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Lesson 9

Automated Fulfilling Orders with Batch Picking

Back to D210: Inv Order Mgmt Automated Warehouse Operations

Lesson 9: Automated Fulfilling Orders with Batch Picking

In this lesson, you will learn how to process batch pick lists using warehouse management forms with automated operations.

Batch Picking: General Information

If the Advanced Picking feature is enabled on the Enable/Disable Features (CS100000) form, you can optimize and speed up the warehouse operations needed for fulfilling the order by using the batch picking workflow. In this topic, you will read about the batch picking workflow in Acumatica ERP. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Batch Picking: Implementation Checklist.

Learning Objectives

In this lesson, you will do the following:

  • Learn the recommended settings that you can specify to make the system fit your business requirements
  • Prepare a batch picking worksheet
  • Pick and pack items in a batch
  • Confirm a shipment aer packing the items

Applicable Scenario

You use batch picking if you need to optimize the processes of picking and packing items for a group of orders to be shipped. With a batch picking flow, the warehouse manager prepares a batch picking worksheet with a batch of orders to be shipped, prints the related pick lists, and gives the pick lists to the pickers who will perform this work. In batch picking, each pick list generally includes items from multiple sales orders. The pickers collect the items listed in the pick lists from the specified warehouse locations and bring these items to the sorting location. A pack line operator prints packing slips for the shipments ready for packing and give these packing slips to a packer. The packer sorts the picked items by shipments and packs them into boxes.

General Process of Batch Picking

The workflow of fulfilling orders with batch picking is shown in the following diagram. Lesson 9: Automated Fulfilling Orders with Batch Picking | 81 Lesson 9: Automated Fulfilling Orders with Batch Picking | 82

Processing a batch includes the following processes performed by the following persons:

  1. A warehouse manager opens the Create Pick Lists (SO503050) form, selects the shipments to be processed in a batch, specifies the maximum number of pickers, creates a picking worksheet, and prints the batch pick lists.
  2. Each warehouse worker acting as a picker opens the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app), switches to Pick mode, and scans the reference number of the batch pick list. Then the picker goes through the warehouse, picks the items from the needed locations, and scans their barcodes and quantities. Then the picker transfers the items to the sorting location and confirms the pick list.
  3. A pack line operator verifies that batch is picked and prints the packing slips on the Picking Worksheets (SO302500) form.
  4. A warehouse worker acting as a packer opens the Pick, Pack, and Ship form (or the corresponding screen in the Acumatica mobile app), switches to Pack mode, and scans the reference number of the batch pick list. Then the packer scans the barcode of the box to which the items are being packed, and scans the barcodes and the quantity of items being packed. Aer all the items are packed, the packer confirms the shipment.
    The following sections describe the workflow for a warehouse manager, a picker, a pack line operator, and a packer. By understanding the workflow for each of these employees, you can better understand the batch picking workflow as a whole in a warehouse.

Workflow for a Warehouse Manager

The workflow of a warehouse manager involves the actions shown in the following diagram. Lesson 9: Automated Fulfilling Orders with Batch Picking | 83

To prepare a batch picking worksheet, the warehouse manager performs the following steps:

  1. Selects the type of picking worksheet to be prepared. The warehouse manager opens the Create Pick Lists (SO503050) form and selects the Create Batch Pick Lists action.
  2. Specifies the number of pickers. To specify the maximum number of pickers who are currently available to be assigned to a batch, the manager enters the value in the Max. Number of Pickers box.
  3. Selects the shipments. In the table, the manager selects the unlabeled check boxes in the lines with the shipments to be included in the picking worksheet.
  4. Creates a picking worksheet and selects the pickers. On the form toolbar, the manager clicks Process to create the picking worksheet for the selected shipments and to print the pick lists for the batch. Then the manager gives these pick lists to the pickers (that is, the warehouse workers who will perform the picking).

Cancellation of a Picking Worksheet

If a batch picking worksheet has the Picking status on the Picking Worksheets (SO302500) form and none of its shipments have been completely picked yet, the warehouse manager can click Cancel Worksheet on the More menu to cancel this worksheet. Lesson 9: Automated Fulfilling Orders with Batch Picking | 84

          When no shipments have been completely picked yet, the Picked check box is cleared for all the
          shipments included in the batch worksheet on the Shipments tab of the Picking Worksheets form.

When a picking worksheet is canceled, the system assigns the Canceled status to it, cancels all the created pick lists, and removes all the related shipments from the picking worksheet. For all rows on the Details tab, the Picked Qty. becomes 0. Aer cancellation, the shipments from the canceled worksheet are no longer associated with this worksheet and can be added to another worksheet. These shipments can still be reviewed on the Shipments tab of the Picking Worksheets form; the Unlinked check box is selected for each shipment on the tab.

The process of physically distributing already-picked goods back to their storage locations is not covered by the picking workflow; this should be done manually according to the pick lists of the canceled worksheet.

Workflow for a Picker

The workflow for a picker involves the actions shown in the following diagram. Lesson 9: Automated Fulfilling Orders with Batch Picking | 85

To pick the items for a batch pick list, the picker performs the following steps:

  1. Switches to Pick mode. Lesson 9: Automated Fulfilling Orders with Batch Picking | 86
    The picker opens the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app) and switches to Pick mode by scanning or entering @pick barcode.
  2. Scans the number of the batch pick list. To start the automated processing, the picker scans the reference number of the batch pick list. This reference number has the Worksheet Nbr./Picker Nbr. format, where Worksheet Nbr. is the reference number of the related picking worksheet, and the Picker Nbr. is the reference number of the picker assigned to this worksheet (for example, 000001/1). The system displays the lines of the scanned document in the table and inserts the reference number of the picking worksheet that is currently selected for processing in the Shipment Nbr. box.
  3. In each location from the pick list, picks the items as follows: a. Scans the location barcode. When the picker scans the barcode of the location from which the item is picked, the system searches for the location in the lines of the picking worksheet that is currently selected. b. Scans the item barcode. When the picker scans the item barcode of the picked item, the system searches for the item in the lines of the currently selected document. The system displays the picked quantity in the Picked Quantity column and highlights the line (in bold if the line has been picked partially, or in green if the line has been picked in full). If the UOM defined by the barcode of the scanned item corresponds to a non-base unit of measure, the system converts the item quantity defined by this barcode to the picked quantity in the base unit of measure for this item. c. Optional: Scans the item quantity. To change the picked quantity in the line that is currently being processed, the picker switches to Quantity Editing mode by clicking the Set Qty button on the form toolbar (or by scanning or entering the *qty barcode) and manually entering the quantity in the UOM defined by the barcode of the scanned item. If the pick list contains lines of multiple sales orders with the same item and location, the picker can enter the consolidated quantity of these lines. The system will automatically distribute the entered quantity among the lines with this item. d. Picks another item. If another item needs to be picked from the currently selected location, the picker scans the item barcode (returns to the second substep of this step) and repeats the process for the item. e. Picks items from another location. If the picker needs to pick items from another location, the picker scans the location barcode (returns to the first substep of this step) and repeats the process for the location.
  4. Completes the picking process. If the picker has finished picking all items in the pick list, the picker scans the confirmpick barcode or clicks the Confirm Pick List button on the form toolbar.
  5. Scans the barcode of the sorting location. When the picker brings the picked items to the sorting location, the picker scans the barcode of this location. The system creates and releases an inventory transfer transaction with the lines with the picked items to record the movement of items within the warehouse. In the transaction lines, the location from which the items were picked is specified as the source location, and the sorting location is specified as the destination location. On release of the inventory transfer, the system updates the picked quantity and in the lines of shipments for which the items have been picked, changes the initial location to the sorting location. Aer the picker finishes the batch picking and brings the items to the sorting location, the picker gives the batch pick list to a pack line operator. Lesson 9: Automated Fulfilling Orders with Batch Picking | 87

Workflow for a Pack Line Operator

To start the packing of the batch, the pack line operator performs the following steps:

  1. Verifies that all pickers have completed the picking for the batch. The pack line operator opens the batch picking worksheet on the Picking Worksheets (SO302500) form, and on the Shipments tab, makes sure that all shipments included in the batch have been picked (which is indicated by the Picked check box being selected in each line).
  2. Prints the packing slips. The pack line operator prints packing slips for the shipments of the batch by opening the picking worksheet on the Picking Worksheets form and clicking Print Packing Slips on the form toolbar. Aer the pack line operator prints the packing slips, this employee gives them to a packer working at the sorting location.

Workflow for a Packer

The workflow of a packer involves the actions shown in the following diagram. Lesson 9: Automated Fulfilling Orders with Batch Picking | 88

To pack the items for shipping, the packer performs the following steps:

  1. Switches to Pack mode. Lesson 9: Automated Fulfilling Orders with Batch Picking | 89
    The packer opens the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app) and switches to Pack mode by scanning or entering the @pack barcode.
  2. Scans the shipment number. To start the automated processing, the packer scans the reference number of the shipment in the packing slip. The system shows the shipment lines in the table and inserts the reference number of the document in the Shipment Nbr. box.
  3. For each box being packed for the selected shipment, does the following: a. Scans the barcode of the box. The packer scans the barcode of the box into which the items will be packed. b. Scans the item barcode. When the packer scans the barcode of the packed item, the system searches for the item in the lines of the shipment that is currently selected. If the UOM defined by the barcode of the scanned item corresponds to a non-base unit of measure, the system converts the item quantity defined by this barcode to the packed quantity in the base unit of measure for this item. The system shows the packed quantity in the Packed Quantity column, and highlights the line (in bold if the line has been processed partially, or in green if the line has been processed in full). c. Optional: Scans the item quantity. To change the packed quantity in the line that is currently being processed, the packer switches to Quantity Editing mode by scanning or entering the *qty barcode, and manually enters the quantity in the UOM defined by the barcode of the scanned item. d. Packs another item. If another item needs to be packed in the current box, the packer returns to scanning the item barcode (returns to the second substep of this step) and repeats the process for the item, or proceeds to the next step if all items have been packed in the box. e. Confirms the box. If all items have been packed in the box, the packer confirms the current box by scanning the *ok barcode or by clicking the OK button. f. Optional: Enters the box weight. If the Confirm Weight for Each Package check box is selected on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, the system requires the packer to confirm the weight of each box aer the package is confirmed. If the packer wants to accept the automatically calculated weight of the box, they can do that by clicking OK on the form toolbar or by scanning the *ok command. If the packer wants to change the calculated weight of the box, they must enter the new value to continue to the next step. g. Optional: Enters the new package dimensions. If the Confirm Dimensions for Packages with Editable Dimensions check box is selected on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form and the packer confirms a package that includes a box with the Editable Dimensions check box selected on the Boxes (CS207600) form, the system requires the packer to confirm the existing dimensions or enter different dimensions for the box. If the packer wants to accept the default dimensions of the box, they can do that by clicking OK on the form toolbar or by scanning the *ok command. If the packer wants to change the dimensions of the box, they must enter the length, width, and height (in this order) in one string with a space as a separator to continue to the next step. The following example shows the entry of dimensions: 20 15 40. h. Packs another box. Lesson 9: Automated Fulfilling Orders with Batch Picking | 90
           If more items need to be packed for the current shipment, the packer returns to scanning the barcode of
           the box barcode (returns to the first substep of this step) and repeats the process for another box.
    
  4. Completes the packing process. If the packer has finished the packing operation and shipping options do not need to be specified, the packer scans the confirmshipment barcode or clicks the Confirm Shipment button on the form toolbar. The system confirms the shipment that is currently being processed, and prints labels for the packed boxes.

Batch Picking: Process Activity

In the following activity, you will learn how to process shipments in a batch by using the Pick, Pack, and Ship (SO302020) form.

Story

Suppose that the Wholesale warehouse of SweetLife was temporarily closed because of inventory counting. During this time, multiple orders have been entered into the system, and they now require shipping. The warehouse manager wants to speed up the process of picking and packing items by creating a batch picking worksheet and assigning this work to multiple pickers. Aer the warehouse workers pick the items and transfer them to a sorting location, a warehouse worker acting as the packer needs to pack the items and confirm the shipments. You will perform these actions, acting as all of these employees.

Configuration Overview

In the U100 dataset, the following tasks have been performed to support this activity:

  • On the Enable/Disable Features (CS100000) form, the following features have been enabled in the Inventory and Order Management group of features:
  • Warehouse Management
  • Fulfillment
  • Advanced Picking
  • On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: L1R2S1, L1R2S2, L1R2S3, L2R1S1, L2R1S3, L2R2S1, L2R2S3, L3R1S1, L3R1S2, L3R2S1, L3R2S2, and SORT.
  • On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding barcodes have been defined:
  • ORJAM32, which has the OJ32 barcode
  • LEMJAM96, which has the LJ96 barcode
  • APJAM08, which has the AJ08 barcode
  • On the Boxes (CS207600) form, the MEDIUM box has been defined.
  • On the Sales Orders (SO301000) form, the following sales orders have been created for multiple customers: 000047, 000048, 000049, 000050, 000051, 000052, 000053, 000054, 000055, 000056, 000057, 000058, and
    • On the Shipments (SO302000) form, the following shipment documents have been created for these sales orders: 000046, 000047, 000048, 000049, 000050, 000051, 000052, 000053, 000054, 000055, 000056, 000057, and
  1. Lesson 9: Automated Fulfilling Orders with Batch Picking | 91

Process Overview

In this activity, you will do the following:

  1. Acting as a warehouse manager, open the Create Pick Lists (SO503050) form, select the shipments to be processed in a batch, specify the maximum number of pickers, and create a picking worksheet.
  2. You will do the following: a. Acting as a picker, open the Pick, Pack, and Ship (SO302020) form, switch to Pick mode, and scan the reference number of the batch pick list. Then you will scan the barcodes and quantities of the items being picked. Aer you finish picking, you will scan the barcode of the sorting location and confirm the pick list. b. Acting as the second picker, do the same on the Pick, Pack, and Ship form. c. Acting as the third picker, do the same on the Pick, Pack, and Ship form.
  3. Acting as a pack line operator, verify that batch is picked and prepare the printable packing slips on the Picking Worksheets (SO302500) form.
  4. Acting as a packer, open the Pick, Pack, and Ship form, switch to Pack mode, and scan the reference number of the batch pick list. Then you will scan the barcode of the box to which the items will be packed, and scan the barcodes and the quantity of items being packed. Aer all the items are packed, you will confirm the shipment.
           In any working mode, you enter a command or barcode by typing it in the Scan box and pressing
           Enter. In production systems, you will scan the appropriate barcodes rather than manually entering
           them.
    

System Preparation

Before you start the automated picking and packing operations, you need to perform the following instructions:

  1. Launch the Acumatica ERP website, and sign in to a company with the U100 dataset preloaded. You should sign in as a warehouse manager with the angelo username and the 123 password.
  2. In the info area, in the upper-right corner of the top pane of the Acumatica ERP screen, make sure that the business date in your system is set to 1/30/2025. If a different date is displayed, click the Business Date menu button and select 1/30/2025 on the calendar. For simplicity, in this activity, you will create and process all documents in the system on this business date.
  3. On the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, make sure that the Display the Pick Tab and the Display the Pack Tab check boxes are selected.

Step 1: Preparing the Batch Picking Worksheet As the warehouse manager, prepare the batch picking worksheet as follows:

  1. Open the Create Pick Lists (SO503050) form, and in the Action box, select Create Batch Pick Lists.
  2. In the Warehouse ID, select WHOLESALE.
  3. In the End Date box, make sure 1/30/2025 is specified.
  4. In the Max. Number of Pickers box, type 4.
  5. In the table, select the unlabeled check box in the rows of the shipments with reference numbers from 000046 through 000058.
  6. On the form toolbar, click Process. The system processes the shipments. Close the Processing dialog box aer the processing has completed. Lesson 9: Automated Fulfilling Orders with Batch Picking | 92
  7. On the Picking Worksheets (SO302500) form, review the details of the created worksheet of the Batch type with the Open status (see the following screenshot). The Details tab lists all the items that have to be packed in the batch. Notice that is shown in the Location column for all lines, indicating that each item has to be picked from multiple locations. You can select any line and then click Line Details on the table toolbar to review the list of locations from which the items will be picked.
    Figure: Items to be picked for all the shipments included in the worksheet
  8. Review the Pickers tab. The system has calculated the optimal path and determined that the appropriate number of pickers is four (see the following screenshot).
  9. Click the first line in the table, and click View Pick List on the table toolbar to review the items included in the pick list for the first picker. Lesson 9: Automated Fulfilling Orders with Batch Picking | 93
        Figure: List of pickers of the shipments
    
     10.Sign out of the system.
    

Step 2a: Picking the Items in a Batch (Picker 1) Acting as the first picker in the picking worksheet, you will do the following:

  1. Sign in to the system as the first picker by using the rollins username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
  3. In the Scan box, enter 000002/1, which is the reference number of the pick list for the first picker.
  4. Pick the first line by doing the following: a. Enter L1R2S1 to select the location from which you are picking items. b. Enter OJ32 to pick the item. (OJ32 is the barcode for ORJAM32, the 32-ounce jar of orange jam.) The system highlights the line in bold and specifies 1 as the Picked Quantity. c. Set the quantity of the item to 5 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, enter 5.
  5. Pick the second line by doing the following: a. Enter L1R2S2 to select the location from which you are picking items. b. Enter LJ96 to pick the item. (LJ96 is the barcode for LEMJAM96, the 96-ounce jar of lemon jam.) c. Set the quantity of the item to 9.
  6. Pick the third line by doing the following: Lesson 9: Automated Fulfilling Orders with Batch Picking | 94
        a. Enter L1R2S3 to select the location from which you are picking items.
        b. Enter LJ96 to pick the item.
        c. Set the quantity to 4.
    
  7. On the form toolbar, click Confirm Pick List.
  8. In the Scan box, enter SORT to specify the sorting location to which you have transferred the picked items. As the first picker, you have finished picking the items.
  9. Sign out of the system.

Step 2b: Picking the Items in a Batch (Picker 2) Acting as the second picker in the picking worksheet, you will do the following:

  1. Sign in to the system as the second picker by using the perkins username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
  3. In the Scan box, enter 000002/2, which is the reference number of the pick list for the second picker. The system loads the shipment lines to the table on the Pick tab, and shows the reference number of the picking worksheet that is currently being processed in the Worksheet Nbr. box of the Summary area.
  4. Pick the first line by doing the following: a. Enter L2R1S1 to select the location from which you are picking items. b. Enter OJ32 to pick the item. The system highlights the line in bold and specifies 1 as the Picked Quantity. c. Set the quantity of the item to 24 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, enter 24. The system highlights the line in green and inserts 8 as the Picked Quantity.
  5. Pick the second line by doing the following: a. Enter L2R1S3 to select the location from which you are picking items. b. Enter OJ32 to pick the item. c. Set the quantity of this item to 13.
  6. On the form toolbar, click Confirm Pick List.
  7. In the Scan box, enter SORT to specify the sorting location to which you have transferred the picked items. As the second picker, you have finished picking the items.
  8. Sign out of the system.

Step 2c: Picking the Items in a Batch (Picker 3) Acting as the third picker in the picking worksheet, you will do the following:

  1. Sign in to the system as the third picker by using the hardin username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
  3. In the Scan box, enter 000002/3, which is the reference number of the pick list for the third picker.
  4. Pick the first line by doing the following: a. Enter L2R2S1 to select the location from which you are picking items. b. Enter AJ08 to pick the item. (AJ08 is the barcode for APJAM08, the 8-ounce jar of apple jam.) Lesson 9: Automated Fulfilling Orders with Batch Picking | 95
           The system highlights the line in bold and specifies 1 as the Picked Quantity.
        c. Set the quantity of the item to 16 as follows:
    
  • On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
  • In the Scan box, enter 16. The system highlights the line in green and inserts 24 as the Picked Quantity.
  1. Pick the second line by doing the following: a. Enter L2R2S3 to select the location from which you are picking items. b. Enter AJ08 to pick the item. c. Set the quantity of the item to 13.
  2. Pick the last line by doing the following: a. Enter L2R2S3 to select the location from which you are picking items. b. Enter LJ96 to pick the item. c. Enter LJ96 again to add second unit to the current line.
  3. On the form toolbar, click Confirm Pick List.
  4. In the Scan box, enter SORT to specify the sorting location to which you have transferred the picked items. As the third picker, you have finished picking the items.
  5. Sign out of the system.

Step 2d: Picking the Items in a Batch (Picker 4) Acting as the fourth picker in the picking worksheet, you will do the following:

  1. Sign in to the system as the fourth warehouse worker by using the barber username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
  3. In the Scan box, enter 000002/4, which is the reference number of the pick list for a fourth picker.
  4. Pick the first line by doing the following: a. Enter L3R1S1 to select the location from which you are picking items. b. Enter AJ08 to pick the item. The system highlights the line in bold and inserts 1 as the Picked Quantity. c. Set the quantity of the item to 10 as follows:
  • On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
  • In the Scan box, enter 10. The system highlights the line in green and inserts 10 as the Picked Quantity.
  1. Pick the second line by doing the following: a. Enter L3R1S2 to select the location from which you are picking items. b. Enter AJ08 to pick the item. c. Set the quantity of this item to 13.
  2. Pick the third line by doing the following: a. Enter L3R2S1 to select the location from which you are picking items. b. Enter OJ32 to pick the item. c. Set the quantity of this item to 12.
  3. Pick the last line by doing the following: Lesson 9: Automated Fulfilling Orders with Batch Picking | 96
       a. Enter L3R2S2 to select the location from which you are picking items.
       b. Enter AJ08 to pick the item.
       c. Set the quantity of this item to 4.
    
  4. On the form toolbar, click Confirm Pick List.
  5. In the Scan box, enter SORT to specify the sorting location to which you have transferred the picked items. As the fourth picker, you have finished picking the items. 10.Sign out of the system.
    You have picked all the items for the picking worksheet, and now you can proceed with packing the shipments.

Step 3: Preparing the Packing Slips You will now act as the pack line operator who prepares packing slips for the processed shipments. Do the following:

  1. Sign in to the system as a pack line operator by using the rueb username and the 123 password.
  2. On the Picking Worksheets (SO302500) form, open the batch picking worksheet, and review the Pickers tab (see the following screenshot). The usernames of the workers who performed the picking operations are shown in the User column; the selected check boxes in each line of the Confirmed column indicate that each picker has confirmed the completion of the picking. The values in the Sorting Location column indicate that the pickers have finished the picking and taken the picked items to the sorting location.
       Figure: The users who confirmed the picking of the batch
    
  3. Review the Shipments tab, as shown in the following screenshot. All shipments have been picked, as the selected check boxes in the Picked column indicate; the picking worksheet now is assigned the Picked status. Lesson 9: Automated Fulfilling Orders with Batch Picking | 97
       Figure: Shipments ready for packing
    
  4. On the form toolbar, click Print Packing Slips. The system opens the printable packing slips on the Batch Packing Slip (SO644005) report form. In the production system, you would print the packing slips and give them to a warehouse worker who will perform packing of shipments.
  5. Sign out of the system.

Step 4: Packing Items for a Shipment in the Batch At this point in the batch picking, all of the shipments from the batch can be packed. For the purposes of this activity, you will pack just one of the shipments, acting as a warehouse worker who handles packing. To pack this shipment, do the following:

  1. Sign in to the system as a warehouse worker who will perform packing operations by using the sauer username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form and make sure that Pack mode is active.
  3. In the Scan box of the Summary area, enter 000046, which is the reference number of a shipment ready for packing.
  4. Enter MEDIUM to select the box into which you are packing the items.
  5. Enter AJ08 to select the item being packed. The system highlights the first line of the shipment in bold and specifies 1 as the Packed Quantity.
  6. Set the quantity of this item to 4 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. Lesson 9: Automated Fulfilling Orders with Batch Picking | 98
    b. In the Scan box, enter 4. The system highlights the first line of the shipment in green and inserts 4 as the Packed Quantity, indicating that four 8-ounce jars of apple jam have been packed into the selected box.
  7. Enter LJ96 to select another item being packed to the current box
  8. Enter LJ96 again to pack one more unit of this item.
  9. On the form toolbar, click Confirm Shipment. Lesson 10: Paperless Fulfillment of Orders | 99