Implementing shipment-based batch pick in Store Inventory Management (SIM)-disabled stores

Configuration

The shipment-based batch picking can be performed in a store only if the Store Inventory Configuration option in Applications Manager is set to SIM not enabled or the manageOrganizationHierarchy API is called with a value of 00 for the StoreInvConfig attribute. For more information about the configurations required for shipment-based batch picking, see Configuring shipment-based batch picking.

Pick orders portlet

• The Pick batches button in the Pick orders portlet is visible only if you have the ISF000043 resource permission.
• Clicking this button opens the Batch list page.
• In the Pick orders portlet, if you scan an order number or shipment number that is included in the batch, a confirmation window is displayed with the batch details. You can choose to perform one of the following actions:
  • Start over and pick it as a single order.
  • Continue and pick it as a single order.
  • Cancel and click Pick batches to go to the Batch list page and continue picking as part of the batch.

Start over

• If you choose to start over, the shipment is removed from the batch and all the quantities are reset.
• For serialized products, ShipmentTagSerials is removed from the shipment line.
• The BackroomPickedQuantity and StagedQuantity attributes are reset to 0 and StoreBatchKey and BatchPickPriority attributes are removed from each shipment line.
• The IncludedInBatch attribute is set to N and HoldLocation is removed from the shipment.
• The changeShipment API is called to update the shipment with this information.
• On clicking Start over, the StoreBatchLocations returned by the getStoreBatchDetails API is reset.

Continue

• If you choose to continue the batch picking, the shipment is removed from the batch but the picked and staged quantities are not updated.
• The StoreBatchKey and BatchPickPriority attributes are removed from each shipment line.
• The IncludedInBatch attribute is set to N in the shipment.
• The changeShipment API is called to update the shipment with this information.
• On clicking Start over, the StoreBatchLocations returned by the getStoreBatchDetails API is reset.

Batch list page

The Batch list page displays batch details such as batch number, status, orders count, products count, number of units per products, departments, assigned to user ID, expected shipment date, and SLA.

The batches are displayed in different tabs based on whether the batch contains ship from store (SFS) or pickup (BOPIS) orders. If the WSC_DELIVERYMETHOD_MIXALLOWED rule is set to 'Y' in Sterling Business Center, ship from store (SFS) and pickup (BOPIS) orders are combined to create batches. In such cases where the batch contains mixed order types, the batches are displayed in a single tab and the list displays Order type.

The batch number is displayed as a link to open the Batch summary page.

The following APIs are called to get the list of batches to be displayed:

• The getStoreBatchList API is called to get the total batch count based on the delivery method.
• The getStoreBatchList API is called to get the batch list with GetNewBatches=Y.

  The getPage API is called to paginate the results from the getStoreBatchList API.

The Batch list page lists the New, In progress, and Picked batches and sorts the batches by OldestExpShpDate by default.

Filters

You can apply the following filters to refine the list of batches displayed in the Batch list page:

• AssignedToUserId. Filter the batches by the users of the store with the current user as the first entry. The getUserList API is called at the time of login and stored in the app-context. The same users list is used to display the users in the Assigned to filter. AssignedToUserId="", GetBatchesOfAllUsers="N", and GetNewBatches="N" are passed on StoreBatch to get the refined list.
• Status. Filter the batches by selecting Ready for picking, Picking in progress or Picked status. You can also select the Completed checkbox to list batches that are completed in the last 24 hours.
• Department. Filter the batches based on the departments. Departments list is fetched by using the getCommonCodeList API with CodeType="WSC_DEPART_GROUP".

On applying the filters, the getStoreBatchList API is called again with the filter criteria to get the refined batch list.

Actions based on the batch status

The actions that are available for each batch differ based on the batch status:

Batch status	Action	Description
Ready for picking	Pick batch	On click, the createStoreBatch API is called to confirm the batch is ready for picking, assign user ID to the batch, and move the batch to picking in progress status. The Pick products page opens.
Picking in progress	Continue	On click, the Pick products page opens.
Picked	Continue	On click, an intermediate screen with options to start over or continue is displayed.
Completed	View	On click, the Batch summary page opens.

For batches that are in progress or picked, the value of AssignedToUserId on the batch is validated against the current user. If AssignedToUserId is different from the current user, a message is displayed to confirm if the current user want to continue. On confirmation, the manageStoreBatch API is called to update the AssignedToUserId on the batch.

Batch summary page

• The Batch summary page displays the batch header information along with products and orders details.
• The getStoreBatchDetails API is called to get the batch header and products information. The StoreBatchLine list is used to display the product details.
• The Batch summary page displays either Assign staging location or Continue picking, based on the status of the batch. Click either of these buttons to open the pick execution flow.
• Print action is available in the Actions menu in the Batch summary page.

Batch pick execution

Sterling Store Engagement supports sort while pick and sort after pick for shipment-based batch picking. For more information, see the corresponding topics.