Products and Inventory

Overview

  • Products and Inventory

    Current Inventory: 

     

    Item Master: A master list of every item code entered into the system for a particular customer.  The list contains one record per item code, and summarizes the item's basic information and current standing in inventory.  

    Note: Item Code is synonymous with Item Number, Product Code, Product, Item, and Code 

     

    Inventory Units: Shows all items currently in stock, manifested and not put away for a particular customer by the pallet. 

     

    Bin Inventory: Shows all of a particular item in stock separated by bins. 

     

    Past Inventory:

     

    Invoiced Units: Shows all units that have been invoiced, including: inbound and outbound units and services.

     

    Invoiced Pallets: Shows all pallets that have been invoiced for services performed. 

     

    Pallets:

     

    Customer Pallets Listing: Shows all pallets in stock, manifested or not putaway for one particular customer 

     

    Global Pallets Listing: Shows all pallets currently in stock across all customers 

     

    Inventory Features: 

     

    Inventory Aging Notifications: System notifications that notify certain employees of possible item expirations. 

    Inventory aging notifications can be set for particular item classes, or for a specific item, and can notify employees a certain number of days leading up to an expiration/use by date, a sell by date or a certain number of days since inventory has been packed.  

    UOM Conversions: Keep track of unit of measure conversions for an item's current unit of measure

    Note: Units of Measure are maintained under the Admin Menu by I.T.

Current Inventory

  • Key Information

    Item Master 

    Days to Sell By: The number of days from the pack date to the sell by date can be specified.  This will preload Sell By dates for inventory that is created through manufacturing.  

    Days to Use By/Expiration: The number of days from the pack date to the use by/expiration date can be specified.  This will preload the Use By/Expiration dates for inventory that is created through manufacturing.

    Pack and Size: Specific multiples of an item per pack 

    Example:
    5 OZ/6 Count Carton
    2000/pallet 

    Crush Factor: Used to prioritize picking sequence of various items for a single order. A lower crush factor indicates an item is not likely to get crushed by others stacking on top. A higher crush factor indicates the item is more likely to get crushed by others stacking on it. You can use various combinations of crush factors throughout your inventory to signal the system to pick the least crushable product first, then stacking other more crushable product on top of those.

    Brand: Create customer specific brands through the Warehouse Menu


    Class:
     Create classes of goods through the Warehouse Menu

     

    Storage Restrictions: Create storage restrictions through the Warehouse Menu

    Example: 

    Halal

    Kosher 

     

    Allocation Sequence: FIFO: Orders will allocate pallets on a first in first out basis (Putaway Date (Earliest Date First). For the same date: Bin Pick Sequence, Depth, then Internal Pallet Id (Lowest Value First))

    LIFO: Orders will allocate pallets on a last in last out basis (Putaway Date (Latest Date First). For the same date: Bin Pick Sequence, Depth, then Internal Pallet Id (Lowest Value First))

    Lot/Expiration/Sell by/Receipt Date: Orders will allocate to pallets in the order of lot number, Lot Value (Lowest Alphabetical first A001, then B001, then B002, etc), For same Lot: Bin Pick Sequence, Depth, then Internal Pallet Id (Lowest Value First), expiration date, sell by date, and then receipt date.  

     

    Bin Pick Sequence: Picking is done based off of the bin's location in order of: area, aisle, row, depth, and then the height 

     

    Gross Weight: Total weight of an item including packaging 

    Note: The gross weight maintained for an item will be used for shipping purposes only, not billing, and will only be displayed on the first page of BOLs.

    *Exceptions:

    Catch weight items will display catch weights on the first page of BOLs if applicable 

    No unit pallets will display their pallet weights on the first page of BOLs


    Catch Weight Restrictions:
    Note: Lb and Kg are supported units of measure

    % Margin of Error: determines the amount allowed above and below the standard weight for a catch weight item 

    Example: Catch Weight Item 1

    Standard Weight: 45 lbs 

    %Margin of Error: 50%


    45 x .50 = 22.5 

    45 + 22.5 = 67.5 lbs maximum 

    45 - 22.5 = 22.5 lbs minimum 

    Net Weight: Total weight of a non catch/set weight item.  This information is only collected for items defined as "N/A" as opposed to Catch or Set, and is used for display only on Case Labels.  


    Label Rounding: This rounding rule dictates how many decimal places a weight displayed on a case label will show.  


    Pick Aid Symbol: A small symbol can be assigned to any sku in order to help easily identify products during picking etc.  When assigned, the small symbol will automatically print on case labels, product labels, pick tickets, as well as show up on scan guns during the picking process.  


    Voice Pick: Voice picking allows warehouse workers to listen to voice prompts using headsets that direct them to locations throughout the warehouse for order fulfillment.  If enabled, case labels will automatically display a voice picking code which warehouse workers will use to validate their picks.  

     

    Ti-Hi: Determines how boxes/cases will be stacked on a pallet

    Ti (Full Layers): How many cases can fit on a single row of a pallet

    Hi: How high you can stack the boxes/cases before squishing down becomes an issue

     

    Velocity: Item Movement at the inventory level(Putaways, Pulls, Picks)

    *Keep track of which items move/sell the most 

    *First Activity Date recorded once first putaway is created

  • Managing the Item Master

    Creating an Item Code:

    1. Go to the Warehouse Menu and click on the Item Master Sub-Menu.


    2. Click on the Add New button.


    3. Fill in all of the necessary information where applicable, then click on one of the Save buttons to save the Item Code. 

    Note: Longer item numbers, although supported, are not recommended for barcoding. 

    Managing an Item Code:

    - Basic Item Information (Item description, allocation sequence, allergen, brand, item storage restrictions etc.)
    - Prices and Costs 
    - Barcode Associations
    - Product Labels
    - Item Attachments

    Editing Basic Item Information:

    1. Click on the Carrot icon next to the item, then click on the Edit Item icon (Pencil).

    2. Adjust information as necessary, then click one of the Save buttons to save the changes. 


    Editing Item Costs:

    *Maintaining Average Cost for item codes is optional and will be used for informational purposes only*


    1. Click on the Carrot icon next to the item and select the Prices and Costs button (dollar sign).


    2. Click on the Avg/Sls Cost button to edit the item's Average and Sales Costs.

    3. Enter an Average Cost, then click on the Sales Cost Type dropdown and select a Sales Cost Type.

    Sales Cost TypesAvg Cost Markup $: Sales cost will be a fixed dollar amount above the average cost
    Avg Cost Markup %: Sales cost will be a percentage of the average cost
    Fixed Cost: Sales cost will be a fixed cost 


    4. Enter a Type Value, depending on the Sales Cost Type you selected in the previous step.

    Avg Cost Markup $ with a fixed dollar amount of $0.25


    Avg Cost Markup % with a percentage of 3.5%

    5. Click the Save & Exit button to save and return to the Item Listing page. 


    Item Barcode Association:

    1. Click on the RF Menu and select the Barcode Association Sub-Menu


    2. Enter the item code of the item you would like to associate a barcode with, then click the Next button.


    3. Scan or enter the barcode, then click the Next button.


    4. Click the Next button again to confirm


    5. You will then see a message indicating that the barcode was saved.

    6. Go back to the Item Master and click on Carrot icon, then select the Scanning icon


    7. You are now viewing the Barcodes Listing. Here you can view, edit, and maintain all barcode associations, including GS1-128(GTIN), UPC and custom barcode formats when enabled.  

    Print Product Labels:

    1. Click on the Carrot icon next to the item and select the Print Product Label button.


    2. You will see a message indicating that the label was sent to the printer queue.

  • Inventory Unit Key Information

    Inventory Units:

     
    Catch Weights: 
     
    Catch weights will only be taken into account for total weight/cost calculations if all weights have been assigned, until then the standard weight will be used 

     
    Unit Information Adjustments: 

    All pre-inventory(not putaway/received) cases/information can be adjusted up until it has been formally placed in inventory

    # of cases, item number, description, and weight information cannot be adjusted once putaway/received (RF Adjustments can be used as necessary) 

    Inventory unit information cannot be edited if allocated to an order or pull queue  
     
     
  • Managing Inventory Units

    Managing An Inventory Unit:

    1. Go to the Warehouse Menu and click on the Inventory Units Sub-Menu to view all items in inventory or click on the Inventory Units icon on the Item Master listing page to view a particular item in inventory.








    2. You are now viewing the Inventory Unit Inquiry 



    3. Click on the Edit Inventory Unit icon next to the inventory to be maintained 



    4. Adjust information as necessary and click on one of the Save buttons to save the changes 




    Generating Subtotals and Excel Downloads:

    Subtotals are supported for manual ids, lots and exclusion reasons(both pallet and bin exclusions) 


    1. Select either Manual Id A-Z, Lot A-Z, or Exclusion Reason from the Order By Dropdown 



    2. Click on the Show All Button 



    3. Click on Download Table to download an excel sheet 




    Searching by Date:

    Search inventory using date selections that include: Received/Creation Date, Packed/Production Date, Sell By Date, or Expiration/Use By Date. 

    Limit results to either before or after Packed/Production Dates, Sell By Dates or Expiration/Use by Dates.  

    Received/Created 9/07/21 



    Packed After 9/01/21 



    Expiration Before 9/23/21




  • Managing Inventory Units By Lot

    MANAGING INVENTORY UNITS BY LOT:

    1. Go to the Warehouse Menu and click on the Inventory Units By Lot Sub-Menu to view all of the items in inventory grouped by item and lot.
     
     


    2. You are now viewing the Inventory Unit Inquiry by Lot.


    Key Columns: COO: Country of Origin
    Due In:
    Remaining quantity of units purchased in Purchase Orders that have not been received yet
    Due In Date: Requested Ship Date from PO (applies if inventory is coming from a PO)
    In Queue: Units in the Receiving Queue that have not been fully received yet
    Unreleased: Quantity of units ordered in Sales Orders that have not been released/allocated from inventory yet
    Allocated: Quantity of units released/allocated from inventory onto Sales Orders
    Excl./Manifested: Quantity from Cases in with Exclusion flag set for the case, in a Manifest Bin or in a Restock bin, or in a Bin which has otherwise has the Exclusion flag set; quantity of items excluded/manifested from inventory in stock
    Inventory Date: Date that the units were created/received into the system, matches the Received/Created column on the Inventory Units Report
    On Hand: How many units are currently on hand
    Total Units: Quantity from POs and cases in warehouse - should be equal to the three columns, [Due In] + [In Queue] + [On Hand]
    Backorders: From Orders only: Quantity Backordered

    Oldest in Inventory: Will always show Oldest/Earliest date of those available for lot (from scanned details for cases).
    Company setting for which date to use: "Box Date Option For Inventory by Lot Report". If set to a "Expiration Only" or "Pack Only" or "Production Only", will only use dates found of that type; if set to "Pack then Production," will show Pack Date if found, else Production Date if found and Pack Date was not found.  If not set, will show ALL date types as they are available, earliest of each, with labels: Production, Due, Pack, Best Before, Expiration, Harvest/Slaughter. 

    Available to Sell: Quantity of perpetually available units for this item and lot
    This value includes the quantity of all inventory In Stock (currently located in the building), any inventory In Queue (in the Receiving Queue) scheduled for receipt at least one day before the current Sales Order Date, and any quantity Due In from Purchase Orders (POs) at least one day before the current Sales Order Date minus the number of units excluded from picking (any units allocated or manifested on Sales Orders, or excluded from picking for an exclusion reason)

    Available Weight: Total Weight (standard weight) for all inventory Available to Sell for this item and lot, excludes the weight for any units allocated or manifested on Sales Orders, or excluded from picking for an exclusion reason)
    This is Available Quantity * Item Master Standard Weight

    Available Lot Cost/Value: Total Cost/Value of the units available in inventory for this item and lot, based on the Lot Unit Cost and Available Weight
    For N/A items, [Lot Unit Cost] * Quantity; for Catch/Set Weight Items, [Lot Unit Cost] * Available Weight

    OH Lot Cost/Value: Extended Lot Cost from Cases only (not including what is still In Queue)

    OH Lot Weight: Case Weight from Cases On Hand (not including what is still In Queue)

    Due In Cost/Value: For N/A items, [Lot Unit Cost] * [Due In] Quantity; for Catch/Set Weight Items, [Lot Unit Cost] * [Due In] Quantity * Item Master Standard Weight

    Search by item: BF01

     
    Search by Lot: 6243-1


    Search by Brand: ALLSTAR



    3. Use the Show radio buttons to view either All (shown by default), Available, or Oversold inventory.





    Generating Excel Downloads:

    1. Use the Show All button to view totals.



    2. Click the Download Table link to download an excel spreadsheet of the table.



    Managing LOT COSTS:

    1. Click the Lot Cost (dollar sign) icon next to a specific item and lot to change its Lot Cost.



    2. Enter the desired Lot Cost, then click Save & Exit to update the Lot Cost.




    3. The Lot Unit Cost and Available Lot Cost will update for the specified item and lot.


    VIEW INVENTORY FOR A SPECIFIC ITEM AND LOT:

    1. Click on the View Inventory icon (stacked boxes) to view the current inventory by pallet for the specified item and lot.



    2. You are now viewing the Inventory Unit Inquiry for the selected item and lot.

    VIEW OPEN ORDERS FOR A SPECIFIC ITEM AND LOT:

    1. Click on the Open Orders icon to view open orders for the specified item and lot.

    Note: This icon will only be present while there are Open Orders for the given item and lot.



    2. You are now viewing the open orders for this specific item and lot.

    VIEW OPEN POs FOR A SPECIFIC ITEM AND LOT:

    1. Click on the Open POs icon.

    Note: This icon will only be present while there are Open POs for the given item and lot.




    2. You are now viewing the Open PO Item Report for the selected item.

  • Inventory Weights

    View each individual products' scanned-in information, including the weight, gtin, and any date loaded within the barcodes, for any product currently in inventory.  

    1. Go to the Warehouse Menu and click on the Inventory Weights Sub-Menu to view all weights in inventory.


    2. You are now viewing the Inventory Weights listing. 


    3. To view additional information interpreted from barcodes, click on the Full View checkbox.



    Search Across Weights:

    Limit results to view weights relevant to a specific Customer, Item Number, and/or Unit Lot No., etc.

    Searching by Manual ID: 6225


    Searching by Pallet ID: 431750

    Searching by Item Number: HAM01


    Searching by Lot: 6226-1


    Searching by Weight in Pounds (LB): 15.72 LBs



    Generating Excel Downloads

    1. Click on the Show All Button


    2. Click on Download Table to download an excel sheet 



    View and Maintain Weights from Inventory Units:

    1. Go to the Warehouse Menu and click on the Inventory Units Sub-Menu to view all items in inventory.


    2. You are now viewing the Inventory Unit Inquiry. Click on the Weights icon on the inventory unit row of your choice to view and maintain the weights for that pallet.


    3. You are now viewing the Weights Maintenance screen for this pallet.

    Here, you can enter individual weights either by scanning a barcode or entering a manual weight into the Manual Weight field, then clicking on the Save Weight button or pressing enter.


    4. Click on the All Entries button to view and maintain all weights for a particular pallet. 



    5. You are now viewing the Detailed Weights screen for this pallet. This screen lists all weights on the pallet including the method used to enter them into the system.

    Here you also have the option to enter weights for inventory units by scanning a barcode, entering them manually, or by entering and confirming the total weight of the pallet. 

    The Method column notes how each weight was entered into the system.
    "Manual":  weight was entered individually, by a manual weight
    "Scanned": weight was entered by scanning a barcode.
    "Total Only": weights were entered and calculated by total pallet weight.


    Note:
     To enter weights for a pallet by total, you must confirm the value in the total field for the weights to officially be assigned to the pallet.

    After entering a pallet's weights by total, the system calculates the average weight per unit, and then notes that the Method of entry for the weights was "Total Only" to indicate that this value is calculated based on the total weight of the pallet, instead of by scanning or manually entering individual weights.


    6. To view additional information interpreted from barcodes and weights, click on the Full View checkbox.


    The Full View checkbox when checked, displays all barcode information.  If a barcode scanned into the weights screen contains any additional barcode identifiers, enabling the Full View checkbox displays the additional information interpreted from scanning the barcodes, including:

    Produced: Production Date
    Due: Due Date
    Packed: Packaging Date
    Best Before: Best Before, or Sell By, Date
    Expires: Expiration Date
    Serial: Serial number
    Harvest/Slaughter: Harvest/Slaughter Dates
    Raw Barcode: Raw Barcode Value
    GTIN: GTIN derived from Raw Barcode
    Custom: Custom Barcode Reference Number derived from Raw Barcode (if not GTIN)

    Note: This screen may include the following additional information for weights, where applicable.
    Format: The barcode format of a scanned in weight (GTIN etc.)
    Scanned By: Which user supplied the weight(s) and the date/time the weights were entered into the system.

    View Case Details from Inventory Units:

    The Case Details checkbox on the Inventory Units Listing displays additional Case Details for scanned-in inventory units.

    These additional unit identifiers may include Pack and/or Expires Dates. If any of the unit's weights scanned in for the pallet include these additional unit identifiers, checking the Case Details checkbox reveals how many units are associated with each respective Pack or Expires Date. 

    With the Case Details checkbox checked in the example below, you can see there is one (1) unit weight recorded with the Pack Date of 07/03/24 in pallet#897744 and one (1) unit weight recorded with the Expires Date of 8/21/24.
  • Topography
    View at a glance, the current capacity for a given warehouse and area.  






    View Warehouse Capacity 



    View Area Capacity 



    View Area & Aisle Capacity 





    Download Excel Spreadsheets 




    Review Area and Warehouse Level # of Pallet Spaces 










    Note: The number of pallet spaces per area and warehouse are used to determine both the % of Area and % of Warehouse values at the pallet count level.  The % of Area at the Bin level is calculated based on the total number of active bins within that area.  Contact I.T for area-level pallet space setup.  

    Example: Cooler | 30 Bins Total in Area | 10 Total Pallet Spaces in Area | 40 Total Pallet Spaces in Warehouse

    Open Bin Count : 27 
    Open % of Area : 27/30 x 100 = 90% of bins in the cooler are open 

    Occupied Bin Count : 3 
    Occupied % of Area : 3/30 x 100 = 10% of bins in the cold storage cooler are occupied 


    Occupied Pallet Count : 3 
    Occupied % of Area : 3/10 x 100 = 30% of the area is occupied by these 3 pallets 
    Occupied % of Warehouse : 3/40 x 100 = 7.5% of the warehouse is occupied by these 3 pallets

Past Inventory

  • Invoiced Weights
    View all weights that were invoiced, including all outbound units. 

    1. Go to the Reports Menu, mouse over the Inventory Sub-Menu, then click on the Invoiced Weights Sub-Menu.



    2. You are now viewing the Invoiced Weights Listing screen.


    View Case Details

    Check the Full View Checkbox to expand the information displayed to include unit-specific dates, such as Pack Date, Best Before Date, Expires Date, etc.




    Search by Customer




    Search by Order #




    Search by Invoice #

     

    Search by Unit Lot No.




    Search by Weight

Pallets

  • Key Information

    Global Pallets:


    Adjusting Pallet Information:
     
    - Pre-inventory (Not Received) cases/information on a pallet can be adjusted. 
    - # of cases once putaway/received cannot be adjusted. 
    - Inventory unit information cannot be edited if allocated to an order or a pull queue. 
     
    Note:
    When changing the item name, once the item name has been changed through unit maintenance, the printed contents under pallet maintenance must be updated in order to generate new pallet labels with the updated item information. (Go to the Warehouse Menu, then the Global Pallets Menu, locate the pallet that has been updated, edit it, update the printed contents, and print out a new pallet label) 
  • Global Pallets

    Global Pallet Listing:

    Displays all occupied pallets and their current state. 

    1. Go to the Warehouse Menu and click on the Global Pallets Sub-Menu.




    2. You are now viewing the Global Pallet Listing page which displays one row, per pallet.  




    Pallet Activity:

    Displays all activities pertaining to a particular pallet.  Organized by date, time and user who performed the action. 
     
    1. Click on the Activity icon (Lightning Bolt) next to the pallet of choice.




    2. You are now viewing the Pallet Activity Page.
     
    Pallet Activities include but are not limited to:
    Pallet Creation 
    Pallet Deletion 
    Adjustments to Quantity, Weight and/or Costs
     



    Editing Pallet Units:

     
    Edit the unit information that pertains to a specific pallet.  
     
    1. Click on the Contents icon next to the pallet of choice.




    2. You are now viewing the Unit Maintenance page for that pallet.  Adjust information as necessary, then click on the Save & Exit button to save the changes.

  • Pallet Info
    View and maintain a pallet's information.  


    Pallet Contents: 

    1. Go to RF Menu and click on the Pallet Info Sub-Menu 



    2. Enter or scan the pallet id and click the Next Pallet Button 





    Manufacture Start/In: Remove all or some units from a pallet to start manfucturing 



    Pallet Adjustments: Adjust the unit count on a pallet 



    Weights: Maintain the catch weights assigned to a pallet 



    Move Pallet: Move the pallet into a different bin/location 

Bins

  • Key Information

    Bins:


    (A.B.CC.D.E)
    A=Area
    B=Aisle (A-Z)
    CC=Row (00-99)
    D=Level (A-Z)
    E=Depth (0-9) optional

    Example: C.A.01.A.1 
    Area ( C ): Cooler 
    Aisle ( A ): First aisle 
    Row ( 01 ): Second row 
    Level ( A ): Ground level
    Depth ( 1 ): First in line

    Bin Sequencing: 
    Pushback:  One bin that contains a maximum number of multiple pallets located in a particular order inside the bin 
    Note:Allow multiple pallets must be set to yes, max pallets must be given a value and floor and manifest bins set to no

    Bulk:  One bin that contains multiple pallets without a set maximum defined 
    Note:Allow multiple pallets must be set to yes and floor and manifest bins set to no

    Bulk Limited: One bin that contains multiple pallets with a set maximum defined 
    Note:Allow multiple pallets must be set to yes and floor and manifest bins set to no


    Max Pallets: A set limit on the number of pallets a bin is allowed to carry

    Pallet Count: Total number of pallets currently occupying the bin

    Bin Storage Restriction: Assign a storage restriction to a bin to prevent certain items from entering certain bins

    Bin Exclusion: Prevent the contents of this bin from being allocated to for customer orders.  All pallets located inside of an excluded bin will be prevented from being allocated for picking. 
    *Note: Any pallet or case not already allocated to an order or pull queue can be moved in and out of excluded bins.  Bin exclusions can only be assigned or changed for bins that are empty.    

    Bin State: 
    Occupied Bins: Pallet(s) are in the bin and NOTHING is scheduled
    Scheduled Bins:  Pallet(s) are scheduled to be putaway or received into this bin
    *Scheduled status regardless if it is technically occupied by other pallets
    Open: No pallets are located in the bin and it is available for pallet input 


  • Managing Bins

    Creating a Bin


    1. Go to the Warehouse Menu and click on the Bins Sub-Menu 





    2. Click on the Add New button 





    3. Fill in all of the necessary information, then click on one of the Save buttons to save the bin 




    4. Activate the bin 

    Note: All bins by default are disabled and must be activated in order to be used 


    Activating a Bin

    1. Go to the Warehouse Menu and click on the Bin Activation Sub-Menu 




    2. Enter the Bin to Activate, then click the Activate button 





    Managing a Bin 

    1. Click on the Manage icon next to the bin of choice 





    2. Adjust information as necessary, then click on one of the Save buttons to save the changes 
    (Edit, bin info etc., other bin screens)





    Disabling a Bin

    1. Click on the Manage icon next to the bin of choice 




    2. Click on the Disable button 
    *Once the bin has been disabled, it must be reactivated in order to be used 





    3. The bin is now disabled 




    Bin Activity

    Displays a list of all activities associated with a particular bin.

    Activites can include: 

    Moving pallets to and from the bin
    Deleting pallets  


    1. Click on the Activity icon (Lightning bolt) next to the bin of choice 





    2. You are now viewing the Bin Activity Listing page 




    Excluding a Bin

    Exclude bins from being allocated to for customer orders. 

    1. Click on the Manage Icon next to the bin of choice



    2. Select an exclusion reason from the Bin Exclusion Dropdown and click on one of the Save Buttons to save the entry 



    3. The bin is now excluded from being used for allocation/picking for all outbound customer orders




    Maintaining Bin Exclusion Reasons:

     
    1. Go to the Warehouse Menu and click on the Allocation Exclusion Reasons Sub-Menu



    2.  Add and maintain exclusion reasons to apply to both bins and pallets

  • Bin Exclusions
    Use bin exclusions to prevent the contents of a bin from being allocated to customer orders.  All pallets located inside of an excluded bin will be prevented from being allocated for picking. 
     
    Note:Any pallet or case not already allocated to an order or pull queue can be moved in and out of excluded bins. 


    Creating a Bin Exclusion: 

    1. Go to the Warehouse Menu and click on the Allocation Exclusion Reasons Sub-Menu 



    2. Add and maintain exclusion reasons 

    Note: Exclusion reasons can be assigned to a particular bin or pallet 





    Assigning an Exclusion to a Bin: 

    1. Click on the Manage Icon next to the bin of choice (exclusions can only be applied/changed for bins that are empty) 




    2. Select an exclusion reason from the Bin Exclusion Dropdown and click on one of the Save Buttons to save the entry 




    3. The bin is now excluded from being used for allocation/picking for all outbound customer orders



  • Bin Restrictions
    Prevent certain items from entering certain bins.  


    Creating a Bin Restriction: 

    1. Go to the Warehouse Menu and click on the Storage Restrictions Sub-Menu 



    2. Add and maintain storage restrictions  




    Assigning a Restriction to a Bin: 

    1. Click on the Manage Icon next to the bin of choice 



    2. Select a storage restriction from the Storage Restriction Dropdown and click on one of the Save Buttons to save the entry 



    3. The bin will now no longer allow any item that has a different restriction




    Assigning a Restriction to Multiple Bins: 

    1. Search for the bin(s) you'd like to update



    2. Select an option from the Change to Restriction Drop-down, and click on the Change Restriction Button 



    3. Click Okay on the confirmation pop-up 







    4. Now when selecting a restriction during a receipt, only bins assigned that restriction will be available for selection

  • Bin Priorities

    Assign a priority to a bin to help automate bin selection for pallets


    Creating a Bin Priority: 

    1. Go to the Warehouse Menu and click on the Bin Priorities Sub-Menu 



    2. Add and maintain bin priorities




    Assigning a Priority to a Bin: 

    1. Click on the Manage Icon next to the bin of choice



    2. Select a bin priority from the Bin Priority Dropdown and click on one of the Save Buttons to save the entry



    3. Now when selecting a priority during a putaway, only bins assigned that priority will be available for selection    




    Assigning a Priority to Multiple Bins:  

    1. Search for the bin(s) you'd like to update



    2. Select an option from the Change to Priority Drop-down, and click on the Change Priority Button



    3. Click Okay on the confirmation pop-up





  • Bin Height
    Assign a height to a bin to help automate bin selection for pallets that require a minimum height.


    Assigning a Height to a Bin:    

    1. Click on the Manage Icon next to the bin of choice 



    2. Select a height from the Bin Height Dropdown and click on one of the Save Buttons to save the entry 



    3. Now when specifying a minimum height required during a receipt, only bins that meet that minimum height will be available for selection   



  • Bin Environments
    Assign a bin environment to a bin to prevent certain items from entering certain bins 


    Creating a Bin Environment: 

    1. Go to the Warehouse Menu and click on the Bin Environments Sub-Menu 



    2. Add and maintain bin environments




    Assigning an Environment to a Bin: 

    1. Click on the Manage Icon next to the bin of choice



    2. Select a bin environment from the Bin Environment Dropdown and click on one of the Save Buttons to save the entry



    3. Now when selecting a environment during a receipt, only bins assigned that environment will be available for selection



  • Customer Bin Assignments
    1. Click on the Bin Assignments Icon 



    2. Search for the Bin(s) to assign



    3. Check each checkbox next to each bin to select, or use the Check All Button to select all bins on the list 



    4. Click on the Save to Account Button to save the assignments 



    Note: Once a customer is assigned to one or more bins, their inventory must be placed in one of those corresponding bins.  In addition, if a bin is assigned to one or more customers, other customers that are not currently assigned to the bin cannot have their inventory placed there.

Inventory Features

  • Item Attachments
    Upload photos of labels, actual product images, and any other information deemed relevant for a particular product.

    1. Click on the Add Attachments Icon 



    2. Click on the Add New Button 



    3. Click on the Choose File Button and select a file to upload



    4. Add a description, then click Save 



  • Inventory Aging Notifications

    Inventory Aging Notification by Class 

    1.  Go to the Warehouse Menu and click on the Inventory Aging Notifications Sub-Menu





    2. Click on the Add New button 





    3. Fill in the necessary information, then click on one of the Save buttons to save the notification 

    Example: Start sending System Notifications on a daily basis to David Scotti when any item in the Beef item class has a sell by date in 14 days or less




    4. Emails or system notifications will be sent out accordingly 

    Example: System Notification 


    Inventory Aging Notification by Item 

    1. Go to the Warehouse Menu and click on the Item Master Sub-Menu 





    2. Click on the Carrot icon and then the Edit Item icon next to the item of choice 



    3. Click on the Aging Notifications button 








    4. Click on the Add New button 





    5. Fill in the necessary information and click one of the Save buttons to save the notification 

    Example: Start sending Email Notifications to all Warehouse Managers daily once there is inventory for BEEF01 that has a sell by in 14 days or less





    6. Emails or system notifications will be sent out accordingly 

    Example: Email Notification
  • UOM Conversions
    Maintain various UOM Conversions in order to purchase items using a different UOM than the UOM to be stocked.  

    Example: Purchase one twenty-gal drum of bleach, while stocking twenty gallons in inventory.  


    1. Go to the Warehouse Menu and click on the Item Master Sub-Menu



    2.  Click on the Carrot icon and then the Edit Item icon next to the item of choice 



    3. Click on the UOM Conversions button 



    4. Click on the Add New button
     


    5. Select a From Unit of Measure (Each/Bin/Case), then enter the Conversion Factor and click on one of the Save buttons to save the record 

    Example 1: BLEACH01

    Item Master Stocking UOM: GALLONS 
    Purchase UOM: EACH(Drum) 

    Each to Gallons(Stocking UOM) Conversion:
    (1 Each(Drum) = 20 gallons)

    From Unit of Measure: Each 
    Conversion Factor: 20 

    1 x 20= 20 Gallons 






    Example 2: PBOWL01

    Item Master Stocking UOM: EACH 
    Purchase UOM: CASE 

    Case to Eaches(Stocking UOM) Conversion:
    (1 Case = 500 eaches(Bowls))

    From Unit of Measure: Case 
    Conversion Factor: 500 

    1 x 500 = 500 Eaches 






    Purchasing Using UOM Conversions:

    Once a uom conversion has been established, items can then be purchased using that newly associated unit of measure, or the stocking unit of measure.  However, items will be automatically stocked based off of the Item Master's Stocking UOM, regardless of purchase UOM.

    Example:Purchase 5 cases of plastic bowls (500 bowls per case)
    2500 bowls will be stored in inventory









    Note: Units of Measure are maintained under the Admin Menu by I.T.
  • UPC/GTIN Codes

    UPC Codes:

    UPC barcodes can be scanned throughout the system in any item input field prompt, in lieu of manually typing in the information.  UPC codes must be associated first, with their respective item number in order to use the UPC barcodes for scanning.     

    Associating UPC Codes: 

    1. Go to the Warehouse Menu and click on the Item Master Sub-Menu



    2. Click on the Scanning Icon 



    3. Select UPC Codes from the Type Dropdown, then click on the Add New Button 



    4. Click on the Scan Button 



    5. Scan the UPC code, then click on the Next Step Button 



    6. The UPC code is now associated with an item 



    GTIN Codes: 

    GTIN barcodes can be scanned throughout the system in any item input field prompt, in lieu of manually typing in the information.  Any information contained within the barcode including the item number, lot etc. will preload accordingly as well.  GTIN codes must be associated first, with their respective item number in order to use the GTIN barcodes for scanning.     

    GTIN barcodes can also be scanned to take catch weights.  While associating the GTIN with the item code is not necessary in this instance, it is recommended.  

    Associating GTIN Codes: 

    1. Go to the Warehouse Menu and click on the Item Master Sub-Menu



    2. Click on the Scanning Icon 



    3. Select GTIN Codes from the Type Dropdown, then click on the Add New Button 



    4. Click on the Scan Button 



    5. Scan the GTIN code, then click on the Next Step Button 



    6. The GTIN code is now associated with an item 



    Associating Re-Label GTIN Codes:
     
    Re-Label GTIN Codes are GTIN codes that your customers may use that differ from the GTIN Codes that you utilize.  These Re-Label GTIN Codes can be used to generate separate labels that your customers can use when receiving product. 
     
    1. To make a GTIN Code available for Re-Label, add a new GTIN Code association for that GTIN, then add both a Re-Label Description and Re-Label Printed Text.

    Note: The Re-Label Printed Text will be displayed and printed directly on the label, while th Re-Label Description is purely internal only and will not show up on the label. 

     
     
  • Item Master Sync
    The Item Master can be utilized across multiple affiliated companies and/or customers. Once affiliated, a new item that is created and saved under one company/customer will automatically appear across all affiliates.

    1. Go to the Warehouse menu and select Item Master.



    2. Click on the Add New button.



    3. Add an item by entering the Item Number, Description, and any other applicable information.

    Note: All of the details saved under the item will also be saved across all affiliated companies. However once relevant activity exists on any of the affiliated companies under the item, the item information regarding Non-Stock, Catch/Set Weight, and Units Of Measure cannot be changed
     
    4. Once the item is saved, the same item and information will be shown across all affiliated companies.
  • Customer Item Lists and Portal
    Maintain customer specific item lists and give customers access to view their items and orders.  


    1. Go to the Sales Menu and click on the Customers Sub-Menu



    2. Click on the Managed Items Icon 



    3. Check the items to assign, then click on the Save to Account button to finalize the assignment 

    Note: Use the Check All/Uncheck All Buttons + the Save to Account Button, or the Remove All Assignments Button to assign/unassign large numbers of items.  



    4. Give customers access to a portal of their items and orders (Optional - Contact I.T. to setup) 







    Note: Portal users will only see the items and prices that are assigned specifically to them.