Stream - Shipping Process

This is a step by step guide for the shipping pallets with Stream when the picking is done in 2 steps.
Similar as in Business Central, this process covers the following transactions:

1. Reserving pallets for shipment agreements.

2. Picking the pallets from the storage bins and moving them to the temporary “gate bound” area

3. Loading the pallets to Transport Units

4. Closing the Transport Units

5. Set the Picking Status on agreements to “picking finished”

Introduction

Delivery Agreements & Storage Shipment Agreements

Stream shipping process applies both for the Wisefish documents called Delivery Agreements and Storage Shipment Agreements.

• Delivery Agreements are used when selling own stock

• Storage Shipment agreements are used when shipping items that are owned by customers but stored in the warehouse and shipped as requested. These items are distinguished from other inventory by using a specific Stock Center for each customer.

Recommended setup in Business Central is described in this page here:

https://wisefish.atlassian.net/wiki/spaces/WFPE/pages/172425247

User Profiles

As said above, this manual page applies when the picking is done in 2 steps. First step is the “picking” of pallets from the storage area and moving them to a temporary gate outbound area. From that area, the pallets are loaded to the transport units. Therefore, there must exist two different WF User Profiles:

• The warehouse worker doing the picking, often called “inside warehouse worker”. This profile must have a default loading bin with Type = Gate Outbound.

• The warehouse worker doing the loading, often called “outside warehouse worker”. This profile must have a default loading bin with Type = Load and Ship.

Then User Setup list is used to assign a profile to the users.

Shipping Data

In order to start using Stream for shipping, the following shipping documents must exist in Business Central:

• Delivery Agreements with lines telling which items to deliver.

  • Status is either “Open” or “Released”.

  • For the Delivery Agreement to appear in the list, first the “Placed into Picking” action must be run. It changes the “Warehouse Picking Status” to “Process for Picking”. After that, the Agreement should appear in the list of Agreements within the Stream application.

• Or Storage Shipment Agreements, when using Stream for shipping storage items.

• A Scheduled Trip needs to be attached to the Agreement.

  • That Scheduled Trip needs to have at least one Transport Unit.

• Finally, Trade Items must be available in stock, and they must be kept on pallets.

  • Pallets are always identified with a unique barcode which must be of type SSCS.

  • They cannot be reserved for something else, or on hold.

  • They must be on the same Location Code as the warehouse workers.

  • Stock Center Code on pallets and agreements must also match.

Picking Methods

There are 2 different picking methods possible in Stream.

• Freestyle : No specific pallets have been reserved on the agreement, but before pick, Stream will show the possible pallets as “Available” pallets for the warehouse worker doing the pick from the storage bins. This picking method has a longer name in BC, it is called “Bulk-Picking and Freestyle Reserv.”, but it is the same.

• Pre-reserved : The pallets to be picked, are selected and pre-reserved within BC - before sending the agreement into Stream - then these pallets are shown on the “Reserved” tab in Stream.

To view all the all the shipments that are to be handled in the warehouse, click either Delivery Agreements or Storage Shipment Agreements on the main menu. A page is shown containing all agreements. These documents have…

• same Location Code as the user logged into Stream.

• Status = Released or Open, because posted documents are not shown in Stream.

• Picking Status is either Ready for Picking or Picking in Process.

For each agreement document, info is shown such as:

• Agreement No.

• Customer name

• The number of transport units for the agreement

• The Picking Method is either Freestyle or Pre-reserved

• Status here is the status according to the warehouse, i.e. Ready for Picking or Picking in Process.

• Bottom right corner show info about the number of pallets picked, loaded etc.

→ Click on the tile for a selected document to go to the details screen.

Shipment details (Scan Barcode)

This is the main screen for the shipping process. It is titled “Scan Barcode” because it is the screen visible when scanning the pallets to ship.

The screen has these components:

1. Agreement No. and name of the Customer is shown at the top to make it clear what shipment the user is working on.

2. Transport Unit
   A drop-down selection for transport unit and a button to close it.

3. Summary
   First tab is the Summary and is always visible, for all types of shipments. These are simply the Agreement Lines, as they were created in Business Central.

   1. First line is the Item description, then next line is the Item No.

   2. Lot No. is only filled out if a specific lot should be delivered.

   3. The bottom right corner shows picking information, this text is generated according to the logged in user.

4. Reserved
   The middle tab will be called Reserved, if there are only specific pallets that may be picked. The reason for that is either because….

   1. The user is the “inside” warehouse worker and the Agreement has Picking Method = Pre-reserved. Then the warehouse worker should only pick pallets from this list.

   2. The user is the “outside” warehouse worker and therefore should only load pallets that have already been picked by the “inside” worker. The list will show these pallets.

5. Available
   The middle tab will changed to “Available”, in the cases where the shipment has a “Freestyle” picking method and the logged in user is the “inside” warehouse worker.

6. Picked
   For both types of warehouse workers, this tab will only show pallets that have already been handled, i.e. picked or loaded.

7. Pallet Barcode (scanning field)
   On Windows app on laptop, user needs to scroll down to make the Pallet Barcode visible. This field is used to put in a barcode manually if a scanner is not connected.

This chapter describes the picking of the pallets from the storage bins, i.e. the part of the shipment process done by the inside warehouse worker. The “inside” warehouse worker transfers the pallets from the Storage bins and to the area where they will later be loaded to the transport units, such as trucks or containers.

Pick

In Stream:

1. Select the Agreement
   from the list, to open up the details page (Scan Barcode). See snapshot to the right.

2. Set Transport Unit
   If it is an Agreement where Transport Unit is set beforehand, select the Transport Unit in the dropdown list above. (This can be skipped in the cases where Transport Unit is created later.)

3. Select a pallet
   There are several ways to insert the pallet barcode into the application:

   1. Scan the barcode with a scanner

   2. Scroll up to reveal the input field (Pallet Barcode) to manually type in a barcode. (See red marks on snapshot). Finish by clicking “Enter” on the keyboard.

   3. Press the camera icon, in order to use the camera on the phone/pad to scan the barcode. (Camera only works if no Scanner is connected to the device)

   4. Use the Available tab to find a pallet to ship, see chapter below.

4. Confirm
   If the pallet fits for that particular shipment, confirm on the pop-up screen.
   If the operation was not completed for some reason a descriptive error message should appear.

Available - if Freestyle picking

When using the Available for finding appropriate pallets to ship, note the following features:

Basic functionality:

• The list shows pallet that have items that fit with the Item No. and lot fields on the agreement lines.

• It stops collecting pallets if they are more than 100.

Optional functionality:

• The list will not show all pallets in the warehouse, it will suggest a few that will fulfill the required quantity from the agreement line.

• Oldest pallets are selected first, i.e. according to Expiration Date.

• Even if a pallet is not shown in the Available list, it does not mean that it cannot be used for the shipment. Just try to scan it in, or type in the barcode, and Stream will tell if it managed to allocate the pallet to the agreement. The allocation process checks if the Key Item No. on the item fits any agreement line.

Reserved

This list is shown only if pallets were pre-reserved in Business Central.

Cancel a pick

If the inside warehouse worker needs to cancel the pick already done, it is done like this:

1. Find the pallet in the Picked list

2. Click Edit button

3. Click on the link button in bottom left corner, see snapshot.

4. Confirm the popup question

This chapter describes the loading of the pallets to Transport Units, such as trucks or containers, i.e. the part of the shipment process done by the outside warehouse worker. It could also be called “pick & load”.

Load

1. Select the Agreement
   from the list, to open up the details page (Scan Barcode). See snapshot to the right.

2. Set Transport Unit
   Transport Unit must be selected from the dropdown list.

3. Select a pallet
   There are several ways to insert the pallet barcode into the application:

   1. Scan the barcode with a scanner

   2. Scroll up to reveal the input field (Pallet Barcode) to manually type in a barcode. (See red marks on snapshot)

   3. Press the camera icon, in order to use the camera on the phone/pad to scan the barcode. (Camera only works if no Scanner is connected to the device)

   4. Use the Available tab to find a pallet to ship, see chapter below.

4. Confirm
   If the pallet fits for that particular shipment, confirm on the pop-up screen.

Unload

On the Picked tab, the user can press the Edit button as long as the pallet is not in a closed Transport Unit, if that is the case we can see a lock icon next to the item.

If a Transport Unit has not been closed, it is possible to unload the pallet:

1. Select a pallet from the Picked list

2. Click Edit button

3. Click on the Unload button (bottom left corner)

   Open

   

   Unloading a pallet

4. Confirm

Change Transport Unit

In a similar way, the pallet can be moved between transport units.

1. Find the pallet on the Picked list

2. Click Edit

3. Change to another Transport Unit with the dropdown field

4. Confirm

Close Transport Unit

Once a Transport Unit has been filled, it should be closed.

• On the shipment details, select the Transport Unit

• Press the Close TU button.

• On that screen, it is optional to…

  • change the Container No. (optional)

  • Enter the Seal No. (can be set as required)

• Click Confirm
  
  
  

Finish Picking

When all pallets have been fully picked (loaded), the last feature to use in Stream, is closing the shipment.

From the list of shipments…

1. Find the shipment

2. Click Finish Picking

3. A pop up appears with some info about the Agreement. If there is a difference between trade item quantity in the agreement and on the fully picked (loaded) pallets, it is shown with red number.
   Read and see if everything is all right.

4. Confirm
   
   

→ Next step would usually be to create the invoice.