Goods In Requirements

Accept Delivery

Essentially done outside the system

Expectation is that this will continue

N/A

N/A

Organise Consignments

Outers are separated into single separated consignments

Again, expectation is that this will continue to be done outside production system

N/A

N/A

Identify Deliveries that can be Fast Tracked

Ability to search for internal PO record

 - by PO Number

 - by client PO Number

 - by test search

Exists

Essential

Locating Matching Internal PO

Ability to view list of open PO's

Ability to view record details in list view PO ref; Supplier; Owner; PO Type (blank etc) Current PO Status

Exists

Essential

View details of matching PO

Ability to view details of PO

Order Line level information [SKU, Ordered Qty, delivered etc]

Delivery Information - including images uploaded - delivery notes etc

Related Jobs

Related Fulfilments

Family Pics - i,e, images at Sku level

Handling Charges

Checked Information

Exists

Essential

Creation of temporary PO if no internal record

Ability to create PO on the fly

[supplier; delivery company; owner co.; category; owner po ref; PO Type; Notes]

Exists

Essential

Capture of delivery information

Ability to Update PO  record with Delivery Information:

[No'#Outers; Location; Signed for and Timestamp]

Ability to scan (locate) the delivery into a location

Ability to generate a X reference

Ability to upload one or more images

Ability to assign the uploaded image a type/ description

  Upload picture of paperwork as pre-check

Ability to generate additional delivery records as required

Exists

Essential

Generation of Cross referencing

Ability to generate unique (by business day) cross reference identifier

Ability to generate cross reference label

[Date; #Outers; PO ref; Location. X reference ID; Unique barcode]

Exists

Essential

Confirmation of delivery receipt

Ability to confirm delivery confirmation to internal parties

Ability to confirm delivery confirmation to external parties

Exists

Essential

Prioritise consignments to process

Ability to identify  record set of deliveries awaiting checking

Ability to assign a relative priority against each item in record set

Ability to assign items in record set to one or more goods in staff member

Ability to amend any of the above prioritisation attributes

Exists

Essential

Workload assignment

Ability to see workload assigned to signed in user

i.e. foundset of PO records that require checking that are assigned to the signed in user

Exists

Essential

Record Checking Details

Ability to record check category against delivery record.

Ability to upload one or more images

Ability to assign the uploaded image a type/ description

  Upload picture of paperwork as post-check

Process Delivery for Job

Ability to view job orders that created (and require) the PO contents

Ability to pick a quantity of an item from the PO delivery for one or more jobs

Ability to pick a whole quantity of an item from the PO delivery

Ability to account for the above

Provide control to prevent user picking a QTY > Required Qty

Provide control to prevent user picking a QTY > Received QTY

Ability to generate labels (part of fully picked) for the picked job requirements

Ability to output labels for affixing to the outers

Ability to relocate the picked quantities into a picked stock storage location via barcode scanning

Ability to book any surplus items into stock [account for this]

Ability to scan booked in stock into a location via barcode

Update PO Lines to denote amount received / OS / Status

Update PO Record status to reflect received status - partially or fully delivered

Exists

Essential

Process Delivery for Webstores

As above except provide the ability to generate POD labels where delivery is for POD job orders

Exists

Essential

Process Delivery for Fulfilment

Ability to view delivery (fulfilments) that created (and require) the PO contents

Ability to pick a quantity of an item from the PO delivery for one or more fulfilments

Ability to pick a whole quantity of an item from the PO delivery for a fulfilment

Provide accounting for the above [i.e. DR PO expected --> CR Picked)

Provide control to prevent user picking a QTY > Required Qty

Provide control to prevent user picking a QTY > Received QTY

Ability to record box end information for picked items

Ability to output box end labels for affixing to the items picked for fulfilment

Ability to relocate the picked quantities into a picked fulfilment storage location via barcode scanning

Ability to book any surplus items into stock [account for this]

Ability to scan booked in stock into a location via barcode

Update PO Lines to denote amount received / OS / Status

Update PO Record status to reflect received status - partially or fully delivered

Exists

Essential

Capture family images

Ability to capture & upload image to be held at family sku level

Exists

Essential;

Process Delivery into Stock

Ability to specify a quantity of an item from the PO and book into stock

Ability to book in whole quantity of an item from the PO into stock

Ability to book in all items from the PO into stock

With the above provide the capability that stock location is selected via barcode scanning

Provide accounting for the above [i.e. DR PO expected --> CR Picked)

Provide control to prevent user booking in QTY > received Qty

Provide control to prevent user picking a QTY > Received QTY

Update PO Lines to denote amount received / OS / Status

Update PO Record status to reflect received status - partially or fully delivered

Exists

Essential

Capture Handling Charges

Ability to capture one or more handling charges on the PO

Currently this is a manual action

This should be automated as much as possible - at a minimum through a wizard that prompts user as to duration, type of handling cost and then auto calculates total and then asks if charges complete or to add another

These charges should be pulled from a matrix that is associated to the customer

Ability to delete a handling charge (if incorrectly entered)

provide logging of who/when handling charges were entered and finalised

Enhancement

Essential

Communicate Checked Status

Ability to communicate checked details

Exists

Essential

Receive Items for webstore OTS

Ability to identify if Determine if SKU exists;

Ability to create SKU if needed

Ability to generate item barcode for SKU

Ability to output barcode per single item for affixing to items
(i.e. if Qty received of SKU 12234, generate 20 barcode labels-  one for each item)

Ability to generate a Purchase order for received items

** There should be the ability to generate a PO from a selected set of SKU's **

Exists

Essential

Book in to Inventory;

Ability to book in received items via created PO

Ability to capture and upload image at SKU family level

Upload Family Image if needed

Exists

Essential

Locate

Ability to locate received items into a location

Exists

Essential

Identify Requirements

Ability to see orders where stock requirements  are

1. Fully allocated; not picked or part picked

2. Part allocated; not picked or part picked

Ability to filter requirements by differing criteria

 - Business Origin : webstores; non webstores

 - required date

*any others **

Exists

Essential

Organise workload

Ability to assign a relative priority against each item in record set

Ability to assign items in record set to one or more goods in staff member

Ability to amend any of the above prioritisation attributes

Exists

Essential

View assigned workload

Ability to see workload assigned to signed in user

i.e. foundset of picking requirements  assigned to the signed in user

Exists

Essential

Picking Support

Ability to generate and output picking sheets for picking requirements

Exists

Essential

Picking Optimisation

is there the concept of smart pick / route optimisation for this business

if not is there a desire ?

TBC

TBC

Picking Functionality

Per Pick requirement, per location per Sku - ability to see

Location Balance
Pick Requirement

Allocated Qty

Picked Quantity

Ability to specify a qty of item as picked

Ability to specify whole qty as picked

Provide controls to prevent above two actions allowing a qty picked > Item location

Account for the qty picked (CR Picked; DR available, Dr location

Update pick requirement status  - at line and requirement level

Ability to amend / unpick quantities

Provide ability for user to record one or more locations where picked stock located to

Persist this location

Provide ability to generate labels for the picked stock / location

Exists

Essential

Selecting and Retrieving Location for Checking

Ability to Identify a Location to Stock Check

[by last checked ; where discrepancy; location check status]

** This should auto prompt etc - i.e. time since last checked

Ability select one or more locations via barcode scan

Ability to  view list contents of selected locations -
[SKU, description, Size, Qty avail, Qty alloc, discrepancy,

Ability to omit one or more sku from the recordset retrieved

Ability to view details of sku listed in location (other location balances; total sku qtys for all locations

Exists

Essential

Relocate selected location contents for checking

Ability to relocate location contents to a checking location

Provide ability to do this via location barcode scanning)

relocate function must respect any items omitted in the previous step

relocation function should debit the selected recordset from previous location

Exists

Essential

Perform Check / Amend as needed

Ability to scan item barcode to determine the balance that should be in the location

Ability to set (specify) the location balance

Account for and log adjustments

Ability to see sku movement history

Ability to relocate an unexpected SKU found in the location check - i.e. book it into the location

Exists

Essential

Generate Box End Labels

Ability to select one or more items for box end label generation

Ability to amend the contents of items added into box end label generator
(NB you could have SKU's for one location spread across multiple boxes so need labels at box level not location for this case)

Ability to generate and output box end labels (barcode, qty details)

Exists

Essential

relocate now checked SKUs into warehouse location

Ability to select one, several or all sku's  - support this via sku barcode scanning

Ability to view the selected recordset

Ability to relocate record set to a location balance

Exists

Essential

Update checked status

Ability to mark one or more SKUs as location checked

Ability to mark location record as checked

Persist the stock check time and date

Persist the user name for the status check

Exists

Essential