(06.23.12-00) Prep (Fill) Items

Prep is nothing but prep and fill item in warehouse app. This function allows you to load the Items, Kits, and Assets to the truck/ container/ box so that it can arrive to the destination on time.

1. Order details: Displays the order header detail like Order no., description, Payment terms, Start and end date etc.,

2. Enter product ID/ Asset ID: Enter the product id/ asset id to fill the item.

3. Scan the product/asset: Scan the product/asset to fill the item.

4. Enter Container ID: Enter the container ID so that the item can be filled.

5. Scan container: Scan the product/asset to fill the item.

6. Item list: Displays the item list which need to be filled.

7. Fill all: To fill all the items listed on the order.

8. Report: To retrieve the pick list report.

9. All:

10. Departments: Displays the department list.

11. Expand all: Expands the kits, packages.

12. Collapse all: Collapses the kit children, packages etc.,

How to fill Items?

1. The following screen appears as shown in Figure 1.1.

2. The window shows all Orders which are waiting for Prep operation. .

   • The list of Orders can be sorted on basis of either of the 3 parameters — Order Date, Order# and Customer Name.

3. Double tap to select the Order, for which you want to perform the Fill operation.

   • The possible manner in which workflow may proceed would differ for serial and non-serial assets.

From the above screen, tap the link below to know about two kinds of Orders.

• ORD-1341 filled with Only Serial and Non-serial items.

Expand Here to see the Order's Header and Body Information

The header portion of the Order Prep window displays the following information.

Table 1.0: Fields in Order Information header

Field Name	Description
Sales Order #	Possibly an alphanumeric string, which is the Order's serial number.
Order Description	Description of the Order
Dispatch Address	Name and Address of the customer to which the Order was sent
PO#	Purchase Order number raised to the Customer on the current Order.
Start Date	Start date of the rental duration of items on the Order. If there are multiple items with varied Start dates, then this date is considered as the most initial date on which any item was rented.
End Date	End date of the rental duration of items on the Order. If there are multiple items with varied End dates, then this date is considered as the most later date on which any item will be returned.

 The body portion of the Order Prep window displays the following information.

Table 2.0: Fields in Item Information (Body)

Field Name	Description
Status	Reservation/Dispatch status of the item on the Order. Some of possible status can be - Reserved, Out, Un-available
Action	Booking Order status of the item. The booking line can be either Rent or Sale
SKU ID	SKU or Serial number of the Item.
Asset ID	If the item is a Serial Item or Part of a Kit, it will also have an Asset ID. Else this field will be blank.
Description	Short text description of the item.
Order Quantity.	Qty or Number of items requested on the Order.
Filled Quantity	Qty or Number of items actually filled on the Order.
Cont.

Since there are No Kit Items listed in the body section of the Prep Order, the line items will not expand when you tap on them, or when you tap on Expand All/Collapse All button at the bottom on the screen.

• ORD-1369 filled with both Items and Kits items.

Expand Here to see the Order's Header and Body Information

The header portion of the Order Prep window displays the following information.

Table 1.0: Fields in Order Information header

Field Name	Description
Sales Order #	Possibly an alphanumeric string, which is the Order's serial number.
Order Description	Description of the Order
Dispatch Address	Name and Address of the customer to which the Order was sent
PO#	Purchase Order number raised to the Customer on the current Order.
Start Date	Start date of the rental duration of items on the Order. If there are multiple items with varied Start dates, then this date is considered as the most initial date on which any item was rented.
End Date	End date of the rental duration of items on the Order. If there are multiple items with varied End dates, then this date is considered as the most later date on which any item will be returned.

See sample Prep Order here

 The body portion of the Order Prep window displays the following information.

Table 2.0: Fields in Item Information (Body)

Field Name	Description
Status	Reservation/Dispatch status of the item on the Order. Some of possible status can be - Reserved, Out, Un-available
Action	Booking Order status of the item. The booking line can be either Rent or Sale
SKU ID	SKU or Serial number of the Item.
Asset ID	If the item is a Serial Item or Part of a Kit, it will also have an Asset ID. Else this field will be blank.
Description	Short text description of the item.
Order Quantity.	Qty or Number of items requested on the Order.
Filled Quantity	Qty or Number of items actually filled on the Order.
Cont.

 

Since there are Kit Items listed in the body section of the Prep Order, each of the Kits can be Expanded/collapsed, to show/hide the Kit's child item Information. See the animation below.

Figure 2.0 Expand/ Collapse all the lines in an Order

Shown above is a short animation of expanding/collapsing the item/asset list.

To quickly expand all item lines in one step - Open an Order, and tap on Expd All.
If required, scroll the list to see all the items. To go back - tap Clps All.

To expand/collapse a particular Kit (line item), click on it, and it will show all the assets in the kit.

You can identify a Kit, by a + symbol before the item's description.

Figure 2.0 Expand/ Collapse a specific line in an Order

Show/Hide Order header information

The header portion of the Order Prep window, can be collapsed, to hide Order Information section.

To hide it, tap the – button on the top-right corner of the screen.

However, when the part it hidden the button changes to +.

A quick animation of the Collapse/Expand sequence is given below.

View Pickup List

After opening an Order, to view the Pickup List, tap the icon.

The pickup list acts as a ready reckoner for the delivery/dispatch team.

A pickup list has 4 sections (3 in header and 1 in body).

1. Order Information: Basic information about the Order, which is required to understand process it.

This section has total 8 fields. Details are given in the table below.

Table 1.0: Fields in Order Information Header

2. Dispatch Information: Location information address to which the order is supposed to be dispatched.

3. Comments: Any additional instructions or note given about the order, which needs to be followed during Fill, Ship, or dispatch.

4. Parts/Equipment: Detailed information about the parts or equipment which are included in the Order.

This section has total 7 fields. Details are given in the table below.

Table 2.0: Fields in Order Information header

A sample output of Pickup List is given below.

• See Pickup List for ORD-1341 here.

Pickup List for ORD-1341

• See Pickup List for ORD-1369 here.

Pickup List for ORD-1369

To print the pickup list, tap the PRINT button at the bottom of the screen.

Depending on the existing configuration on your mobile device, it prompts you to either select a physical printer or save the file as PDF.

Fill Items and Prepare for dispatch

Once your order is Prepped with all the items and Kits listed in an Order, it is time for you to fill it and keep it ready for dispatch.

To fill a line item you should tap on it. If the item is a part of a Kit or a Serial Item, the system prompts the following screen.

Here you must select any serial number for the Serial Item or Child-kit item. Then tap the Fill button.

View Item's from Prep window

This option is available only when the status of the line item is Filled or Out.

To view the item's image, tap on the item line, and the following window appears.

Tap 'View Image' to see the image. Tap of 'Cancel' to quit the window.