Order Release / Pick Queue
Unless a user is assigned the Admin role in Cetec ERP, he or she must be assigned the Warehouse role to view, edit, and manage warehouse functions. To do so, navigate to ADMIN » Users » Edit User [of the relevant user]. On this page you can check/uncheck the warehouse role to give or take away the warehouse privileges. You can also hold CTRL for a PC, or ⌘ when using a Mac to select or deselect multiple user roles.
To fulfill an order, it must be released to the warehouse for material picking/allocation. From the Move to Pick Queues screen (WAREHOUSE » Picking & Kitting » Move To Pick Queues), a user can select open orders to release to the warehouse. This gives the user the power over production/shipment scheduling to maximize the efficiency of the order fulfillment process.
To manually release several orders at once, navigate to WAREHOUSE » Picking & Kitting » Move to Pick Queue, or to Sales » Order List to release orders individually. From the order list, users can choose which order is to be released by clicking on its order number, and then the Release to the Warehouse tab from the left side of the screen.
Both methods will lead you to Move to Pick Queue screen. From here you can filter the display screen by setting the parameters near the top of the screen (If you arrived at this screen via the sales order list, it will auto-populate the parameters to display only the order you have picked). Filtering the list based on open orders Work Start dates can give your production manager a good idea of which orders to prioritize. Once you decide which orders are to be released, check the boxes under the Move column to the far right, and assign a warehouse user for the task of pulling the stock. For stock orders, you can release a partial quantity by specifying the release quantity.
Finally, click the Move Work Orders to Pick Queue button near the bottom of the page. The released orders will now show up in the appropriate warehouse users Pick Queue screen.
(If you want to bypass Pick Queue assignment and pull straight from stock, go to Prdocution » Orders » List, click on an order to access the main work order fulfillment window, and click Pick Parts from the left side navigation menu.)
Warehouse personnel may access their pick queue by navigating to WAREHOUSE » Picking & Kitting » Pick Queue. You can configure Cetec ERP so that any user assigned the Warehouse Role will have the Pick Queue screen as their default home page in Cetec ERP, making sure that the first and only screen they see is a list of parts assigned to them waiting to be pulled from stock, reserved for an order, and moved to production.
The Pick Queue screen will display only the orders assigned to the user accessing the screen. From this screen, clicking Pick will take the user to the Pick Parts screen for the order, where the user can specify the exact quantity to pull from stock and assign to the order. After entering the quantity to be picked, you can either send the parts to its subsequent workorder location as defined in the part build path, or manually select from the work order location dropdown menu and click Update. (If you want to bypass Pick Queue assignment and pull straight from the stock, go to Production » Orders » List, and click Pick Parts from the left side navigation menu.)
Picking & Kitting
The Pick Parts screen displays the part waiting to be picked (PRC and Part), the required number of the part (Qty Need), the number of part already picked (Qty Picked), the number of bins containing the part (Available In), bin name (Bin), receipt number associated with receiving the part (Receipt), the number of parts in bin (Bin Qty), and the field for selecting pick quantity (Pick Qty/Serial Number).
lf there is more than 1 bin that containts the part (meaning bin(s) > 1) then you can click on the number of bins to show every bin that contains the part. The resulting rows of bins are listed from the oldest to the newest (the top bin, which is the only one that was originally displayed, being the oldest and the bottom bin being the newest). Unless you have a special reason to pick from a different bin, we suggest that you leave it to Cetec ERP to assign the oldest bin for picking based on the FIFO (First In, First Out) principle.
In order to pick parts, navigate to the bin row that you would like to pick from and indicate the amount that you would like to pick under the Pick Qty/Serial Number column. An alternate way to go about this is to scan the barcode of the receipt attached to the part in inventory. Once you scan the receipt that matches the part that Cetec ERP expects, the entire row will glow green and the Pick Quantity/Serial Number column will be unlocked (This feature is called part_pick_require_scan, and it can be turned off in configuration).
If any of the part you are picking is serialized, the pick process is slightly different. Instead of indicating the quantity of material to pick for the order, you have to enter the unique serial number of the part. Once you enter this number, the column will glow green to notify you that a serialized part has been validated. We have necessitated a manual input of each serial number to ensure accuracy of serialized components picked.
Once you set pick quantities and/or pick serialized part, you can move your order to the next work location, and the system will reserve the quantity of the material you have indicated for picking.
Kitting is the process of consolidating all individual material picked into one “bundle” for a work order or shipment. This is referred to as a “kit”. A kit of material is routed to the shop floor for manufacturing. If you have sufficient material to begin work on your order, move your work order to the next work location to begin work. If you have insufficient material to begin work, define a work location as a “short shelf”, and move your work order to that location to indicate that the order is awaiting the arrival of more parts.
Documentation coming soon.