Projects:Warehouse packing:User Guide
 | Important Note: Warehouse packing functionality is discontinued and unsupported. All supported Warehouse functionality is included now in Advanced Warehouse Operations modules. |
Contents |
Introduction
This project implements and enhances the management of the packing operations within a warehouse. Once the goods shipment is processed starts the packing operation. This operation will be done individually per goods shipment document. For each different product the warehouse worker will decide in which different handling unit (hereafter Box) will pack the product.
Packing an specific goods shipment
How to pack
The good shipment must be in status Completed and the field Packing Required marked in order to pack it. Then button 'Pack' will be displayed.
When pressing the 'Pack' button:
- A pop up is opened showing all the products with their quantities. First box is always shown and the user needs to type the quantity for each product in every box. Three different ways of entering the quantity:
- Using a barcode reader scanner. If a product with that barcode exists, it updates the quantity in the corresponding box.
- Manually typing the quantity
- Typing the barcode and pressing Validate Barcode. If a product with that barcode exists, it updates the quantities in the corresponding box.
- New boxes can be added pressing 'Add Box'.
- When the sum of the quantities of all boxes is the same as the Quantity of the product, then it is marked as validated (green color). When all the products are validated, you can pack
Actions
- Once everything is ok and all boxes and their content have been created you can press the button Complete pack. There is not to much logic behind it, just that info of the boxes cannot be edited such as the weight, UOM and Tracking No. The button completes all boxes at once
- Once everything have been completed there is the possibility of reactivate the packing and edit whatever info is needed pressing the button Reactivate pack
Packing Box Tab
In Good Shipment window there is a child tab (Packing Box) where newly packing boxes are shown.
- Box Number: the box number of the Shipment
- Weight: indicates the weight of the box
- UOM: the uom of the weigth of the box
- Tracking No: number to track the shipment
Content Tab
In Packing Box tab, there is a child tab (Packing Box) where the content of the box is shown.
- Product: identifies an item which is either purchased or sold in this organization.
- Quantity: indicates the quantity of product in the box
- UOM: the UOM defines a unique non monetary unit of measure
Packing several goods shipments
How to pack
To perform this action you need to go to Packing window. This window has several fields and the important ones are:
- Business partner and Partner Address
- Total Weigh: This field is calculated and it is in the status bar
- UOM: Unit of measure and it is in the status bar
- Total Boxes: This field is calculated and it is in the status bar
This window allows you to select the goods shipment that you want to pack. To do so you need to press the button Pick Shipments. The criteria to show which goods shipments can be selected is:
- Goods shipments that belong to that business partner and that address
- Goods shipments that are marked as Packing Required
- Goods shipments that have not been packed
Once all shipments have been picked you can start packing. The way to do it is similar as How to pack
Actions
- Once everything is ok and all boxes and their content have been created you can press the button Complete pack. There is not to much logic behind it, just that info of the boxes cannot be edited such as the weight, UOM and Tracking No. The button completes all boxes at once
- The logic behind the completed action is:
- Info of the boxes cannot be edited such as the weight, UOM and Tracking No
- Total Boxes and total weight is calculated based on the boxes and weight of the products
- Once everything have been completed there is the possibility of reactivate the packing and edit whatever info is needed pressing the button Reactivate pack
Calculate Weight
Configuration
In order to calculate the weight for each bundle/box some configurations are needed:
- Product window: Here you define the weight and the unit of measure for the product. Fields:
- Weight
- UOM Packing: It only shows uoms that are defined as Is weight
- Unit of measure window
- This module adds a new field Is weight
- Here you need to define the conversion between uoms, that is, between the uom packing of the product and the uom packing of the box
- Organization window: This module adds a new field UOM Packing. This uom is the default one for every box. This is needed to make the conversion between the UOM Packing of the Product and the UOM Packing of the box
User case 1
- Product A:
- Unit of measure: Unit
- Weight: 1.5
- Unit of measure packing: Kg
- Unit of measure boxes: Kg
If the box contains 5 units of that product then the calculated weight for the box will be: 7.5 Kg
User case 2
- Product B
- Unit of measure: Unit
- Weight : 850
- Unit of measure packing: gr
- Unit of measure boxes: Kg
- Conversion rate: 1/1000
If the box contains 20 units of that product then the calculated weight for the box will be: 17 Kg
How to calculate
The pack popup (Button Pack) has a flag Calculate weight to calculate or not the weight for each of the boxes. This is configurable and the flag can be marked by default or not using a preference. To do so:
- Go to Preference window and select the property Calculate Weight packing
- Value = Y
Out of the box there is no preference defined so the flag is not marked
In case there is something missing in the configuration the packing process goes ahead but a warning is shown telling the weight couldn't be calculated properly
When this happens you can still calculate the weight once you correctly setup the configuration. To do so you need to press, again, the Pack button and click Pack. The system will calculate the weight for each of the boxes
Things to consider
- Window Packing
- After adding the goods shipment and the packing action has been performed if the user removes any of the goods shipments from being pakcing then all boxes are delete and the packing must start again
- Popup Pack
- When packing is completed the button Pack inside the popup is not shown. This button only makes sense for:
- Create the boxes
- Recalculate the weight
- So when it is completed no further actions are allowed
- When packing is completed the button Pack inside the popup is not shown. This button only makes sense for:
- Only products that are items can be packed
- As it is explained lines above there are two ways of packing: Going to Goods shipment window or going to Packing window:
- Goods shipment window: This way you just do the packing for one specific shipment. At the same time it is created one record in the Packing window so either one way or the other there is a centralized window where you can check all packs done
- Packing window: When doing the packing through this window there is the ability to select more than one shipment. Since you are grouping several documents if once the packing has been done you go to Goods shipments window and select any of those goods shipment you won't see the info of the packing for that shipment
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Disclaimer Due to an existing Design Defect (Issue No. 37554), there is a performance problem with the Packing Pop Up when working with large volumes. If the number of records and boxes is high enough, the Pop Up becomes slow when loading and when scrolling through it. It is specially sensitive to the number of boxes, for hundreds of records having more than fixe boxes might result in a slower Pop Up. If this is the case, it is better to split the Goods Shipment into smaller documents before creating the Packing. |