Infoplus Support

If you have only allocated inventory to orders, or if you need to rerun the Pick, Pack, Ship process on orders due to errors, you can do so through the Run Pick, Pack, Ship process.

NOTE: If you are re-running a pick, pack, ship process, all documents, labels and work from the previous run will be replaced.

Run Pick, Pack, Ship

1. Access the Fulfillment Process for which you want to run Pick, Pack, Ship. Two ways:
   

   - From the Fulfillment Process table: Press a dot (period) on your keyboard and select Fulfillment Process from the list of Quick Actions. Click on the Fulfillment Process you want to review.
   - From an Order record that was part of the fulfillment process: Press a dot (period) on your keyboard and select Order from the list of Quick Actions. Click on an Order that was part of the fulfillment process you want to review. The Fulfillment Process number will appear in the order record. Click on the number link and then click View Record in the blue pop-up. 

   
   
2. Within the Fulfillment Process record, click the Actions button and select Run Pick Pack Ship. NOTE: If a Fulfillment Process contains errors, you can also click the "Rerun Process" link that will display at the top of the record. The Choose Type step in the process appears.
   
   

   

   
   
3. Select the Pick Pack Ship Type:
   - "Use Existing Settings" uses the same Pick, Pack, Ship settings from the fulfillment process (for process re-runs).  
   - "Customize Existing Settings" uses the same Pick, Pack, Ship settings from the fulfillment process, but allows for changes. If you have not run Pick, Pack, Ship on this fulfillment process, select this option. 
   - "Run Saved Plan" uses the Pick, Pack, Ship settings from a Fulfillment Plan (to be selected at the bottom of the window). 
   - "Customize a Plan" uses the Pick, Pack, Ship settings from a Fulfillment Plan (to be selected at the bottom of the window), but allows for changes.
   
   
4.  If you selected "Run Saved Plan" or "Customize a Plan", select the Fulfillment Plan from the drop-down menu at the bottom of the window. If you did not select either of those options, continue to the next step. 
   
   
5. Click Next.
   - If you selected "Use Existing Settings", you will bypass the Setup screen (as the selections have already been made in the fulfillment process) and the Choose Options screen will appear. Go to Step 24. 
   - If you selected "Customize Existing Settings", the Setup screen will appear with all selections filled in from the fulfillment process that you can edit as needed. Continue to the next step. 
   - If you selected "Run Saved Plan", you will bypass the Setup screen (as the selections have already been made in the Fulfillment Plan) and the Choose Options screen will appear. Go to Step 24.
   - If you selected "Customize a Plan" the Setup screen will appear with all selections filled in from the Fulfillment Plan that you can edit as needed. Continue to the next step. 
   
   Here is a screenshot of the Setup screen showing the first two sections:
   

   
   

   
   Carton Options

6. Select True or False in the Cartonize Orders field. Selecting True tells the system to calculate how many cartons to use for each order, which carton types to use, and which items to put into each carton. 
   NOTE: These are the requirements for Cartonization to work:  
   - Items need to have Footprints (Length/Width/Height). These dimensions get entered into the Item record. See Add Dimensions to Items for more information.
   - The Line of Business (LOB) for the warehouse needs to have Carton Types defined. See Create Carton Types for more information.
   
   Label Options
   
   

7. Select True or False in the Pre-Generate Parcel Labels field. Selecting True will create shipping labels for each carton when this fulfillment process runs.
   NOTE: This requires orders to be cartonized (selecting True in the previous step).
   
   For the remaining fields, here is a screenshot showing further down in the Setup step:
   

   
   

   
   
   Picking Options - Create Pick Work
   
   

8. Select True or False in the Create Pick Work field. Selecting True will create Work Tickets for the Picks necessary to fulfill the orders. If you select True in the Create Pick Work field, other fields within this section become available, and many are required (asterisks will appear). Continue to the next step. If you select False, other fields in this section will default to False and you can move on to the next section. Continue to 26.
   
   

9. Select a Picking Rule (required if you selected True in the "Create Pick Work" field). The Picking Rule specifies how items will be picked from a location. 
   

   - The "Simple Wave" Picking Rule indicates that items will be picked in bulk for your orders using a wave pick and will follow typical pick/pack operations from there. 
   - The "Simple Wave with Casebreak" rule indicates that "Casebreak"-enabled items will be picked as cases using a wave pick, and will be labeled at the point of picking and sent straight to Shipping, bypassing typical pick/pack operations. (Pick work tickets for Casebreak-enabled items will include the parcel labels so labels can be placed on cartons at the point of picking.) "Regular" items (not casebreak-enabled) will be picked using the "Simple Wave" rule.   
   - The "Pick to Cart" Picking Rule is used when picking items and placing them directly onto a mobile cart. See the Use "Pick to Cart" Fulfillment Option for more information.
   - The "Single SKU Optimization" Picking Rule indicates that you will be picking items for orders containing only one line item or SKU (in whatever quantity). This rule combines pick work documents and their related warehouse documents into one PDF (e.g., pick ticket, packing slip, order invoice, Order Assembly Guide) for more efficient fulfillment of these orders. 

   
   

10. Select a Pick Sort Rule (required if you selected True in the "Create Pick Work" field). The Pick Sort Rule specifies whether to pick by Location or SKU.
    
    

11. Select a Layout Rule (required if you selected True in the "Create Pick Work" field). The Layout Rule specifies how items will be laid out (once they are picked). Select to stage the items for all orders by SKU (Layout by SKU) or pack one order at a time (Layout by Order).
    
    

12. Select a Pick Scan Scheme (required if you selected True in the "Create Pick Work" field). The Pick Scan Scheme indicates the scanning requirements for picking items. You can require scanning the Item's barcode, or the Item's location, neither, or both. Unless you have edited it, the "Default" scheme requires the Location be scanned when picking, but not the Item. See Create a Pick Scan Scheme for more information.
    
    Picking Options - Create Pick List
    
    

13. Select True or False in the Create Pick List field. Selecting True will create a Pick List report for this fulfillment process. Other fields within this section become available and required (asterisks will appear). Continue to the next step. If you select False, move on to the Create Pick Summary field or Document Options section. 
    
    

14. Select a Pick List Format (required if you selected True in the "Create Pick List" field). The Normal format displays a landscape document with barcodes. The Condensed format displays a portrait document without barcodes and less padding between rows. 
    
    

15. Select a Pick List Layout (required if you selected True in the "Create Pick List" field). The Pick List Layout specifies how to organize the list of locations of the report.
    - An Order layout displays pick work and its related Orders beneath each Work ID and barcode. (See Sample Reports for an example.)  

    - A SKU layout displays pick work for each SKU, including the Work ID and barcode for each SKU. (See Sample Reports for an example.) 

    
    

16. Select a Pick List Group (required if you selected True in the "Create Pick List" field). The Pick List Group specifies how to group pick work (i.e., by the location's Behavior Type, Building, Level, Line of Business, Pick Code, or Zone).
    
    

17. Select a Pick List Sort (required if you selected True in the "Create Pick List" field). The Pick List Sort specifies to sort pick work on the report by Location or SKU.
    
    Picking Options - Create Pick Summary
    
    

18. Select True or False in the Create Pick Summary field. Selecting True will create a Pick Summary report for this fulfillment process. Other fields within this section will become available and required (asterisks will appear). Continue to the next step. If you select False, move on to the Document Options section. 
    
    

19. Select a Pick Summary Layout (required if you selected True in the "Create Pick Summary" field). The Pick Summary Layout specifies how to organize the data on the report.
    - An Order layout displays a summary of pick work by Order, showing the picks under each Order. (See Sample Reports for an example.) 

    - A SKU layout displays pick work for each SKU without Work IDs which are included in the Pick List Report. (See Sample Reports for an example.) 

    
    

20. Select a Pick Summary Sort (required if you selected True in the "Create Pick Summary" field). Select to sort the summary by SKU Position.
    
    Shipping Options
    
    

21. Select True or False in the Sent To External Shipping System field.
    
    -Selecting True tells Infoplus to send the orders to an external shipping system. This will also require that you specify the External Shipping System (See https://support.infopluscommerce.com/support/solutions/articles/11000016327-overview-of-external-shipping-systems)
    
    -Selecting False tells Infoplus that you will be shipping order through the Infoplus application.
    
    

22. Select True or False in the Auto Ship Casebreak Cartons field (this is a required field if you selected "Simple Wave with Casebreak" as the Picking Rule above). 

    
    - Selecting True tells Infoplus that for orders containing ALL casebreak-enabled items, automatically indicate that the cartons have shipped once this fulfillment process runs (the Order status will show “Shipped”). If an order in this fulfillment process contains SOME casebreak-enabled items and some “regular” items (not casebreak-enabled), the Order status will not show “Shipped” until the regular cartons in the order have Shipped (using the Shipping Station Mobile Floor App or the Ship Parcel Order Desktop App).

    
    - If selecting False, Orders in this fulfillment process will not be marked as “Shipped” until the packages are shipped (using the Shipping Station Mobile Floor App or the Ship Parcel Order Desktop App). NOTE: Casebreak cartons can still be labeled at the point of picking and sent to the Shipping area, but the order will not show "Shipped" until all cartons in the order go through the Shipping process in Infoplus.
    
    

23. Select True or False in the Auto Ship Orders field.  
    
    -Selecting True tells Infoplus that for all orders in the process, to update them to the "Shipped" status.
    If you run cartonization and produce parcel labels, the cartons and freight will also be updated on the orders, otherwise orders will be updated with zero freight and cartons.
    
    -If selecting False (This would be the normal use case),  all orders processed will have to be updated using the application. 
    
    Document Options
    
    
    
    

24. Select True or False in the Create Packing Slip field. Selecting True will create the Packing Slip for each order being fulfilled.
    
    

25. The Override Packing Slip Template field lets you override the template that is assigned to each individual order being fulfilled, if a template has been assigned. If you leave this blank, you are indicating that each Order already has a Packing Slip Template assigned. With this field blank, if there is no packing slip template assigned to a selected order, the fulfillment process will not be able to complete. 
    
    

26. In the Create Order Invoice field, select True or False. Selecting True will create the Order Invoice for each order being fulfilled.
    
    

27. The Override Order Invoice Template field lets you override the template that is assigned to each individual order being fulfilled, if a template has been assigned. If you leave this blank, you are indicating that each Order already has an Order Invoice Template assigned. With this field blank, if there is no order invoice template assigned to a selected order, the fulfillment process will not be able to complete.
    
    

28. In the Create Order Assembly Guide field, select True or False (leaving the field blank equals False). Selecting True will create the Order Assembly Guide (OAG) for this fulfillment process. The OAG is used by warehouse personnel to assist with assembling the order.
    
    

29. After all necessary fields have been completed on this Setup screen, click Next. The Choose Options step in the process appears.
    
    

    

    
    
30. In the Choose Options step change the Ship Date (if necessary), which defaults to today's date.  
    
    

31. Modify or enter the First Pick Position. This is the starting position for picking which typically begins at position 1.
    
    

32. Click Next. The Review step in the process will appear.  

    
    

    
    
    

33. Review the planned results. If you are ready to continue, click Submit. Infoplus will attempt to run the Pick, Pack, Ship steps on the orders in the Fulfillment Process. The Confirmation screen will appear indicating success or any errors that occurred.
    
    

34. Review the Confirmation results. Click OK to close the window.