Order Plan
Order Plans streamline the picking process. If multiple orders require the same items Order Plans generate a pick strategy to efficiently pick those orders in parallel.
- Navigate to Warehouse (WMS) -> Outbound -> Order Plan, then click on Create Order Plan.
- Enter the default values for an order plan.
- Default Pick Way - Order pick for regular orders, wave pick for drop ship orders with qty 1 per DN.
- Default Assignee - Name of user assigned to task.
- Default Pick Type - This is commonly case or piece pick depending on the account.
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Click Add Orders to add the order to the plan.
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Search the DN number for order, select it, then click Save at the bottom.
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After all orders needed are added to the order plan, click Save.
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The system will generate the Order Plan and Order Plan ID. Click Edit Order Plan to make any necessary changes to the order plan.
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Use the Create Pick Strategy feature to design how you want the order picked. This feature ensures optimal pick efficiency and accuracy for the assigned picker.
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A system message saying "Create pick strategy successful" will pop up. Click OK.
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After creating a pick strategy, the same button will change to Create Task. Click Create Task to generate a task number.
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A system message saying "Create Task successful" will pop up. Click OK.
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Item creates the Pick Task and auto generates a Task Plan number.
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Click the Release button. A system message saying "Release Successful" will pop up. Click OK to release the pick task to the warehouse.