Configuring backroom pick

Applications Manager

• Resource permissions

  Enable the following resource permissions for backroom pick by using Applications Manager:

  • Backroom pick for pickup in store
  • Backroom pick for ship from store
  • Pick all
  • Manually update quantity while picking
  • Backroom pick for walk-in orders
  For more information, see Administering user group permissions.
• Order modification permissions

  During backroom picking, in case of any shortage, if you want a note to be added, ADD_NOTES order modification permission must be given at the order line level for appropriate statuses.

• Bar code types

  Configure the following bar code types for your store by using Applications Manager:

  • Store Scan Item or Location. Used to scan either the product or the location. The bar code validation sources are SIM location, SIM Serial, and Item.
    Note: The Store Scan Item or Location bar code is not used in no-inventory stores.
  • Item. Used by no-inventory stores. To use the Item bar code type, source should be Item
  • Location. Used to assign a staging location. The bar code validation source is SIM location.
    Note: This configuration is not required if staging location scan is not required during backroom pick. If the store is configured as a no-inventory store and if staging location scan is required as part of backroom picking and locations are maintained in an external system, then the Barcode Validation Source must be set as External Source and provide a validation service for this bar code type.
  • Serial Scan. Used to scan the serial number to remove a product picked using that serial number. The bar code validation source is SIM serial.
    Note: This configuration is not required if you do not maintain serials or the store is configured as a no-inventory store.
  By default, bar code types are provided for the default organization. When you set up a new enterprise, you must create these bar code types again or copy it from the Default organization. For more information, see Configuring bar codes.
• For sales orders

  In Applications Manager, enable the on_success event of createShipment transaction to change the shipment status to Ready for Backroom pick or Ready for customer pick. Enabling this event will invoke the action that will change the shipment status to ready for backroom pick.

  You must also add the Change Status Required condition and Change Shipment Status to Backroom Pick alert.

• For transfer orders

  In Applications Manager, enable the on_success event of createShipment transaction to change the shipment status to Ready for Backroom pick or Ready for customer pick.

  You must also add the Change Status Required for TO condition and Change Shipment Status for TO alert.

System Management Administrator (SMA)

For sales orders and transfer orders, the ISFCreateSIMPickRequest service is called to create a pick request task. If you want to use any other custom service, configure the isf.ydm.createPickRequestService property to be the name of the custom service that you want to be invoked. If this property is blank, then no service will be called to create a pick request task.

Sterling Business Center

Store Inventory Management APIs

• exception-codes API

  Create the shortage reasons for backroom pick using the exception-codes API.

• locations API
  • Create locations for the store by using the locations API. Currently, the backroom pick flow does not work without an intermediate location. Therefore, you must create a location 'PICK-VIRTUAL' of the location type 'VIRTUAL' and virtual flag as true.
    Note: If the store is configured as a no-inventory store, it is not mandatory to configure locations.

  • There is no configuration UI available to set the automatic staging rule assignment. The default value of the rule is Y, which indicates that the rule is enabled. If stagingLocationId is stamped on the pick request, after picking is complete, the picked units are automatically deposited to that location. To turn off this rule for a Store, call manageRule API with the following input:<Rules OrganizationCode="<store-organization-code>"
RuleSetFieldName="AUTO_STAGE_PRODUCTS" RuleSetValue="N" />

  • The ISFPrintSIMPickRequestSummary print service is implemented to print pick tickets. The ISFPrintPickRequest_multiApiInput.xsl.sample and ISFPrintPickRequest_output.xsl.sample templates are stored in the /template/prints/ycd/xsl/ directory as part of the add-in workspace and built into the <INSTALL_DIR>/jar/platform/9_5/resources.jar. You can continue to use the sample XSL or remove .sample from the file name and customize it as required.
• store-rules API
  • Configure whether location scanning is mandatory or not by setting the IS_LOC_SCAN_MANDATORY to Y or N in the store-rules API. The default value is Y.
  • To disable automatic staging, call store-rules API and set AUTO_STAGE_PRODUCTS as N. Automatic staging is enabled by default.
• pick-preferences API
  By using the pick-preferences API, set the default inventory status and configure whether to exclude or include locations from being considered for stamping as a source location during backroom pick task.

  Note: The pick-preferences API is applicable only when inventory is maintained in store. If inventory statuses are maintained in the system, it is recommended to configure defaultInventoryStatus in pick-preferences for accurate inventory picture.