Introduction

In the manual we focus on the end user, explaining step by step how to establish part of a process. First by visualizing this in a flowchart, then a set of instructions and ending with a few FAQs specific to the topic being explained.

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Create a Sales Order

1. Go to Orders > Create > New sales order.
2. Select an existing [Customer], or fill in destination details under the tab Delivery.
3. Search and select the [Product].
4. Fill the quantity to order.
5. Click on [Create and continue editing] or [Create Sales Order].

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FAQs

Why is the Sales order created without filling in Billing details?

• If no billing information has been entered, we automatically use the delivery data for billing.

The product is not shown in the product drop-down, but it does exist.

• The product has not yet been published.

Why was the order created successfully even though I didn't enter a Origin Location?

• This is determined by the system based on the auto allocation process, but can be overridden by manually selecting a location.

My order remains in state pending and is not allocated automatically, while inventory is available.

• Two possible answers:
• - Future orders - determined by Ship earliest on - will not be allocated if it is not today’s date.
• - There is no available stock in a pickable bin.

Is it possible to allocate a Sales Order with a Ship Earliest on date in the future?

• Yes. Rules for automatic allocation are ignored when manual allocation is applied.

Unable to edit the product details on the order.

• Order line details can only be edited if the order is in state concept or pending.

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Import a Sales order

1. Go to Orders > Import > Sales Order.
2. Download the latest sample template.
3. Fill in all required fields, click on [Choose File], select the appropriate file and click [Import].
4. The Import result page will be displayed.
5. The result column will display the successfully imported rows and/or the number of unsuccessful imported rows.

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Sample

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FAQs

Why is the Sales order created without filling in Billing details?

• If no billing information has been entered, we automatically use the delivery data for billing.

Is it possible to update an order using the import?

• Yes. Use the same customer reference number or record id to update an order. Please note that the order must be in a valid updateable state.

The Import button is not visible under Orders.

• User restrictions. Active user is not allowed to perform this action.

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Create a Kit Order

1. Go to Orders > Create > New kit order.
2. Select a [Destination Location].
3. Search and select the kit [Product].
4. Fill the [Quantity] of kits to build.
5. Click [Create and continue editing] or [Ceate Kit order].

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FAQs

Why is the option New Kit order missing from the context menu?

• Access rights. The user role does not have permission to create a Kit order.

Why is the destination location not listed?

• The location is not accessible using the active account.

Why is the kit product is not listed in the product dropdown?

• The kit product is not yet published.

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Build kits

1. From the order [Show] screen, hover the ellipses and click [Build].
2. Select a [Bin Location].
3. Search and select the kit [Product].
4. Fill in a [Quantity] of kits to build.
5. Click [Build].

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FAQs

There is no bin location listed.

• Only Bin locations, whose purpose is kittting, are shown.

Is it possible to partially build kits?

• No. All components for a kit product must be in a picked state. But it is possible to partially build a kit order.

If a kit contains components with two different expiry on dates, which date should be entered during packing?

• Most recent date.

I don't need to fill in a Tote, why?

• Tots can be used for different components and can potentially result in multiple totes per kit product. Totes therefore do not need to be filled, but are automatically emptied once the kits are built.

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Import Adjust inventory

1. Go to [Admin] > [Imports] and click Adjust inventory.
2. Download the latest sample template.
3. Fill in all required fields, click on [Choose File], select the appropriate file and click [Import].
4. The Import result page will be displayed.
5. The result column will display the successfully imported rows and/or the number of unsuccessful imported rows.

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Sample

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FAQs

Is it possible to adjust inventory for multiple accounts?

• Yes. When the product exists and has been published for the product account specified.

How is it possible to remove inventory from an existing container?

• Enter a negative quantity. It works the same way using the Inventory > Adjust manual option.

Where can the entered notes be found?

• In the order header details. When adjusting inventory, an order is created whose order type is Add inventory order or Remove inventory order. Once the transaction is successful, the order will be updated to state completed. To find these inventory orders, navigate to the Orders overview using the order type and state filters. Click on the order to see the order details including the notes entered.

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Cancel order

1. From the order [Show] screen, hover the ellipses and click [Cancel].
2. Click [Cancel] to cancel the entire order.

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FAQs

Why is the Cancel option not visible from the context menu.

• This may relate to the following:
• - User restrictions. Active user is not allowed to perform this action.
• - Order or order-lines no longer in a valid state.
• - Order may need to be released from hold.

Is it possible to undo a cancellation?

• No. Once an order is canceled, it has reached a completed state that cannot be reversed.

Should any related pick lists also be canceled separately?

• No. All cancelable pick list lines are automatically canceled.

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Cancel order-line(s)

1. From the order [Show] screen, hover the ellipses and click [Cancel].
2. Select the [Product] and fill in the total line [Quantity].
3. Click Cancel.

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FAQs

Unable to select the article(s) from the product drop-down.

• This may be related to:
• - The state of the order is concept and must be confirmed in order to process the order line(s).
• - Order-line(s) are not in state pending.

Is it possible to cancel picked or packed order-line(s)?

• No. States pending, allocated, picking and backordered are the only cancelable states.

Instead of canceling is it possible to delete an order line?

• Yes. In states concept and pending it is possible to modify and delete order lines and order line items while editing the order.

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Cancel order-line items(s)

1. From the order [Show] screen, hover the ellipses and click [Cancel].
2. Select the [Product] and fill in a [Quantity] that is less than the total line quantity.
3. Click [Cancel].

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FAQs

How to cancel an order line-item while allocated?

• It is required to unallocate order line item(s) first. Once updated to pending, the item(s) may be canceled.

Is it possible to cancel a specific inventory item?

• Yes. For inventory items with a registered serial number, it is mandatory to enter a serial number if more than one item is linked to the order. Otherwise, all registered serial numbers of inventory items may be canceled at once.

Why is it necessary to scan a serial number?

• Because systematically it is not possible to say which item has actually been physically canceled. Note: No serial number is required if the entire order is cancelled.

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Anonymize order manually

1. From the order [Show] screen, hover the ellipses and click [Anonymize].

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FAQs

Why is the option Anonymize not visible from the context menu?

• Possible answers:
• - User restrictions. Active user is not allowed to perform this action.
• - Being able to anonymize an order it must be in a completed state, this includes orders that have been canceled.

Is it possible to automatically anonymize orders?

• Yes. For more information about anonimization visit the Admin > Settings > Data protection and privacy: Order anonymize period.

Is it possible to manually anonymize customers and shipments?

• Yes. For customers in state disabled and shipments in state shipped, anonymization applies.

Put order on Hold

1. From the order [Show] screen, hover the ellipses and click [Hold].

What are the valid states for an order or order line(s) to be put on hold manually?

• - The order must be in state concept, pending or processing
• - The order line(s) must be in state pending or processing

How can I put order lines on hold manually?

• While picking using the problem codes:
• - No inventory during picking
• - Inventory to pick as expired

How can I release an order that is on hold?

• This is achieved through Tickets being created and linked to the order on hold.

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Put order line on Hold

1. Swipe left on the pick mobile app and click [Problem], picking inventory.
2. Click on one of the two problem types [No stock during picking] or [Stock to be picked has expired].
3. Click [Select].

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FAQs

What will be the state of the order if the pick list is put on hold?

• It remains in state processing while the order line is updated for the product for which a problem type has been selected.

If problem type No stock during picking is selected, will the pick lists in state pending - that needed the same product - also be updated to hold?

• Yes. All pick lists for that product are put on hold, as are the order line(s) and order line item(s) for the order associated with the pick list.

Is it possible to manually put an order-line(s) or order-line-item(s) on hold through the user interface?

• No. This is only possible via the mobile application. The user interface puts the order on hold in its entirety.

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Order detail view

1. To view the order details, click on an order from the order overview.
2. From any other screen, e.g. Edit, Cancel, Assign, Unallocate… hover over the ellipses and click [Show].

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FAQs

Is this only available for Orders?

• Yes. This is a availble for all Order types.

The ellipses is grayed out, no context menu visible, why?

• Two possible reasons:
• - All order lines have been packed.
• - The order is in a completed state e.g. received, shipped or cancelled.

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Edit order details

1. Visit the order details screen, hover the ellipes and click [Edit].

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FAQs

Why is the Edit button not visible from the context menu?

• Several reasons can cause this:
• - The order state does not allow the order to be edited.
• - User permission.

Why are the order lines not visible while editing the order?

• Because one or more order line(s), if not all, have already been allocated. It is only allowed to edit an order if it is in a state concept or if all order-lines are in a state pending or backordered.

Is it possible to update customer details on the order without changing the customer record?

• Yes. If you edit and update the customer information on the order, it will only be applied to that order while the customer record will be effected.

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Confirm order

1. Visit the order details screen, hover the ellipes and click [Confirm].

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FAQs

What happens if an order is confirmed?

• Based on the order type and settings, an order is automaticaly updated to a state pending, processing, or cancelled:
• - Purchase / Return order (pending) - order-lines updated to expected.
• - Sales / Transfer order (processing) - order lines updated to pending, allocated or backordered.
• - Scrap order (cancelled) - order lines updated to cancelled

Why is a Scrap order automatically cancelled?

• If no inventory is found.

Is it still possible to edit order details after state concept?

• Yes.

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Manual allocate order

1. Make sure inventory is available on a bin location whose purpose is picking or bulk.
2. From the order [Show] screen, hover the ellipses and click [Allocate].

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FAQs

Is it possible to allocate multiple orders at the same time?

• Yes. By using the multi-select functionality from the orders overview.
• a) Hover the line quantity from the Search bar and click Multi select.
• b) A new column is added on the left side that shows a checkbox for earch line.
• c) Check the orders that need to be allocated.
• d) Hover the line quantity from the Search bar again and click Allocate.

Allocating an order, order-lines are updated with state pending and backordered. What is the difference?

• - Pending means that stock is present in the warehouse, not in a bin location for the purpose of picking or bulk. This indicates that stock needs to be moved.
• - Backordered means that no stock of the ordered product has been found. Stock has yet to be received or adjusted.

After manual allocation, it returns a failure message - Could not allocate order - why?

• Partial allocation is not allowed, there must be sufficient stock to fully allocate the order.

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Unallocate order

1. Visit the order details screen, hover the ellipes and click [Unallocate].
2. From the Unallocates screen click [Unallocate] without filling in line (item) details to unallocate the entire order.

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FAQs

What will happen with unallocated inventory items?

• Released from status allocated to available and possibly automatically allocated to a different order.

Are unallocated order lines automatically allocated?

• No. These lines remain in a pending state until the order is manually reallocated.

It is not possible to cancel an allocated order-line?

• True. An order-line must first be unallocated, unless the entire order must be cancelled.

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Generate pick list

1. Visit the order details screen, hover the ellipes and click [Pick].
2. Find the generated pick list in the order details screen or in the Pick lists overview.

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FAQs

How to generate multiple individual pick lists?

• Yes. Use the multi-select from the orders overview. Please note: only orders whose order lines are in state allocated are applicable.
• a) Hover the line quantity from the Search bar and click Multi select.
• b) A new column is added on the left side that shows a checkbox for earch line.
• c) Check the orders for which a pick list need to be generated.
• d) Hover the line quantity from the Search bar again and click Pick.

What happens to the pick list if the associated order is cancelled?

• Pick list is cancelled automatically.

Trying to assign the pick list to a user (role picker), but is not visible in the dropdown, why?

• The flag available is disabled, but maintained by user maintenance.

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Unpick

1. Visit the order details screen, hover the ellipes and click [Unpick].
2. Select a problem [Bin location].
3. Scan the [Tote].
4. Scan the [Container].
   • Which container should be scanned?
   • If no container has been picked, scan the container at the problem location to which the items should be moved,
   • or scan the picked container from the tote, that contains the inventory items.
5. Scan the [Product].
   • Unpicking a container, product info is not required.
6. Fill in the [Quantity] to unpick.
   • If a serial number, lot or expiry date has been registered, this must also be entered.
   • Quantity is filled in automatically scanning serial numbers.
   • If it is necessary to scan a serial number, scan that serial number for the unit actually picked.
   • If it is necessary enter a LOT or Expiration date visible on the packaging.
7. Click [Unpick].

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FAQs

Why should a serial number not be entered when unpacking a container?

• Because it systematically knows which serial numbers are in that container.

What is the difference between a license plate and a container?

• Inner containers. A License plate is a container inside another (parent) container.

What happens to an unpicked container?

• Inventory items are disconnected from the container and placed directly on the bin location. After inspection, inventory item can be returned to the empty container located in the same bin location.

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Pack order

1. Visit the order details screen, hover the ellipes and click [Pack].
2. Fill in an existing [Container] or create a new container by selecting a [Packaging Material].
3. Enter the [Weight] and [Dimensions] measurements.
4. Scan the [Tote] and take out the picked inventory to pack.
5. Search and select the [Product].
   • If required scan the [Serial Number], [LOT], and or [Expiry Date].
6. Click [Pack].

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FAQs

Why is the Pack button is not visible from the context menu?

• Couple of possible answers:
• - User restrictions. Active user is not allowed to perform this action.
• - Inventory not in state picked.

Is it posible to auto-fill the weight and dimension values for a packing material?

• Yes. If the values are set under Packing Packing Materials and the Setting Packing: Default packing material is set.

Unable to select a product, why is the product drop-down empty?

• When the scannable flag for this product is enabled - visible in the product maintanance - the drop-down list is empty and the product must be scanned.

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Unpack order

1. Visit the order details screen, hover the ellipes and click [Unpack].
2. Scan the [Tote] to put the items in it while unpacking.
3. Scan the [Parcel] package containing the items.
4. Scan the [Product].
   • If it is necessary to scan a serial number, scan the serial number to unpack.
   • If it is necessary enter a LOT or Expiration date visible on the item.
5. Enter a [Quantity].
6. Click [Unpack].

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FAQs

When must a license plate be entered?

• A license plate is an inner container label that contains inventory items. If unpacking inner containers the license plate must be scanned.

Why do the procuct and quantity fields hide when the license plate is entered?

• It is known which and how many products are in the inner container.

Is it possible to partially unpack?

• Yes. Enter the desired quantity to unpack.

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Import users

1. Go to Admin > Imports Users.
2. Download the latest sample template.
3. Fill in the sheet with the correct values as shown in the example below.
4. Click on [Choose File], select the appropriate file and click [Import].

Sample User create

Sample User update

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FAQs

How do import a user with multiple roles?

• Use a comma separated value e.g. Picker, Shipper.

How to de-activate a user?

• Update the sheet with the Record ID and State Event 'disable'.

Is there an overview of which actions are allowed per role?

• Yes. This overview is listed in the OMS Setup Manual.

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Clear cache on handheld scanner

1. Close all active applications.
2. Swipe up to get an overview of all applications installed.
3. If necessary, search for the application by typing OMS.
4. Long press the OMS application icon and click [App info].
5. Click on [Storage].
6. Click on [Clear Cache].
7. Optionally, click [Clear Data] to permanently delete any configuraton.
8. Final step, restart the scanner with a long press on the power button and click [Restart].

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FAQs

The scanner behavior is still strange after clearing the cache and user data.

• Verify if the latest version is installed. Latest releases are found in /distribution/apps.

Can't log in, it says 'There were problems logging in', now what?

• - Make sure that the correct login details, e-mail address and password are provided.
• - Make sure you are logging in to the correct 'Production' environment. Long press offers the possibility to switch environments.
• - Ask an administrator to reset the password and try to login again.

Scanning is extremely slow.

• Check with IT for any network-related issues.

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Install OMS on handheld scanner

1. Click on Mobile apps.
2. Click the download button for the operating system on which the App will be installed.

3. Confirm the security warning as not malicious and click [Download anyway].

   Make sure that the file is allowed to be installed:

   • a. Navigate to [Settings].
   • b. Click [Apps & notifications].
   • c. Click the verticle ellipses than click [Show system].
   • d. Scroll down and click [App Package installer].
   • e. Scroll down to [Advanced] and click [Install unknown apps].
   • f. Enable the setting [Allow from this source].
4. Open the file from the Downloads folder.
5. From the installation wizard, click [Install].

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FAQs

Why is the APK not downloaded when I press the download button?.

• Two versions are available, for Android and iOS. Make sure the correct version is downloaded.