Overview
Learn how to navigate the Wiise Warehouse OnTime app. Here you will learn about the home page, functions menu and more.
- Home page
- Settings
- Using your device camera as the scanning method
- Functions
- What happens if I start a task?
- What do the document box colours mean?
- Urgent Tasks
- Completed Tasks
- Using the search field
- Filters on Inventory Put Away list
- Filters on the Inventory Pick list
Home page
What’s on the home page?
The home page is the first thing you will see when opening the app. The page features all tasks that need to be completed including a dedicated priority tasks list for any items that are urgently due.
Welcome details
The home page features your details and the name and location that has been selected.
Priority tasks list
The priority task list is how you organise what you need to do. The priority list will show you all urgent tasks that are due to be completed either today or tomorrow. This includes both shipments and expected to be received.
This view is highlighted to you with what tasks have not been started yet and are urgent. Late tasks will also be shown in this list.
To do list
The To do list will display all tasks that are currently available to be completed. The number displayed on the right is the number of tasks currently unopened or assigned to you.
Settings
What does the settings page do?
The settings menu in the Wiise Warehouse OnTime app is a crucial tool for you to personalize your experience according to your specific requirements. By accessing this menu, you can easily adjust settings related to the environment, company, location, and scanning method. These options ensure that the app aligns perfectly with their needs and preferences.
What does the settings menu include?
Within the settings menu, you have a few options you are able to choose from.
These include:
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Environment
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Company
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Location
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Scanning method
How to use the settings menu
The settings menu button is available on all pages of the app. To view the settings page, select the Settings button on the menu bar at the bottom of the screen.
Within the settings page, there are drop-down menus under each heading. By selecting each drop-down menu, you will be presented with options relating to what has been set up in your Wiise environment as well as the option to select your scanning method.
What does each setting do?
Environment
Environments in Business Central are separate instances of the software that allow businesses to manage different entities or divisions with customised settings.
Your access to your company’s environments will be determined by your Microsoft account. Some companies may use different environments for different sites, it is important that the right environment is selected. This will be the same environment you will use on Wiise on your desktop. Once this field is selected, the company field will show options of companies available in that environment. You can change their environment without signing out.
Company Name
The company name drop-down displays all companies available within the environment.
The companies in the drop-down will be shown depending on the environment selected. Some businesses may have multiple companies within the same environment, It is important that you select the correct company. You can change the company you’re using without signing out.
Location
OnTime will show locations set up on Wiise ERP desktop under the company you have already selected above. When you select a location, you’ll only see information relating to that location in the app. You can change your location without signing out.
Scanning Method
The scanning method relates to your preferred way of scanning barcodes. You have two options:
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Camera: This will use the integrated camera on your device.
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Connected Laser: This will use the laser or scanning device connected to your device. This may be an Android scanner or Bluetooth laser.
Using your device camera as the scanning method
Why would I use my device camera to scan?
The integrated camera on your mobile or hardware scanner device allows you to scan items, bins, SKUs, and other relevant barcode or QR code information stored in Wiise. This helps reduces manual data entry errors by making you confirm the correct barcode is scanned.
How to choose your device camera as the scanning method
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On the menu bar, select Settings.
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Under the Scanning Method, use the drop-down menu to select your scanning method.
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You will be presented with two options
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Camera: This will use the integrated camera on your device.
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Connected laser: This will use the laser or scanning device connected to your device. This may be an Android scanner or Bluetooth laser.
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Select camera. The device's camera is now selected as the scanning method.
How to use your device camera to scan
You can scan on most pages in the Wiise Warehouse OnTime app. You will see a scanning icon on all pages where scanning is available. Scanning can be completed by:
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Select the scan button on the page:
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The button will show on all pages where scanning is available. The scanner is capable of reading both QR codes and barcodes.
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Once you have selected the scan button, a new screen will pop up on your screen. Hold your device up to the QR code or barcode and fit in the frame of the camera preview.
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Now the barcode has been scanned. This will fill the relevant fields on the app with the correct data. This may populate a bin code number, bring up an item document or show a pick where the item is present.
Functions
What’s on this page?
The functions page in the Wiise Warehouse OnTime app displays every function available to you. There are three main types of functions available:
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Inbound
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Outbound
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Internal
The functions page will display the following under each header:
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Inbound
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Put-away
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Outbound
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Pick
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Internal
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Stocktake
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Adjustment
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What is available in the functions screen
Inbound
This section houses the inbound warehouse modules on the app. Currently, this includes put-away.
Inbound relates to receiving all goods, raw materials or supplies into the warehouse. The put-away function assists with the process of putting goods that have been received from vendors into their designated places.
Outbound
This section houses the outbound warehouse modules on the app. This currently includes pick.
Outbound relates to moving finished inventory out of the warehouse including delivering orders to customers. The pick function assists with the activity of picking to collect all items required in order before shipment.
Internal
This section houses the internal warehouse modules on the app. This currently includes stocktake and adjustment.
Internal relates to all processes within the warehouse that do not relate to either inbound or outbound processes. The stocktake function assists with the process of manually counting and checking all on-hand inventory to ensure all records are accurate and correct. The adjustment function assists with amending the inventory count of an item.
Each of these will display the relevant functions under each heading
How to use the functions screen
The functions button is available on all pages of the app. To view the functions page, select the Functions button on the menu bar at the bottom of the screen.
To open any of the functions, select the required button of the function.
The red buttons on the right corner of the functions indicate how many are currently in the To Do list of that functions. They will update as picks, put-aways or stocktakes are completed or posted.
What happens if I start a task?
What happens once I start a task?
Once you start a task (pick, putaway etc) then it will be checked out to you and shown below.
Why would a document be checked out by me?
In the Wiise Warehouse OnTime app, checking out a document is a crucial step that ensures efficiency and avoids conflicts on all documents preventing others from making conflicting changes. Checking out a document is to assign a document to a warehouse worker to complete. This process is initiated by you using their mobile device. By selecting the document and checking it out, the document is now assigned to you, preventing others from making changes or edits.
How to check out a document to a user
Checking out a document to yourself is a very simple process. Once inside the Wiise Warehouse OnTime app, a document can be checked out by:
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Opening the function you will be working in. This could be either pick, put-away or stocktake. Once inside the function, select a document within the To Do list.
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Now that you have opened a document, it has been checked out to your user ID.
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When selecting back to the To Do list, you will notice that the document box has changed colour from blue to white. This is an indicator of what documents have been checked out to you.
What do the document box colours mean?
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Document box |
Description |
|---|---|
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Blue |
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The shaded blue item boxes are picks, put aways or stocktakes that have not been checked out yet by you. These have not currently been started |
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White |
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The shaded white item boxes are picks, put aways or stocktakes that have been checked out by you. These are in progress but have not been completed yet. |
If for some reason you can’t complete the task, then you’ll need the warehouse manager to release it on the Wiise desktop. Read up about how to unassign a task here: How to remove a task for a team member
Urgent Tasks
Why would I need to see tasks in order of priority?
Efficient warehouses do the right things at the right time. OnTime gives a clear view of the priority of tasks in the app so that your team can see which picks and put aways should be done first. This allows your team to focus on high-priority tasks, ensuring efficient operations and timely fulfilment of customer orders.
This means that you can meet customer expectations of on-time delivery and maintain high levels of customer satisfaction. It also ensures that you can manage inventory levels and prevent spoilage.
How to see priority tasks
Priority tasks can be identified on the home page, as well as each of the pick or put-away To Do pages. These are shown at the top of the page under the heading ‘Priority tasks’.
The priority tasks are indicated with an expected date highlighted in red text. These are the tasks that need to be completed either today or tomorrow. The number to the right of each task shows how many sub-tasks need to be done.
On the pick or put-away To Do pages, tasks are colour-coded to identify their status:
Blue = Not completed / in progress
Green = Completed
Completed Tasks
Why would I need to find completed tasks?
To better manage your warehouse tasks, you may need to see what tasks have been completed but not posted. You will be able to see completed picks, put-aways and stocktakes.
How to find completed tasks
You can see completed tasks in the Completed tab on the pick, put-away and stocktake pages. Completed tasks feature a green indicator, which shows that it has been completed.
When tasks have not been completed, they have a blue indicator. When tasks are completed, they will show as green.
To find the Complete tab in the OnTime app:
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Open the app
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Select the relevant task list. This can be either pick, put-away or stocktake.
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Once opened, you will see two tabs on the top menu bar. These are To Do and Completed. Select Completed to open the page.
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You will now be presented with all documents that have been completed.
What does completing a task do in Wiise ERP Desktop?
Depending on your settings, you will either post or save once you complete a task on OnTime. Posting will post the document back to Wiise ERP Desktop and move the task to the next stage, if applicable. Saving will send the document back to Wiise ERP Desktop where a user will need to complete the posting stage.
Read up more on posting and saving here: How to select either post or save in Wiise Warehouse OnTime
Using the search field
Why would I need to use the search field?
With the search feature, you can quickly locate what you need within the warehouse. Whether you're looking for a particular SKU, order number, filter option, or even a specific product name within the warehouse, the search function helps you navigate through the inventory with ease.
You can search for:
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Pick
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Pick number
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Sales order number
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Put Away
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Put away number
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Purchase order number
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Adjustments
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Item Number
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Variant Codes
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How do I search?
Here’s how to use the search function:
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Open Wiise Warehouse OnTime on your device.
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Once logged in, open the function you wish to complete, this could be pick, put-away, stocktake, or adjustment.
The search will only return the relevant items for that page. For example, if you’re looking for a pick, you’ll need to be on the Pick page. If you’re looking for a stocktake, you’ll need to select the Stocktake function. -
Select the search icon:
The icon may be in the top menu bar, bottom of the screen or top of the screen, depending on which page you are on.
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This will open the search page:
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Using your device keyboard, search using key terms. For example, if you’re looking for a specific pick, you can search for the number of that pick. If you know the pick number, you can type the pick number.
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When you have entered the terms, select the magnifying glass icon to display the search results.
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This will show the search results. From here you can select the item, order, or filter the terms to drill down on what you are looking for.
Tips for searching
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You won’t need to enter the whole phrase or number. For example, if you search for 299, it will show you all orders that feature that number.
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You can enter any of the attributes on the item to search. For example, you can search for a pick-by-pick number, stock order number or customer name.
Filters on Inventory Put Away list
Why use filters in the Put Away function
You can use filters to narrow down the list of inventory picks to contain only the tasks that you need to complete.
What types of filters are there?
There are five filters available in the pick filter menu, these include:
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Source document: The type of document the pick has been requested from. E.g. Purchase Order
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Source number: The number associated with the source of the pick.
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Origin number: The number where the put-away order has been received from.
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Origin name: The name of where the put-away order has been received from.
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Expected by: See all put-aways that are expected to be received by a certain date.
How can I select filters?
The filters menu can be opened by selecting the filter icon from the top menu bar. The filter icon is visible on all pages where filters can be selected.
Filters on Inventory Pick list
Why use filters in the Pick function
You can use filters to narrow down the inventory picks to help you find exactly what is needed.
What types of filters are there?
There are five filters available in the Pick filter menu:
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Source document: The type of source the pick has been requested from
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Source number: The number associated with the source of the pick
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Destination number: The number where the pick will be sent
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Destination name: The name of where the pick will be sent
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Ship by: See all picks that need to be shipped by a certain date.
How can I select filters?
The filters menu can be opened by selecting the filter icon in the top menu bar. This is visible on all pages where filters can be selected.