Next-generation platform

Configuring shipment-based batch picking

To configure shipment-based batch picking, enable appropriate resource permissions, bar code types, and configure the Store Inventory Management APIs.

Applications Manager

  • Resource permissions
    Enable the following resource permissions for batch pick by using Applications Manager:
    • Pick batches
    • Assign all
    • Manually update quantity while picking
  • Bar code types

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

    • Item. Used by no-inventory stores. To use the Item bar code type, source should be Item
    • 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 YCD_STAGINGLOC_TRANSLATION_NEEDED=Y 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.
    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.

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.

Sterling Business Center

  • In Sterling Business Center, under Backroom Pick Rules, select the following options:
    • 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 as Y.
    • 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.
  • In Sterling Business Center, under Batch Pick Rules, select the following option:
    • Department group - Allows to filter batches based on the department group.

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.

Print service

  • The ISFPrintStoreBatchOrderDetails print service is implemented to print the order slip. The ISFPrintStoreBatchOrderDetails_multiApiInput.xsl.sample and ISFPrintStoreBatchOrderDetails_output.xsl.sample templates are stored in the /template/prints/ycd/xsl/ directory as part of the add-in workspace.
  • The ISFPrintStoreBatchPickList print service is implemented to print the pick ticket. The ISFPrintStoreBatchPicks_multiApiInput.xsl.sample and ISFPrintStoreBatchPicks_output.xsl.sample templates are stored in the /template/prints/ycd/xsl/ directory as part of the add-in workspace.

You can continue to use the sample XSL or remove .sample from the file name and customize it as required.