Monitor team work and reassign a picking task
Starts when: A picking task is waiting, blocked, or held by an operator who is not available.
- Open Work control and read the Team work, Do now, Blocked and Review cards.
- Under Next up, click Review work to jump to the Team work queue and look at the most urgent items first.
- Open the task from the queue, or go to Fulfillment, the Picking Series tab, select the wave, click Open wave detail and, on the Pick Tasks tab, click View details.
- The task page shows the task number with its status, for example Pending, Assigned, On hold or In progress; Task Details lists the product, location, order, Progress and Operator.
- If a Blocked action note is shown, read the reason and the Required authority before you change anything.
- When the status is Pending, Assigned or On hold, click Reassign.
- In the Reassign Task T-… dialog, choose a person under Select operator; only active operators of the task's warehouse who are qualified for the work are listed.
- Click Reassign Task: the message Task reassigned appears, the Operator field shows the new name and the change is listed on the Assignment history tab.
Result: The picking task is assigned to the chosen operator and the change is recorded in Assignment history.
Next: The Operator carries out the picking on the handheld app; wave and series planning stays with the Manager.
Handle a receiving issue at the dock
Starts when: Goods arrive damaged, missing or unidentified, or a delivery is late.
- Open Inbound; the Receiving tab opens on the Receptions list.
- Use the Action required, On the dock and Late queues, or the status filter (In Transit, Arrived, Receiving, Completed), to find the delivery.
- Click View details to check the lines and quantities of the reception.
- Open the Issues tab and click + Report Exception.
- In Report Inbound Exception, choose the Receiving Event and the Exception Type, describe what was found, add the Scanned Barcode if there is one, and click Report Exception: the message Exception reported appears and the exception is counted under Open.
- Once the problem is settled, click Resolve on the exception row.
- Enter the Resolution Reason and click Resolve Exception: the message Exception resolved appears and the exception is counted under Resolved.
Result: Every dock problem is recorded against its receiving event, with a description and a resolution reason.
Next: Operators continue receiving and putaway on the handheld app; a Partner Manager or Partner Admin marks the arrival and completes the reception.
Register and deliver internal mail
Starts when: A parcel or letter for a person on site arrives at the warehouse.
- Open Inbound, then the Internal Mail tab, and choose the warehouse if you are asked to.
- Click Register parcel; in Register internal parcel, choose the Recipient under Select a person…, enter the Carrier and the Tracking number, and confirm: the message Parcel registered appears and the status is Received.
- Click Print label to label the parcel; the status changes to Label printed.
- Click Start delivery when the parcel leaves for its recipient; the status becomes In transit.
- At the recipient's desk, click Hand over, scan the badge in the Scan badge… field if available, and click Confirm handover.
- The message Handover confirmed appears and the status is Delivered; a check mark shows when the badge was verified.
- If the parcel cannot be handed over, click Fail, enter the reason in Record failed delivery and click Record failure; the status becomes Failed.
Result: Every internal parcel has a traceable status, from Received to Delivered or Failed.
Next: The recipient has the parcel; for a failed delivery, agree the next step with your Manager.
Follow picking and packing progress
Starts when: During the shift you need to know whether picking waves and packing are on schedule.
- Open Fulfillment and the Picking Series tab; the Picking Waves list is displayed.
- Filter by warehouse or status, or search by Wave Code, and click Refresh.
- Select a wave and click Open wave detail; the Pick Tasks tab lists every task of the wave.
- Click View details on a task line to open the task page and, if needed, reassign it.
- Open the Packing tab to see the Packing Queue and the Packing Stations with their current load.
- If a station is overloaded or a packer must change, ask a Manager: changing the packer and the station settings are Manager actions.
Result: You know which waves and tasks are behind and have moved picking work to available operators.
Next: Operators finish picking and packing; the Manager adjusts waves, series and packing stations.