How to put away inbound orders using Wiise Warehouse OnTime

1. The inbound order process
2. Why use OnTime to put away orders?
3. How to create a put away in Wiise Desktop to send to OnTime
4. How to complete a put away using Wiise Warehouse OnTime
5. What happens once I save or post a put away back to Wiise ERP Desktop?

   ---

The inbound order process

1. Create source document (Purchase Order, Transfer Order etc)

2. Release source document

3. Create Inventory Put away

4. Open the OnTime app and select Inventory Put away

5. Select a put away from the list

6. Put the items away

7. Save or Post the put away back to Wiise

Why use OnTime to put away orders?

A put away is the process of organising and placing incoming inventory into their designated storage locations within the warehouse.

With Wiise Warehouse OnTime, you can optimise this process by eliminating the need the print physical copies of the put away which then need to be transposed back into Wiise. Instead, you create an electronic version of the put away on a handheld device. By scanning the bin code printed on the physical location in the warehouse, you can easily validate that the location matches the put away, alerting you if you are placing the inventory in the incorrect location.

How to create a put away in Wiise Desktop to send to OnTime

A put away can be created from the following source documents:

• Purchase orders

• Inbound transfer orders

• Sales return orders

• Production output

1. From the source document, select the Process menu

2. Select Create Inventory Put-away/Pick

3. On the Report Filter screen, ensure Create Invt. Out-away is enabled

4. Select OK.

How to complete a put away using Wiise Warehouse OnTime

1. From the Home Screen, select Inventory Put Away. (You can also find this on the Functions page.)
   
   The Inventory Put Away screen displays a list of Put Away tasks that need to be completed. This list is sorted by the Expected Receipt Date, with Inventory Put Aways having the earliest date at the top of the list.
   
   You can find a specific Inventory Put Away by selecting the Search icon. If there are many picks, you can also apply a filter to the list to only show Inventory Put aways based on the selected criteria such as Source Type or Origin Name.

2. Select the Inventory Put Away tile you would like to action.
   
   The Put away is opened and checked it out to you. Other team members won't be able to work on this put away. If you open an Inventory Put away by accident, or need to return it to the list to be worked on by another user, this can be done on the Wiise Desktop. See How to remove a task from a team member in Wiise Warehouse OnTime for more information. 

3. Verify that the Inventory Put away displayed on the screen matches the Origin Name (eg Vendor Name or Transfer from Location name).

4. Check that the Expected Receipt Date of the inbound order and the list of items and the quantity expected match what has been received.

5. Tap on an item in the list to select it, or scan the barcode on an item by tapping on the floating scan button or using a scanner. You will now see the page of the item to be put away.

6. Verify that the Put away Item screen displays the correct Item Number, Item Description, Variant Code (if applicable), Weight and Unit of Measure (UOM) of the item you are putting away.

7. You will also see the Bin Code that has been assigned to this item.

   • If the displayed bin is not accessible, or if you are unable to place the item in the specified bin, you can select Change to view a list of alternate Bin Codes. For more information on how to change the bin code see How to change a bin using Wiise Warehouse OnTime.

   • If Bin Code Mandatory is not enabled in your location setup, you can scan the item instead. This will allow you to place items in your warehouse without a bin location.

8. Select Scan bin to scan the bin code with the device camera, or activate the inbuilt barcode scanner.

9. Point the device at the barcode of the bin.
   
   If the Bin Code scanned matches the assigned bin on screen, you will see the quantity selector and a confirmation message ‘Bin scanned’. (To reduce the risk of putting an item away in an incorrect location, OnTime requires that you scan the bin code to confirm the correct location in the warehouse.)

10. Use the + and - buttons to set the Put away quantity.
    
    If you are unable to place all items into the specified bin, you may need to split the line. For more information on how to split a line, see How to split a line using Wiise Warehouse OnTime.

11. If the item requires item tracking (serial, lot or package numbers) to be recorded, follow these steps:
    1. You will see a blue Add item tracking button at the bottom of the screen.
    2. Select the Add item tracking button.
    3. In the first required field, select the scan icon. 
       
       For example, if your items require serial numbers, this will be the first field that you will see. Other fields may be Package number or Lot number. 
       
    4. Using your mobile camera or scanning device, scan the corresponding barcode on your item. 
       
       By selecting the field, you can also use the keypad to manually enter the tracking details
       
       
    5. Repeat this process until all item tracking fields contain the corresponding item tracking details.
    6. When all fields have been completed, select the Save button at the bottom of the screen.
       
       Note: Expiry and warranty item tacking dates are unavailable at this time.

12. Once you have entered enough items to complete the put away, you will see the message ‘Item Complete’ and a Confirm button is displayed at the bottom of the screen.

13. Click Confirm.

14. You will then return to the Put away item list. Repeat steps 4-10 until all Put Away Items are complete.

15. When the last item has been put away, you will see a prompt confirming that the Put away is complete. You now have the option to either Post or Save, depending on your configuration,

    1. Select Post to Post the Put away.
       
       This will complete the Inventory Put away process in Wiise and the Put away will no longer be visible on your device. Only team members with full permissions and licences will be able to do this.

    2. Select Save to save the Put away back to Wiise.
       
       The Put away will remain on your device in the Completed tab until it is posted from Wiise desktop. All team members should be able to do this action.

16. Congratulations! You have now completed an Inventory Put away.

What happens once I save or post a put away back to Wiise ERP Desktop?

Now that the task has been completed, it has been either posted or saved back to Wiise ERP Desktop.

If it has been posted:

• The Quantity to Handle field in the tasks document has been updated to the expected number.

• The posted command has been run.

• The document has been moved to the Posted Inventory Put Away Page.

• The inventory amount has been updated.

• If you have posted a partially complete put away, only the amount that has been completed will be posted back to Wiise ERP desktop.

  • For example, if a user picks 7 out of 10 items, 7 will post and the 3 will remain unposted until completed.

If it has been saved:

• The Quantity to Handle field in the put away tasks document has been updated to the expected number.

• The document can now be confirmed and posted from Wiise ERP Desktop.