Shipment and Picking

Warehouse Shipment and Warehouse Pick

You can use warehouse shipments in TRASER DMS 365 to drive outbound shipments. Warehouse picks are used to prepare items for shipment. This page is divided into the following sections:

Creating and Posting Warehouse Shipment
Creating and Registering Warehouse Pick
Setting up Automatic Picking

Creating and Posting Warehouse Shipment

Note

You can specify whether warehouse shipments are required on the Location Card of a Location. Activate the toggle switch Require Shipment in the Logistics FastTab on the Location Card.

To create a warehouse shipment, please proceed as follows:

Use the quick search (ALT+Q) to find the page Warehouse Shipments.
Click New in the menu bar.

Tip

Alternatively, you have the option to generate warehouse shipments directly either from the sales order or from the transfer order. To do this, click on Home > Create Warehouse Shipment in the menu bar of the respective order. Please keep in mind that warehouse shipments created in this manner are initially linked one-to-one with their respective orders. However, you can add further documents as described here.

On the warehouse shipment page, fill in the information in the General FastTab as required.
Navigate to the Shipping FastTab to also provide information on the delivery process as required. For example, you can enter an agent’s package number in the Package Tracking No. field. After posting the warehouse shipment, this number is updated on the associated sales order and the posted sales shipment.
To add items to warehouse shipments, click on Prepare > Get Source Documents in the menu bar.
All source documents with the status Released and with items to be shipped will be displayed.
Select one or more source documents.
Click OK to confirm your selection.
Enter the location of the items to be shipped into the Location Code field.
You have the option to input additional details such as bin code, posting date, assigned user, assignment time, assignment date or sorting method if needed.

Tip

You can specify a Shipment Bin in the Bin FastTab on the Bin Card. This enters the bin specified here as the default value in warehouse shipments created for this location. If you have activated the Require Pick toggle switch in the Logistics FastTab on the Location Card, you must first create a Warehouse Pick.

Click on Home > Post Shipment... in the menu bar.

You have successfully posted a warehouse shipment. The locations of the items included in a warehouse shipment can be tracked on the Item Ledger Entry page.

Creating and Registering Warehouse Pick

Note

To be able to use the warehouse pick function, the toggle switch Require Pick must be activated in the Logistics FastTab on the Location Card. A Shipment Bin should also be defined in the Bins FastTab on the Location Card.

Warehouse picks are used to move the inventory from the pick bins into the shipping bins. To create a warehouse pick, please proceed as follows:

Use the quick search (ALT+Q) to find the page Warehouse Shipments.
Click on the warehouse shipment you want to create a pick for.
On the warehouse shipment page, click on Actions > Function > Create Warehouse Pick in the menu bar.
On the new page, you can enter information such as the Assigned User ID and the Sorting Method.
Click OK to confirm the details.
A dialog window is displayed, showing that a pick has been created. To confirm the pick, please click on OK.

You have successfully created a warehouse pick. To register the pick, please proceed as follows:

Use the quick search (ALT+Q) to find the page Warehouse Picks.
Select the newly created warehouse pick.
On the warehouse pick page, click on Manage > Edit in the menu bar.
In the Lines FastTab, one line with the source bin and one line with the shipment bin will be displayed.
Check that the information provided is complete.
Click on Process > Register Pick in the menu bar.

You have successfully registered a warehouse pick. The item is now available for further processing.

Setting up Automatic Picking

For dealers with a high volume of sales orders and sales lines, TRASER DMS 365 offers the option of automating the creation of pick documents via the Pick Worksheet. This eliminates the need to execute the Get Warehouse Documents and Create Pick actions manually. This automation significantly optimizes and simplifies logistics management. Proceed as follows to set up the automation:

Use the quick search (ALT+Q) to find the page Warehouse Worksheet Templates.
Create a new warehouse worksheet template or select an existing warehouse worksheet template.
Click on Related > Template > Names in the menu bar.
Activate the Automatic picking checkbox for the worksheet where you wish to enable automatic picking.
A dialog window is displayed asking you whether you want to create a job queue entry for automatic picking. Confirm this dialog window with Yes.
Another dialog window is displayed asking whether you want to open the card for the job queue entry. Confirm this dialog window with Yes.
Check the details on the card. You can make changes if necessary.
Close the card to return to the list of worksheets.
Select the worksheet for which you have set up automatic picking and click on Automatic Picking parameters in the menu bar.
Activate the toggle switches for the parameters that are relevant for your processes.

Automatic picking has been successfully established for a worksheet, with the job queue now scheduled to run daily at five-minute intervals.