Storage Shipment Agreements

Owned by Andri Már Valsson
Last updated: Aug 12, 2024
5 min read

User guide to Storage Shipment Agreements

This feature provides warehouses with the ability to scan products that belong to a customer to a Storage Shipment Agreement. This functionality works almost exactly like the Delivery Agreement function except, the pallets used are owned by someone else. These are pallets you are storing in your warehouse for an external company.

Just like in the Delivery Agreements the basic idea of this functionality is that the user would select a Storage Shipment Agreement, select the designated Transport Unit and scan the Pallet into the TU and the Agreement at the same time. Here is a step by step guide on how to use this feature.

Prerequisites

Pallets belonging to an External Customer to scan into the Agreements.
Storage Shipment Agreement containing TI Lines.
A Scheduled Trip needs to be attached to that Storage Shipment Agreement.
That Scheduled Trip needs to have at least one Transport Unit attached.
The Storage Shipment Agreement’s status must then be changed to “Released”.
For the Storage Shipment Agreement to appear in the list it has to be “Placed into Picking”, that action changes the “Warehouse Picking Status” to “Process for Picking”

When this has been done in BC the Agreement should appear in the list of Agreements within the Stream application.

Step by step guide

  1. Click on “Storage Shipment Agreements” function in the main menu. A page containing all Storage Shipment Agreements that the user can pick to is displayed along with important info about the SSA such as number of Transport Units, how many boxes have been scanned to the Agreement and more.

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  1. From this page select the SSA you want and when you do that you will see something similar to the images below.
    There are three possible tabs that might be visible, two of them are always visible (“Summary” and “Picked Items”), the other tab depends on the picking method of the Agreement and is called “Pre-reserved Items”.

    1. Summary
      Here you can see the lines of the agreement and how much has been selected to the Agreement among the total amount that should be picked to the Agreement.

    2. Pre-reserved Items
      This tab is only visible if a pallet has been reserved to that Agreement, the reserved pallets are displayed here and should be scanned to the Agreement.

    3. Picked Items
      Here you can see the already scanned items to the Agreement.

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  1. In order to scan pallets to the selected Agreement you must first select a Transport Unit, scanning and manually entering a barcode is disabled until a Transport Unit is selected.

  2. After selecting a TU, you can simply scan a pallet barcode or scroll up to reveal an input bar where the user is able to manually enter a barcode or press the camera icon in order to use the camera.
    (Camera only works if no Scanner is connected to the device)

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If the operation was successful there will be a clear indicator on the screen as well as if the operation was not completed for some reason a descriptive error message should appear.

  1. Once you have filled the Transport Unit you have selected and want to close it, you can press the “Close” button.
    In that interface you can change the name of the Transport Unit (optional) and enter the TUs “Seal No.” Then simply press “Confirm” to close the TU and remove it as an option to pick to.

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  1. The last feature within the Agreement I want to demonstrate is the edit and remove function. If we open the “Picked Items” tab again, we can see the items that have been entered to the Agreement. The User can press the edit button as long as the item is not in a closed TU, if that is the case we can see a lock icon next to the item.

    1. Edit (change TU):
      To edit the Pallet, you press the edit button where you can see info about the item and a dropdown list of the available TUs, select the TU that the pallet belongs in and hit confirm. Nothing else can be changed within the agreement.

    2. Unload Pallet:
      This function is used if you want to remove the pallet from the Agreement and from the TU. To do this press the button in the bottom left corner (I have circled it in the following image).
      Note: The pallet removed becomes available for selection and should be placed back in the warehouse, for that reason we recommend using the “Move Pallet” function to keep track of where the pallet was placed after removal.

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  1. The last feature is used to close the SSA and by doing that removing it from picking within the Stream application. This functionality is accessible from the menu where a SSA is selected by pressing the red “Close” button. This is intended to be used when you have scanned all the items you want in to the Agreement. When you press the “Close” button a pop up appears with some info about the Agreement and once you hit “Confirm” in that pop up, the Agreement is removed from selection in Stream. The Warehouse Picking Status changes from “Process for Picking” to “Picking Finished” and the agreement lines are adjusted to the amount you have scanned to the Agreement.
    If that is an issue and you want to keep track of the amount the customer ordered I suggest using the field “Cust. Ordered Quantity” when creating the Agreement. That way you can still keep track of what the customer ordered.

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