Zone Task Options

Menu Path: None

To use Zone Task Options, click the Task Options button in the ribbon in Zone Maintenance.

Note You can only change zone task options if you are in New or Edit mode in Zone Maintenance.

Purpose

Assign Wireless Warehouse task options to zones and task types.

Overview

Use Zone Task Options to assign task options to warehouse zones and task types for use in the Wireless Warehouse module. For more information, see Wireless Warehouse Overview.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Zone Task Options window.

New

Click this button to create a new zone task option.

Update

Click this button to edit a selected zone task option.

Delete

Click this button to delete the selected zone task option.

OK

Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.

Fields and Buttons

Field or Button

Description

Location

This field displays the location prefix for the zone selected in Zone Maintenance.

Name

This field displays the location name for the zone selected in Zone Maintenance.

Zone

This field displays the zone selected in Zone Maintenance.

Task Type

Click the Lookup button to select a task type. Different options appear on the Main tab, depending on your selection. You can select the following task types:

  • Bin Count - Cycle count all products stored in a bin.

  • Bin Move - Move a product from one bin to another in a location. This type of bin move is in response to an inventory move demand. It is created in Inventory Bin Move Demand Create, or when performing pick alert bin moves in Pick Demand Create and Print.

  • Bin Replenishment - Move a product from one bin to another to replenish a bin with low inventory.

  • Bin/Product Count - Cycle count a specific product stored in a bin.

  • Directed Putaway - Put away products currently in a directed putaway bin. There are two methods of directed putaway. The first allows you to enter the product you are putting away based on a receipt, and you are directed to put it away in a specific bin. Tasks for this method are created in Message and Putaway Task Maintenance. The second method recommends both the product and the bin. Tasks for this method are created in Directed Putaway and Bin Replenish.

  • Manual Putaway - Put away products received in the software on a specific purchase order receipt. When you create this type of task, you enter the product being putting away. This type of task is created in Message and Putaway Task Maintenance. This task remains open until everything is put away.

  • Manual Receipt Putaway - Put away received products for a purchase order or container.

  • Message User - Send a text message to a user's handheld device.

  • Order Staging - Move products to an order staging bin.

  • Pending Receipt Create - Create pending receipts.

  • Pick Alert Move - Move products from one bin to another to allow the products to be picked. This task is generated in Pick Demand Create and Print to resolve a pick alert if a product is only available in a bin from which it cannot be picked.

  • Pick Putaway - Put away products on pick demands that have been cancelled. This task attempts to return products to the original location from which they were picked. This is usually used if there was a mistake in picking, such as incorrect labels being used.

  • Picking - Pick products to be shipped to customers.

  • Product Count - Cycle count a specific product stored in multiple bins.

  • Product Recount - Recount a previously cycle counted product that has an unacceptable variance.

  • Putdown - Record product being put down after any type of bin move task (bin move, self directed move, order staging, directed putaway, manual putaway, etc.). This task type controls scanning options, such as whether warehouse users must scan every product picked up.

  • Receipt Count - Count products received off of the truck and onto a receiving dock. Inventory is not yet on hand at the completion of this task. This task is equivalent to using Receiving Count Entry.

  • Receipt Count Putaway - Put away products after performing a receipt count. This task type is self-initiated from the scanning gun.

  • Self Directed Move - Move a product from one bin to another in a location. This type of bin move is initiated by the user for a situation where they notice that a product should be moved in a warehouse, they move it, and record it immediately.

  • Verify and Ship - Verify the packages and/or pallets loaded on the truck to create a record that the packages/pallets left the warehouse. This is used with bills of lading, as the product is rolled onto the truck. At the end of this task, the user has the option to print and complete the bill of lading.

Zone (Copy Task Options)

Enter a zone from which to copy, or click the Lookup button to select a zone. This field is only enabled if the selected zone has no task options to prevent you from overwriting existing options for the zone.

Copy

Click this button to copy task options from another zone. This button is only enabled if the selected zone has no task options to prevent you from overwriting existing options for the zone.

Main Tab Fields and Buttons

Field or Button

Description

Task Option

Click the Lookup button to select whether a transaction becomes a task within Wireless Warehouse. Select one of the following:

  • Handheld - Create Wireless Warehouse tasks for the selected task type.

  • Paper - Do not create Wireless Warehouse tasks for the selected task type.

  • Both - Create Wireless Warehouse tasks for the selected task type, and allow the task to also be performed on paper (e.g., pick demand).

Note Select either Handheld or Both to enable the following options on the Merge Picking Tasks tab:

  • Allow Merging of Picking Tasks - Pick into Packages and Pick into Totes options

  • Automatically Merge Picking Tasks During Pick Demand Creation

Allow Auto Assign of Task Type

Select this check box to automatically assign tasks for the selected task type. If this check box is cleared, tasks for the selected task type can only be manually assigned in Warehouse Task Management.

Default Priority

Enter the priority of the tasks to be done in the warehouse. The lower the priority, the sooner the task is assigned to a user.

Note For message user task types, this field is disabled and the priority is set to 0.

Quantity Scan

Select one of the following options:

  • Scan Each Item - Scan every product, one at a time, and keep track of the count.

Example If you select this option and are picking 15 cases, you scan each case (15 scans).

  • Enter Quantity - Enter the quantity directly.

This field is only enabled if you select any task type other than Verify and Ship in the Task Type field.

Note This setting can be overridden for picking for specific product categories, products, and product locations.

Bin

Select this check box if users must validate (scan) the bin for the selected task type. Select this check box if your bins have bar code labels. This check box is only enabled if you select any task type other than Verify and Ship in the Task Type field.

Product

Select this check box if users must validate (scan) the product for the selected task type. The search hierarchy for a match is product code, UPC, and then GTIN code. This check box is only enabled if you select any task type other than Verify and Ship in the Task Type field.

Note This setting can be overridden for picking for specific product categories, products, and product locations.

Single Product UM Scan

Select this check box if you do not want to require users to scan or enter the unit of measure for picking or bin moves when only a single unit of measure of a product exists in a bin. This check box is only available if you select Picking or Bin Move in the Task Type field.

Pallet Option

Click the Lookup button to select one of the following options:

  • Auto Generate Pallet Tag - Automatically generate the pallet number.

  • Require First Pallet Scan - Require users to scan the pallet for the first product put on the pallet.

  • Require Each Pallet Scan - Require users to scan the pallet for each product put on a pallet.

This field is only available if you select Picking in the Task Type field.

Package Option

Click the Lookup button to select one of the following options:

  • Auto Generate Package ID - Automatically generate the package number.

  • Require First Package Scan - Require users to scan the package for the first product put in each package.

  • Require Each Package Scan - Require users to scan the package for each product put in a package.

This field is only available if you select Picking in the Task Type field.

Label Option

Click the Lookup button to select one of the following options for printing package labels:

  • Print after Confirmation - Print package labels after pick demand confirmation.

  • Print as Picking - Print package labels during picking.

  • Print at Laydown - Print package labels during laydown.

This field is only available if you select Picking in the Task Type field.

Print Options

Click the Lookup button to select one of the following options for printing pallet labels:

  • Print after Confirmation - Print pallet labels after pick demand confirmation.

  • Print at Laydown - Print pallet labels during laydown.

This field is only available if you select Picking in the Task Type field.

Allow Mid Carton Laydown

Select this check box to allow mid-carton laydown for repackaging. This check box is only available if you select Picking in the Task Type field.

Allow Product Scan In Any Sequence

Select this check box to allow products to be scanned on a handheld device in a sequence other than that displayed on the printed pick ticket. Clear this check box to require products to be picked in the sequence displayed on the pick ticket. This check box is only available if you select Picking in the Task Type field.

Allow Duplicate Serial #

Select this check box to allow the same serial number to be scanned or entered twice during picking or receiving. This check box is only available if you select Picking or Receipt Count in the Task Type field.

Disallow Product Code, UPC and GTIN in Serial #

Select this check box to prevent the product code, UPC, or GTIN to be entered or scanned during picking or receiving of products tracked by serial number. This check box is only available if you select Picking or Receipt Count in the Task Type field.

Skip Shipper Interface Processing

Select this check box if you do not want to use the shipper interface with Wireless Warehouse picking tasks. If this check box is selected, the shipper interface is ignored when using Wireless Warehouse for picking (no package text files are output, no shipping rates and tracking numbers are imported, etc.). This check box is cleared by default. This check box is only available if you select Picking in the Task Type field.

Allow to Initiate Receipt Count

Select this check box to allow receipt count tasks to be created directly from the handheld device instead of in Receiving Count Create.

Recount Variance Amt

Enter a recount variance amount. If the monetary difference between the system count and the physical cycle count of a product in a specific bin is greater than or equal to this amount, the product in that bin is recounted. This is used in conjunction with the recount variance percentage rule. This field is only available if you select Bin Count, Bin/Product Count, or Product Count in the Task Type field. For more information, see Cycle Count Rules Hierarchy FAQ.

Recount Variance %

Enter a recount variance percentage. If the percentage difference between the system count and the physical cycle count of a product in a specific bin is greater than or equal to the recount variance percentage, the product in that bin is recounted. This is used in conjunction with the recount variance amount rule. This field is only available if you select Bin Count, Bin/Product Count, or Product Count in the Task Type field. For more information, see Cycle Count Rules Hierarchy FAQ.

Recount Display

Click the Lookup button to select whether recounting tasks are performed with system inventory quantities visible, blank, or not visible (blind) on the handheld device. This field is only available if you select Bin Count, Bin/Product Count, or Product Count in the Task Type field. For more information, see Cycle Count Rules Hierarchy FAQ.

Count Display

Click the Lookup button to select whether counting tasks are performed with system inventory quantities visible, blank, or not visible (blind) on the handheld device. This field is only available if you select Bin Count, Bin/Product Count, or Product Count in the Task Type field. For more information, see Cycle Count Rules Hierarchy FAQ.

Sanity Limit

Enter the maximum quantity that can be scanned for a bin or product count. This field is only available if you select Bin Count, Bin/Product Count, or Product Count in the Task Type field.

Recount Required

Select this check box to require a recount if an initial cycle count results in a monetary or percentage variance. By recounting, you can ensure that the cycle count quantity adjustment is correct. This field is only available if you select Bin Count, Bin/Product Count, or Product Count in the Task Type field. For more information, see Cycle Count Rules Hierarchy FAQ. A recount is only required if this check box is selected and a recount variance amount or percentage is entered.

License Plate Option

Select one of the following options:

  • Auto Generate License Plate - Generate license plates automatically. If this option is selected, you can build one at a time and not go back to previous license plates.

  • Require First License Plate Scan - You must scan the license plate when you start, and you keep using that license plate until you scan a new license plate.

  • Require Each License Plate Scan - You must scan the license plate for every product you pick up.

This field is only available if you select Receipt Count or Pending Receipt Create in the Task Type field.

No Mixed Pallets

Select this check box if you do not want to allow users to enter two different products with the same license plate during the wireless receipt count process. This check box is only available if you select Receipt Count or Pending Receipt Create in the Task Type field.

Change Putdown Bin

Select whether to allow users to select a different bin for putting products down, or require that they put products down in the bin specified for a task. This field is only available if you select Bin Move, Bin Replenishment, Directed Putaway, Manual Putaway, Order Staging, Pick Alert Move, Pick Putaway, Self Directed Move, or Receipt Count Putaway in the Task Type field.

Auto Print on Create

Select this check box to automatically print the bin move demand when creating the task. This field is only available if you select Bin Move, Bin Replenishment, Directed Putaway, Manual Putaway, Order Staging, Pick Alert Move, Pick Putaway, Receipt Count Putaway, or Self Directed Move in the Task Type field.

Pick Bin Option

Select what to do when a user is not putting a product into the product's primary pick bin. This field is only available if you select Bin Move, Bin Replenishment, Directed Putaway, Manual Putaway, Order Staging, Pick Alert Move, Pick Putaway, Receipt Count Putaway, or Self Directed Move in the Task Type field. You can select one of the following options:

  • Do Nothing - Do not display a warning message.

  • Display Warning - Display a warning message.

  • Allow Change - Allow the user to change the selected bin to be the primary pick bin.

Create Pick Demands on Putdown for Fulfilled Orders

Select this check box to automatically create pick demands after inventory is put down for order staging tasks. If this check box is cleared, pick demands must be created manually in Pick Demand Create and Print. This check box is only available if you select Order Staging in the Task Type field.

Print Pick Demands

Select this check box to print paper pick demands after inventory is put down for order staging tasks. If picking will be performed on a handheld device, you can leave this check box cleared. This check box is only available if you select Order Staging in the Task Type field.

Pre Build Cartons

Select this check box to perform cartonization for pick demands automatically created after inventory is put down for order staging tasks. For information on cartonization, see Cartonization FAQ.

This check box is only available if you select Order Staging in the Task Type field, and only enabled if the Create Pick Demands on Putdown for Fulfilled Orders check box is selected.

Scheduling Assistant Queue

Enter an active Scheduling Assistant queue for creating/printing pick demands for order staging tasks, or click the Lookup button to select a Scheduling Assistant queue. If this field is blank, the Default queue is used. This field is only available if you select Order Staging in the Task Type field.

When printing pick demands using Scheduling Assistant, the software uses the following hierarchy to determine the printer:

  1. User pick demand printer entered in User Extended Options

  2. Zone pick demand printer entered in Zone Maintenance

  3. Location pick demand printer entered in Location Maintenance

  4. Other type printer specified in Label Printer Control Maintenance

Allow WW Device Task Merge

Select this check box to allow users to merge multiple order staging tasks from a handheld device (typically, when performing order staging for small direct-to-consumer orders). This check box is only available if you select Order Staging in the Task Type field.

Putdown Order

Click the Lookup button to select one of the following:

  • Pickup Order - Put down products in the order the products were picked up.

  • Reverse Pickup Order - Put down products in the reverse of the order the products were picked up. Use this option if you pile up product and want to pull from the top.

  • Bin Sequence - Put down products in bin sequence order.

This field is only available if you select Putdown in the Task Type field.

Allow Override Putdown Order

Select this check box to allow users to work on putdown in any order. This check box is only available if you select Putdown in the Task Type field.

Allow All Product Putdown

Select this check box to allow users to put down all quantity for a product at once. This check box is only available if you select Putdown in the Task Type field.

Allow As Is

Select this check box to allows users to put down all products in the recommended putaway bins without performing any scanning. This check box is only available if you select Putdown in the Task Type field.

Note If a user is performing a putdown task after performing a task for which recommended putaway bins cannot be determined (such as a self-directed move), they must specify a bin.

Line Entry Option

Select one of the following line entry options for self-directed moves:

  • None - Allow users to manually add lines or mark the move as done.

  • Select Add Line - Automatically add a new line after each quantity scan.

  • Select Done - Automatically mark the move as done after a quantity scan.

This field is only available if you select Self Directed Move in the Task Type field, and is only enabled if you select the Enter Quantity radio button.

Pickup Scan

Select this check box to require a scan when a package or pallet is being picked up for loading into the truck.  The reason you would scan at this point is to avoid moving an incorrect package or pallet onto a truck, and then having to remove it (there could be a lot of wasted time and energy). This field is only available if you select Verify and Ship in the Task Type field.

Load Order

Select whether to use no load order or a reverse stop load order. Use a reverse stop load order to require that products that will be delivered last are put on the truck first. If you select reverse stop load order, Wireless Warehouse users that use the verify and ship task must load products for child bills of lading in this order. This field is only available if you select Verify and Ship in the Task Type field.

Example Your company sells large pieces of furniture and delivers to several customers on a route. It is important to load the furniture on the truck in reverse stop load order so that the furniture can be unloaded at each stop.

Task Types

This grid displays task types for the selected zone, and the task option, default priority, and quantity scan options for each task type. Double-click a task type to display all the options for it above the grid.

Merge Picking Task Tab Fields and Buttons

You must have selected the Picking task type to enable this tab. A warehouse manager or supervisor can allow multi-order picking for a few zones that cater to small direct to customer (D2C) orders as zones that have bulk orders do not require merging of picking tasks.

The picking tasks are merged based on the following rules:

For more information on these rules, see the appropriate rows in the following table.

Field or Button

Description

Allow Merging of Picking Tasks

Select this check box if you want to allow merging of picking task. Only on selecting this check box, can you further select one of the following option to pick multiple orders:

  • Pick into Packages - By default, this option is selected. Keep this option selected if you want to pick the items into packages.

  • Pick into Totes - Select this option if you want to pick items into totes.

Note For more information about enabling this option, see Task Option in the Main Tab Fields and Buttons section.

Automatically Merge Picking Tasks During Pick Demand Creation

When you select the Allow Merging of Picking Tasks check box, this check box is selected automatically. This results in automatic merging of picking tasks based on the rules for that zone during creation of pick demand in Pick Demand Create and Print.

If you want to merge the picking tasks manually, clear this check box. You can merge picking tasks manually in Warehouse Task Management.

Volume Limit

Set the maximum volume limit per merged task. A picking task cannot be merged if it crosses this limit. Enter the unit of measure in the empty field next to this field.

Example If your company wants the total volume of the pick demands in a task to not exceed 100 cuft, then enter this value.

Weight Limit

Set the maximum weight limit per merged task. A picking task cannot be merged if it crosses this limit. Enter the unit of measure in the empty field next to this field.

Example If your company wants the total weight of the pick demands in a task to not exceed 100 lbs, then enter this value.

Number of Order Limit

Set the maximum limit for number of orders per merged task. A picking task cannot be merged if it crosses this limit.

Example If your company wants a merged picking task to not exceed 6 orders, then enter this value.

Unit Quantity Limit

Set the maximum limit for unit quantity per merged task. A picking task cannot be merged if it crosses this limit.

Example If your company wants a merged picking task to not exceed 20 units, then enter this value.

Merge Picking Tasks by Child Bill of  Lading

Select this check box to merge picking tasks that have the same child Bill of Lading on a merged picking task. The picking tasks that have different child Bills of Lading cannot be merged.

Merge Picking Tasks by Carton Code

Select this check box to merge picking tasks based on the carton codes. However, you must have enabled cartonization as the system runs cartonization for the pick demands first and then merges the picking tasks. For more information, see Cartonization FAQ.