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items:replenishments_setup [2020/10/24 16:39] – Gary Willetts | items:replenishments_setup [2023/09/08 07:48] – [Assign pickfaces to items] Gary Willetts | ||
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In a large, busy warehouse it is sometimes useful to designate some shelf locations as pickfaces. These locations are easily accessible for pickers, usually at floor level or the next level up in the racking. These pickfaces are then replenished from other, harder to reach locations somewhere in the warehouse. | In a large, busy warehouse it is sometimes useful to designate some shelf locations as pickfaces. These locations are easily accessible for pickers, usually at floor level or the next level up in the racking. These pickfaces are then replenished from other, harder to reach locations somewhere in the warehouse. | ||
- | Typically, these replenishments take place at a time when the activity does not get in the way of the busy pickers; at the beginning of the day or lunch time. A forklift driver will fetch the stock from the bulk location and place it in or near the pickface so that others can place it or open the cartons | + | Typically, these replenishments take place at a time when the activity does not get in the way of the busy pickers; at the beginning of the day or lunch time. A forklift driver will fetch the stock from the bulk location and place it in or near the pickface so that others can place it or open the cartons |
- | Deciding which locations to replenish when can be hard to keep track of so mSupply has functionality to help and this is what is described | + | Deciding which locations to replenish when can be hard to keep track of so mSupply has functionality to help and this is what is described |
- | ===== Creating | + | ===== Create |
- | The first thing you need to do is tell mSupply which locations can be used as pickfaces and which can be used to take bulk stock from to replenish them. | + | The first thing you need to do is tell mSupply which locations can be used as pickfaces and which are used to store the bulk stock to replenish them with. |
If the location doesn' | If the location doesn' | ||
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Click on the Replenishment location type drop down list and select the type this location will be: | Click on the Replenishment location type drop down list and select the type this location will be: | ||
- | * None: The default for all locations and means that the location won't be selectable as a pickface and won't take part in replenishments. | + | |
- | * Pickface: means that this location can be selected as a pickface for an item and can be replenished. | + | |
- | * Bulk: means this location stores bulk stock that can be used to replenish pickfaces. | + | |
- | When you have finished assigning the replenishment | + | When you have finished assigning the replenishment |
- | Note that mSupply will **only** use stock in locations with a replenishment type of //Bulk// to replenish pickface locations. It is therefore possible to control which stock mSupply will use in replenishments - useful if you have some stock that is reserved for other purposes. | ||
+ | ===== Assign pickfaces to items ===== | ||
+ | The next step is to assign pickfaces to items. To do this, find the item you want to set a pickface for and open its details window (see [[items: | ||
- | ===== Assigning pickfaces to items ===== | + | {{ :items: |
- | The next step is to assign pickfaces to items. To do this, find the item you want to set a pickface for and pen its details window (see [[items: | + | |
- | {{ :items:replenishment_item_details_storage_tab.png? | + | On this tab, enter details in the // |
+ | ===== Define the users who can action replenishments ===== | ||
+ | The final setup step is to tell mSupply which users can action replenishments. These are the users you can assign replenishments to. | ||
+ | Open a user for editing (see [[admin: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Check the //Can action replenishments// | ||
+ | |||
+ | Repeat this for every user who can be assigned to action replenishments. | ||
+ | |||
+ | This now completes the setup and you're ready to use the functionality. See the [[items: | ||
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+ | ===== Authorisation of replenishments ===== | ||
+ | If you want replenishments to be authorised before they can be finalised then follow these steps: | ||
+ | |||
+ | - **Turn on Pickface replenishment authorisation: | ||
+ | - **Give the users who can authorise replenishments the permission to do so:** See the [[admin: | ||
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