Pallet Tracking operational Flows - High Level

Following are suggested operational flows for using Coreflex Pallet Tracking in your operation.  Four distinct flows are provided: 

 

1        Sales Order Entry and suggested (not allocated) pallets with Date Code.

2        Sales Order Entry and suggested (not allocated) pallets with FIFO Batch Code.

3        Quick Ship Flow: No Sales Order Entered:

4        Sales Order Entry with Automatic Allocation.

 

Many variations of each exist and may be used in order to achieve efficiencies based on your unique operation, product information and customer/account needs.

 

1)      Sales Order Entry and suggested (not allocated) pallets with Date Code:

 

This is generally used if the pallets are stored in push back racks where the picker wants to be instructed generally where to go and get the pallets but the picker wants to make the final selection of pallet based on accessibility.  (They pull the front pallet not the pallet in the back of the rack.) 

 

a.       Pre Receive Pallets.

 

                                                               i.      Pre receive the pallets using pallet import. Use the Import >> Pallets screen. Followed by the Import >> Apply Pallets screen.

 

b.      Receive Pallets.

 

                                                               i.      Pallet receiving screen and receive the pallets. (Pallet Tracking >>  Receive Pallets screen)

 

c.       Sales Order Entry.

 

                                                               i.      Sales order >> Order Entry...  Print Suggest Pick Sheet. (Summary shows total cartons in areas...  printed in date Code sequence)

 

d.      Picking Pallets.

 

                                                               i.      Pull Pallets Writes down tickets and if he split pallets and the number of cartons split.

 

                                                             ii.      Pallet Tracking >> Allocate Pallets.

 

                                                            iii.      Enter the tickets and split the pallets that need to be split.

 

                                                           iv.      Click Allocate the Pallets get marked with the PO # and SO # from SO and get changed to a status of staged.

 

                                                             v.      Click Pick Complete – It advances the SO status to picking complete (SO stays in that status).

 

e.       Build BOL.

 

                                                               i.      Pallet tracking >> Ship Pallets – Search and build the BOL.  When BOL shipped the inventory gets removed and the pallets move to status Shipped.

 

2)      Sales Order Entry and suggested (not allocated) pallets with FIFO Batch Code:

 

This is generally used if the pallets are stored in push back racks where the picker wants to be instructed generally where to go and get the pallets but the picker wants to make the final selection of pallet based on accessibility.  (They pull the front pallet not the pallet in the back of the rack.) 

 

 

a.       Pre Receive Pallets.

 

                                                               i.      Pre receive pallet using pallet entry screen (Pallet Tracking >> Pallet Entry).  Coreflex automatically assigns the batch number (inbound reference number).  Print Pallet Labels.

 

b.      Receive Pallets.

 

                                                               i.      Prints a receipt Report that lists the pallets received and what is on them.  They put away the pallets using the sheet and mark it with where they put them.

 

                                                             ii.      Pallet Tracking >> receive pallets.  Receive the pallets by changing the location to where they put them and receiving the pallets.

 

c.       Sales Order Entry.

 

                                                               i.      Sales order >> Order Entry..  Print Suggest Pick Sheet. (Lists all pallets in the oldest FIFO Batch and will show the next FIFO batch if needed.  Barcodes the Pallet number for scanning on the Pallet Allocation Screen). 

 

d.      Picking Pallets.

 

                                                               i.      Operator checks the ones they used and any split they will write in the number used.

 

                                                             ii.      Pallet Tracking >> Allocate Pallets.

 

                                                            iii.      Enter the tickets and split the pallets that need to be split.

 

                                                           iv.      Click Allocate the Pallets get marked with the PO # and SO # from SO and get changed to a status of staged.

 

                                                             v.      Click Pick Complete – It advances the SO status to picking complete (SO stays in that status).

 

e.       Build BOL.

 

                                                               i.      Pallet tracking >> Ship Pallets – Search and build the BOL.  When BOL shipped the inventory gets removed and the pallets move to status Shipped.

 

3)      Quick Ship Flow: No Sales Order Entered:

 

Generally used when a customer wants provides a shipment number only and wants all of a specific lot, batch, product, etc…  shipped.  No sales order is entered.

 

a.       Receive Pallets:

                                                               i.      Use any of the above Receiving Methods.

 

b.      Picking Pallets.

 

                                                               i.      Pallet Tracking >> Pallet Maintenance.  Mark the Pallets with an order number, PO number, Customer reference number, etc…  and split pallets if needed.

 

                                                             ii.      Query or highlight the pallets and print list.

 

                                                            iii.      Pallet Tracking >> Stage Pallets.  Search for the pallets and Stage the Pallets. (Moves the Pallet status to Stages and the inventory on the Pallets is allocated)

 

                                                           iv.      Use the list to pull pallets.  (Add button to right window to print list).  The picker notes the ones he picked.  (May have taken a different pallet due to it being more accessible)

 

                                                             v.      If needed the operator stages and un-stages pallets based on what the picker actually picked.

 

c.       Build BOL.

 

                                                               i.      Pallet tracking >> Ship Pallets – Search and build the BOL.  When BOL shipped the inventory gets removed and the pallets move to status Shipped.

 

                                                               ii.     Bol Print Formats available for this flow are the formats using the System Setting Pallet BOL Print Format.

 

4)      Pallets with Multiple Products

 

Each product on a pallet is given a logical pallet id and all logical pallet ids are tied together using the same physical pallet id.

 

a.       Pre Receive Pallets.

 

                                                               i.      Pre receive pallets using pallet entry screen (Pallet Tracking >> Pallet Entry). 

                                                             ii.      Put the number to be used to Identify the Physical Pallet in the Physical Pallet # field.  Place a label with the Physical Pallet # on the actual pallet.

                                                            iii.      Enter a separate logical Pallet for each product on the Physical Pallet.  The logical pallets should be assigned the same Physical Pallet #.

 

b.      Packing List on Pallets

 

                                                               i.      Remove copy of the packing slip from the Pallet / Skid.

                                                             ii.      Apply Physical pallet number label (aka skid label) to the physical pallet from pre printed label stock.

                                                            iii.      Write the label number on the packing slip.

                                                           iv.      Physically move the Pallet / Skid to the putaway location.

                                                             v.      Write the putaway location on the packing slip.

                                                           vi.      Packing slip goes to front office.

                                                          vii.      Enter Pallets and receive them using the Pallet Entry Screen.

1.      Label number is entered into the inbound reference (User_Define4) field for every product ID on the Physical Pallet / Skid.

 

c.       Receive Pallets.

 

                                                               i.      Receive pallets using the Receive Pallets screen (Pallet Tracking >> Receive Pallets).  Highlight Pallets and click Receive.

 

d.      Picking Pallets.

 

                                                               i.      Query Pallets to pick using pallet maintenance screen (Pallet Tracking >> Pallet Maintenance). 

 

                                                             ii.      If a partial quantity of the logical pallets is desired, use the Split Pallet Function.

 

                                                            iii.      Highlight the desired Pallets and update a field with the customer order # and any other order informtation.

 

                                                           iv.      Print the list of pallets to be picked with the order.  Include the productid and Physical Pallet # to be picked.

 

                                                             v.      Picker marks the list with what he took, noting any changes from the original list.

 

                                                           vi.      Use the marked up list to Stage the Pallets using the Stage Pallets tab (Pallet Tracking >> Stage Pallets). 

 

e.       Build BOL.

 

                                                               i.      Pallet tracking >> Ship Pallets – Search and build the BOL.  When BOL shipped the inventory gets removed and the pallets move to status Shipped.

 

5)      Sales Order Entry with Automatic Allocation:

 

a.       This is available in the latest release Update 19 init 21.  Contact Coreflex to discuss the flow.