Sorting after picking products in batches in Store Inventory Management (SIM)-disabled stores

1. Log in to Sterling Store Engagement.
2. From the application menu, select Order fulfillment.
3. In the Pick orders portlet, click Pick batches.
   The Batch list page opens.

   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 page. Else, the batches are segregated into different tabs according to the order type, that is, pick-up and ship.

Configuring the batches

4. Click Configure batch. In the Configure batch window, complete the following configurations:
   1. Under Picking method, select Sort while pick or Sort after pick as per your requirements.
   2. Update the Limit orders per batch to quantity to specify the number of orders that you want to include per batch. These settings will not affect the batches which are already in progress.

Filtering batches

5. To view only the batches that are relevant to you, click Filter, select the applicable filters and click Apply.
   You can filter the batches by the associate to whom the batch is assigned, the status of the batch, and the department.

Picking batches

6. In the Batch list page, click the batch number to view the batch summary. The Batch summary page displays the Products and Orders tabs with details such as the pick locations, order numbers, and the number of products and units.
7. You can start or continue picking the products according to the status of the batch by either of the following methods:
   • In the Batch list page, click Pick batch or Continue.
   • In the Batch summary page, click Start Picking or Continue picking.

   The Pick batch page opens displaying the list of products to pick.

8. Scan the SKU or serial number.
   • For SKU-tracked products, scan one unit, and then manually update the quantity for the remaining units by clicking + or - to adjust the units picked or by entering the total quantity picked and click to confirm.
   • For serial-tracked products, the quantity cannot be manually incremented. Therefore, you must scan all the units as you pick.
9. If there are not enough products available to pick, click Record shortage.
   Select the shortage reason from the list of reasons displayed and click Done.
   Note: The shortage reasons must be configured by using Sterling Business Center.
10. After you finish picking up the products, click Continue or Finish. The Finish button is displayed only if the WSC_BP_STG_REQD rule is set to N.
11. You can sort and then assign the products to individual staging locations or assign all products to the same staging location.
    To sort and assign the products to individual staging locations, perform the following steps:

    1. Click the arrow to continue.
    2. Scan or manually enter the SKU or serial number followed by the staging location.
    3. Click Stage order and scan or manually enter a location to place all the products of an order in a particular location.
    4. After placing a product in one staging location, you can place the rest of the products of the order in another location by clicking Alternate location and scanning or manually entering a location.
    5. After all the products are deposited, click Done and then, Yes on the Confirmation window to finish the batch picking.
    6. Click Close.

    To assign all products to the same location, perform the following steps:

    1. Select the Click here to assign all products to the same location link.
    2. Scan or manually enter the staging location in the Assign staging location window.
    3. Click Done.

    To skip assigning products to a location, click Finish batch.