock already picked The number in brackets is the stock you had at the start of this pick allocation. To begin with, these numbers will be the same but as you place items onto orders, that first number will go down.
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And after running the pick
This example shows 12 remaining i.e. can be allocated and 24 was the availability at the start of the pick.
Needed - stock needed for the product across all sizes
The first number is the stock needed to complete all the orders taking into account any stock already picked. The number in brackets is the stock needed at the start of this pick allocation. To begin with, these numbers will be the same but as you place items onto orders, the first number will go down. When it hits zero you have fulfilled all the orders for this product!
And after running the pick
This example shows there were 24 needed before the pick and 0 after so my allocation is complete for this product across these orders
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In Progress - stock that is in production but not yet received by you ('Work in Progress').
This shows the stock that is in production but not yet received by you ('Work in Progress').
When you click on the product header...
Product Details - pop up menu appears
Show Size Details - Initially all size details are hidden so click here and the product expands to show size breakdown Hide Size Details - Contracts back to Product Summary Prioritise - moves product to the start of the product list and highlights the header in blue. This action does NOT impact on automatic pick allocation View Product Allocations - breakdown of product across all the orders including how many of each size have been allocated to each order, how many remain to be shipped etc.
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You can close this menu by clicking on the red cross in the top corner, or by simply clicking elsewhere on the screen
DEL PICK REM - what are these ?
This area only has numbers if this product is on an order(s) - in the above example it is on two orders DEL - 0/12 - shows that you have previously shipped (or will have once any outstanding delivery notes / pick tickets are completed) 0 items of this product out of a total of 12. This is across all sizes for the product. PICK - 12 - is the number of items you have currently allocated while on this screen. Will be 0 before you run a pick.
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REM - 0 - how many remain to be shipped. When stock is allocated on this screen against this order, the middle number will change to reflect how many items have been picked and so the last number will also change to show how many remain.
Size Details - you can expand the product to look at size/ quantity
Manual Pick - below the size headings you see all the above data but broken down by size. And you can adjust the pick manually by changing the BLUE numbers
When you do this, all the figures will update ie. Available, Needed, Del, Pick and Rem ( both for product total and for size breakdown). For explanations of these - scroll back up this lesson
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Managing Order Selection You have run your pick - now you select the orders for generating Pick Tickets and/or Delivery Notes
SELECTIONS
Here you see the options for the selection process
SELECT ALL
Selects ALL the orders when you create Pick Tickets/Delivery Notes
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DESELECT ALL
No orders will be available to create Pick Tickets/ Delivery Notes
The orders will be greyed out
N.B. Deselecting an order only affects it within this pick allocation module; this is not the same as making an order inactive on the order screen in Zedonk.
Select only orders
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Allows you to create Pick Tickets/Delivery Notes for orders where you have fulfilled over a certain %
This is what you see ....
1. Select the criteria for calculating the % you have selected 2. Enter the % This example shows a selection where this PICK plus other PT's and Unshipped DN's = 50% You can run more than one selection by ticking the box at the bottom to leave on any previous selections. N.B. Only orders that are selected will generate Pick Tickets/Delivery Notes
When you have made your selection the screen show orders selected and greys out orders not selected
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Swap Selected/Deselected
Reverses the selection !
Clear Allocations from....
Removes all products that have been allocated to orders making them available to allocate to other orders
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Remove Deselected Orders
This action will remove all deselected orders from the allocation screen
Confirm the action
The orders have gone and any products allocated to them are now available to pick again for other orders
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Create Pick Tickets/ Delivery Notes You have run the pick, managed your orders and products and made your selection... You are ready to create Pick Tickets/Delivery Notes
Create
So far, you have only allocated products against orders. Nothing is fixed. You can change anything you want. You can make adjustments until you are sure everything is correct. When you are ready to push your allocation out to documents , click on "Create". You now need to decide if you want to create Pick Tickets or Delivery Notes. Think of a Pick Ticket as a 'draft' delivery note. Later from ORDERS on the HOME SCREEN, you can convert pick tickets to delivery notes and you can also merge pick tickets for the same order into one pick ticket enabling you to create one delivery note. If you are happy to go straight from allocation to creating delivery notes then do so; but consider if it is useful to have the interim step that pick tickets provide.
Click on Create
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Select the type of document you want to create
You can enter a reference for the batch of documents you are about to create ( batch reference ) You can use this batch reference to search from the Home Screen/Orders when you are ready to print or export the documents you have created. N.B Remember only SELECTED order will have documents created for them. Once the document is created it is removed from the pick screen and the product inventory screen is updated, for more information read this
The End! There is a lot to take in and there is a lot of "power" in what you can do here - if you are in any need of help or further explanation then do contact us via the HelpDesk Remember that you will not affect anything until you create either the pick tickets or the delivery notes from this module. No stock levels will change until you create those documents. No amount of selecting or deselecting, moving or deleting orders or setting priorities will have any effect on your orders if you just quit the module without creating documents. If you quit the module without creating documents, all the selecting/allocating etc will not be saved. Equally though, when you do come to create the documents, bear in mind that you might be about to create a document for every order that is listed in the module and that's quite a lot of work to "undo" if you didn't mean to create them!
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Pick Tickets - Export to CSV You can export a batch of Pick Tickets to CSV to send the information to your warehouse or import it into your warehouse system.
Home Page - Click on ORDERS
ORDER TYPE drop down - Select PICK TICKET and click SEARCH
It will display all your active pick tickets for this season.
to include all seasons click on the box INCLUDE ALL SEASONS
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To display only a specific batch, click on AUTOMATION, input the BATCH REFERENCE and click SEARCH
The BATCH REFERENCE was assigned by you when creating the Pick Tickets in the ALLOCATION section.
SELECT ALL or select the Pick Tickets you want to Export
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SELECT AN ACTION - click on EXPORT - CSV
The CSV file is dowloaded to your computer
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Merge Pick Tickets together or with a Delivery Note You can merge multiple PT's together or merge a PT into an existing Delivery Notes
Go to ORDERS, find the Order you are working on and click on OT (Order Tracker)
You can see the list of active Pick Tickets and Delivery Notes. Click on the one you will be updating and keeping
Scroll to the bottom right, select the PT number you want to merge and click MERGE PICK TICKET
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Quantities will update accordingly
SAVE + CLOSE
The two Pick tickets are now merged together under one PT number. In the same way you can click on a Delivery Note...
...and merge a pick ticket into it
SAVE + CLOSE
Quantities update accordingly on the DN and the Pick Ticket will no longer be showing
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Convert a Pick Ticket to a Delivery Note Once the stock has been packed and you are ready to ship, you convert your Pick Ticket to a Delivery Note
Go to ORDERS, find the Order you are working on and click on OT (Order Tracker)
Click on the Pick Ticket you want ot convert
Scroll to the bottom right and click CONVERT TO DELIVERY
The PT is now converted to a Delivery Note with the sae number
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Table of Contents The Allocation Module ............................................................................................................................. 3 Allocation - The idea is to .... ........................................................................................................ 4 Allocation - Order Selection ......................................................................................................... 5 You can search by many criteria to create your allocation selection ...................................11 Pick Allocation Screen - An explanation ...................................................................................16 Products Selection before running your pick ..........................................................................21 Running the "Pick".......................................................................................................................24 Managing Individual orders on the pick screen ......................................................................26 Managing Products on the Pick Screen ....................................................................................30 Managing Order Selection ........................................................................................................35 Create Pick Tickets/ Delivery Notes ..........................................................................................40 Pick Tickets - Export to CSV ........................................................................................................42 Merge Pick Tickets together or with a Delivery Note..............................................................45 Convert a Pick Ticket to a Delivery Note ..................................................................................47
The Allocation Module
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Allocation - The idea is to .... General Information This module is an optional add on. If you would like further information, please contact [email protected]
Allocation - Select the orders you are interested in picking for Run the pick to see what is possible to allocate Select the orders you actually wish to allocate to Create Pick Tickets or Delivery Notes in bulk for all selected orders at once Return to orders to generate the csv or pdf's
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Allocation - Order Selection Allocation - Initial Order Selection
From the HOME SCREEN, click on ALLOCATION
Zedonk will show you a list of orders that it is possible to pick for and the current status
You can also see your CUSTOMER PRIORITY if you have used this
for more information read this
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And the DELIVERY DATES for that order
And the PAYMENT TERMS for orders
All to help you decide what to add to your Allocation Pick and with what Priority
Order Selection - Search to help you find & select the orders you want to work with
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You can use the CUSTOMER PRIORITY and ORDER TAG filters here .... in addition to other search criteria
You can prioritise orders now.... Select the PRIORITY manually - filter by PRIORITY and click on SEARCH
Select the order(s), select the correct priority and click on add......and repeat the process for other priorities
1. Tick the selected order 2. Click on ADD
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3. Order is now prioritised
Or click on the PRIORITY column to sort
and select all and ADD - your order will go through in the order you have determined
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Or you can SELECT all orders and ADD ....and chose the priority in the Allocation area.
When you have finished adding the orders you are interested in, press COMPLETE
You are now taken to the Pick Allocation Screen
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Pick Allocation Screen
Click SHOW ME and see a demo or continue with the next tutorial ...
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You can search by many criteria to create your allocation selection Please note - searches will only generate results from the list of orders that you have on the Allocation screen. You can use more that one search filter - but you MUST do one at a time i.e. by orders and then by dates
You can filter by product
Type in your search criteria, click on SEARCH and the screen shows you all available to pick orders containing that product
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You can filter by manufacturer
Type in your search criteria, click on SEARCH or select from the drop down list and the screen shows you all available to pick orders containing products from that manufacturer
You can filter by ORDER NO
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by ORDER TAG
and by DATE
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and by PRIORITY
When you have finished your searches you can add your orders to the Allocation area
You can chose your PRIORITY here or in the ALLOCATION area , for more info on this click here
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When you are ready to move to the pick screen press COMPLETE
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Pick Allocation Screen - An explanation This is an important tutorial explaining the pick screen in detail. You need to understand the % figures so that after running a pick you know which orders to proceed with.
Pick Allocation Screen - this is the first screen that you see
The sales orders appear in the order which you created on the ALLOCATION screen
Each of your orders appears as a separate row. Here is your first order.
The first two columns show you the order number and your customer.
The 'Pick' column shows you two numbers ....
The first is how many pieces you have currently picked for this order since you came onto this screen. It does not take into account any previous deliveries made for this order and so it will start at zero but when you run the automatic allocation, or when you manually allocate stock onto this order while in this screen, this number will change to reflect the total number of items picked.
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The second number - in blue - shows you that number of 'picked' pieces as a percentage of the total number of items ordered.
Ready
The 'Ready' column shows you the total number of pieces that you have ready to ship to your customer. This is the total of this ' pick' + items on other pick tickets for this order + number of pieces on unshipped delivery notes for this order The second number - in blue - shows you the number of 'ready' pieces as a percentage of the total number of items ordered.
Total
The 'Total' column shows you the total number of items that your customer will have once they receive all the items you have picked (for this 'pick' + existing pick tickets) + waiting to be shipped (on unshipped delivery notes) + the quantity they have already received (i.e. on shipped delivery notes). The second number - in blue - shows you the number of 'total' pieces as a percentage of the total number of items ordered.
Order
The 'Order' column is the number of items on the original sales order.
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View - Show Priority
View Order Priority From the "View" menu option, you can select the first option - "Show Priority" - to see some additional information about each order. When you select this option...
Priority Columns
... the order fields expand to show additional details: • Firstly, you have three checkboxes indicating high, medium and low priority. Ticking a box will set the priority for the order, moving it so that the high priority orders are at the top of the list • Following the checkboxes are the order tag, delivery period, delivery start and delivery cancel dates that you may have entered in the sales orders. In addition to being able to click the priority checkboxes, you can also 'click-and-drag' on a row to move it up or down in the list. You might want to allocate one high priority order before another. N.B. Zedonk will allocate booked in production by starting at the top of the list, allocating everything it can to that order, then looks at the order below - allocate what it can, then looks at the next order on the list continuing down the list until all the available products have been allocated. You decide the priority of the orders.
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Ensure that your most important orders are at the top with the rest in descending priority. The three ways of doing this are:• Select a priority when you add orders to the selection list on the previous screen • Set a priority to an individual order by clicking the required priority checkbox • Drag an order up or down in the list to change its position
Show Full Order Figures
You can expand the numbers in relation to 'pick' and 'delivery' status. When you select this option, you see.........
Full Order Figures
In addition to Pick, Ready, Total and Order, mentioned earlier ... you now have :• Wait - Number of items/percentage of the total order on existing pick tickets and unshipped delivery notes. This does not include anything you allocate while on this screen. The number in the "Pick" column plus the number in this "Wait" column = number in the "Ready" column • Ship - Number of items/percentage of the total order on shipped delivery notes • Prev - Number of items/percentage of the total order on all previous (or existing) documents including pick tickets, unshipped delivery notes and shipped delivery notes.
To summarise....
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Pick - Quantity allocated on this pick screen Wait - Quantity waiting to be shipped = pick tickets and unshipped delivery notes Ship - Quantity already shipped Ready - Quantity ready to be shipped = 'Pick' + 'Wait' Prev - Quantity on previous documents = pick tickets and all delivery notes Total - Quantity on this pick screen and all other documents = 'Pick' + 'Prev' Order - Quantity on the original order
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Products Selection before running your pick You don't not want to pick a specific product until the matching one is also available or want to pick only a specific category. You can exclude/include individual products from this pick or select entire categories to be excluded/included.
To Exclude/Include a product from the pick, click on the product name on the gray band at the top and select EXCLUDE FROM PICK or INCLUDE IN PICK
The product box is faded and this product is excluded from the pick.
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To pick only one specific category - firstly SELECTIONS > EXCLUDE PRODUCTS > ALL
All products are now excluded
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Then SELECTIONS > INCLUDE PRODUCTS > BY CATEGORY
Select the Category you want to include in this Pick
Products from this Category are now selected
You can add products from another category in the same way and run the pick once ready.
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Running the "Pick" You can run the pick at the beginning of the allocation process - all the available products will be allocated to all the orders Or you can select certain orders and then run the pick - all the available products will be allocated to the selected orders This will not create actual Pick Tickets yet! You can always rewind this process or change your selection before creating the Pick Tickets.
Pick
The Pick menu allows you to perform an automatic pick. When you run a pick, the module will take the first size for the first product and work down through the orders as you have arranged them on this screen, allocating the stock. Each order will get as much stock for that size as required until there are no more items of that size left - or it has run out of orders to put the stock on. It will then repeat this process with the next size and the next product until all the products have been processed. The process is no different to you manually entering the quantity on each order/product/size... only it is a lot quicker! Depending on how many orders and products you are working with you might just have enough time to put the kettle on but probably no more than that.
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Clear Selected Orders & Pick
This will clear all stock already picked for just those orders that are currently selected and will then run the picking process. Orders which are deselected will be left alone and will keep any existing stock allocation.
Clear All Orders & Pick
This will clear all stock already picked for all orders, including those that are deselected, and then re-run the picking process.
Once you have run the pick you can manage your pick ..... Managing indivudal Orders on the Pick Screen Managing Products on the Pick Screen
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Managing Individual orders on the pick screen Order List
Clicking anywhere on an order line displays a pop-up menu. Select and deselect the order - More later but simply if an order is deselected - nothing happens in the next process. You can 'deselect' an order at any point in the allocation process. You may want to temporarily deselect an order and then select it again later - i.e. if you want to manually allocate stock to it and prevent the automatic process from looking at it. When deselected - an order is greyed out on the screen. The next two options show and hide the sizes for the product that you have clicked on - this is the same as clicking the '+' in the product header
Scroll to next product If there are a small number of products - 'scroll' will highlight with a yellow pulse the next product ID on the order. If there are a large number of products - 'scroll' will move the product columns along to the next product ID on the order and highlight with a yellow pulse. Continue to click ' scroll to next product ' as many times as you need
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Set Priority
You can change the priority of this order. When you change the priority of an order it will move up or down the order list N.B. Zedonk will allocate booked in production by starting at the top of the list, allocating everything it can to that order, then looks at the order below - allocate what it can, then looks at the next order on the list continuing down the list until all the available products have been allocated. You decide the priority of the orders. The idea is to ensure that your most important orders are at the top with the rest in descending priority.
Clear Allocations
Clicking ' clear allocations' removes any stock that has been allocated ( auto or manual ) against this order in this session. This stock is now available for you to allocate to another order if you want.
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Before....
After......
View Order's Allocations
This shows you details of the order; the product sizes, how much was ordered, how much has been delivered, how much you have currently allocated in this session.
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Remove Order
Removes the order from this session. No pick tickets or delivery notes will be created for this order and any stock that was allocated in this session for that order will be released.
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Managing Products on the Pick Screen You can review the activity by product and make manual adjustments if required
Products
All available products are shown on the allocation screen. Here is the first one. If you filtered by particular products or manufacturers, those products will be shown first with a light blue column heading. You can also 'prioritise' products moving them to the start of the list. However, the order of the products in this list does not matter at all when allocating
Here is an explanation of the figures.... Available - shows the stock available for allocation across all sizes
The first number is the stock remaining after taking into account any stock already picked The number in brackets is the stock you had at the start of this pick allocation. To begin with, these numbers will be the same but as you place items onto orders, that first number will go down.
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And after running the pick
This example shows 12 remaining i.e. can be allocated and 24 was the availability at the start of the pick.
Needed - stock needed for the product across all sizes
The first number is the stock needed to complete all the orders taking into account any stock already picked. The number in brackets is the stock needed at the start of this pick allocation. To begin with, these numbers will be the same but as you place items onto orders, the first number will go down. When it hits zero you have fulfilled all the orders for this product!
And after running the pick
This example shows there were 24 needed before the pick and 0 after so my allocation is complete for this product across these orders
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In Progress - stock that is in production but not yet received by you ('Work in Progress').
This shows the stock that is in production but not yet received by you ('Work in Progress').
When you click on the product header...
Product Details - pop up menu appears
Show Size Details - Initially all size details are hidden so click here and the product expands to show size breakdown Hide Size Details - Contracts back to Product Summary Prioritise - moves product to the start of the product list and highlights the header in blue. This action does NOT impact on automatic pick allocation View Product Allocations - breakdown of product across all the orders including how many of each size have been allocated to each order, how many remain to be shipped etc.
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You can close this menu by clicking on the red cross in the top corner, or by simply clicking elsewhere on the screen
DEL PICK REM - what are these ?
This area only has numbers if this product is on an order(s) - in the above example it is on two orders DEL - 0/12 - shows that you have previously shipped (or will have once any outstanding delivery notes / pick tickets are completed) 0 items of this product out of a total of 12. This is across all sizes for the product. PICK - 12 - is the number of items you have currently allocated while on this screen. Will be 0 before you run a pick.
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REM - 0 - how many remain to be shipped. When stock is allocated on this screen against this order, the middle number will change to reflect how many items have been picked and so the last number will also change to show how many remain.
Size Details - you can expand the product to look at size/ quantity
Manual Pick - below the size headings you see all the above data but broken down by size. And you can adjust the pick manually by changing the BLUE numbers
When you do this, all the figures will update ie. Available, Needed, Del, Pick and Rem ( both for product total and for size breakdown). For explanations of these - scroll back up this lesson
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Managing Order Selection You have run your pick - now you select the orders for generating Pick Tickets and/or Delivery Notes
SELECTIONS
Here you see the options for the selection process
SELECT ALL
Selects ALL the orders when you create Pick Tickets/Delivery Notes
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DESELECT ALL
No orders will be available to create Pick Tickets/ Delivery Notes
The orders will be greyed out
N.B. Deselecting an order only affects it within this pick allocation module; this is not the same as making an order inactive on the order screen in Zedonk.
Select only orders
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Allows you to create Pick Tickets/Delivery Notes for orders where you have fulfilled over a certain %
This is what you see ....
1. Select the criteria for calculating the % you have selected 2. Enter the % This example shows a selection where this PICK plus other PT's and Unshipped DN's = 50% You can run more than one selection by ticking the box at the bottom to leave on any previous selections. N.B. Only orders that are selected will generate Pick Tickets/Delivery Notes
When you have made your selection the screen show orders selected and greys out orders not selected
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Swap Selected/Deselected
Reverses the selection !
Clear Allocations from....
Removes all products that have been allocated to orders making them available to allocate to other orders
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Remove Deselected Orders
This action will remove all deselected orders from the allocation screen
Confirm the action
The orders have gone and any products allocated to them are now available to pick again for other orders
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Create Pick Tickets/ Delivery Notes You have run the pick, managed your orders and products and made your selection... You are ready to create Pick Tickets/Delivery Notes
Create
So far, you have only allocated products against orders. Nothing is fixed. You can change anything you want. You can make adjustments until you are sure everything is correct. When you are ready to push your allocation out to documents , click on "Create". You now need to decide if you want to create Pick Tickets or Delivery Notes. Think of a Pick Ticket as a 'draft' delivery note. Later from ORDERS on the HOME SCREEN, you can convert pick tickets to delivery notes and you can also merge pick tickets for the same order into one pick ticket enabling you to create one delivery note. If you are happy to go straight from allocation to creating delivery notes then do so; but consider if it is useful to have the interim step that pick tickets provide.
Click on Create
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Select the type of document you want to create
You can enter a reference for the batch of documents you are about to create ( batch reference ) You can use this batch reference to search from the Home Screen/Orders when you are ready to print or export the documents you have created. N.B Remember only SELECTED order will have documents created for them. Once the document is created it is removed from the pick screen and the product inventory screen is updated, for more information read this
The End! There is a lot to take in and there is a lot of "power" in what you can do here - if you are in any need of help or further explanation then do contact us via the HelpDesk Remember that you will not affect anything until you create either the pick tickets or the delivery notes from this module. No stock levels will change until you create those documents. No amount of selecting or deselecting, moving or deleting orders or setting priorities will have any effect on your orders if you just quit the module without creating documents. If you quit the module without creating documents, all the selecting/allocating etc will not be saved. Equally though, when you do come to create the documents, bear in mind that you might be about to create a document for every order that is listed in the module and that's quite a lot of work to "undo" if you didn't mean to create them!
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Pick Tickets - Export to CSV You can export a batch of Pick Tickets to CSV to send the information to your warehouse or import it into your warehouse system.
Home Page - Click on ORDERS
ORDER TYPE drop down - Select PICK TICKET and click SEARCH
It will display all your active pick tickets for this season.
to include all seasons click on the box INCLUDE ALL SEASONS
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To display only a specific batch, click on AUTOMATION, input the BATCH REFERENCE and click SEARCH
The BATCH REFERENCE was assigned by you when creating the Pick Tickets in the ALLOCATION section.
SELECT ALL or select the Pick Tickets you want to Export
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SELECT AN ACTION - click on EXPORT - CSV
The CSV file is dowloaded to your computer
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Merge Pick Tickets together or with a Delivery Note You can merge multiple PT's together or merge a PT into an existing Delivery Notes
Go to ORDERS, find the Order you are working on and click on OT (Order Tracker)
You can see the list of active Pick Tickets and Delivery Notes. Click on the one you will be updating and keeping
Scroll to the bottom right, select the PT number you want to merge and click MERGE PICK TICKET
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Quantities will update accordingly
SAVE + CLOSE
The two Pick tickets are now merged together under one PT number. In the same way you can click on a Delivery Note...
...and merge a pick ticket into it
SAVE + CLOSE
Quantities update accordingly on the DN and the Pick Ticket will no longer be showing
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Convert a Pick Ticket to a Delivery Note Once the stock has been packed and you are ready to ship, you convert your Pick Ticket to a Delivery Note
Go to ORDERS, find the Order you are working on and click on OT (Order Tracker)
Click on the Pick Ticket you want ot convert
Scroll to the bottom right and click CONVERT TO DELIVERY
The PT is now converted to a Delivery Note with the sae number
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