Zedonkopedia

Stock Allocation - Pick Allocation Screen - An explanation

Pick Allocation Screen - this is the first screen that you see

The Sales Orders appear in the order which you created on the allocation list view

 

1. Available: The CLOSING stock quantities / Booked In quantities available for you to allocate/pick per product.

2. Needed: The total sales order quantities per product based on your order selection.

3. In Transit: The production quantities in transit per product.

4. Production WIP: The outstanding quantities of those products present on open Production Orders.

Each of your orders appears as a separate row

Here is your first order

The first two columns show you the order number and the customer name

The 'Pick' column shows you two numbers ....
The 'Pick' column shows you two numbers ....

The first is how many pieces you have currently picked for this order since you came onto this screen.

(It does not take into account any previous deliveries made for this order and so it will start at zero but when you run the automatic allocation, or when you manually allocate stock onto this order while in this screen, this number will change to reflect the total number of items picked) 

The second number - in blue - shows you that number of 'picked' pieces as a percentage of the total number of items ordered


*If you have saved a previous allocation/pick then returned to this screen - the quantities will remain as before*

Ready
Ready

The 'Ready' column shows you the total number of pieces that you have ready to ship to your customer. This is the total of this ' pick' + items on other pick tickets for this order + number of pieces on unshipped delivery notes for this order

The second number - in blue - shows you the number of 'ready' pieces as a percentage of the total number of items ordered.

Total
Total

The 'Total' column shows you the total number of items that your customer will have once they receive all the items you have picked (for this 'pick' + existing pick tickets) + waiting to be shipped (on unshipped delivery notes) + the quantity they have already received (i.e. on shipped delivery notes).

The second number - in blue - shows you the number of 'total' pieces as a percentage of the total number of items ordered.

Order
Order

The 'Order' column is the number of items on the original sales order.

From the '[VIEW]' Menu: Click 'Show Priority'

View Order Priority

From the "View" menu option, you can select the first option - "Show Priority" - to see some additional information about each order.

When you select this option...

Priority Columns

...the order fields expand to show additional details:

Following the priority column are the order tag, delivery period, delivery start and delivery cancel dates that you may have entered in the sales orders.

Ensure that your most important orders are at the top with the rest in descending priority. The three ways of doing this are:


  • Select a priority when you add orders to the selection list on the previous allocation list view screen screen
  • Drag an order up or down in the list to change its position

Zedonk will allocate closing stock quantities (booked in production quantities) by starting at the top of the list, allocating everything it can to that order, then looking at the order below - allocate what it can, then looking at the next order on the list continuing down the list until all the available products have been allocated. You decide the priority of the orders.

Hover over a row and you will see arrows appear, you can then 'click-and-drag' to rearrange and amend the running order for your pick manually. 

This is useful if you would want to allocate one high-priority order before another.

From the '[VIEW]' Menu: Click 'Show Full Order Figures'

You can expand the numbers in relation to 'pick' and 'delivery' status.

When you select this option, you see:

Full Order Figures

In addition to Pick, Ready, Total, and Order mentioned earlier; you now have:


  • Wait - Number of items/percentage of the total order on existing pick tickets and unshipped delivery notes. This does not include anything you allocate while on this screen. The number in the "Pick" column plus the number in this "Wait" column =  number in the "Ready" column


  • Ship - Number of items/percentage of the total order on shipped delivery notes


  • Prev - Number of items/percentage of the total order on all previous (or existing) documents including pick tickets, unshipped delivery notes, and shipped delivery notes.
To summarise...
To summarise....

Pick - Quantity allocated on this pick screen

Wait - Quantity waiting to be shipped = pick tickets and unshipped delivery notes

Ship - Quantity already shipped

Ready - Quantity ready to be shipped = 'Pick' + 'Wait'

Prev - Quantity on previous documents = pick tickets and all delivery notes

Total - Quantity on this pick screen and all other documents = 'Pick' + 'Prev'

Order - Quantity on the original order

From the '[VIEW]' Menu: Click 'Show All Product Detail'/'Hide All Product Detail'

Once clicked, product information will expand as follows: 

           To revert back to the original view - go back to the 'VIEW' menu and select 'Hide All Product Detail'

From the '[VIEW]' Menu: Click 'Larger Column Widths'/'Smaller Column Widths'

Once clicked, columns will widen as follows:

go back to the menu and select 'Smaller Column Widths' to narrow the columns again. 

From the '[VIEW]' Menu: Click 'Hide/Show Products Not-Available'

select this option to hide/show products with no available quantities

From the '[VIEW]' Menu: Click 'Hide/Show Products Not-Needed'

select this option to hide/show products not-needed

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