Configuring batch picking
To configure batch picking and shipment-based batch picking, enable appropriate resource permissions, bar code types, and configure the Store Inventory ManagementAPIs.
Applications Manager
- Resource permissionsEnable the following resource permissions for batch picking by using Applications Manager:
- Pick batches - ISF000043
- Assign all - ISF000046
For more information, see Administering user group permissions.
- 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 areSIM location
,SIM Serial
, andItem
.Note: TheStore Scan Item or Location
bar code is not used in no-inventory stores.Item
. Used by no-inventory stores. To use theItem
bar code type, source should beItem
Hold Location
. Used to translate the bar codes by scanning either a product, a tote or, a staging locations to deposit orders.Note: This configuration is not required if staging location scan is not required during batch pick. If the store is configured as a no-inventory store and if staging location scan is required as part of batch 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.Location
. Used to assign a staging location.Serial Scan
. Used to scan the serial number to remove a product picked using that serial number. The bar code validation source isSIM serial
.Note: This configuration is not required if you do not maintain serials or the store is configured as a no-inventory store.
Order modification
In case of any shortage during batch picking, if you want to add a note,
ADD_NOTES
order modification permission must be enabled at the order line level for
the appropriate status.
Sales orders
In Applications Manager, enable the on_success
event of
createShipment
transaction to change the shipment status to Ready for batch
pick
. Enabling this event invokes the action that changes the shipment status to
Ready for backroom pick
. You must also add the Change Status
Required
condition and Change Shipment Status to Batch Pick
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
- Pickup and Shipping - It allows the pickup and shipping orders to move to
Ready for Batch Pick
status. It is mandatory to set these options asY
. - Move transfer order shipments to Ready for Backroom Pick status - It
allows picking and shipping to be done for transfer orders in store. If this is unchecked then batch
picking is skipped and shipment status is moved to
Ready for Packing
. - The Staging location required and Staging location translation required options are not applicable.
Catalog data
Ensure that the catalog data from Sterling Order Management System is synchronized with Sterling Store Engagement. For more information about how to synchronize catalog data, such as serialized flag, department, and product velocity, see Updating catalog data.
Store Inventory Management APIs
batch-pick-configurations
APICreate the batch pick configuration by using the
batch-pick-configurations
API.- Update and delete batch pick configuration APIs
Use the
Update batch pick configuration
andDelete batch pick configuration
APIs to modify or delete your batch pick configurations. scheduled-jobs
APICreate batch pick schedules by using the
scheduled-jobs
API.exception-codes
APICreate the shortage reasons for backroom pick using the
exception-codes
API.store-rules
APIConfigure whether location scanning is mandatory or not by setting the
IS_LOC_SCAN_MANDATORY
toY
orN
in thestore-rules
API. The default value isY
. To disable automatic staging, callstore-rules
API and setAUTO_STAGE_PRODUCTS
asN
. Automatic staging is enabled by default. To enable scanning each of the products during deposit flow, callstore-rules
API and setBP_ALWAYS_SCAN_STAGING_LOCATION
asY
as the default value isN
.pick-preferences
APISet 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 by using the pick-preferences API. The
autoStagingLocationId
should be configured when theAUTO_STAGE_PRODUCTS
rule is set toY
.locations
APICreate locations for the store by using thelocations
API. The batch pick flow does not work without an intermediate location. Therefore, you must create a locationPICK-VIRTUAL
, of the location typeVIRTUAL
, and set the virtual flag asTrue
.Note:- If the store is configured as a no-inventory store, it is not mandatory to configure locations.
Create
Totes
by using theLocation type
asTOTE
- It is mandatory to create totes for batch picking when sort while pick is used.
- Tote creation is supported in single location and no-inventory store.
- If the store is configured as a no-inventory store, it is not mandatory to configure locations.
Create
Print service
The ISFPrintSIMBatchPickList
print service is implemented to print pick ticket.
The ISFPrintBatchPicks_multiApiInput.xsl.sample
and
ISFPrintBatchPicks_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.
The ISFPrintSIMBatchOrderDetails
print service is implemented to print order
slip with deposited products. The
ISFPrintBatchOrderDetails_multiApiInput.xsl.sample
and
ISFPrintBatchOrderDetails_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.