Pick is a function reserved for WH to store transfers and Store to Store transfers. Picks will not show units to process unless the transfer has been activated from within the FieldStack application.

Pick Within a Warehouse* 

*Location with bins, hereafter referred to as “WH w/Bins”

Tapping the Pick function will drop down a selection of three workflow variations:

By Zone - Pick by zone will allow you to activate a pick based on a certain warehouse zone, within which you would also select a store or stores to pick. In general you would pick by zone for a single store, collect all those items, and put them in the outgoing area of the store for which you were picking

By PO – Pick by PO allows you to enter a selected purchase order number (associated with a transfer). This would be used primarily to force out a batch of items that were a priority over standard daily zone picks.

CLUSTERED – Based on the PO you input, Clustered will pick all items in that PO for all stores that have activated transfers. By default these begin with items that would be kept on high shelves and require a Ladder or Lift to get to. The idea being that you can pick the hard to get to items for all stores at once, while easier to reach items in easily accessible bins would be taken care of through standard zone picks.

To pick BY ZONE

1. Tap Pick

2. Tap By Zone

3. Select the zone you have been assigned by tapping the arrow to open up the store list. Tapping the arrow will call out to the activated transfers and tally the total units to pick in that zone and the total to pick for each store and display those numbers next to the zone (total units) and next to each store.

3. Select a store or stores by tapping the squares.

4. The Start button at the bottom right will become tap-enabled and will show the total units to pick. Tap on it to begin.

Items will come up in order within the zone based on the Bin Location number (weighted numeric number) within Warehouse Bin Management. The Warehouse Bin Management screen shows this weighting and can be edited there to change the order that items would come up on picks.

In Pick mode, items appear on screen showing the following:

• Bin location to pick from (as defined by the Zone you are in and the fact that the bin has pickable contents (not assigned to another pick) and based on FIFO (first in first out) settings.
• Barcode - Primary UPC of the item
• Item - Name followed by Description
• Description - Extended Name
• Item Number - Item Number Extended (One Stop Order Number)
• List Price
• Quantity to pull - Total of activated quantities on transfers for selected stores
• Quantity Pulled - Defaults to same as quantity to pull
• Inner Case Qty - In Box Item Quantity
• Vendor Case Qty - Primary vendor Case Size as inputted on the buying tab
• Store name
• On order
• Picked (editable – can be reduced, increased, or changed to zero)
• Arrow icons (allow you to go back to view previous items on pick or go forward thus skipping the item on screen)
• Number of on screen item / Total items to pick
• Process button (grayed out until barcode is scanned)
  
  

5. Locate the first item on the pick.

6. Quantity Picked can be edited now if needed

7. Scan the item's barcode

8. Quantity Picked – can still be edited

9. Process button becomes tap-enabled

10. Tap Process button

Confirmation box will pop up

11. Tap OK - or Cancel to return to the item screen to edit quantities or skip it

Tapping OK on the confirmation box will process the item on the pick. At this point the send transaction processes. The quantity picked becomes confirmed; even if you go back to this item on your pick, you can no longer edit the quantity.

Short Picks

When picking items using Pick by Zone, Pick by PO, or Clustered pick, if a user changes the pick quantity to zero or a number less than the original quantity to pick and taps Process, the remaining unpicked quantity for that item will be removed from the store transfer and no longer show on order for the destination location.

1. This is controlled by a Location Setting:
    
   
   
2. If an item is short picked, it will be removed from the pick on FieldStack Mobile
3. The send line from the warehouse to store on the transfer PO will be expired “yesterday”
4. The order line for the store from the warehouse will be expired “yesterday”
5. Short picked items will appear on the Zone Pick Variance report, if utilized

To Pick BY PO

1. Tap Pick

2. Tap By PO

3. Scan or type your transfer PO number into the search bar

4. Tap Start

The first item in your pick will appear on screen

5. Scan the item’s barcode, editing the pick quantity if needed before or after scanning

6. Tap Process to pick your item, or tap the forward arrow key to skip it (skipping, reducing quantity, or zeroing out quantity will keep the item on the pick for that PO or Zone.)

7. After tapping Process the confirmation box will pop up. Tap OK to commit the send.

8. Continue until all items have been picked.

When all items have been picked or skipped you will reach the end of the PO and the handheld will alert PO Complete!

You can click the collapsed menu icon in the upper left to return to the home screen at any time. Items that you have confirmed at each step will process correctly.

To Pick CLUSTERED

1. Tap Pick

2. Tap Clustered

3. Scan or type your transfer PO number into the search bar

4. Tap Pick All in the lower left to pick the items on the PO for all locations

By default this Pick type only shows ladder/lift items. Pick All will not only select all stores that have active picks for that item but will also show all items regardless if they are on a ladder/lift bin location or readily accessible bin location.

5. Tap Start

See your first item. Scroll down to see the full quantity to pick and full list of stores and units to pick for each. It may show quantities for multiple stores as a portion of the total Quantity to Pull.

6. Physically pick the total quantity needed (edit each store's quantity line if needed) and scan the item’s barcode.

7. Tap Process to pick your item, or tap the forward arrow key to skip it. Skipping will keep the item on the pick for that PO or Zone. A reduced quantity or a change to zero will remove the item from the pick and add it to the Zone Pick Variance (if enabled for your location.)

8. After tapping Process, the confirmation box will pop up. Tap OK to commit the send. Or Cancel to return to the item screen to edit quantities or skip the item.

9. Continue until all items have been picked.

When all items have been picked or skipped you will reach the end of the PO and you can return to the main menu by tapping the collapsed menu icon* in the upper left.

*You can tap the icon in the upper left to return to the home screen at any time. Items that you have confirmed at each step will process correctly. Unpicked items will remain on activated picks and can be picked at a future time.

Pick Within a Store

1. Tap Pick

2. Enter the PO number of the pick you are pulling. This number may come from a printed transfer or can be searched from within the overflow menu by searching open Pick purchase orders.

3. After inputting or selecting your PO number,  screen will come up showing your store name as the Vendor, the Order Bin type, the PO number, the quantity On Order, the quantity Left to pick, and a summary with the destination. It may filter things based on accessibility – tap Pick All to get all results.

4. Tap Start to begin.

The first item will come up on screen and will show the item details, quantity on order for the destination location, and an editable Picked quantity.

5. You can edit the quantity you are picking at this point.

6. Scan the barcode of the item to continue. The Process button will become tap-enabled once the barcode is scanned. Non-primary barcodes will still apply and allow the Process button to be tap-enabled.

7. You can still edit the quantity you are picking at this point

8. Tap Process to commit this item in the designated quantity. This will immediately affect inventory and create a send transaction for this item.

9. Continue scanning and Processing each item on your pick.

When all items have been picked or skipped you will reach the end of the PO and you can return to the main menu by tapping the collapsed menu icon* in the upper left.

*You can tap the icon in the upper left to return to the home screen at any time. Items that you have confirmed at each step will process correctly. Unpicked items will remain on activated picks and can be picked at a future time.

The items can be physically sent to the destination location. The receiving location must receive the items into inventory when they arrive.