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items:replenishments [2020/11/02 15:50] – Gary Willetts | items:replenishments [2023/12/12 14:46] (current) – Gary Willetts | ||
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- | ====== 4.22. Pickfaces and Replenishments ====== | + | ====== 4.23. Pickfaces and Replenishments ====== |
Before using pickfaces and replenishments there is some setup you need to carry out. To find out about that, see the previous [[items: | Before using pickfaces and replenishments there is some setup you need to carry out. To find out about that, see the previous [[items: | ||
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{{ : | {{ : | ||
- | By default the window will show all the replenishments that are waiting to be actioned (the **Show** drop down list is set to //All to action//). These are all the suggested status (sg) replenishments. You can change this to show all the replenishments (pending and finalised) or to show all the pending replenishments for a particular worker; just select the appropriate option in the Show drop down list and the list will update accordingly. | + | By default the window will show all the replenishments that are waiting to be actioned (the **Show** drop down list is set to //All to action//). These are all the suggested status (sg) replenishments. You can change this to show all the replenishments (pending and finalised) or to show all the pending replenishments for a particular worker; just select the appropriate option in the //Show// drop down list and the list will update accordingly. |
===== Automatically generating replenishments for all pickfaces ===== | ===== Automatically generating replenishments for all pickfaces ===== | ||
- | This is probably the most common way you will create replenishments. To do this, simply click on the //Generate all replenishments// button and mSupply will work out which locations need replenishing and how much stock should be moved into each one and create a line in the table for each replenishment. You are shown a warning message before the process begins: | + | This is probably the most common way you will create replenishments. To do this, simply click on the **Generate all replenishments** button and mSupply will work out which locations need replenishing and how much stock should be moved into each one and create a line in the table for each replenishment. You are shown a warning message before the process begins: |
{{ : | {{ : | ||
- | This is telling you that if a new replenishment is generated by this function and there is an existing suggested status, unassigned replenishment for the same item in the same pickface location then the existing replenishment will be deleted. If you don't want any replenishments like this to be deleted then click the //Cancel// button and assign them to a worker (see the section below) temporarily before running this function. | + | This is telling you that if a new replenishment is generated by this function and there is an existing suggested status, unassigned replenishment for the same item in the same pickface location then the existing replenishment will be deleted. If you don't want any replenishments like this to be deleted then click the **Cancel** button and assign them to a worker (see the [[items: |
- | If you click the //Proceed// button the replenishments are generated. | + | If you click the **Proceed** button the replenishments are generated. |
This is how mSupply generates the replenishments: | This is how mSupply generates the replenishments: | ||
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- Full cartons (outer packs) only are moved if possible. | - Full cartons (outer packs) only are moved if possible. | ||
- When this process has been done for the pickface locations, the whole thing is repeated for the preferred bulk locations. If you haven' | - When this process has been done for the pickface locations, the whole thing is repeated for the preferred bulk locations. If you haven' | ||
- | - The final step in the process is to delete all suggested status replenishments that are not assigned to a worker, that are for the same pickface location and item as a replenishment just and were created before this process was started. | + | - The final step in the process is to delete all suggested status replenishments that are not assigned to a worker, that are for the same pickface location and item as a replenishment just created |
After finishing creating all the replenishments, | After finishing creating all the replenishments, | ||
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<WRAP info center round 90%> | <WRAP info center round 90%> | ||
- | **Note about preferred bulk stock location replenishment (only applies if you're using them!):** the pickfaces are replenished first from the preferred bulk locations as stated above. When the process moves onto replenishing the preferred bulk locations, the pickface replenishments haven' | + | **Note about preferred bulk stock location replenishment (only applies if you're using them!):** the pickfaces are replenished first from the preferred bulk locations as stated above. When the process moves onto replenishing the preferred bulk locations, the pickface replenishments haven' |
</ | </ | ||
+ | **Also note that any stock that is on hold or in a locaiton that it on hold will be ignored and will not considered as being available for being used in a replenishment.** | ||
===== Manually creating a replenishment ===== | ===== Manually creating a replenishment ===== | ||
- | If you need to add an extra replenishment manually for any reason you can do it by clicking on the //Add replenishment// button. This will open this window: | + | If you need to add an extra replenishment manually for any reason you can do it by clicking on the **Add replenishment** button. This will open this window: |
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* **From pack size:** the pack size of the stock in its current location. | * **From pack size:** the pack size of the stock in its current location. | ||
* **From location:** the current location of the stock. | * **From location:** the current location of the stock. | ||
+ | * **On hold:** contains a checkbox for each row. If the stock is on hold or the location the stock is in is on hold then the checkbox will be ticked and the line will be disabled; it cannot take part in a replenishment. | ||
* **From number of packs:** the number of packs (of //From pack size//) that you want to move from the //From location// to the pickface. | * **From number of packs:** the number of packs (of //From pack size//) that you want to move from the //From location// to the pickface. | ||
* **Worker:** the worker assigned to carry out the moving of the stock. Click the appropriate cell to select a user from all those who have the //Can action replenishments// | * **Worker:** the worker assigned to carry out the moving of the stock. Click the appropriate cell to select a user from all those who have the //Can action replenishments// | ||
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* **To number of packs:** the number of packs of //To pack size// that will be present in the pickface after the move. | * **To number of packs:** the number of packs of //To pack size// that will be present in the pickface after the move. | ||
- | If the item has a pickface location set then the //To location// column is filled in with that location and the //To pack size column// is filled with the pickface pack size as soon as the item has been selected. | + | If the item has a pickface location set then the //To location// column is filled in with that location and the //To pack size// |
If you have entered two of the //From number of packs//, //To pack size// and //To number of packs// values, the third will be calculated and entered for you. If all three have been entered and you edit one of them, one of the others will be edited to maintain the relationship //From pack size// x //From number of packs// = //To number of packs// x //To pack size//. | If you have entered two of the //From number of packs//, //To pack size// and //To number of packs// values, the third will be calculated and entered for you. If all three have been entered and you edit one of them, one of the others will be edited to maintain the relationship //From pack size// x //From number of packs// = //To number of packs// x //To pack size//. | ||
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===== Deleting replenishments ===== | ===== Deleting replenishments ===== | ||
+ | To Delete replenishments shown in the main replenishment list window, simply highlight the ones you want to delete in the list (click to select, Ctrl(Cmd)+A, | ||
+ | Finalised replenishments cannot be deleted and will be simply ignored if they are selected for deletion. | ||
+ | |||
+ | After deletion has been carried out you will be told how many replenishments were deleted and how many were ignored. | ||
===== Selecting all the pending replenishments in the current list ===== | ===== Selecting all the pending replenishments in the current list ===== | ||
+ | Click on the **Highlight pending** button and all the suggested status replenishments in the current list will be highlighted (selected). | ||
+ | This is particularly useful if you want to print all the replenishments waiting to be actioned in the current list. | ||
===== Assigning users to replenishments ===== | ===== Assigning users to replenishments ===== | ||
+ | Users are assigned to a replenishment to indicate that they are responsible for carrying out or verifying the replenishment. You might wish to select the appropriate forklift driver for example. | ||
+ | To do this, highlight one or more replenishments in the list and click on the **Assign user to highlighted** button. A list of users with the //Can action replenishments// | ||
===== Printing replenishments ===== | ===== Printing replenishments ===== | ||
+ | To print replenishments, | ||
+ | {{ : | ||
+ | |||
+ | The //Worker// field will show the name of the user assigned to all the replenishments or the word " | ||
+ | |||
+ | The //Done// column will show the word " | ||
+ | |||
+ | If there were any problems or differences between what was done and what was shown on the printout, the worker should mark them on the sheet and give that to the responsible mSupply user. The replenishments can then be edited to match what was actually done before they are finalised. | ||
===== Finalising (actioning) replenishments ===== | ===== Finalising (actioning) replenishments ===== | ||
+ | Until they are finalised, replenishments do not affect the stock in mSupply. | ||
+ | |||
+ | They should be finalised at a point which suits your physical restocking process in the warehouse; this could be before the stock is physically moved to the pickface location. | ||
+ | |||
+ | to finalise replenishments, | ||
+ | |||
+ | **Please note:** any stock that is in on hold or that is in a location that is on hold will be ignored and will not take part in a replenishment. | ||
+ | ===== Authorising pickface replenishments ===== | ||
+ | When authorisation of pickface replenishments is turned on (see the [[items: | ||
+ | {{ : | ||
+ | The column contains a checkbox for each replenishment. Only users with the //Authorise replenishments// | ||
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