Reasonable measures have been taken to ensure that the information included in this guide is complete and accurate. However, IntelliTrack reserves the right to change any specifications at any time without prior notice. IntelliTrack is a registered trademark of IntelliTrack, Inc. The IntelliTrack logo is a registered trademark of IntelliTrack. Microsoft® Windows is a registered trademark of Microsoft Corporation. The LXE® Terminal Device is a product of EMS Technologies, Inc.
INTELLITRACK WMS RF V8.
Software License Agreement Preface Software License Agreement THIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PROOF OF LICENSE TO USE THIS INTELLITRACK INCORPORATED SOFTWARE PROGRAM (THE “SOFTWARE”) UNDER THE TERMS DESCRIBED BELOW.
INTELLITRACK WMS RF V8.1 RF Guide party rights in customizing or using the SOFTWARE - and you hereby agree to indemnify IntelliTrack, Inc. and its affiliates in the event that you cause the SOFTWARE to infringe another's rights; (2) as a reseller, you may sublicense repackaged units of the SOFTWARE as licensed to you by IntelliTrack, Inc.
Software License Agreement Inc. Unauthorized copying of the SOFTWARE or the accompanying documentation, or failure to comply with the above restrictions, will result in automatic termination of this license and will make available to IntelliTrack, Inc. other legal remedies.
INTELLITRACK WMS RF V8.1 RF Guide CAUSED AND ON ANY THEORY OF LIABILITY. THIS LIMITATION WILL APPLY EVEN IF INTELLITRACK, INC. OR AN AUTHORIZED RESELLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. YOU ACKNOWLEDGE THAT THE LICENSE FEE REFLECTS THE ALLOCATION OF RISK. SOME STATES DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU.
Contents LICENSE .................................................................................................................... iii 30-DAY GUARANTEE; DISCLAIMER............................................................. v LIMITATION OF LIABILITY............................................................................. v GOVERNMENT RESTRICTED RIGHTS LEGEND; INTERNATIONAL USEvi GENERAL...........................................................................................................
INTELLITRACK WMS RF V8.1 RF Guide CHAPTER 3: RF Client .......................................................................55 Signing On to the RF Client....................................................................................... 56 Security....................................................................................................................... 56 RF Client Conventions ...............................................................................................
CHAPTER 6: Receiving .......................................................................91 Introduction................................................................................................................ 92 Inquire Order Option ................................................................................................. 93 Receive Order Option ................................................................................................ 94 Auto-Receive Order Option.....................
INTELLITRACK WMS RF V8.
CHAPTER 1 WMS RF Server Settings Radio Frequency Components Opening the RF Server Auto-Start Setting Setting RF Server Options General Settings Language Settings Setting Printing Options Setting Picking Order Options Setting Receiving Order Options Setting Inventory Options Setting Utility Options 1
INTELLITRACK WMS RF V8.1 RF Guide Radio Frequency Components IntelliTrack WMS RF is a real-time radio frequency (RF) warehouse management system, combining real-time RF data collection with a RF terminal, integrated bar code scanning, and SQL database management technologies. The WMS RF application contains four components: • RF Server: The RF Server contains all the application code that encompasses the WMS RF application.
Chapter 1 WMS RF Server Settings For more information about setting RF Server options, please refer to Setting RF Server Options. Setting RF Server Options Note: Many of the features and options that you activated in the workstation application apply to the WMS RF Server application. This includes security options; system users and sites; system features and options, as well as order parameters. The WMS workstation features and options are set in the System Options form.
INTELLITRACK WMS RF V8.1 RF Guide • Language: Sets the portable's default language. Enter the number that corresponds to the language setting in the workstation application’s System Options form/Regional Settings tab: 1 = English 2 = French 3 = Reserved 4 = User Language • Change Database Button: Click this button to view the Data Link Properties form with the Connection tab to the front: In the 1.
Chapter 1 WMS RF Server Settings In the 2. Enter information to log on to the server field, select the Authentication mode used by the server. Select the radio button next to the Use Windows NT Integrated security option if you are using NT Authentication. Select the radio button next to the Use a specific user name and password option if SQL Server Authentication is used. The User name and Password fields become enabled.
INTELLITRACK WMS RF V8.1 RF Guide they comply with your in-house terminology. Additionally, the data dictionary is used to retain foreign languages. Important: Language changes for RF portables are made in the Options form/Language tab. The Language tab provides a place to rename fields and messages in the WMS RF Server application and in the clients. Click the Language tab to bring this section to the front: Changing a Label Name 6 1. Click the Labels tab to bring this section to the front. 2.
Chapter 1 WMS RF Server Settings 5. Continue selecting and entering your label changes. When you are finished at the Options form, click the Close button. A message appears telling you that you must restart WMS RF for your changes to take effect. 6. The next time you restart WMS RF your label changes will be in place. Changing a Message Setting Printing Options 1. Click the Messages tab to bring this section to the front. 2. Select the Message that you want to change by clicking on it. 3.
INTELLITRACK WMS RF V8.1 RF Guide Setting Picking Order Options 8 • Receiving item labels: Mark this check box to generate item labels during the receiving process. • Put-away item labels: Mark this check box to generate item labels during the put-away process.
Chapter 1 WMS RF Server Settings 1. In the Picking mode section of the form, select the desired picking mode for the RF Portables: Note: If you select a picking zone for the portable device, the picking locations will be limited to the locations in the selected picking zone. The zone option is only available with the RF Professional version; it is set in the RF Client Options menu (From the RF Client Main screen, select F7 = Options > F5 = Zone).
INTELLITRACK WMS RF V8.1 RF Guide Setting Receiving Order Options Receiving options for the RF Portables are set in the Receiving tab of the Options form. Select the Receiving tab to bring this section to the front. 1. In the Other section of the form, select the desired receiving order options for the RF portables. Show all receiving orders: Mark this check box to display open and closed orders on order inquiry.
Chapter 1 WMS RF Server Settings This location can be the default location for the put-away process. It is important to note the receiving location must be a valid WMS location. Setting Inventory Options At the Inventory tab, you are able to set a physical or cycle count threshold warning for the RF Portable. When you do so, the recount can be triggered by setting a percentage ratio in the Physical or cycle count threshold warning option.
INTELLITRACK WMS RF V8.1 RF Guide 12 • If you are using terminal emulation for the RF Server, mark the LineMode Telnet Support check box. For more information about terminal emulation with the RF Server, please refer to “Device Setup” on page 13 or the IntelliTrack RF Terminal Emulation Guide, which is available at the IntelliTrack website (www.intellitrack.net). • Mark the Allow Multiple Sessions check box to manage two or more wireless terminal sessions from the Windows client.
CHAPTER 2 Device Setup Introduction Pre-Installation Procedures Overview Configuring LXE® with WMS RF Configuring Wavelink TelnetCE with IntelliTrack RF Configuring the Host Profiles Configuring the Emulation Parameters Wavelink Telnet Troubleshooting Checking your Device-PC Connection Verifying Settings on the TelnetCE Client Required Windows Firewall Settings Configuring the Softogo Wireless Telnet with IntelliTrack RF Configuring the Generic Settings Configuring VT Options Sending the Configuration t
INTELLITRACK WMS RF V8.1 RF Guide Introduction The WMS RF versions integrate the WMS workstation application database with an RF Server application and RF portable devices. Version 8.1 and higher of WMS RF Server enables you to pick and receive orders for your warehouse, enter and adjust inventory, and monitor warehouse transactions from an RF portable device. You are also able to send messages between the portables and the WMS RF Server PC application.
Chapter 2 Device Setup Overview In conjunction with the RF Server, terminal emulation allows your WMS RF application to connect to a portable Windows CE and CE.NET device. Prior to transferring data between the desktop computer and a portable CE or CE.NET device, it is essential to establish the correct CE or CE.NET device portable settings. For complete RF terminal emulation setup, please refer to the IntelliTrack RF Terminal Emulation Guide, which is available at the IntelliTrack website (www.
INTELLITRACK WMS RF V8.1 RF Guide 4. At the Configure screen, select the Connection tab to bring this area to the front. 5. In the Host Type section of the screen, select VT220 to be the Host type. 6. Next, enter the Host IP Address (i.e., the address of the computer running the RF server) in the Host Address field. 7. In the Terminal Device field, click the drop-down arrow and select VT100 from the list that appears. 8. In the Telnet Port field, the setting should be 23 (the default setting).
Chapter 2 Device Setup TABLE 1. LXE Terminal Function Key Values Function Key Value F9 ^[[20^M F10 ^[[21^M To add or edit a mapped value to a function key, select the desired function key from the drop-down list (i.e., F1, F2, F3, etc.) and enter the value (ASCII character sequence) according to Table 1 in the text box next to it via the LXE device keyboard. Tap the Add button. The value will appear in the FNKey/Action table.
INTELLITRACK WMS RF V8.1 RF Guide Configuring the Host Profiles Begin by configuring the host profiles according to the instructions below: 1. Click the Host Profiles button found in the Configuration section of the Wavelink Product Configuration screen. The Host Profiles screen appears. 2. 18 Click the New button to add the host profile name that you want to configure.
Chapter 2 Device Setup New Button The Profile Configuration selection tabs appear on the screen. The Host tab is to the front 3. In the Host tab portion of the screen, name the host profile by entering the desired name in the Name field. In our example, we will name the host profile RF TELNET. (You may name the host profile something else, if desired.) 4. Click the drop-down arrow in the Type field and select VT220 from the list that appears.
INTELLITRACK WMS RF V8.1 RF Guide 5. Enter the host address (i.e., the address of the computer running the RF server) in the Address field. 6. The Port setting should be 23 (the default setting). If the setting is another number, enter 23 in the Port field. 7. Click OK to save the Host Profile. Modifying the Local Echo Setting Once the host profiles are configured, turn on the Local Echo setting. 1. 20 Open the Wavelink application again.
Chapter 2 Device Setup 2. In the Configuration tab of the Host Profiles screen, click the Modify button. The hostcfg.bin-CFGMgr screen appears. Left Pane The left pane of the screen contains a navigation tree. 3. To modify the Local Echo setting, click the plus sign (+) next to the Emulation folder in the navigation tree found in the left pane of the screen. The contents of this folder display. Next, click the plus sign (+) next to the VT and HP folder. The contents of this folder display.
INTELLITRACK WMS RF V8.1 RF Guide Navigation Tree 22 4. If Local Echo is turned off, you must turn it on. To turn on Local Echo, select Local Echo in the navigation tree view (left pane of the screen) and then right-click. A right-click menu appears. 5. Select Edit from the right-click menu to edit the setting. A Local Echo dialog appears. 6. Click the drop-down arrow underneath the Enter the value field and select On from the choices that appear. 7. Click OK to close the Local Echo dialog box.
Chapter 2 Device Setup Modifying the VT Line Mode Setting The VT Line Mode Setting also needs to be On. 1. To modify the VT Line Mode setting, click the plus sign (+) next to the Emulation folder in the navigation tree found in the left pane of the hostcfg.bin-CFGMgr screen. The contents of this folder display. Next, click the plus sign (+) next to the VT and HP folder. The contents of this folder display. Next, click the plus sign (+) next to the Common folder. The contents of this folder display.
INTELLITRACK WMS RF V8.1 RF Guide Configuring the Emulation Parameters The Emulation Parameters are reached from the Wavelink Product Configuration Screen. From the Wavelink Product Configuration screen, click the Emulation Parameters button: Emulation Parameters Button The termcfg.bin-CFGMgr screen appears: Left Pane The left pane of the screen contains a navigation tree. Modifying the Local Echo Setting The Local Echo setting must also be turned on for the emulation parameters.
Chapter 2 Device Setup You may turn on these settings from the termcfg.bin-CFGMgr screen (see “Configuring the Emulation Parameters” on page 24). 1. To modify the Local Echo setting, click the plus sign (+) next to the Emulation folder found in the navigation tree in the left pane of the termcfg.bin-CFGMgr screen. The contents of this folder display. Next, click the plus sign (+) next to the VT and HP folder. The contents of this folder display. Next, click the plus sign (+) next to the Common folder.
INTELLITRACK WMS RF V8.1 RF Guide 4. Click the drop down arrow underneath the Enter the value field and select On from the choices that appear. 5. Click OK to close the Local Echo dialog box. The Local Echo setting should now be On. 6. Click File > Save to save the Local Echo setting. Modifying the VT Line Mode Setting The VT Line Mode setting also needs to be turned on. 1.
Chapter 2 Device Setup 3. Select Edit from the right-click menu. A VT Line Mode dialog appears. 4. Click the drop down arrow underneath the Use VT Line Mode? field and select On from the choices that appear. 5. Click OK to close the VT Line Mode dialog box. The VT Line Mode setting should now be On. 6. Click File > Save from the menu bar to save this setting. Adding Key Macros You need to map the F5 key and the ESC key. To map these keys, continue working at the termcfg.bin-CFGMgr screen: 1.
INTELLITRACK WMS RF V8.1 RF Guide Select Add from the right-click menu.A Key Macros dialog appears: Note: When entering the macro, you must enter the exact text string with no blank spaces before or after it. Otherwise, the macro will not function properly. 28 4. To map the F5 key, enter 3F00:\001BOM in the field underneath Enter a macro. Click the OK button to close the Key Macros dialog box. 5. The mapping will appear in the navigation tree, underneath the Key Macros listing. 6.
Chapter 2 Device Setup 9. The mapping will appear in the navigation tree, underneath the Key Macros listing. 10. Click File > Save from the menu bar to save your settings. 11. Click File > Exit from the menu bar to close the termcfg.bin-CFGMgr screen. Checking RF Server Settings Next, make sure you have enabled Telnet-Line Mode support in the RF Server: 1. Click Start > Programs > IntelliTrack > WMS > RF Server > WMS RF Server. The IntelliTrack RF Server application opens on the desktop computer.
INTELLITRACK WMS RF V8.1 RF Guide sent to the device. (If Wavelink is not installed on the device, click the Application & Config button to send both the Wavelink application and the RF Telnet configuration files to the device.) 2. If your device is not connected to the PC, a dialog appears indicating that you must connect the device to the PC. Connecting to the RF Server 1. Turn on the Falcon 4420 device or the Symbol MC 9000 device. You will see a Wavelink icon on the device desktop. 2.
Chapter 2 Device Setup Verifying Settings on the TelnetCE Client Important: If you receive a “No Host Connection” message when you open the WaveLink Telnet session on your handheld device, and you are sure the device is connected to the PC, use this section as a troubleshooting tool for verifying your Telnet settings on the handheld.
INTELLITRACK WMS RF V8.1 RF Guide 10. Select OK to close the dialog box. 11. The Edit Host Profile dialog box appears. Select the host profile name that you want to verify. Make sure the host profile settings match what you entered in the Host Profiles screen in the TelnetCE installation utility on the PC. (Please refer to “Configuring the Host Profiles” on page 18 for information about the Host Profiles screen in the TelnetCE installation utility.
Chapter 2 Device Setup Configuring the Softogo Wireless Telnet with IntelliTrack RF The IntelliTrack RF application may be used with the Softogo Wireless Telnet Client to work with compatible handheld devices. In order for them to work together properly, you must install and configure Wireless Telnet Client on your PC and then send the configuration to the device. Configuring the Generic Settings The Wireless Telnet Client must be configured for IntelliTrack RF on the PC.
INTELLITRACK WMS RF V8.1 RF Guide 34 4. Edit these settings in the SESSIONS folder: Max and HitAnyKey. To reach these settings, select the plus icon next to the SESSIONS folder. 5. Set the Max setting to 1. To do this, select the Max setting under the SESSIONS folder in the left pane of the window. The Max settings appear in the right pane of the window. In the Max field, enter 1 and then select the Save button. The Max setting in the left pane changes to 1 and the key icon beside it turns green.
Chapter 2 Device Setup 6. Set the HitAnyKey setting to No. To do this, select the HitAnyKey setting in the left pane of the window. The HitAnyKey setting appears in the right pane of the window. In the HitAnyKey portion of the window, click the drop-down arrow in the setting field and select No.
INTELLITRACK WMS RF V8.1 RF Guide 36 7. Select the Save button to save this setting. In the left pane of the window, the HitAnyKey setting changes to No and the key icon beside it turns green. 8. Edit these settings in the SESSION_0 folder: SessName, Host IP, and TTypePreferred. To reach these settings, select the plus icon next to the SESSION_0 folder.
Chapter 2 Device Setup 9. In the SESSION_0 folder, set the SessName setting to VT220. Highlight the SessName setting; the SessName settings appear in the right pane of the window. 10. In the right pane of the window, enter VT220 in the field and then select the Save button.
INTELLITRACK WMS RF V8.1 RF Guide 38 11. The setting is changed in the SESSION_0 folder for the SessName. The key icon beside the SessName field turns green. 12. Set the Host IP setting in the SESSION_0 folder to the IP Address of the IntelliTrack RF Server application. To do this, select the Host IP selection; the Host IP setting appears in the right pane of the window, where it may be changed.
Chapter 2 Device Setup 13. Enter the IP Address of your IntelliTrack RF application and then select the Save button. The Host IP setting is changed in the SESSION_0 folder and the key icon beside it turns green. 14. In the SESSION_0 folder, set the TType Preferred setting to VT220.
INTELLITRACK WMS RF V8.1 RF Guide right pane of the window. The setting for TType Preferred is VT220. Make sure that it is set at VT220. 15. 40 Press the Save button on the Tool bar to save the settings.
Chapter 2 Device Setup 16. Configuring VT Options Next, close the window by selecting the Windows Close icon (X) in the top right portion of the window. You are returned to the main screen. Next, you are going to configure the VT options. The VT Options are available from the main screen. To configure the VT Options, refer to the steps that follow. 1. From the Main screen, select Configure VT Options. 2. The _WTnCEVT.iniedit - IniEditor Multilingual window appears. 3.
INTELLITRACK WMS RF V8.1 RF Guide Mode setting. To reach the settings in the VT_EMULATION folder, click the plus icon (+) that appears to the left of this folder. 42 4. To configure the Bold setting, select it in the tree-grid in the left pane of the window. The Bold setting appears in the right pane of the window. Click the drop-down arrow in the field in the Bold area and select Yes from the options that appear. 5. In the right pane, select the Save button to save this setting.
Chapter 2 Device Setup 6. Next, configure the Ignore8BCtrl setting. Select this setting in the VT_EMULATION folder; the settings for it appear in the right pane of the window. 7. In the right pane of the window, select the drop-down arrow in the Ignore8BCtrl setting of the window.
INTELLITRACK WMS RF V8.1 RF Guide and then select the Save button. The Ignore8BCtrl setting in the VT_EMULATION folder changes to No and the key icon to the right of it turns green. 44 8. The Ignore8BCtrl setting in the VT_EMULATION folder changes to No and the key icon to the right of it turns green. 9. To configure the Translator Type setting, select it in the tree-grid in the left pane of the window. The Translator Type setting appears in the right pane of the window.
Chapter 2 Device Setup 10. To configure the Block Mode setting, select it in the tree-grid in the left pane of the window. The Block Mode setting appears in the right pane of the window. Click the drop-down arrow in the field in the Block Mode area and select Yes from the options that appear. The Block Mode setting in the VT_EMULATION folder changes to Yes and the key icon to the right of it turns green.
INTELLITRACK WMS RF V8.1 RF Guide 11. 46 The next setting you need to configure is found in the VT_FNKEYS_VT100 section of the tree-view portion of the left pane. Select this folder, and then select the Plus sign to view the options.
Chapter 2 Device Setup 12. Next, in the VT_FNKEYS_VT100 section of the tree-view in the left pane, set the KEY_F5 setting. To do this, select the KEY_F5 selection in the left pane; the KEY_F5 settings appear in the right pane of the window. 13. Set the KEY_F5 setting to “\1B..O..M” (please note that the O refers to the capital letter O. It is NOT A ZERO). Select the Save button. The setting is changed in the left pane and the icon to the right of it turns green.
INTELLITRACK WMS RF V8.1 RF Guide 14. When you finished with all the configurations, select the Save icon at the top of the window to save the changes. 15. Click the Windows Close icon (X) in the top right portion of the screen to close the window. You are returned to the main page. 16. The settings need to be sent to the device. See “Sending the Configuration to the Portable Device” on page 52 for more information.
Chapter 2 Device Setup Mapping a Device Key to the ESC Function You must determine the device key that you want to configure for the ESC function. On the device, select the key that you want to use for the ESC function and then identify its scan code via the “Keyboard Test” dialog. Select Configuration > Keyboard Test to reach this dialog.
INTELLITRACK WMS RF V8.1 RF Guide 50 3. The ESC option is a VT_SCANCODES setting. In the left pane, scroll down to reach the VT_SCANCODES folder. To view the scan code options, click the plus sign (+) that appears to the left of the VT_SCANCODES folder. 4. The VT_SCANCODES settings appear.
Chapter 2 Device Setup 5. Find the scan code for the device key that you want to map to the ESC function. It is found in the tree-view grid in the left pane of the window. [The VT_SCANCODE setting needs to be configured to \1B for this device key (see “Mapping a Device Key to the ESC Function” on page 49).] 6. Next, select the scan code. The scan code setting appears in the right pane of the window (in this example, the asterisk key is being mapped to the ESC setting).
INTELLITRACK WMS RF V8.1 RF Guide Sending the Configuration to the Portable Device 7. Press the Save button on the Tool bar to save the setting. 8. The configuration needs to be sent to the device. See “Sending the Configuration to the Portable Device” on page 52 for more information. After it is sent to the device, the key may be used to perform the ESC function in IntelliTrack RF.
Chapter 2 Device Setup 2. The InstallConfig_WTnCE.ipda - iPDA screen appears. The files are immediately sent to the device. When all files are sent to the device, the screen closes. 3. Your device requires a warm boot. When it restarts, it is wireless ready. Refer to your Softogo documentation for information on connecting your device to the IntelliTrack RF application.
INTELLITRACK WMS RF V8.
CHAPTER 3 RF Client Signing On to the RF Client Security RF Client Conventions RF Portable Options Expert Mode Language Selecting RF Client Device Options Viewing your Site Setting RF Windows Client 55
INTELLITRACK WMS RF V8.1 RF Guide Signing On to the RF Client To sign on to the client: • You must enter a valid WMS User ID and/or password (depending on your security settings in the workstation application) • WMS RF Server must be running Security WMS RF permits user tasks as defined in the WMS Workstation application.
Chapter 3 RF Client • Key: In most cases the key returns to the previous screen, allowing changes to the previous entries. • Key: When displaying a list of items, the key moves to the previous entry. • Key: When displaying a list of items, the key moves to the next entry. • Key: The key returns the RF client to the Main menu. • Key: The key advances the cursor to the next field or cell in a screen.
INTELLITRACK WMS RF V8.1 RF Guide 1. Start the RF Client from the Start menu: Start > Programs > IntelliTrack > WMS > RF Server > Large Client or Small Client. 2. Press the key (Options). 3. The Options menu is displayed: At the options menu, you are able to specify the RF Client settings for your RF session. The settings available include: language, expert mode, start screen preference, wave, zone, and default label printer.
Chapter 3 RF Client The Starting Screen Option The Starting Screen option allows you to jump to a specific menu upon successful login. These include the Main, Inventory, Picking, Receiving, and Shipping Menus. Press to toggle through the options and select the start screen. The default is set at Main menu. The Wave Option The Wave option allows you to select the orders that you want to display during wave picking. The options include Open, Not Staged, or All.
INTELLITRACK WMS RF V8.1 RF Guide Select the bar code label printer from your network printers for your label printing. Press and to scroll through the printer selections; the printer selected will be used for all RF Client label printing. Select the packing slip printer from your network printers. Press and to scroll through the network printer selections; the printer selected will be used for all RF Client packing slip printing.
Chapter 3 RF Client RF Windows Client A RF Windows Client simulates an RF portable device on your PC. To open the RF Windows Client, select Start > Programs > IntelliTrack > RF Server > Large Client; or Small Client. Note: In order to open the RF Windows Client, you must disable the LineMode Telnet Support option in the RF Server Options form\Utilities tab. For more information about this setting, please see “Setting Utility Options” on page 11.
INTELLITRACK WMS RF V8.
CHAPTER 4 Warehouse Management Introduction RFS and DOS/Window Client Monitoring Opening a Monitor Messaging Sending a Message from RF Server Sending a Message from the Portable Device Logging RF Errors 63
INTELLITRACK WMS RF V8.1 RF Guide Introduction IntelliTrack WMS’s management tools improve the ability of a supervisor to effectively track staff activity as well as communicate with warehouse staff. These tools include: • Portable Monitoring • Messaging • Error. Log • Warehouse Transaction History RFS and DOS/Window Client Monitoring IntelliTrack WMS RF can monitor the activity on a specific portable device.
Chapter 4 Warehouse Management Select a RF client’s form by clicking on the maximize box, double-clicking on the title bar or selecting it from the clients menu. Once the RF client’s form is maximized all monitor capabilities for that client are enabled. When the client window initially opens, it is blank until new activity occurs. Until the operator performs a task after the RF client form is maximized, nothing is visible in the RF client screen area.
INTELLITRACK WMS RF V8.1 RF Guide logs on to the IntelliTrack WMS RF application, the terminal operates in the language of their choosing. Messaging With the Messaging function, the RF Server monitor can send messages to the RF Portable users. This simple messaging system allows RF client operators to communicate with each other or the RF server application. Sending a Message from RF Server To send a message from the RF Server to a portable device, select Control > Messages. The Messages form appears.
Chapter 4 Warehouse Management Select the key to send a message to appear on the server. After entering message, press the key to send. Select the key to send a message to another portable device. 3. If you chose to send a message to a portable, scroll through the list of current operators by pressing the key. Press the key to return to a previously listed operator. 4. Select the operator. Next, enter your message in the Type message field.
INTELLITRACK WMS RF V8.1 RF Guide • Windows XP: To reach the application event log, go to the Control Panel. At the Control Panel, select Administrative Tools > Event Viewer > Application. • Windows Vista/Windows 7: To reach the application event log, go to the Control Panel. At the Control Panel, select System and Maintenance > Administrative Tools > Event Viewer > Application. You may be prompted for an administrator password or confirmation. If so, enter the password or give confirmation.
Chapter 4 Warehouse Management 69
INTELLITRACK WMS RF V8.
CHAPTER 5 Inventory Management Introduction Looking Up Inventory Data Inquire Item Option Inquire Location Inquire Pallet Inventory Counts Physical Inventory with the RF Portable Inventory Adjustments Moving Inventory Moving an Item Location Moving a Pallet Mass Move Moving to a Quarantined Location Building a Pallet Replenishment 71
INTELLITRACK WMS RF V8.1 RF Guide Introduction IntelliTrack WMS provides an Inventory menu for the RF Portable. It allows for the efficient operation of a warehouse. The following choices are available via the Inventory menu: • Inquire: See “Looking Up Inventory Data” on page 72. • Move: See “Moving Inventory” on page 79. • Count: See “Inventory Counts” on page 75. • Build Pallet: See “Building a Pallet” on page 84. • Replenish: See “Replenishment” on page 86.
Chapter 5 Inventory Management 4. Enter the Item #. 5. Press the key. 6. A summary of item’s stored quantity is displayed by UOM. 7. Press the key. 8. A listing by location is displayed. The key advances to the next item location. The key returns to the previous listed location. 9. Press the key to exit to Inquire screen for this item and return to the Inventory menu.
INTELLITRACK WMS RF V8.1 RF Guide Inquire Location The Inquire location function displays several characteristics of the items stored in the specified location. Upon successful entry of a valid location the operator is shown the characteristics of each item stored within the specified location. 1. From the Main menu, press the key to open the Inventory menu. 2. From the Inventory menu, press the key to open the Inquire menu. 3. From the Inquire menu, press the key to select Location.
Chapter 5 Inventory Management 4. Enter the Pallet number in the Pallet field. 5. Press the key. 6. Items stored in the pallet location are displayed. The key advances the operator through the pallet location item list. The key returns to the previous listed item. 7. Press the key to exit to Inquire screen for this item/pallet location and return to the Inventory menu.
INTELLITRACK WMS RF V8.1 RF Guide Physical Inventory with the RF Portable IntelliTrack WMS supports physical inventory counts. During the physical count, the operator can verify all the items within a storage location. The system confirms the entered quantity with the location count. If there is a difference, the terminal requests a recount from the operator.
Chapter 5 Inventory Management The following screen appears: 4. Enter the Location in the Location field and press the key. 5. Enter the Item # in the Item # field and press the key. 6. Enter the UOM in the UOM field and press the key. Entering the first letter of the UOM is all that is required. 7. Enter the Pallet number, if applicable, in the Pallet field. 8. Select Enter. 9. Enter the serial number for this item in the Serial number field, if applicable. 10.
INTELLITRACK WMS RF V8.1 RF Guide Inventory Adjustments The Adjust function performs an adjustment of the on-hand quantity for an item. An operator is prompted for the location being adjusted then all relevant information for completing the adjustment. Adjustments made can be positive or negative and the quantity entered is added or subtracted from the on-hand quantity. 78 1. Press the key from the Main menu to reach the Inventory menu. 2. The Inventory menu appears. Press the F6 (Adjust) key.
Chapter 5 Inventory Management 8. Press the key. The adjustment is processed. You are returned to the location/item entry screen (see step 2), and at this point are able to enter another inventory item adjustment (steps 3 through 7). 9. When you are finished with your inventory adjustments, press the key to return to the Main menu. Moving Inventory The Move item function moves an item from one location to another, item by item.
INTELLITRACK WMS RF V8.1 RF Guide 4. Enter the “source” site (i.e., the site from which you are moving the item) in the Site field. (Depending on your system option settings, the default site may already be entered in the Site field.) 5. Enter the “source” site Location in the Location field and press the key. 6. Enter the Pallet in the Pallet field, if applicable. 7. Press the key to continue. The following screen appears with item data listed for that location.
Chapter 5 Inventory Management 10. The following screen appears: Enter the “destination” location in the Site field and press the key. Enter the “destination” location in the Location field and press the key. If applicable, enter the “destination” pallet in the Pallet field. Moving a Pallet 11. Press the key to process the Move Item. You are returned to the Move Source screen, and at this point can elect to move another item location (see steps 3 through 10). 12.
INTELLITRACK WMS RF V8.1 RF Guide Mass Move 82 3. From the Move menu, press the key to select to move an item pallet location. The following screen appears. 4. Enter the “source” site (i.e., the site from which you are moving the item) in the Site field. (Depending on your system option settings, the default site may already be entered.) 5. Enter the “source” site Location in the Location field and press the key. 6. Enter the “source” Pallet ID in the Pallet field. 7.
Chapter 5 Inventory Management 1. From the Main menu, press the key to open the Inventory menu. 2. From the Inventory menu, press the key to open the Move menu. 3. From the Move menu, press the key to select Mass Move. The following screen appears. Moving to a Quarantined Location 4. Enter the “source” site (i.e., the site from which you are moving the item) in the Site field. (Depending on your system option settings, the default site may already be entered in the Site field.
INTELLITRACK WMS RF V8.1 RF Guide Press to return to the previous screen. The operator is returned to the last step before the alert in order to make another selection. Building a Pallet The Build pallet function moves items onto a pallet. The operator can place items on an existing or new pallet. 84 1. From the Main menu, press the key to open the Inventory menu. 2. From the Inventory menu, press the key to build a pallet. The following screen appears: 3.
Chapter 5 Inventory Management 6. Enter an existing Pallet ID number; or press the key to assign a new pallet number. 7. Press the key. The following screen appears: 8. Enter the “source” Site in the Site field. 9. Enter the “source” Location in the Location field. 10. Enter the “source” pallet ID in the Pallet ID field, if applicable. 11. Press the key to continue. 12. Select an item to be placed on the pallet.
INTELLITRACK WMS RF V8.1 RF Guide 14. Enter the item quantity for the pallet in the Qty field. Press the key to complete process. 15. Repeat steps 12–14 until all items are added to the pallet. 16. Press the key to exit to the Inventory menu. Press the key again to return to the Main menu. Replenishment WMS RF Professional supports replenishment. The Replenish function moves material from a storage location to a primary location.
Chapter 5 Inventory Management 2. From the Inventory menu, press to perform item replenishment. Note: The first item to be replenished is displayed with the associated quantities. The required quantity is the threshold quantity, which is the quantity that triggers the warning that the location has fallen below an acceptable level. The “Qty” represents the actual quantity currently in the primary location.
INTELLITRACK WMS RF V8.1 RF Guide 6. Confirm the replenishment request by entering the Item number in the Item # field and the Location in the Location field. Then press to continue. 7. If the item number and location match the item number and location entered for this replenishment, the following screen appears. (Otherwise, and a screen with an error message appears, telling you that either the item or location did not match.
Chapter 5 Inventory Management 8. Press to continue. The Confirm screen appears again. Enter the item number for this replenishment in the Item # field. Enter the destination location in the Location field. Press to continue. 9. If you entered an incorrect item number or location, a screen appears telling you that the transaction failed. If you entered the correct item number or location information, a screen appears, letting you know the transaction was processed. 10.
INTELLITRACK WMS RF V8.
CHAPTER 6 Receiving Introduction Inquire Order Option Receive Order Option Auto-Receive Order Option Put-Away Option Item Put-Away Cross Docking Pallet Put-away 91
INTELLITRACK WMS RF V8.1 RF Guide Introduction The Receiving Menu on the RF Portable contains four options: inquire order, receive order, auto receive, and put-away. • Inquire Order: displays each order in the system. For each order, the order number, order date, due date, order status, and vendor are displayed. Inquire order also allows you to select the order for processing. See “Inquire Order Option” on page 93.
Chapter 6 Receiving • Put-Away: The Put-Away process is used when the receiving process is divided into two segments: Staging: Receiving orders into a staging area Put Away: Moving received orders from staging into the warehouse. The put-away process moves items from the receiving location to the final storage location. WMS scans an item in a staging location then directs the operator to a storage location, which is determined by the put-away sequence. An operator is presented with the primary location.
INTELLITRACK WMS RF V8.1 RF Guide 2. From the Receiving menu, select the key. The order with the lowest number is displayed first. Select the key to advance to the next receiving order. Select the key to scroll back through the displayed receiving orders. Select the (Rcv) key to initiate the receiving process on the displayed order. 3. Press the key to return to the Receiving menu.
Chapter 6 Receiving 3. The following screen appears. Enter the order number in the Order field, and press the key. 4. The following screen appears, showing the Order’s first item with quantity. Select the key to display any additional items in the order. Select the key to return to any previously displayed order item. 5. Press the key. The following screen appears.
INTELLITRACK WMS RF V8.1 RF Guide The screen shows the item number and item UOM. 6. Enter the item’s UOM and press the key. Enter the item quantity and press the key. 7. If lots and expiration dates are enabled, the following screen appears. If applicable, enter the item lot in the Lot field. If applicable, enter the item expiration date in the Expires field. Press the key to continue. 8.
Chapter 6 Receiving If the Prompt for location option is selected in the Options form/ Receiving tab of the WMS RF Server, you will see a Location field in this screen. Enter the receiving location in the Location field. If the order is being received into a pallet location, enter the pallet ID in the Pallet field. The default receiving location, as set in the Options form/Receiving tab is automatically entered in the Location field. However, a new location can be entered. Press the key.
INTELLITRACK WMS RF V8.1 RF Guide The Receiving menu is displayed after the last received order. If you opted to print receiving labels, they are sent to the default printer at this time. Auto-Receive Order Option The Auto receive or Blind receive function processes receivables that have no receiving order upon arrival. Material can be received to a Receive staging location or can be received to its final location. As the process continues, the order is built and inventory is increased.
Chapter 6 Receiving The first vendor entered in the system is displayed. Select the key to skip vendor selection. Select the key to display the next vendor. Select the key to return to any previously displayed vendor. Select the key to jump to a vendor ID entry field where either the vendor's name or ID can be entered. Next, press the key. The Vendor data is displayed. When the desired vendor is displayed and you are ready to continue, press the key. 2.
INTELLITRACK WMS RF V8.1 RF Guide Select the key to display the item's next UOM. Select the key to return to any previously displayed UOM. When the UOM is selected, press the key to advance to the Qty field. Enter the item quantity and press the key to continue. If the item requires a serial number, you are required to enter a unique serial number for this item. (This screen will appear for each item that is being received.
Chapter 6 Receiving The Receiving location is defaulted to the default receiving location entered in the Options form/Receiving tab for WMS RF Server. A different location can be entered, if applicable. Press the key to advance the cursor to the Pallet field and enter the Pallet ID if items are being received to an existing pallet.
INTELLITRACK WMS RF V8.1 RF Guide Put-Away Option WMS RF Professional supports the put-away function. The Put-away function moves items from the receiving location to the final storage location. IntelliTrack WMS scans an item in a staging location then directs the operator to a storage location. This is determined by the put-away sequence. An operator is presented with the primary choice of location. Once the material is placed in the location, the transaction requests a confirmation.
Chapter 6 Receiving The default “source” site is entered in the Site field. If you want to change the “source” site, enter the desired site in the Site field. The “source” location defaults to the location setting entered in the Receiving location field in the Option form/Receiving tab for the WMS RF Server. If you want to enter another “source” location, enter it in the Location field. 5. Press the key to continue. A screen appears that shows the items in this location.
INTELLITRACK WMS RF V8.1 RF Guide Cross Docking 10. The following screen appears. Confirm the put-away location in the Location field. 11. Next, press the key to process the put-away. You are returned to the Item # screen. Here, you have the option to choose another item for put-away. Repeat steps 5–10 until all items have been processed. 12. Press the key to exit to the Receiving menu. 13. Press the key again to return to the Main menu.
Chapter 6 Receiving 4. The Item “Source” screen appears. The system default site is entered by default (depending on the Options form/General tab settings) in the Site field, and the default location (depending on the Receiving location setting in the Options form/Receiving tab) is entered by default in the Location field. If desired, enter another system site in the Site field. If desired, enter another location in the Location field. 5. When you are ready to continue, press the key. 6.
INTELLITRACK WMS RF V8.1 RF Guide The system selects a “destination” location. If you want to change the “destination” site, enter the desired site in the Site field. If you want to change the location, enter the new location in the Location field. Pallet Putaway 106 13. When you are ready to continue, select the key. 14. If you have enabled printing for put away item labels in the WMS RF Server Options form\Printing tab, the Put Away Item Label screen appears.
Chapter 6 Receiving 1. Select the key from the Main menu. The Receiving menu appears. 2. Select the key to open the Put-away menu. 3. Select the (Pallet) key. 4. Enter “source” Site for the pallet. Press the key to advance to the next field. 5. Enter the Pallet ID in the Pallet field. 6. When you are ready to continue, press the key. The Destination Location screen appears.
INTELLITRACK WMS RF V8.1 RF Guide 108 7. Select the Destination location. 8. Press the key. The Confirm screen appears. Enter the pallet location in the Location field on the confirmation screen and then press the key to continue. 9. The “source” site and location screen appears again. Repeat steps 4–8 to put-away another pallet. 10. When you are finished, press the key after the confirmation screen until you return to the Put-away menu. 11.
CHAPTER 7 Picking Introduction Inquire Order Option Pick Order Option Auto-Pick New Order Option Stage Order or Stage Wave Option Staging an Order Staging a Wave (Batched Orders) Picking Staged Orders Ship Confirm Staged Orders Ship By Item Ship By Order Ship By Wave Ship by Pallet Printing a Packing List 109
INTELLITRACK WMS RF V8.1 RF Guide Introduction The Picking menu on the portable contains six options: inquire order, pick order, auto pick, stage order, wave, and print packing list. • Inquire Order: displays each order in the system. For each order, the order number, order date, due date, order status, and ship to ID are provided. Inquire order also allows you to select an order for processing. (See “Inquire Order Option” on page 111.
Chapter 7 Picking Screen > F7 Options > F5 Zone), your inventory selections for the picking process will be limited to the locations in the selected zone. Inquire Order Option All picking orders can be reviewed and selected for processing from this option. Note: Site, location, and item number are always required fields. Additional fields, such as unit of measure, pallet, serial number, lot, and expiration date are only required if they were enabled during the setup process.
INTELLITRACK WMS RF V8.1 RF Guide 3. From the order screen, press the key to return to the Picking menu. Pick Order Option The Picking process removes items from inventory and records them as picked or shipped for an order. Note: Site, location, and item number are always required fields. Additional fields, such as unit of measure, pallet, serial number, lot, and expiration date are only required if they were enabled during the setup process. If these fields are not enabled, they not displayed.
Chapter 7 Picking The order’s items are displayed: Quantity ordered. Quantity previously picked (actual quantity). Item # and description. 4. • The key scrolls forward to the order’s next item. • The key scrolls back to the order’s previously listed item. Press after scanning or selecting the desired item. The following screen appears. Select the location for the pick. (If you are picking by zone, only the zone locations are available.) 5.
INTELLITRACK WMS RF V8.1 RF Guide The key opens an inventory let down screen. If the order item’s UOM quantity is too high for the required pick, you are able to perform an inventory let down by selecting the key. If you are able to fulfill the order quantity, select the UOM in the UOM field, enter the quantity in the Qty field, and select the key to continue with the pick. (Skip the next step, since you do not have to perform an inventory let down to meet the pick ordered quantity.
Chapter 7 Picking • If the item being picked still requires a let down to the next UOM in order to meet the pick UOM quantity, perform another let down for the item UOM by entering an amount in the Qty field and selecting to reach the Letdown screen. Continue with the let down process until the item/location quantity being picked meets the UOM quantity in the pick order.
INTELLITRACK WMS RF V8.1 RF Guide 11. If the item or order is incomplete, the operator is prompted for the next pick Press the key to proceed to the next location to pick additional quantities for the order. 12. When the order is complete, the Print Packing List screen appears. If you want to print a packing list for the pick order, select . The screen closes and a packing list for this order is immediately sent to the printer set for packing lists in the RF Client Options menu.
Chapter 7 Picking 3. Press to enter the new order number in the Order field; —Or— enter the order manually in the Order field. 4. Press the key. The following screen appears. The list of customers is displayed. Select the key to display the next customer Bill To ID. Select the key to return to any previously displayed customer Bill To ID. Select the key to jump to a customer Bill To ID entry field where either the customer 's name or ID can be entered. Press the key.
INTELLITRACK WMS RF V8.1 RF Guide Select the key to jump to a customer Ship To ID entry field where either the customer 's name or ID can be entered. Press the key. The Customer data is displayed. Select the key to skip the Ship To selection. 7. When you reach the customer shipping information that is affiliated with this order, press the key. 8. The following screen appears. Enter the item number in the Item # field and press the key. 9.
Chapter 7 Picking The item’s UOM and Qty for the selected pick location are displayed at this screen. • If you want to change the unit of measure, the key scrolls back to the previously listed UOM selection. The key scrolls forward to the item’s next UOM selection. • If you are able to fulfill the order quantity with the default UOM or the UOM options, press the key and enter the order quantity; then select the key to continue with the pick.
INTELLITRACK WMS RF V8.1 RF Guide The Letdown screen asks you if you want to let this inventory down to the next item UOM in the item’s UOM hierarchy. Select the key to convert the item’s UOM. You are returned to the order item quantity screen. The let down conversion appears in the UOM field. If the item being picked still requires a let down to the next UOM in order to meet the pick UOM quantity, perform another let down for the item UOM.
Chapter 7 Picking 15. Press to continue. If you have entered the correct item number and location in the confirmation screen, when you press , the order screen appears again for this item. If you want to add more inventory to this order, repeat steps 7-14 until the order is completed.
INTELLITRACK WMS RF V8.1 RF Guide At the Picking menu, the option is called Stage order when a wave is not selected. When a wave is not selected the Wave option displays (None). If a wave is selected, press the key. The wave number screen appears. Press to remove the selection. You are returned to the Picking menu. At the Picking menu, the selection should now be Stage order and the Wave selection should be (None). 3. From the Picking menu, select the key.
Chapter 7 Picking The key advances to the next item location. The key returns to the previous listed location. 7. Select another location or select the default location. When you are ready to continue, press . 8. The following screen appears. It displays the item’s unit of measure (UOM) in the UOM field and the UOM item quantity in the Qty field for the location selected. The key advances to the next UOM of the item in the location.
INTELLITRACK WMS RF V8.1 RF Guide Next, select the key. The following screen appears. The Letdown screen asks you if you want to let this inventory down to the next item UOM in the item’s UOM hierarchy. Select the key to convert the item’s UOM. You are returned to the order item quantity screen. The let down conversion appears in the UOM field.
Chapter 7 Picking 10. Press the key. Depending on your system settings, the following screen may appear. If you don’t see this screen, skip ahead to the next step. Enter the lot for the selected item in the Lot field, if applicable. Enter the expiration date for the selected item in the Expires field, if applicable. 11. The Location Destination screen appears. Enter the “destination” location for the staged item in the Location field.
INTELLITRACK WMS RF V8.1 RF Guide • When you create a new pallet, a pallet/container label is sent to the default label printer. (Note that to print a new pallet/container label, the Print Container Labels option must be set in the RF Server Options form. The default printer is set in the RF Client Options (see “The Printers Option” on page 59.) • Press to continue. 12. The following screen appears.
Chapter 7 Picking Staging a Wave (Batched Orders) To stage by wave, you must be using WMS RF Professional. The Wave function selects a wave number that contains at least one picking order assigned to the logged-in operator. Once the wave has been selected the operator can either pick or stage the wave. Usually, a wave consists of one or more grouped orders. For more information about establishing a wave, please refer to the WMS Workstation User Manual.
INTELLITRACK WMS RF V8.1 RF Guide 4. The Picking menu appears again. Notice that the selection is now Stage Wave, and the selection contains a wave number in parentheses. For our example, this means that we have selected wave 103 for staging. 5. Press the key to stage the wave. The following screen appears. Each screen lists the item number and the total item quantity for all items in the orders included in the wave. The key advances you through the item list.
Chapter 7 Picking The key advances to the next UOM for the item. The key returns to the previous listed UOM for the item. The key opens the inventory letdown screen for the item. If the order item’s UOM quantity is too high for the required pick, you are able to perform an inventory let down by selecting the key. If you are able to fulfill the order quantity for staging, select the UOM and quantity and then select the key to continue with the pick.
INTELLITRACK WMS RF V8.1 RF Guide Enter the lot for the selected item in the Lot field, if applicable. Enter the expiration date for the selected item in the Expires field, if applicable. 130 10. The Confirm Source screen appears. Confirm the staged item and location and then press . 11. A Location Destination screen appears. • At the Location Destination screen, enter the location destination for the staged item in the Location Destination field.
Chapter 7 Picking 12. When you are ready to continue, press the key. The following screen appears. It is a confirmation screen, which asks you to confirm the “destination” item number and location for the staged item. Enter the item number in the Item # field and the location in the Location field. Press the key to continue. 13. If you enter the correct item number and location, the stage order will process and you will be returned to the item screen for the items contained in this wave.
INTELLITRACK WMS RF V8.1 RF Guide 3. • (At the Picking menu, the option is called Stage wave when a wave is selected.) • To select a wave, press the key. The wave number screen appears. At this screen, you are able to select a wave. • The key advances you through the waves in the system for the selected site. • The key returns you to the previous wave. • The key removes a wave that is currently displayed on the Picking menu.
Chapter 7 Picking The key scrolls back to the previously listed item in the order. 5. Press the key. 6. The Pick staging location is displayed. 7. Press the key. 8. The item’s UOM is displayed. The key advances to the next UOM of the item in the location. The key returns to the previous listed UOM for the item. The key opens a Letdown screen.
INTELLITRACK WMS RF V8.1 RF Guide The following screen appears. The Letdown screen asks you if you want to let this inventory down to the next item UOM in the item’s UOM hierarchy. Select the key to convert the item’s UOM. You are returned to the order item quantity screen. The let down conversion appears in the UOM field. • If the item being picked still requires a let down to the next UOM in order to meet the pick UOM quantity, perform another let down for the item UOM.
Chapter 7 Picking Enter the lot for the selected item in the Lot field, if applicable. Enter the expiration date for the selected item in the Expires field, if applicable. Press the key to continue. 11. A confirmation screen appears. Enter the item # in the Item # field and the source location in the Location field to confirm the order. Press the key to continue. 12. If you enter the correct confirmation information, the next item in the order is displayed.
INTELLITRACK WMS RF V8.1 RF Guide Ship Confirm Staged Orders The Ship Confirm function confirms the shipment of material against an item, a picking order, or a wave. This function is used to process staged orders from portable locations like Totes. The operator identifies the location containing the inventory being shipped. Then the operator scans or enters all pertinent information to complete the ship confirmation. From the Main menu, select the (Shipping) key. The WMS Shipping menu appears.
Chapter 7 Picking Ship By Item • To print a packing list to the default printer for a closed pick order, select F5 (for more information about selecting the packing list printer, see “The Printers Option” on page 59). 1. From the Shipping Menu, select the (Ship By Item) key. The following screen appears. Enter the location for the shipment in the Location field. (If you are picking by zone, the locations are restricted to the zone locations.
INTELLITRACK WMS RF V8.1 RF Guide Enter the item's unit of measure in the UOM field. Press the key and enter the ship quantity. Press the key to continue. 138 5. Depending on your system settings, a screen may appear with a field for lots, expiration date, or serial number. 6. The following confirmation screen appears. 7. Repeat Steps 3–6 for each item in the shipment that you want to confirm. 8. After the last item shipment in the order is confirmed, a Packing List Screen appears.
Chapter 7 Picking Ship By Order 1. From the Shipping Menu, select the key (Ship By Order). The following screen appears: Enter the location for the shipment in the Location field. If the shipment also resides in a pallet location, enter the pallet ID in the Pallet field. Press the key to continue. 2. The following screen appears. Enter the order number in the Order field. Press the key to continue. 3. The following confirmation screen appears: 4.
INTELLITRACK WMS RF V8.1 RF Guide ing the default packing list printer) and close this screen. If you do not want to print a packing list, select F2 to close this screen without printing a packing list. Ship By Wave 6. You are returned to the Shipping Menu screen. 1. From the Shipping Menu, select the (Ship By Wave) key. The following screen appears. Enter the location for the shipment in the Location field.
Chapter 7 Picking Enter the inventory location and pallet (if applicable) for the wave. 4. Press the key to continue. If the location and pallet (if applicable) are correct, a Print Packing List screen appears. (If the location data is incorrect, a screen appears telling you that the confirmation location does not match. You are returned to the Confirmation screen, where you may re-enter the confirmation data.
INTELLITRACK WMS RF V8.1 RF Guide 2. The Order screen appears. Enter the Order Number that is staged to the pallet location entered previously. Select Enter. 3. The Order Confirmation screen appears, enter the staging location information for this order and select Enter. 4. The Packing Slip screen appears, indicating that the order shipment has been processed. (If the location-pallet data is incorrect, a screen appears telling you that the confirmation location does not match.
Chapter 7 Picking ing the default printer). Print F2 if you do not want to print a packing list. Printing a Packing List You are able to print a packing list for an order in WMS from the RF Client. The Packing List is automatically sent to a user-selectable network printer (see “The Printers Option” on page 59 for information on selecting the default packing list printer).
INTELLITRACK WMS RF V8.1 RF Guide 4. To print the order, select ; the packing slip is sent to the default printer that you set in the RF Client options. You are returned to the Shipping Menu. 5. If you do not want to print the packing slip, select the key. The Print Packing List screen closes and you are returned to the Shipping Menu. Printing a Packing List from the Picking Menu To print a packing list from the Picking menu, please refer to the instructions that follow. 1.
Chapter 7 Picking 2. The Print Packing List screen appears. 3. Enter the Picking Order Number in the Order field to print a packing list for this order. 4. To print the order, select ; the packing slip is sent to the default printer that you set in the RF Client options. You are returned to the Picking Menu. 5. If you do not want to print the packing slip, select the key. The Print Packing List screen closes and you are returned to the Picking Menu.
INTELLITRACK WMS RF V8.
Index Index A Adjust inventory 78, 79 Auto picking 116–?? receiving 101 Auto-Start Setting in RF Server 2 B Build pallet 84, 86 C Client conventions 56 Language RF 57 main menu screen 57 monitoring 64 operator settings 57 RF 2 windows 55 windows entering data 56 signing on 56 Components RF 2 Configuring RF server database 2 Windows CE (LXE) with RF Terminal Emulation 15 Confirm staged orders 136–138 Connection device to RF network 14 RF network parameters 14 Connectivity of RF network 14 Container create d
INTELLITRACK WMS RF V8.
Index Zone 110 Ping the portable 14 Portable adjust inventory 78, 79 inventory replenishment 86, 89 moving inventory 79, 83 picking 109–138 put-away 102, 104 receiving, RF 91, 101 Printer selection for labels 59 Printers Option RF Client 59 Printing labels formats 7 options for portable 7 put-away item labels 8 receiving item labels 8 Put-away cross docking 10 pallet 106, 108 portable 102, 104 Putaway item labels 7 R Radio Frequency refer to RF 2 Receiving default location 10 options 10 orders 94 auto 98,
INTELLITRACK WMS RF V8.
