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Warehouse components

Content was last updated in 06.01.17-00

Revision History

Version No.

Reference No.

Changes

NA

NA

Content ported from previous release pertaining to the same topic

 

The Warehouse module in R2 is used for different operations related to schedules, prints, Fill Orders, Ship Orders, Return Orders, Transfer Orders, receiving items, Transportation etc. to be processed in the warehouse for the fulfillment of different kinds of orders taken up.

The operations for the Warehouse can be done from the following fields:

Icon Information of warehouse main window

Icons

Description

The New Icon opens the Schedule window, where a new schedule can be created.

Clicking on the Edit Schedule icon opens the Schedule window to edit a selected Warehouse Schedule

The Delete Schedule icon deletes the selected Warehouse schedule from the Warehouse main window.

The Done Schedule icon is used to mark a selected schedule as done.

The Restore Schedule icon is used to unmark a done schedule

The Print Schedule icon prints the selected schedule.

The Assign icon opens the Search Assign window.

The Overdue icon open the Search Overdue window.

The Conflicts icon opens the Conflicts window.

The Pick Order icon opens the Pick Order window.

The Fill Order icon opens the Search Fill Orders window.

The drop-down list of the Fill Order icon displays three option Order Fill, Pick Order and Batch Fill.

The Ship Order icon opens the Search Ship Orders window.

The drop-down list of the Ship Order icon displays two option Dispatch Order and Pickup Order .

The Return Order icon opens the Search Return Orders window.

The drop-down list of the Transfers icon displays two option Return Order and Batch Returns.

The Transfers icon opens the Search Transfer Orders window.

The drop-down list of the Transfers icon displays two option Transfer In and Transfer Out.

The Sub-Rental icon opens the Search Sub-Rental POs window

The Receive icon opens the Batch Receiving window.

The Search Inventory icon opens the Search Inventory window.

The drop-down list of the Search Inventory icon displays five options Inventory, Items, Kits , Assets and Labor.

The Print Picklist By Event icon opens the Pick List window to print the Pick List of the items to be filled on Orders.

The Transportation Logistic icon opens the Transportation Logistic feature

The Exit icon exits the Warehouse main window

The Help icon opens the R2 Online Help.

Filter By Information

 

Field Name

Description/Function

Department

Clicking on the import button of 'Department' field will display the Department Group dialog, wherein on selecting an department will be displayed in the Department field of Warehouse Main window, based on which the Warehouse schedules will be searched.

Assigned To

Clicking on the import button of 'Assigned To' field will display the Employee dialog, wherein on selecting an employee will be displayed in the Assigned To field of Warehouse Main window, based on which the Warehouse schedules will be searched.

Transmit Mode

Clicking on the Drop-down button of the Transmit Mode field will display a drop-down list , wherein on selecting a Transmit Mode will be displayed in the Transmit Mode field of Warehouse Main window, based on which the Warehouse schedules will be searched.

Event

Clicking on the import button of 'Event ' field will display the Search Event window, wherein on selecting an Event will be displayed in the Event field of Warehouse Main window, based on which the Warehouse schedules will be searched.

Site

You can select a site here to display all the Warehouse schedules of the Orders based on the selected site.

Schedules

  • Today: Selecting this checkbox and performing search will display the schedules of current System date.

  • Tomorrow: Selecting this checkbox and performing search will display the schedules of a date ahead of current System date.

  • Done: Selecting this checkbox and performing search will display the schedules that are marked as done.

Order Type

  • Order: Select this checkbox where it applies to a project where items are rented/sold to the customer.

  • Sub-Rental: Select this checkbox where it applies to a

  • Transfer:  Select this checkbox where it applies to a project applies where items are transferred from one business location to other (within or outside the same region)

  • Purchase Order: Select this checkbox where it applies to a

  • Pickup: Select this checkbox where it applies to a project applies where items are fetched from a customer's location after a project is over.

Action/Task

  • Prep: Selecting this checkbox and performing search will display Orders where only the Prep has been completed.

  • Ship: Selecting this checkbox and performing search will display Orders which have been shipped.

  • Pickup: Selecting this checkbox and performing search will display Orders where pickup (after rental is over) is in progress.

  • Return: Selecting this checkbox and performing search will display Orders which have been returned

  • Service: Selecting this checkbox and performing search will display Orders where items have been sent for servicing.

 

Column Information of warehouse main window

 

Column Name

Description/Function

S

Displays the check box as selected if the schedule is system generated. And displays the check box as de-selected if the schedule is created by user.

Done

Displays the check box as selected if the schedule is marked as done. And displays the check box as de-selected if the schedule is not marked as done.

Time

Displays the time in which the schedule is created.

Order Type

Displays the Order Type of the Warehouse Schedules.

Action

Displays the Actions of the Warehouse Schedules.

Number

Displays the Order ID of the Order for which the Schedule is created.

Description

Displays the description of the Order for which the Schedule is created.

Date

Displays the date on which the Order is created.

Customer/Vendor

Displays the Customer or Vendor for which the Order is created.

Site

Displays the site for which the Order is created.

Assigned To

Displays the Employee to whom the Order is assigned.

Event Name

Displays the Event for which the Order is created.

Managed By

Displays the Managed By site of the Transfer Order for which the schedule is created.

O-Status

Displays the O-status of the Order. For e.g.: Reserved , Filled,Partly Filled, Shipped, Partly returned etc.

Load In Date

Displays the Load In date of the Order for which the schedule is created..

Ship Location Name

Displays the Name of the Ship Location of the Order for which the schedule is created..

Ship Location ID

Displays the unique identification number of the Ship Location of the Order for which the schedule is created..

Ship Address

Displays the Ship address of the Order for which the schedule is created.

Ship Street

Displays the name of the Street in the Ship address of the Order for which the schedule is created.

Ship City

Displays the name of the City in the Ship address of the Order for which the schedule is created.

Ship State

Displays the name of the State in the Ship address of the Order for which the schedule is created.

Ship Zip Code

Displays the zip code  in the Ship address of the Order for which the schedule is created.

 

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