Packer's Workstation - Scan & Pack Screen

General Information

This screen represents the contents and packaging for a specific order requiring processing and selected from the list of orders on the Packer's Workstation.

The screen uses the standard Microsoft "tree" type display. The little bicycles in the Contents to Pack column represent each of the items to be packed for the order. The boxes in the Packed Boxes column represent each of the boxes associated with the order, with the content items shown again as little bicycles. A box can be opened (contents shown) or closed (contents not shown) by double clicking on the box with your mouse.

The Current Status box helps you determine what task needs to be done next by describing the current state of the order; for example, "Credit Card Approval Required" indicates that the APPROVE CC button should be selected.

How to Use the Screen

Use the screen to accomplish any/all of the following tasks.

Run Pick Ticket

If pick tickets are set to be "Manually Processed" in order processing design, you must first select the PICK TICKET print button at the bottom of the screen to print the pick ticket. If pick tickets are set to be "Automatically Processed," they are continually printing as new orders are entered and saved and as long as the Packer's Workstation screen is displayed on your workstation.

Scanning and Packing Contents

If order processing has been designed to require that "Each order must have its contents bar-code scanned before it ships", all of the items for the order are displayed in the Contents to Pack column and must be moved to the Packed Boxes column.

To scan and pack the contents,

1. To pack with a hand-held scanner hooked up to your workstation, scan each of the order items product barcode label generated during product receiving. The items move from the Contents to Pack column to the Packed Boxes column as you scan each item. Optionally, enter a specific Quantity to Pack for multiple quantity items. If you want to have the items put in a specific box in the Packed Boxes column, select the NEW BOX button to create a box, highlight the box in the Packed Boxes column, and then scan the item(s) in the Contents to Pack column.  UPS and ISBN barcodes, if already scanned into the product setup screen, can also be scanned in this way.

To pack without a scanner hooked up to your workstation, select the item in the Contents to Pack column on the screen with your mouse, and either "drag & drop" the item on the screen with your mouse to the Packed Boxes column or press the PACK AS SUGGESTED button. Optionally, enter a specific Quantity to Pack for multiple quantity items. If you want to have the items put in a specific box in the Packed Boxes column, "drag & drop" the item with your mouse over the NEW BOX button to create a box. Or, press the NEW BOX button to create a new box in the Packed Items column, and then "drag & drop" the item into that box.

3. To pack all items, select the PACK ALL AS SUGGESTED.

4. If an item is unavailable or not in stock, select the item with your mouse and press ITEM NOT AVAILABLE button to display the Change Line Item Status screen to force backorder the item.

5. To unpack one item, select the item in the Packed Boxes column with your mouse, and either drag & drop it with your mouse to the Contents to Pack column or press the REMOVE FROM BOX button.

6. To unpack all items from all boxes, select the UNDO ALL PACKING button.

Changing the Packaging of Items

If order processing has been designed not to require scanning, all of the order items are automatically boxed by M.O.M. according to the default boxing rules at order entry.

When boxes and item contents are displayed in the Packed Boxes column, to change the default packaging,

1. In the Packed Boxes column, select the item in one box with your mouse and "drag and drop" it to another box.

2. To add or remove a box, use the buttons so designated.

Viewing Fulfillment Instructions

1. Select the VIEW FULFILLMENT INSTRUCTIONS button to display the Fulfillment Instructions screen.

2. Select CANCEL when finished.

Note: If the order does not have fulfillment instructions, this button will not be available.

Weighing Boxes

If order processing has been designed to require that "An order must be weighed before it can ship" and/or an item has been set up as "Requires Weighing," boxes must be weighed in the Packed Boxes column to enable those boxes to pass into the Shipping stage.

If you have an electronic bench scale hooked up to your workstation, follow the procedure below. If you do not have a scale hooked up, see Viewing/Editing Box Information which follows and enter the weight manually. For information about purchasing a scale for use with this function, contact your Dydacomp sales representative.

To weigh a box with an electronic bench scale hooked up to your workstation,

1. Select the box to be weighed in the Packed Boxes column with your mouse.

2. Place the physical box corresponding to the box in the list on the scale.

3. Select the WEIGH BOX button.

Viewing or Editing Box Information

To add UPS special services like AOD, Oversize, etc. or to manually enter or barcode scan in a box tracking number for a box being shipped by a carrier other than UPS,

1. Select the box in the Packed Boxes column with your mouse.

2. Select the VIEW/EDIT button to display the Edit Box Information screen.

3. Enter or change any of the information as required.

4. Select SAVE or CANCEL when finished.

Processing Credit Card Charges

If a credit card order has not yet been charged or additional charges apply as result of a change in shipping cost due to weighing and/or boxing, select the APPROVE CC button to process these charges. Note: The button is only available if you are using the Interactive Credit Card Authorization System.

Viewing Order Information

1. Select the VIEW ORDER button to access the Order Review screen for the order. To return to the Scan and Pack screen, press ESC on the Order screen.

2. Select the VIEW SERIAL #'s button to display the Serial Number screen. Select the item in the list and view or edit the serial number information.

3. Select the VIEW FULFILLMENT INSTRUCTIONS button to display any special warehouse notes that were written by the order entry operator.

Printing Paperwork

Use the print buttons at the bottom of the screen to print the necessary paperwork for the order. The buttons are in stage-order reading from left to right.

• PICK TICKET - this stage must be run before any other task is completed in the Scan & Pack screen. See Run Pick Ticket earlier in this section. After the ticket is printed, the button is dimmed.

• PACKING SLIP - if this button is dimmed it signifies that the stage is set to either print using the Batch Order Processing function or set to print automatically when you return to the Packer's Workstation screen.

• BOX LABELS (ALL) - if this button is dimmed it signifies that the stage is set to either print using the Batch Order Processing function or set to print automatically when you return to the Packer's Workstation screen. Optionally, you can print the label for just one box by selecting the box in the Packed Boxes column and selecting the LABEL BOX button.

• ORDER NOTICES - this button is only available if an order or product notice is required for the order.

Exiting and Returning to the Packer's Workstation

When you have completed all of the activities required, select the CLOSE button to return to the Packer's Workstation screen. Any paperwork set to "Print Automatically at Packer's Workstation" will print. The order remains in the list of orders until Shipping, Stage 10, is run with the Batch Order Processing function or from the Warehouse Manager's Station using the Advanced Warehouse Module.