Accellos - Guide - V60WebDispatch PDF

Accellos One Warehouse
Using Web Dispatch

Collect Edition
Accellos Inc.
125 Commerce Valley Drive West, Suite 700
Markham, Ontario, Canada
L3T 7W4
October 2008
Copyright Accellos, Inc.

All rights reserved
This manual is reserved for licensed users of Accellos One Warehouse. If you are not a licensed user of
Accellos One Warehouse, no part of this publication may be reproduced, stored in a retrieval system or
transmitted in any form or by any means electronic, mechanical, recording or otherwise, without the
prior written consent of Accellos, Inc.
The information in this manual is furnished for informational use only, is subject to change without
notice and should not be construed as a commitment of Accellos, Inc. Accellos, Inc. assumes no respon-
sibility or liability for any errors or inaccuracies that may appear in this manual.
T A B L E O F C O N T E N T S
ABOUT THIS DOCUMENT

Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Accellos One Warehouse Product Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Getting Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Contacting Accellos Inc WMS Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
CHAPTER 1
USING THE WEB DISPATCH INTERFACE
Starting Web Dispatch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Navigating Accellos One Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
About the Reports Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Using the Sales Orders Purchase Orders Summary Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Using the Order Details Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Using Report Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Configuring Screen Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Grid Configuration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Filtering Data on Report/Display Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Clearing Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Processing Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Selecting Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Processing Orders from Report Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Using the Right-Click Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Exiting Web Dispatch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS iii

CHAPTER 2
PROCESSING PURCHASE ORDERS
About Processing Purchase Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Accessing Purchase Orders in Web Dispatch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Understanding Purchase Order Actions and Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Understanding the Purchase Order Report Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Assigning Purchase Orders to Receivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Closing Purchase Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Cancelling Purchase Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Receiving a Purchase Order in Web Dispatch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Non-PO Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
CHAPTER 3
PROCESSING SALES ORDERS
About Processing Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Accessing Sales Orders in Web Dispatch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Understanding Sales Order Actions and Statuses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Understanding the Packslip Report Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Assigning Sales Orders to Pickers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Moving Through the Sales Order Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Allocating and Re-allocating Sales Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Unallocating Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Understanding Web Dispatch Shipping Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Waving and Re-waving Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Unwaving Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Performing Immediate Shipping Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Suspending Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Unsuspending Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Cancelling Sales Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Picking a Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
IV WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

CHAPTER 4
EDITING ORDERS AND WAREHOUSE DATA
Editing Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Editing Sales Order Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Editing Sales Order Line Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Editing Purchase Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Editing Purchase Order Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Editing Purchase Order Line Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Maintaining Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Modifying Product Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Adding a New Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Editing Customer Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Modifying Customer Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Editing Vendor Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Modifying Vendor Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
CHAPTER 5
TROUBLESHOOTING
Using the Log Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Generating the Log Lookup Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Generating the Log Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS v

VI WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE
A B O U T T HI S D O C U M E N T
This manual provides conceptual information and operational procedures for the Accellos
One Warehouse Web Dispatch application.
It is highly recommended that you read the introductory companion manual, Overview of
Accellos One Warehouse before working with the procedures contained in this manual.
AUDIENCE
This document is intended for the following readers:
Warehouse supervisors or managers, who use the Accellos One Warehouse Web
Dispatch application for daily warehouse operations and management.
Accellos, Inc. partners and resellers, and warehouse system administrators or IT
managers, who need to understand Accellos One Warehouse functions for the
purposes of system installation, setup, and ongoing configuration.
This manual assumes some familiarity with basic warehousing concepts, but not
necessarily with concepts or terminology that are specific to warehouse management
systems (WMS) or to Accellos One Warehouse.
ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS vii

About This Document
Accellos One Warehouse Product Structure
ACCELLOS ONE WAREHOUSE PRODUCT STRUCTURE

The Accellos One Warehouse product line is structured as follows:
Collect EditionThe 'basic' or 'easy' edition of Accellos One Warehouse. Collect is designed
to be a true entry-level product. It offers simplified user processes and implementation, while
still providing a robust WMS solution.
Manage EditionThis is essentially the Collect Edition with the addition of the Kitting and
Multi-Zone modules. It maintains the simplicity of the entry-level Collect Edition, while
providing Kitting' for sites that need some sort of production facility and Multi-zone
functionality for sites that need to use zones for specific purposes such as hazmat or freezers
or if they define their warehouse layout using different zones.
The Manage Edition also allows you to optionally purchase additional modules, as required.
FulFill EditionBuilds on the features and functions of the Collect Edition by adding some of
the most commonly used advanced features. Fulfill addresses the desire for the most
frequently requested enhancements, without requiring customers to buy specialized features
they don't need. Growing businesses will find that the upgrades in the Fulfill package provide
additional functionality for current and future needs.
Optional Module and ToolkitsSince many businesses have specialized needs, Accellos One
Warehouse offers numerous modules/toolkits that can be purchased individually. Accellos
understands that businesses don't want to buy functionality that they will never use or that
they don't have the infrastructure to support. Therefore, the product structure allows you to
pinpoint and purchase only the modules/toolkits you require.
Modules are a standard set of functions that do not require any additional
development to implement.
Toolkits are used by our Professional Services Development Team to build custom
solutions for customers. For example, we have the ability to control carousels and
conveyors, but each site requires some level of customization. The customer would be
required to purchase the Warehouse Automation Toolkit and then a number of days
of custom development at our standard PS rates in order to implement a complete
solution.
GETTING ADDITIONAL INFORMATION

The documentation set is intended to provide a targeted approach information as follows:
Collect and Manage users need documents designated for Collect Edition or have no
designated edition.
Fulfill Users and purchaser of optional modules and toolkits need documents designated
for the Fulfill Edition, the Collect Edition or have no designated edition.
Depending on your role and the products purchased, you may want to reference some of the
following documents:
Overview of Accellos One Warehouse
Accellos One Warehouse Handheld Functions
VIII WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

About This Document
Document Conventions
Document Conventions
The following formatting conventions are used in Accellos One Warehouse documentation:
Convention Explanation
Initial Caps Indicates the name of a Accellos One Warehouse function.

Example:
The cartons are sent to the shipping area and, optionally, weighed and
scanned with the Carton Shipping function.
ALL CAPS Indicates a Accellos One Warehouse system name, such as a bin loca-
tion or an order or carton status.
Example:
The order is in the status of SUSPENDED and cannot be processed
further until it is released.
Bold text Indicates text that appears in screen options such as buttons, menus,
text boxes, and so on.
In the Product field, enter the product number.
monospace Indicates text that you must enter exactly as shown.

text Example:
Enter the IP address or machine name of the server running the Web
Dispatch thread, or enter localhost if you are running Internet
Explorer on the server machine.
italics Indicates a newly introduced term, emphasis, or a manual title.

Example:
It cannot be further processed until the dispatcher unsuspends it.
> Indicates the start of a procedure.

Example:
> To start picking an order:
CONTACTING ACCELLOS INC WMS CUSTOMER SUPPORT

You can contact Accellos Support by telephone or e-mail. Be sure to have ready your company
name, the version of Accellos One Warehouse you are using and a concise description of the
problem you are experiencing
Telephone: 1-800-668-7700
905-695-9999 or 905-337-7190
E-mail: wmssupport@accellos.com
ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS ix

About This Document
Contacting Accellos Inc WMS Customer Support
X WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

1 U S I N G T H E WEB D I S P AT CH I N T E R FA C E
This chapter provides a detailed description of the Web Dispatch application, including how to start Web
Dispatch, and how to navigate and customize the Web Dispatch interface. It also provides an overview of
the dispatcher functions that are implemented in Web Dispatch. The following topics are discussed:
Starting Web Dispatch on page 2
Navigating Accellos One Warehouse on page 4
Configuring Screen Displays on page 17
Processing Orders on page 25
Exiting Web Dispatch on page 29
ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS 1

Using the Web Dispatch Interface
Starting Web Dispatch
STARTING WEB DISPATCH

> To log on to Web Dispatch:
1 Start Internet Explorer.
2 If during installation, Accellos Warehouse One Dispatch was added your browsers
Favorites menu, simply click it.
Or,
In the address bar, enter the url of the Accellos Warehouse One Web Dispatch using the
following format:
http://<server IP address or Name>/RbDispatch/
where:
<server IP address or Name> is
the IP address or machine name of the server running the Accellos Warehouse One
Web Dispatch component
or,
enter localhost if you are running Internet Explorer on the same machine that you
installed the Web Dispatch component.
For example,
http://10.142.154.13/RbDispatch/
http://localhost/RbDispatch/
The Accellos One Warehouse login screen is displayed.
3 In the User field, enter your user ID.
2 WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

4 In the Password field, enter your password.

If you have no data of your own, you can initially use the following default User Names
and Passwords, which are installed with Accellos One Warehouse, until a username and
password has been defined for you.
User Name Password
HH (none)
Web (none)
inter inter
rbship rbwms99
There is also a default sa user name that is used to log on to the administrative functions
on Web Dispatch. The administrative functions are not discussed in this manual.
5 Optionally, in the Language field, select the language you want the interface to display.
6 Click Log In. The Accellos One Web Dispatch home page is displayed.

Navigating Accellos One Warehouse
NAVIGATING ACCELLOS ONE WAREHOUSE

The main navigational elements in Accellos One Warehouse are:
The side-bar Reports menu. See About the Reports Menu on page 4.
The toolbar buttons.
Linked fields On many reports, you can click on an underlined value (e.e., a number or
words) to drill down or link to other reports.
NOTE: The screens you can view and the functions you can perform will
depend on your permissions. You may or may not have access to all the screens
and functions described here.
About the Reports Menu

When you log on initially, the Reports menu is collapsed
Expand the Reports menu, by clicking the expanding arrow icon .

About the Reports Menu
Expand the Reports section by clicking the expand icon .
The Reports section includes the following selections:

Sales Orders Displays the Sales Order summary screen. From here you can view, process
and manage sales orders in Accellos One Warehouse.
Purchase Orders Displays the Purchase Order summary screen. From here you can view,
process and manage purchase orders in Accellos One Warehouse.
Inventory, Miscellaneous, Performance, Picking, Receiving, Shipping These folders
contain the Accellos One standard reports that include various real-time and historical reports
that document warehouse functions and activities; reports that monitor warehouse processes
and productivity; inventory, customer, vendor and troubleshooting report.
Custom This folder contains custom reports; Accellos One Warehouse lets each installation
create their own custom-defined reports that allow you to query the entire database to search
for specific data.

Using the Sales Orders Purchase Orders Summary Screens

When you first link to the Sales Orders /Purchase Orders Summary screen from the Reports
side-bar menu, the following summary screen is displayed (the example is from the Sales
Orders summary screen).
List of recently viewed pages. Described in Using the Recent Drop-Down Box on page 10.
Order display criteria. Described in Under- Table layout criteria. Described in

standing and Using Filters on page 8. Understanding and Using Pivots
on page 7.
NOTE: Depending on your configuration and permissions, your display may

contain different or fewer elements.

Understanding and Using Pivots

Pivots are ways of displaying orders by controlling the horizontal/column or the vertical/row
organization of records, so that the data is organized according to the selected criterion. For
example, selecting a State horizontal pivot from the drop-down list would display orders in
columns corresponding to the province or state to which the orders are being shipped.
To activate a horizontal pivot, select an item from the following drop-down box:
The vertical pivots can be activated by selecting an item from the following drop-down box:
You configure whether to display horizontal pivots, vertical pivots, both or none, as described
in Configuring the Orders Summary Screens on page 11.

Understanding and Using Filters

The order summary screen allows you to filter the data displayed in the orders table, by the
using following types of filters:
filter (custom)
alert (custom)
product
warehouse
handle
Each of these is described in the sections following. Note that you can combine multiple filters
to restrict your displayed data set even more. In addition, you can filter data by configuring
screen as described in Configuring Screen Displays on page 17.
Database query statement for all active filters are displayed in the filter status bar.
To clear all the active filters, including alerts, and re-display all orders in the system, click the
Clear All Active Filters button .
Filter (Custom)
A filter is a way of filtering (i.e., restricting) the display of orders according to a predefined
criterion, so that only orders that meet that criterion are displayed. Filters must be configured
for your system, and are determined by the information provided in the orders. For example,
in the figure below, selecting a filter of UPS Orders will display only orders that are to be
shipped by UPS.
A default of All Orders is usually used, unless otherwise configured. To activate a filter,
select an item from the Filters drop-down box.

Alert (Custom)
An alert, like a filter, is a way of filtering the display of orders in according to a predefined
criterion, so that only orders that meet that criterion are displayed. Alerts must be configured
for your system, and are determined by the information contained the orders. The difference
between alerts and filters is that alerts are intended to be used for urgent criteria, such as a
priority customer, or a priority order. They only appear if there are orders in the system for that
alert. The total number of orders for each alert is shown to the left of that alert.
For example, in the figure below, selecting an alert of single-line orders or urgent orders
will only show records that have been marked by the host system as being urgent, or orders
with only one line.
Total number of open orders for this alert.
To activate an alert, simply click on the desired alert. Note, however, that alerts are much more
process-intensive than filters, and therefore should not be overused.
Product
To display only orders with a particular product on them, you can use the Product filter. In the
example below, only orders with product number LF211 will be displayed.
To activate a product filter, type the product number in the Product field, and click anywhere
outside the field, or press the TAB key.
Warehouse
To display only orders that belong to a particular warehouse, you can use the Warehouse
filter. The warehouse is a one- or two-digit code that identifies a physical or logical site from
which you may allocate and pick products.
To activate a warehouse filter, select a warehouse from the drop-down box.

Understanding and Using Handles

A handle is a name, consisting of any alphanumeric text, that is used to identify an order or
group of orders. A handle may be specified in the downloaded orders themselves, or you may
add a handle to an order or group of orders in Web Dispatch when you perform any action on
them, such as allocating or waving. Handles help you follow orders throughout processing in
the warehouse, and are especially useful when there are a large number of orders in the
system and it is difficult to distinguish clearly between them.
The Handle field on the order summary screen lets you enter a handle so that only orders to
which you have applied that handle are displayed. For example, in the following figure, the
handle unallocaug22 was applied to a group of orders to indicate that they had to be
rewaved because of an earlier problem. Entering UNALLOCAUG22 in the Handle field here
will display only those orders.
To display orders by handle, select a handle from the drop-down box.
Using the Recent Drop-Down Box

The Recent drop-down box in both Sales Orders and Purchase Orders summary screens lists
the most recently accessed sales order, purchase order, customer, vendor, and/or product
reports.
To link directly to the report you want to view, select the packslip, PO, customer, vendor, or
product number from the list.

Configuring the Orders Summary Screens

You can customize the display of the Sales Orders and/or Purchase Orders summary screens
to suit your needs. The configuration of the Sales Orders /Purchase Orders summary screens
are each controlled by a single grid control form.
To configure the Sales Orders or Purchase Orders summary screen:
1 Click the configuration icon on the title bar. The Form Configuration window dis-
plays.

Form Configuration for Sales Orders summary Form Configuration for Purchase Orders summary
2 Click the link under the controlid heading (sopivot for sales orders or popivot for
purchase orders). The Pivot Grid Configuration window displays.
You can modify the configuration of the Sales Orders /Purchase Orders summary screens as
follows:
In the Visibility section, under Pivots, select/clear the Horizontal and/or Vertical check-
boxes to the enable/disable the display of horizontal and/or vertical pivots. If enabled, the
following should also be set:
In the Visibility section, under Pivots selection, select/clear the Horizontal and/or
Vertical checkboxes to enable/disable row and/or column select buttons that allow
the Web Dispatch user to filter orders by the summary table column and/or row.
Described in Using Pivot Selection on page 12.
In the Pivots section, select from the from the drop-down lists the Default
Horizontal pivot and/or Default Horizontal pivot. These are the default pivots that
display when the Sales Orders/Purchase Orders summary screen first displays.

In the Visibility section, select/clear the Alerts and/or Filters checkboxes to enable or dis-
able the display of alerts, filter selection boxes. Described in Alert (Custom) on page 9
and Filter (Custom) on page 8.
In the Filters section, specify default values that should display for the product and ware-
house filters, and for handles. Described in Product on page 9, Warehouse on page 9,
and Understanding and Using Handles on page 10.
Using Pivot Selection

The Horizontal and Vertical Pivot Selections options in the Form Configuration window let
you display horizontal and vertical selects. This is another method of filtering orders, this time
using buttons that appear in pivot columns and rows. These buttons allow the Web Dispatch
user to restrict the display of orders to only those meeting the criterion represented by a
particular summary table column or row.

Using the Order Details Screens
Linking to the Order Details Screens

To view additional details for groups of orders, from the Sales Orders /Purchase Orders
summary screen, click on any underlined number in either the # Orders or in the rows
represented by the vertical pivot (Process Steps in this case).
Click to display these orders.

When you click on a number of orders in the Sales Orders/Purchase Orders summary screens,
you link to the order details screen, as illustrated below (this example shows the Sales Order
details screen from the Sales Orders summary screens):
Selection check boxes Detail headings
Right-click menu

The Sales Orders/Purchase Orders details screens contain the following elements:
Element Explanation
Selection Click a checkbox to select an order or group of orders for processing.

check boxes See Selecting Orders on page 25.
Detail head- Click on a column heading to sort orders in the sequence of the
ings selected heading. For example, click on the Date Required heading to
sort orders by date required. The arrow icon indicates whether it is
ascending or descending order (depending on whether the arrow
points up or down ).
The headings displayed depend on the fields that are populated in the
orders.
Right-click Serves two purposes:

menu to select and deselect checkboxes next to orders
to perform actions on selected orders.
See Using the Right-Click Menu on page 27.
Linking to Reports Screens

From the details screens, you can link to detailed reports screens for orders, vendors and
customers.
Viewing Order Details

To view additional details for an order, from the Sales Orders/Purchase Orders details screen,
click on an underlined number under the Packslip or PO columns.
Click here to view this sales order.
The Report screen for the selected order is displayed, as described in Using Report Screens on
page 16.

Viewing Customer Details

To view additional details for a customer, from the Sales Order details screen, click on an
underlined number under the Customer Number column.
Click here to view information for this customer.
The Customer Report screen for the selected customer is displayed.
Viewing Vendor Details

To view additional details for a vendor, from the Purchase Orders details screen module, click
on an underlined number under the VENDOR NUMBER column.
Click here to view information for this vendor.
The Vendor Report screen for the selected vendor is displayed.

Using Report Screens

When you click on an order number in the sales/work or purchase orders details screens, you
link to the Packslip (Sales Order) or Purchase Order Report screens. The following is an
example of a sales order.
Edit button Log button
General order information
Line information
Shipping and carton Information
Detailed order information
Right-click menu
Packslip (sales order) and Purchase Order Report screens contain the following elements:
Element Explanation Described in...
Edit button Click to edit the order. Editing Sales Orders on page 86
(only available if you have and Editing Purchase Order
the appropriate permis- Information on page 89.
sions)
Log button Click to display the log Chapter 5, Troubleshooting on

(only available if you have report for the order. page 99.
the appropriate permis-
sions)
General order information Displays general informa-

tion, such as customer/ven-
dor data, status, and so on.

Using Report Screens
Element Explanation Described in...
Line details Show the status of product, Understanding Sales Order Line
and bins from which the Statuses on page 57 and Under-
product has been allocated. standing the Purchase Order
You can also edit order lines Report Screen on page 37.
by clicking the Edit link Editing Sales Order Line Details
under the Edit heading for on page 87 and Editing Purchase
the line, if you have the Order Line Details on page 90.
appropriate permissions.
Right-click menu Performs actions on the Using the Right-Click Menu on

current order. page 27.
Shipping/carton informa- Displays carton serial num- Understanding Shipping Statuses

tion (Packslip Report bers, track-trace numbers, on page 58.
screens only) statuses, and statistics.
Packslip and Purchase Order Report screens also allow you to access report screens for
vendors, customers, products as described previously.
CONFIGURING SCREEN DISPLAYS

Most Web Dispatch screens let you configure the type of information you want to display and
the way you want it presented. This is a powerful tool that lets you focus on the data that is
important to you and your warehouse staff.
Any toolbar that has the configuration icon on the left side, can be customized to meet
your requirements. The configuration settings that display are different for each type of screen.
Consider the following example of the sales orders details screen for READY TO WAVE
orders:

Configuring Screen Displays
> To configure the screen:
1 Click the configure icon . The Form Configuration window dispays.
NOTE: This example above has only one control for a single grid. Some
screens have multiple controls for multiple grids on a page, such as the
Customer Report below.
2 Click the open so link to display the Grid Configuration window for sales orders.
3 The Grid Configuration dialog box is described below. Modify the settings as required and
click Submit.

Grid Configuration Dialog Box

Grid Properties Section
Show if EmptyForces the grid to appear. Normally a grid that has only empty values would
be hidden. Show if Empty is only useful if you have multiple grids on a page.
Always HideThis grid does not display, regardless of whether or not is populated. Always
Hide is only useful if you have multiple grids on a page.
Minimize on Activation When the screen appears, the grid will display by default as
minimized. For example, in the sales order (Packslip Report) shown below, the Packslip
Detailsgrid is minimized
This section is minimized
To expand a minimized section, click the Expand icon, in the header of the
minimized section.
This section is now expanded.
Minimize on Activation is only useful if you have multiple grids on a page.

Rows Per Page You can break up a long display into manageable pages. For example, if you
had 140 orders, you set the rows to 10 per page you would get 14 pages and a page
control tool displays so you can navigate through the pages:
Provides a Page 1 of 14 Control
If blank, or less or equal to zero is entered in the Rows Per Page field, the number of
rows per page is the default that is specified in the configuration for you installation.
Visible Rows Lets you limit the vertical size of the grid. For example, here we are limiting
the visible rows to 10, instead of allowing a long page:
Only 10 rows display at

one time.
If blank, or less/equal to zero is entered in the Visible Rows field, the number of rows is
the default that is specified in the configuration for you installation.

Default SortSpecifies how to sort orders in the table, according to the column selected from
this drop-down list. When a column is selected, the arrow icon displays beside the
column heading, indicating that the table is sorted in ascending order according to the
values in that column.
Column Properties Section

Each column corresponds to a field in the sales/purchase order. You can specify how and
whether the information in the should display.
Is VisibleDisplays if populated.
Show if Empty Forces the column to appear even if it completely empty. Normally a column
that had only empty values, would be hidden.
StickySticky columns always display on the left. For example Process Step and Packslip
are sticky. Note that a thicker line distinguishes the sticky columns of the table from the
non-sticky columns.
This line distinguishes the sticky columns from the non-sticky columns
Column OrderSpecifies the order the columns display, from left to right the screen. You can
change the order by renumbering them. Remember that sticky columns will always
appear the left of non-sticky columns regardless of their column number. Within the
sticky part of the table, the position of columns is determined by Column Order.
Similarly, Within the non-sticky part of the table, the position of columns is determined
by Column Order.

Summarize The Summarize values control the footer of the grid. You can sum or count the
values. Not that you cannot summarize sticky columns.
Filtering Data on Report/Display Screens

You can apply filters to tables/grids or columns displaying the grid filter icon (for tables/
grids) or the column filter icon (for columns). Filters restrict the data displayed according
to a specific criterion.
> To filter information for a table in the window display:
1 Click the grid filter icon on the tab:

Filtering Data on Report/Display Screens
The Grid Filter window displays The columns correspond to fields in the orders.
2 Enter a qualifier for one of more columns. The qualifier could be equal to, or > (greater
than), or < (less than), or >= (equal or greater than), or < =(equal or less than) a value.
3 Click Submit. The filter entered displays in the column heading.
For example, to display only those orders assigned to user HH, enter HH as the filter for
the Assigned To column:
The column heading displays the filter.
Another example: To display orders with 5 or more lines, enter >=5 as the filter for the
Lines # column:
The column heading displays the filter.
To get rid of the filters, see Clearing Filters on page 24.

> To filter information for a specific column in the display:
1 Click the column filter icon for the column:
2 The Column Filter window displays. The window that displays depends on the type of
column being filtered.
Example 1: Example 2:
Column filter that displays for Column filter that displays for
the Pack- the #Lines column
3 Select on of the filter types and enter a value if needed. Click Submit.
In the Example 1 above, we use a wildcard to look for packslips that begin with 107.
In the Example 2 above, we are looking for orders with less than 5 lines.
Clearing Filters
Clicking the Clear Filters button clears the filters that were applied to a table or column.
For example, clicking the Clear Filters button clears the filter applied to the Packslip
column.

Selecting Orders
PROCESSING ORDERS
You can process a single order from a Packslip or Purchase Order Report or you can process
sales/purchase orders by selecting individual orders or groups of orders, and applying actions
to them. The available actions are accessed from the right-click menu of the selected order(s).
Selecting Orders
To process sales/purchase order, you must select an order or groups of orders to which you will
apply an action. You can select orders from:
The Reports Folder of the Reports side-bar menu. From the side-bar menu, select:
Reports> Picking> Sales Order Report
Reports> Receiving > Purchase Order Report

The Sales/Purchase Orders details screens. For example, this is the Purchase Orders
details screen and as you see, it shows the POs and has checkboxes to select them.

Processing Orders
The Customer, Bin, and Product report

Customer Reports shows open sales orders for a given customer;
Product Report shows open sales orders for a given product
Bin Detail Report shows open sales orders for a given pick bin.
For example, open sales orders in the Customer Report
By default, when you access the details screens that display open sales/purchase orders, or
other screens that display open sales order, all the orders are selected. This means that any
actions you apply to them, by invoking the right-click menu, will apply to all orders (as shown
above).
To deselect or reselect specific orders, use the following procedures.
> To select/deselect an order:
Click a check box next to an order to enable or disable it.

> To select/deselect all orders:
1 Right-click anywhere on the details screen (or Customer/Bin/Product Report for sales
orders).
2 From the right-click menu that appears, choose On/Off to toggle between enabling or
disabling all check boxes.
> To select/deselect a contiguous group of orders:
1 On the details screen (or Customer/Bin/Product Report for sales orders), click a check box
next to the first order of the group to enable or disable it.
2 Click a check box next to the last order of the group to enable or disable it.
3 Right-click anywhere on the screen and from the right-click menu that appears, choose
Between.
All orders between the first and last are selected/deselected.

Processing Orders from Report Screens
Processing Orders from Report Screens

You can process a single order from a Packslip or Purchase Order Report screen by right-
clicking anywhere on the screen to invoke the pop-up menu, and selecting an action. The
Customer, Bin, and Product reports also allow you to select orders as in the order details
screens (see above), and apply an action to the selected group of orders, as in the following
example (taken from a Product Report screen):
You can select these sales orders.
Using the Right-Click Menu

To process orders once you have selected them, you right-click anywhere on the screen to
invoke the right-click menu, and select an action.
Actions for sales orders are described in Actions That Can be Performed on Sales Orders on
page 54.
Actions for purchase orders are described in Actions That Can be Performed on Purchase
Orders on page 36.
NOTE: The actual set of actions available on your pop-up menus will depend
on the permissions configured for your user ID

Processing Orders
> To process orders by applying actions to them:
1 Select an order or group of orders to be processed, by doing one of the following:

2 Right-click anywhere on the screen, and from the right-click menu, select the action you
want to perform. The Settings window for the selected action is displayed.
3 Optionally, modify settings for this order or group of orders. Settings for each action are
described in Chapter 3, Processing Sales Orders on page 45 or Chapter 2, Processing
Purchase Orders on page 31.
4 Optionally, in the Handle field, enter an identifier for the order or group of orders being
processed.
Tip: It is a good practice to use a common naming convention, including your ini-
tials, the date, and the reason for the handle. For example, a handle you might
apply to a group of orders that you are allocating would be KMJune6Alloc1.
5 When done, click Submit (or click Close to cancel).
Refreshing Screens
The Web Dispatch screens do not necessarily automatically refresh when you perform some of
the actions, commands or functions available in Web Dispatch. You will need to click the
Refresh button regularly to update the data.
Click the Refresh button as many times as necessary to completely update the order display.
It may take several seconds, or even minutes, for all jobs to complete processing. When all
orders have been processed, they should be updated with the appropriate settings and/or
statuses, as described in Chapter 3, Processing Sales Orders on page 45 or Chapter 2,
Processing Purchase Orders on page 31.
Editing Default Settings

The options in the Settings Windows of any of the actions from the right-click menu for sales/
purchase orders are populated with defaults defined in your Accellos One Warehouse
configuration. You can to edit these settings on-the-fly for specific orders, as necessary.
You can also edit the default settings for your user ID only, so that the settings you choose
always appear by default whenever you log on to Web Dispatch.

Using the Right-Click Menu
> To edit default action settings:
1 Go to the action you want to set. For example, here we will set allocation options.
2 Select or enter the values you wish to display as the defaults for this action
3 When done, click Save as Default. The defaults you have specified are now displayed on
as the defaults whenever this screen is accessed.
EXITING WEB DISPATCH

When you are finished a Web Dispatch session, you should log off.
> To log off Web Dispatch:
1 From the navigation bar, click Exit. The logon screen is displayed.
2 Optionally, close your Internet Explorer window.

Exiting Web Dispatch

2 P R O C E S S I N G P U R CH A S E O R D E R S
ABOUT PROCESSING PURCHASE ORDERS

Processing purchase orders involves the following functions:
Purchase Orders details and report screens allow you to view and process purchase
orders that are received in the warehouse, as described in the following subsections:
Accessing Purchase Orders in Web Dispatch on page 32
Understanding Purchase Order Actions and Statuses on page 35.
Understanding the Purchase Order Report Screen on page 37.
Assigning Purchase Orders to Receivers on page 38
Closing Purchase Orders on page 41
Cancelling Purchase Orders on page 42
In addition to receiving purchase orders on the handheld, there is a special purchase
orders processing function in Web Dispatch that lets you receive purchase orders in
Web Dispatch rather than using the handheld. For information, see Receiving a
Purchase Order in Web Dispatch on page 43.
Some users will have permission to edit existing purchase orders. Described in
Editing Purchase Orders on page 88.
A variety of Receiving Reports allow you to monitor and track current and historical
receiving process in the warehouse. From the side-bar menu, select Reports, then
select Receiving.
In some cases it may be necessary to troubleshoot the receiving process. See Chapter
5, Troubleshooting on page 99.
Sometimes stock that arrives at the warehouse without a purchase order, or
unordered items arrive with a purchase order. Depending on the policy of the
warehouse, these items may be receive into inventory anyway. See Non-PO Receipts
on page 44.

Processing Purchase Orders
About Processing Purchase Orders
Accessing Purchase Orders in Web Dispatch

You can access the Purchase Orders Summary screen in one of two ways:
Click the Purchase Orders icon on the toolbar.

Or
Expand the Reports menu (if collapsed), then expand the Reports folder and select
Purchase Orders. The Purchase Order summary screen displays.

Accessing Purchase Orders in Web Dispatch
Understanding the Purchase Orders Summary Screen

The Purchase Orders summary screen is populated based on information contained in
purchase orders that have been downloaded from the host system. Purchase orders in
Accellos One Warehouse are displayed according to the criteria you select from the various
drop-down boxes on the left of the screen.
Horizontal Pivot Headings
Orders statistics
Currently selected
pivots
Process steps
PIVOT, V-PIVOTS The vertical and horizontal pivots are selected from the PIVOTS
and V-PIVOTS drop-down lists on the left side of the summary
screen. Examples of some pivots: Date Create the date the
orders were downloaded to Accellos One Warehouse; Assigned To
User IDs of the receivers to whom the orders are assigned;
Process Step, Vendor Number, Vendor Name, etc. See
Understanding and Using Pivots on page 7.
RECENT, PRODUCT Data selection criteria, see Understanding and Using Filters on
WAREHOUSE, page 8, Understanding and Using Handles on page 10, and Using
HANDLE
the Recent Drop-Down Box on page 10.
Horizontal Pivot The values for the selected pivot, according to data contained in the
headings (columns) purchase order records. By default, the first column shows all
orders in the system, regardless of any filters used.
# Orders row Displays the total number of orders per column. To view details for
orders, click on the underlined number corresponding to the group
of orders you want to select, or click on the number in the All
column to view all orders.
# Lines row Displays the total number of lines in all orders per column.
Nunits row Displays the total number of units in all orders per column.
Process Step rows Display orders according to all process steps currently applied to
the orders in each column. An overview of the process steps is
provided in Process Steps (Statuses) For Purchase Orders on page 35.
To view details for orders, click on the underlined number
corresponding to the group of orders you want to select, or click on
the number in the All column to view all orders.

Understanding the Purchase Orders Detail Screen

From the Purchase Orders summary screen you can link to view additional details for groups
of purchase orders.
Click on an underlined value to drill down to the Purchase Orders details screen for the
selected group of orders.
The details screen shows:

Purchase orders issued by the host system and downloaded into Accellos One
Warehouse.
Back orders automatically created by the host system. These follow the numbering
convention determined by your host system.
In rare instances, your configuration may allow back orders to be automatically created by
Accellos One Warehouse on upload for previous purchase orders that were received short.
These are numbered in the same way as the original orders from which they are
generated, with the extension -n where n indicates the number of the back order (e.g. 1,
2, etc.).

Understanding Purchase Order Actions and Statuses
Understanding Purchase Order Actions and Statuses

The receiving process is summarized in the following figure:
Action Order Status
Purchase order is
1 issued and down- NOT RECEIVED
loaded to Accellos
One Warehouse
2
Receiver receives BEING
product and puts it RECEIVED
away
3
Receiver or dis-
READY TO
patcher closes pur-
UPLOAD
chase order
Process Steps (Statuses) For Purchase Orders

Process Step Explanation
NOT RECEIVED The purchase order is waiting for product to be received in the
warehouse.
BEING RECEIVED A warehouse receiver has opened the purchase order, and is
beginning to receive stock.
READY TO UPLOAD A warehouse receiver has closed the purchase order and the
receipt confirmation is ready to be uploaded to the host
system. Normally, your system will be configured to
automatically upload completed purchase orders, and this
status will not be displayed.
UPLOADED The order has been received, and the receipt confirmation
uploaded to the host system. You can only view orders in this
status from the Reporting function. From the side-bar menu,
select Reports> Receiving > Purchase Order Report, enter
the PO number and click GO.

Actions That Can be Performed on Purchase Orders

The actions that appear on the right-click menu in the Purchase Orders details and report
screens are used to process purchase orders and move them through the warehouse cycle.
These include:
Delete PO
Complete PO
Assign Receiver
NOTE: The actions that are actually available to you will depend on your
permissions.
The following table provides an overview of the actions that you can apply to purchase orders,
including the stage in the processing cycle at which you normally perform them.
Apply to orders in
Action Use to... this status... Described in...
Assign Receiver Assign purchase orders NOT RECEIVED, BEING Assigning Purchase Orders to
to a specific warehouse RECEIVED Receivers on page 38
user. Only that user can
receive the order on the
handheld in the
warehouse.
Complete PO Completes and close BEING RECEIVED Closing Purchase Orders on
purchase orders and page 41.
upload the receipt
confirmations to the host
system.
Delete PO Cancel a purchase order any Cancelling Purchase Orders
and delete it from the on page 42.
database.

Understanding the Purchase Order Report Screen
Understanding the Purchase Order Report Screen

The PO/Manifest Report screen provides all the details about an order, and is helpful for
monitoring and troubleshooting a purchase order from the moment it is downloaded, to the
time when the dispatcher or a receiver needs to close it.
purchase order status in the warehouse Log button
Edit button
Line information
If you have the appropriate permissions, you can also directly add, delete, and edit some of the
fields in the purchase order using the Edit button, if changes need to be made to the order
since it was downloaded. For information on editing purchase orders, seeEditing Purchase
Orders on page 88.
Also, with the appropriate permissions, you can view the log for the order, using the LOG
button. For more information, Chapter 5, Troubleshooting on page 99
Purchase Order Line Details

Details of the lines on purchase orders are also marked with statuses, which are displayed on
PO Report screens once the orders begin to be processed. If you are closing purchase orders in
Web Dispatch, you will want to view the line results, so that you can see if the purchase orders
have been completely received or not.
Line number Product ordered for that line Line status Indicates that there are sales
orders Held until this product is
received into the warehouse.

Line statuses are marked with the following codes:
Status Indicator Explanation
none The line has not yet been received.

S The line has been received complete.
B The line has been received short and the short-shipped items are
flagged as backordered.
If you have the appropriate permissions, you can also directly add, delete, and edit an order
line from this screen, if changes need to be made to the order since it was downloaded. For
information, see Editing Purchase Order Line Details on page 90.
Assigning Purchase Orders to Receivers

The dispatcher can assign purchase orders assign to specific warehouse users for receiving.
When users log onto the handheld for the first time, they will see the total number of sales
orders and/or purchase orders that have been assigned to them.
The receiver also has a function key on the handheld that lets them select from a list of
purchase orders specifically assigned to them.
When a purchase order is assigned to a specific user, other handheld users will not be able to
receive that order. To make an order available to other users, the order would need to be
unassigned as described in Unassigning or Reassigning Receivers on page 41.
Note that assignment to a specific user is a warehouse limitation only; it will not affect any
Dispatch functions such as Web Purchase Order Completion.

Assigning Purchase Orders to Receivers
> To assign purchase orders to receivers:
1 Select the order(s) you want to assign. For procedures for selecting orders, see Selecting
Orders on page 25.
2 From the right-click menu, select Assign Receiver. The Assign Receivers window is
displayed.
3 From the Assign to Receiver field, select a user from the drop-down list.
assigned.
5 When done, click Submit.

Viewing Assignments
You can use an Assigned To pivot on the Purchase Orders summary to see the results.
The Purchase Orders details and reports screens can also include a column to display the
assignment.

Closing Purchase Orders
Unassigning or Reassigning Receivers

When an order is assigned to a receiver, it means that no other handheld user can receive the
purchase order in the warehouse. You may need to remove an assignment from a specific
receiver because that receiver may be absent or unavailable to receive the purchase order;
instead, you would like the order to be received by any available handheld user in the
warehouse. You may also opt to reassign the purchase order to a different user.
> To unassign or reassign the current receivers:
1 Select the order(s) you want to unassign or reassign. For procedures for selecting orders,
see Selecting Orders on page 25.
2 From the right-click menu, select Assign Receiver. The Assign Receivers window is
displayed.
3 To unassign the currently assigned user, select the Clear Assigned Receiver checkbox,
or,
To reassign to a different user, from the Assign to Receiver field, select a user from the
drop-down list.
unassigned/reassigned.
Closing Purchase Orders

Your warehouse will have a policy regarding who should close purchase orders once they have
been received: the dispatcher or the receivers. In many warehouses, receivers will simply close
purchase orders as they receive them. In other warehouses, it may be the dispatchers job to
close all the purchase orders in a batch at the end of the day.
When you close purchase orders, the following occurs:
Receipt confirmations are uploaded to the host system.
The orders are made unavailable to warehouse staff for further processing.
NOTE: Be sure that all lines on a purchase order with the status BEING
RECEIVED have been received before closing it. To verify the receipt of all line
items, simply view the report screen for the purchase order, and be sure that all
lines have a status recorded for them (see Understanding the Purchase Order
Report Screen on page 37).

> To close purchase orders:
1 Select the order(s) you want to close. For procedures for selecting orders, see Selecting
Orders on page 25.
2 From the right-click menu, select Complete PO. The Complete PO Settings window is
displayed.
processed.
When all orders have been processed, they should be removed from the display (or marked
with the status READY TO UPLOAD, if your system is not configured to automatically upload
receipts to the host).
Cancelling Purchase Orders

Deleting a purchase order is an exceptional way of handling a purchase order in Web Dispatch
at any point. Delete actually expedites the purchase order by bypassing all of the normal
Accellos One Warehouse process steps, and reporting the quantity of product received to the
host system. You may want to use this option to process rush or urgent items for immediate
outbound shipment, or to handle any purchase orders manually rather than by having them
pass through the normal receiving steps.
> To cancel a purchase order:
1 Select the order(s) you want to cancel. For procedures for selecting orders, see Selecting
Orders on page 25.
2 Right-click anywhere on the screen you are using, and from the right-click menu, select
Delete PO. The Delete PO Settings window is displayed.
processed.
Purchase orders will either be marked READY TO UPLOAD, or in most implementations, this
status is not displayed, as receipt confirmations are automatically uploaded to the host system,
and removed from the Web Dispatch Purchase Order summary screen. Unreceived items are
marked as backordered.

Cancelling Purchase Orders
RECEIVING A PURCHASE ORDER IN WEB DISPATCH

The Web Purchase Order Completion function allows you to receive products on a purchase
order from Web Dispatch, rather than using the handheld. This may be useful in situations
where handhelds are not available. After the purchase order is received manually, use Web
Purchase Order Completion to record the bins to which the products and quantities were
received. Each line in the purchase order must be received to a single bin, i.e., you cant split
the quantity received into different bins using Web Purchase Order Completion.
You can complete purchase orders that are in NOT RECEIVED or BEING RECEIVED status.
> To receive a purchase order in Web Dispatch:
1 From the side-bar menu, select Reports, then Receiving and then Web Purchase Order
Completion.
2 In the PO field, enter the purchase order number and click GO. The Web Purchase Order
Completion screen for the order is displayed, with default values.
3 The default Packsize is displayed in the Packsize field, but you can edit this to reflect the
actual packsize in which the product arrived.

Non-PO Receipts
4 In the Qty Received field, enter the actual quantity you want to receive now. You can
receive a partial quantity or over-receive a quantity greater than the ordered quantity.
5 In the Bin Label field, enter the actual bin into which the product was received or you can
leave the default receiving bin that is displayed.
6 If you have the appropriate permissions, you can optionally edit the purchase orders by
clicking the Edit button . For more information, see Editing Purchase Order
Information on page 89.
7 If you have the appropriate permissions, you can optionally view a log of the entries and
activities for this purchase order, by clicking the Log button . For more information, see
Chapter 5, Troubleshooting on page 99.
8 Click Confirm when you are satisfied that the information you entered is correct.
When you click Confirm, the purchase order is completed. Receipt confirmations are
uploaded to the host system, and the order is unavailable to warehouse staff for further
processing. The purchase order is removed from the display (or marked with the status
READY TO UPLOAD, if your system is not configured to automatically upload receipts to the
host).
NON-PO RECEIPTS
Stock that arrives at the warehouse without a purchase order may be handled as a
miscellaneous adjustment on the handheld in the warehouse. Non-PO receipts is a type of
miscellaneous adjustments pre-configured in Accellos One Warehouse. The log reports for
products will show the miscellaneous adjustments that were created for each product
received, as this is how these receipts are actually processed. Each adjustment is identified
with the code RV indicating that it was a non-PO receipt.

3 PROCESSING SALES ORDERS
ABOUT PROCESSING SALES ORDERS

The following topics are discussed in this chapter:
Before moving through the sales orders processing cycle, it is important to get an
overview of the sales order summary, detail and report screens, and sales order
actions and statuses, all of which are described in the following subsections:
Accessing Sales Orders in Web Dispatch on page 46
Understanding Sales Order Actions and Statuses on page 50.
Understanding the Packslip Report Screen on page 56.
Assigning Sales Orders to Pickers on page 60
In order to pick a sales order and move it through the warehouse, as well as to handle
various exceptional circumstances, it is necessary perform various actions on the sales
order. For details of Web Dispatch actions that are applied to sales orders, see,
Moving Through the Sales Order Cycle on page 62
In addition to picking sales orders on the handheld, there is a special sales orders
processing function in Web Dispatch that lets you pick sales orders in Web Dispatch
rather than using the handheld. For information, see Picking a Sales Order on page
81.
Some users will have permission to edit existing sales orders. Described in Editing
Purchase Orders on page 88 of Chapter 4, Editing Orders and Warehouse Data.
A variety or Picking Reports allow you to monitor and track current and historical
sales order/picking processes in the warehouse. From the side-bar menu, select
Reports, then select Picking.
In some cases it may be necessary to troubleshoot the sales order/picking process. See

Processing Sales Orders
About Processing Sales Orders
Accessing Sales Orders in Web Dispatch

You can access the Sales Orders Summary screen in one of two ways:
Click the Sales Orders icon on the toolbar.

or
Expand the Reports menu (if collapsed), then expand the Reports folder and select Sales
Orders.

Understanding the Sales Orders Summary Screen

The Sales Orders summary screen is populated based on information contained in sales
orders that have been downloaded from the host system. It displays all sales orders in the
system, according to the criteria you select from the various drop-down boxes on the left of
the screen.
Horizontal Pivot Headings Quick Launch reports
Orders Statistics
Currently Selected
Pivots
Process Steps
PIVOT, V-PIVOTS The vertical and horizontal pivots are selected from the
PIVOTS and V-PIVOTS drop-down lists on the left side of
the summary screen. Examples of some pivots: Date
Create the date the orders were downloaded to
Accellos One Warehouse; Assigned To User IDs of the
pickers to whom the orders are assigned; Ship Via The
carrier specified for the orders; Process Step, Customer
Number, etc. See Understanding and Using Pivots on
page 7.
RECENT, PRODUCT Data selection criteria, see Understanding and Using
WAREHOUSE, HANDLE Filters on page 8, Understanding and Using Handles on
page 10, and Using the Recent Drop-Down Box on page
10.
Horizontal Pivot headings The values available for the selected pivot, according to
(columns) data contained in the sales order records. By default, the
first column shows all orders in the system, regardless of
any filters used.

# Orders row Displays the total number of orders per column.

corresponding to the group of orders you want to select,
or click on the number in the All column to view all
orders.
# Lines row Displays the total number of lines in all orders per
column.
# Allocated Lines row Displays the total number of lines that have been
allocated in all orders per column.
Nunits row Displays the total number of units in all orders per
column.
Value Gross row Displays the total dollar value of all orders per column.
Only displayed if dollar amounts are available in product
records in the database.
Value Fill row Displays the total dollar value of all fillable lines in all
orders per column. Only displayed if dollar amounts are
available in product records in the database.
Estimated Weight row Displays the total weight of all orders per column. Only
displayed if weights are available in the product records in
the database.
Process Step rows Display orders according to all process steps currently
applied the orders in each column. An overview of
process steps used for sales orders is provided in Process
Steps (Statuses) For Sales Orders on page 53.
corresponding to the group of orders you want to select,
or click on the number in the All column to view all
orders.

Understanding the Sales Orders Detail Screen

From the Sales Orders summary screen you can link to view additional details for groups of
sales orders.
Click on an underlined value to drill down to the Sales Orders details screen for the selected
group of orders.
The details screen shows:

Sales orders issued by the host system and downloaded into Accellos One Warehouse.
Back orders automatically created by the host system. These follow the numbering
convention determined by your host system.

In rare instances, your configuration may allow back orders to be automatically created by
Accellos One Warehouse on upload for previous sales orders that were picked/shipped
short. These are numbered in the same way as the original orders from which they are
generated, with the extension -n where n indicates the number of the back order (e.g. 1,
2, etc.)
Understanding Sales Order Actions and Statuses

The sales orders processing cycle is summarizes as follows:
Order
Upload Accounting
System
(Host)
Shipping
Order
Download
Packing
Order
Allocation
Picking
Replenishment
Label
Printing Order
Order Re-allocation
Waving
Once an order is downloaded from the host system to Accellos One Warehouse, the main
steps in the sales order process that are as follows:
Allocation Allocating causes Accellos One Warehouse to search the warehouses inventory
and match it against the items (products) on the sales order. If there is enough stock in

inventory to fulfill the order, it will be reserved for that order. The allocation process for sales
orders is summarized in the following figure:
Action Order Status
Sales order is
1 downloaded to UNALLOCATED
Accellos One
Warehouse
READY TO
Dispatcher or
2 system allocates
order HELD REPLEISH
HELD SHORT
HELD FORMAT
SUSPENDED
Replenishment This is a process performed in the warehouse, whereby stock depleted from
pick bins is replaced with stock from bulk or overstock bins, and/or bulk packages are broken
down into pickable packsizes defined for the orders. An order is marked to be held for
replenishment in Web Dispatch. The dispatcher can also create groups of replenishment
requests, which group together orders with similar characteristics, such as their priority,
customer, date, and so on. The stock must be replenished before an order can be re-allocated
successfully.
Re-allocation For sales orders that were not immediately marked as ready to wave, they
need to be re-allocated. The re-allocation process is summarized in the following figure.
Action Order Status
1 Stock is received,
replenished etc.
Dispatcher or
2 READY TO WAVE
System re-
allocates order

Waving Waving is the process of grouping allocated sales orders together and releasing
them to the warehouse floor to be picked. When orders are waved, a wave number is assigned
to the group of orders, and a carton/track-trace number is assigned to each shipping carton in
each order, based on the number of cartons estimated to be required for the order. Picking/
shipping labels can be printed for the orders. The waving process is summarized in the
following figure:
Action Order Status
System or
WAVED
1 dispatcher or
picker waves
Pickers collect
2 picking/shipping
labels and
Picking/Packing/Shipping In the warehouse, pickers can use a variety of styles to pick and
pack orders. Regardless of the style of picking used, when the picker begins to pick an order or
batch, the status of the sales order is BEING PICKED.
Once an order is completely picked (and packed), printing a label and/or paper packslip may
be performed automatically either when the last pick of an order is completed or when the
entire order is confirmed as shipped. These processes are determined by an end-of-line
configuration that is applied to the order, based on the method used to ship the order. Orders
are put into the status of RATING if any shipping processes need to be performed (shipping
confirmed), or READY TO UPLOAD if no actions are necessary.
The process is summarized in the following figure:
Action Order Status
Picker begins
1 picking order or BEING PICKED
batch
Picker/packer
2
packs/repacks
cartons
Picker picks last

3 item in order, or RATING/
packer packs last READY TO UPLOAD

Process Steps (Statuses) For Sales Orders

Process Step Explanation
UNALLOCATED The order has not yet been allocated. If your system is
configured to automatically allocate sales orders on
download, this status will be skipped.
HELD SHORT Some or all lines in the order require stock that is not
available, and the order was configured to be held until new
stock is received.
HELD FOR REPLENISHMENT Some or all lines in the order require stock that is not
available in pickable bins, and the order was configured to
be held until stock in pick bins is replenished.
HELD FORMAT There is inventory in the warehouse to fill this order, but it
cannot be allocated to the order because of an
incompatibility with the product required for the order.
Examples of wrong formats are wrong packsizes, or wrong
attribute data.
READY TO WAVE The order has been fully allocated and it is ready to be
released to the warehouse floor.
WAVED The order has been assigned to a picking wave and it is

ready to be picked.
BEING PICKED The order has been opened by a picker and stock is being
picked.
RATING The order has been completely picked and is being

processed by an external shipping system. This status is only
displayed if an end-of-line configuration is applied to the
order that requires an external process is executed (Ship
Confirmed).
WAITING FOR CRYSTAL A Crystal Reports packslip is required as part of the end-of-
line processes, and has not yet been printed.
SUSPENDED The order has been suspended by the dispatcher, or by a

problem during allocation. An error message normally
appears indicating the nature of the problem for this status.
READY TO UPLOAD The order has been shipped, and the pick confirmation is
ready to be uploaded to the host system. Normally, your
system will be configured to automatically upload completed
sales orders, and this status will not be displayed.
SHIPPED AND UPLOADED The order has been shipped, and the pick confirmation has
been uploaded to the host system. You can only view orders
in this status from the Reporting function. From the side-bar
menu, select Reports> Shipping > Uploaded Shipments.

Actions That Can be Performed on Sales Orders

The actions that appear on the right-click menu in the Sales Orders details and Packslip,
Customer, Bin Detail, and Product report screens are used to process orders and move them
through the warehouse cycle:. These include:
Allocate
Unallocate
Ship
Wave
Unwave
Suspend
Unsuspend
Nuke
Assign Picker
NOTE: The actions that are actually available to you will depend on your
permissions
The following table provides an overview of the actions that you can apply to sales orders,
including the stage in the processing cycle at which you normally perform them.
Apply to orders in this

Action Use to... status... Described in...
Allocate Allocate stock to sales orders UNALLOCATED Allocating and Re-
that have not yet been allocating Sales Orders
allocated. on page 62.
Allocate Re-allocate orders that were HELD FOR REPLENISHMENT Allocating and Re-
not allocated successfully, or HELD SHORT allocating Sales Orders
have been only partially HELD FORMAT on page 62.
allocated.
Unallocate Unallocate previously allocated READY TO WAVE Unallocating Sales
sales to free up stock that was HELD FOR REPLENISHMENT Orders on page 69.
allocated to those orders. HELD SHORT
HELD FORMAT
Ship Modify various shipping any, but preferably Understanding Web
options for orders. READY TO WAVE Dispatch Shipping
Options on page 70.
Ship Bypass or perform order BEING PICKED, RATING Performing Immediate
shipping functions. Shipping Actions on
page 77.

Apply to orders in this

Action Use to... status... Described in...
Wave Release allocated orders to the READY TO WAVE Waving and Re-waving
warehouse floor, making them Orders on page 74.
available to pickers.
UnWave Pull an order back from picking WAVED, Unwaving Orders on
on the warehouse floor. BEING PICKED page 76.
Suspend Remove sales from processing. any Performing Immediate
Shipping Actions on
page 77.
Unsuspend Return suspended sales orders SUSPENDED Unsuspending Orders
to normal processing. on page 78.
Nuke Cancel an order any Cancelling Sales
Orders on page 79.
Assign Picker Assign sales orders to a specific any Assigning Sales Orders
warehouse user. Only that user to Pickers on page 60
can pick the order on the
handheld in the warehouse.

Understanding the Packslip Report Screen

The Packslip Report provides a detailed information and the history of the activities performed
on a single sales order. It is useful for monitoring and troubleshooting a sales order
throughout all stages of the warehouse cycle, from initial allocation, to shipping and
uploading to the host system.
Log button
sales order status in the warehouse Edit button
Line information
If you have the appropriate permissions, you can also directly add, delete, and edit some of the
fields in the sales order using the Edit button, if changes need to be made to the order since it
was downloaded. For information on editing orders, see Editing Sales Order Information on
page 86.
Also, with the appropriate permissions, you can view the log for the order, using the LOG
button. For more information, Chapter 5, Troubleshooting on page 99

Understanding Sales Order Line Statuses

In addition to order statuses, the lines on sales orders are also marked with statuses, which are
displayed on Packslip Report screens. It may be helpful for troubleshooting purposes to view
the line results, so that you can see the product(s) that may be holding up an order.
In the example below, the order has been held in HELD FORMAT because of the product
ordered in the fourth line.
Line number Product ordered for that Line status
Line statuses are marked and color-coded as follows:
Status Indicator Color Explanation
Not Alloc Grey The line has not been allocated.
Bin label(s) Green The line has been allocated from the pick bins indicated.
Bin label(s) Blue Product for this line is not available in pick bins, but is
available in the overstock bins indicated. The line requires
that product be replenished to pick bins.
Short Red Product for this line is not available anywhere in the
warehouse. The line requires that product be received and
replenished to pick bins.
Wrong Format Red Product for this line is available in the warehouse, but
cannot be allocated to this order due to an incompatibility.
Additional information regarding the cause of the problem
is also indicated (for more information, see Handling Held
Format Orders on page 68).
Batch Picked Brown The line has been batch picked, but needs to be packed to
be completed.
Picked Black The line has been picked.
Shorted Black The line has been shorted by the dispatcher during
allocation, or by a picker.
When you hover the cursor over a line status, a box displays the system processes that
determined the line status. In the second example below, the order has been HELD SHORT

because of the products ordered in the first line; the hover-over explains the why the line is
short.
Hover cursor for line status reasons.
As orders are allocated and picked, the line statuses are updated accordingly:
If you have the appropriate permissions, you can also directly edit or delete an order line from
this screen, if you need to make changes to the order since it was downloaded, or if editing the
order is necessary for successful allocation. For information on editing orders, see Editing
Sales Order Line Details on page 87.
Understanding Shipping Statuses

When an order is waved, carton information for the order appears at the bottom of the
Packslip Report screen:
Carton status Carton Track-trace

number number
As orders are picked, the carton display is updated with additional information, and carton
statuses are updated according to the processes required by the orders end-of-line
configuration:

Click the totelabel and/or the tracktrace links for more information
The following table explains the meaning of the carton statuses.
Status Explanation
PICKING The order has been opened for picking, but the carton has not yet been
used.
EMPTY The order has been waved and not yet picked, so the carton is still
empty,
or
the order has was picked but the carton was not used at all.
SCAN/SHIP The order has been picked, and the end-of-line configuration has
determined that shipping confirmation is required. The order status is
RATING and the Mark as Shipped option needs to be applied to the
order.
SHIPPED All shipping processes have been completed for the carton.
UNSHIPPED The order has been picked but the carton was not required to undergo
any shipping processes.

Assigning Sales Orders to Pickers

The dispatcher can assign sales orders assign to specific warehouse users for picking. When
users log onto the handheld for the first time, they will see the number of total number of
sales orders and/or purchase orders that have been assigned to them.
The picker also has a function key on the handheld that lets them select from a list of sales
orders specifically assigned to them. This list includes all sales orders assigned to them, which
have been allocated, but not yet waved.
When a sales order is assigned to a specific user, other handheld users will not be able to pick
that order. To make an order available to other users, the order would need to be unassigned
as described in Unassigning or Reassigning Pickers on page 62.
Note that assignment to a specific user is a warehouse limitation only; it will not affect any
Dispatch functions such as Web Sales Order Completion.
> To assign sales orders to pickers:
1 Select the order(s) you want to assign. For procedures for selecting orders, see Selecting
Orders on page 25.
2 From the right-click menu, select Assign Picker. The Assign Pickers window is displayed.

Assigning Sales Orders to Pickers
3 From the Assign to Picker field, select a user from the drop-down list.
assigned.
Viewing Assignments
You can use an Assigned To pivot on the Sales orders summary to see the results.
The Sales Orders details and reports screens can also include a column to display the
assignment.

Moving Through the Sales Order Cycle
Unassigning or Reassigning Pickers

When an order is assigned to a picker, it means that no other handheld user can pick the sales
order in the warehouse. You may need to remove an assignment from a specific picker
because that picker may be absent or unavailable to pick the sales order; instead, you would
like the order to be picked by any available handheld user in the warehouse. You may also opt
to reassign the sales order to a different user.
> To unassign or reassign the current pickers:
1 Select the order(s) you want to unassign or reassign. For procedures for selecting orders,
see Selecting Orders on page 25.
2 From the right-click menu, select Assign Picker. The Assign Pickers window is displayed.
3 To unassign the currently assigned user, select the Clear Assigned Picker checkbox,
or,
To reassign to a different user, from the Assign to Picker field, select a user from the
drop-down list.
unassigned/reassigned.
MOVING THROUGH THE SALES ORDER CYCLE

This section describes in detail the actions that are performed in Web Dispatch to move sales
order through the warehouse. You may want to review the high-level summary of the sales
orders cycled described in Understanding Sales Order Actions and Statuses on page 50.
Allocating and Re-allocating Sales Orders

You must allocate any sales orders displayed with the status UNALLOCATED. You may have
business rules in your warehouse that determine when orders should be allocated, and in
what sequence, such as orders that belong to an Alert category, orders for a particular
customer, date required, etc. Or, you may simply allocate orders as soon as they are
downloaded and displayed in Web Dispatch.
If background allocation is not used in your implementation, you will need to manually re-
allocate orders that are in any of the following statuses: HELD FOR REPLENISHMENT, HELD
SHORT, HELD FORMAT.
If your system is configured for background allocation, you may not have to run the initial
allocation or any re-allocation. However, you may need to handle orders that cannot be
successfully allocated automatically. If this is the case, see Understanding Sales Order
Allocation Results on page 66 and Handling Unsuccessfully Allocated Sales Orders on page 67.

You will also need to manually re-allocate any orders for which you want to change the default
allocation options, or assign new replenishment groups.
When a sales order is allocated, the following occurs:
Stock is reserved from pick bins for the required products (if they are available).
Order and line statuses are updated, as described in Understanding Sales Order Allocation
Results on page 66.
If the system is configured to print letdown tickets, they are printed for products on orders
held for replenishment.
Allocation Procedure
> To allocate sales orders:
1 Select the order(s) you want to (re-)allocate. For procedures for selecting orders, see
Selecting Orders on page 25.
Allocate. The Allocation Settings window is displayed.
3 Optionally, modify allocation options for the order(s) you are (re-)allocating. Information
about these options is provided in:
Understanding and Modifying Replenishment Options on page 64.
Understanding and Modifying Short Options on page 65.
processed.
6 Click the Refresh button as many times as necessary to completely update the order
display. When all orders have been processed, they should be updated with the
appropriate settings and/or statuses, as described inProcess Steps (Statuses) For Sales
Orders on page 53.
7 Check the results of the (re-)allocation, as described in Understanding Sales Order
Allocation Results on page 66.

8 For orders that are not moved into READY TO WAVE status, identify an appropriate
method for handling them, as described in Handling Unsuccessfully Allocated Sales Orders
on page 67.
9 If necessary, unallocate previously allocated orders. For procedures, see Unallocating Sales
Orders on page 69.
10 When orders that have not been successfully allocated have been processes as required,
re-allocate the orders as many times as is necessary to place them into the READY TO
WAVE status.
Understanding and Modifying Replenishment Options

When Accellos One Warehouse attempts to allocate a sales order, it will reserve the stock for
as many lines on the order as possible. If all lines cannot be filled because the necessary stock
is not in pick bins in the requested packsizes, but product is available elsewhere in the
warehouse to fill these lines, you can select one of two ways of handling these orders:
Option Use to...

Hold for Reserve stock for fillable lines, and hold the order until missing
Replenishment stock is replenished to the appropriate pick bins, in the appropriate
packsizes.
Fillable lines will be allocated.
The order will be placed into HELD FOR REPLENISHMENT status.
A replenishment request will be issued for the required stock.
If your system is configured to print letdown tickets, they will
automatically be printed.
Short if not Ready Release the order for picking and shipping, without the items that
could have been replenished.
Fillable lines will be allocated and non-fillable lines will be
shorted.
The order will be placed into READY TO WAVE status.
Pickers will not be directed to pick missing products.
NOTE:If you select this option, you must also select the Auto
Short or Assume Infinite Stock option for short orders (see
Understanding and Modifying Short Options following). Other
Shorts options are incompatible and will cause the order to be
Held Format.

Understanding and Modifying Short Options

If all lines in a sales order or group of sales orders cannot be filled because the necessary stock
is unavailable anywhere in the warehouse that is, the orders are short you can select one
of several ways of handling these orders:
Option Use to...

Hold for Shorts Reserve stock for fillable lines, and hold the order until missing items
are received and moved into bins in the warehouse.
Stock will be allocated for fillable lines.
The order will be given the status HELD SHORT.
Auto Short Release the order for picking and shipping, without the missing items.
Stock will be allocated for fillable lines.
Non-fillable lines will be shorted.
The order will be given the status READY TO WAVE.
Pickers will not be directed to pick short products.
Depending on your configuration, your host system will
automatically issue a back order for missing items, or your host
system will cancel the short lines in the order will be cancelled.
On rare occasions, Accellos One Warehouse will be configured to
automatically issue a back order for shorted lines on the order.
NOTE:You cannot short orders that are designated by the host to
Ship Complete.
Assume Infinite Release the order for picking and shipping, and allow the pickers to
Stock short picks if necessary.
Stock will be allocated from pick bins for fillable lines
Short stock will be allocated from the system location INFINITE.
The order will be given the status READY TO WAVE. Pickers will
not be directed to pick the products allocated from the INFINITE
location, but will have to manually handle those line items.
NOTE:Only use this option if Accellos One Warehouse is not man-
aging your inventory.
100% Fill Leave the order unallocated. The order will remain in UNALLOCATED
status and no stock will be reserved for fillable lines.

Understanding Sales Order Allocation Results

The following table summarizes the possible allocation results for sales orders.
Status Explanation
READY TO WAVE The order(s) have either been completely filled from product
in pickable bins, or have been allowed to be shipped short.
They are now ready to be waved in Web Dispatch (or by
pickers if allowed, from the handheld); for procedures for
waving in Web Dispatch, see Waving and Re-waving Orders
on page 74.
HELD FOR REPLENISHMENT The order(s) contain lines that require products that are not
available in pick bins in the packsizes required. Lines that can
be filled are allocated and stock is reserved for them; however,
for lines that require product from elsewhere in the
warehouse, staff must first replenish the required products, or
you must take alternative measures for the order(s). If your
system is configured to do so, letdown tickets are
automatically printed. For more information on handling
orders in this status, see Handling Held Orders on page 67.
HELD SHORT The order(s) contain lines that require products that are
currently unavailable. Lines that can be filled are allocated and
stock is reserved for them; however, for lines that require
unavailable product, stock must be received into inventory, or
you must take alternate measures. For more information on
handling orders in this status, see Handling Held Orders on
page 67.
UNALLOCATED The order(s) contain lines that require products that are
currently unavailable, and 100% fill was selected during the
allocation. No lines are allocated and no stock is reserved for
the order(s). For lines that require unavailable product, stock
must be received into inventory before the order(s) can be
successfully allocated.
SUSPENDED There is some problem in the order(s) that needs further

investigation. For more information on handling orders in this
status, see Handling Orders with Errors on page 68.
HELD FORMAT The order(s) contain lines that require products available in
the warehouse; however, the product could not be allocated
correctly due to an incompatibility with the order, allocation,
or replenishment options. For more information on handling
orders in this status, see Handling Held Format Orders on
page 68.

Handling Unsuccessfully Allocated Sales Orders

If an order or group of orders is allocated successfully, the orders appear in Web Dispatch with
the status of READY TO WAVE, and can be released for picking. If an order appears with any
other status, the allocation has not been successful, and you and/or other warehouse staff
need to rectify the situation in a way that will allow the order to be re-allocated successfully.
The following sections discuss how to handle the different types of orders that cannot be fully
allocated:
Handling Held Orders on page 67.
Handling Orders with Errors on page 68.
Handling Held Format Orders on page 68.
Handling Held Orders

For orders that are held because some lines contain unavailable products orders in
UNALLOCATED, HELD FOR REPLENISHMENT, HELD SHORT, HELD FORMAT there are several
options for handling these:
Wait until products have been replenished or received.
For orders HELD FOR REPLENISHMENt, this is probably the most efficient method for
handling these orders, as replenishing can often be performed, and the products
made available for picking in the same day.
For orders HELD SHORT that are not urgent or of high priority, and you know that new
stock is to arrive shortly, this is also a reasonable approach.
If you need to manually re-allocate such orders, you may wish to run various inventory or
receiving reports to check for inventory updates that affect these orders. For held for
replenishment orders, you can run the Replenishment Report (from the side-bar menu,
select Reports>Inventory>Replenishment Report) that shows all outstanding
replenishment requests; once these have been cleared, you will know that the products
for the held orders have been replenished.
For held short orders, the Product Report (Reports>Inventory>Product Report) and
Short Products Reports (Reports>Inventory>Short Products Report) may be useful.
Release stock by unallocating other orders. For orders held short that are urgent, you may
wish to free up stock from lower priority orders by unallocating them. For more
information on unallocating orders, see Unallocating Sales Orders on page 69.

For orders held short and held for replenishment, release the order(s) without the missing
products or components, if this is an acceptable option for your customers. To do this,
manually re-allocate the order(s), and select the Short if Not Ready option for orders
held for replenishment, and the Auto Short option for orders held short. This will pre-
short the missing lines, and place the order(s) in READY TO WAVE status. When the
orders are waved, pickers will simply not be directed to pick the missing lines. Depending
on your configuration, back orders may automatically be generated for the missing
products.
NOTE: You cannot short orders that are designated by the host to Ship
Complete.
For orders held short only, if Accellos One Warehouse is not tracking the inventory,
release the order to pickers, and allow the pickers to manually find the missing stock in
the warehouse, or use another manual procedure for handling the order. To do this,
manually re-allocate the order, and select the Short if Not Ready and Assume Infinite
Stock options. This will allocate the short lines from a virtual location called INFINITE
and place the order in READY TO WAVE status. When the order is waved, pickers will
simply not be directed to pick the missing lines.You may also want to print pick tickets
when waving such orders, so that pickers will know which items have been allocated from
the INFINITE location.
Handling Orders with Errors

An order marked SUSPENDED indicates that there is something up with the order itself, such as
a negative quantity ordered. The error that caused the order to be suspended is often noted in
the Packslip Report. To handle these orders, you must first edit the field(s) in the order that
caused the problem (for information, see Editing Sales Orders on page 86), unsuspend them
(for more information, see Unsuspending Orders on page 78), and if necessary, re-allocate
them manually.
Handling Held Format Orders

The status of HELD FORMAT indicates that there is stock somewhere in the system for products
required for the order, but that the stock cannot be allocated, for various reasons, including:
The on-hand stock is in a packsize that does not match the packsize specified in the order.
The on-hand stock is in the process of being moved or replenished and is in a temporary
system location, such as TRANSIT or REPLENIS, where it cannot be accessed until it is
put away to pick bins.
If you handle expiry-dated product, the on-hand stock will expire sooner than allowed by
the order(s).
If you handle products with attributes such as lot or serial numbers, the on-hand stock
uses attributes that do not match the attributes required in the order.
Once you have identified the nature of the problem, you can do any of the following before
the order is re-allocated:

Unallocating Sales Orders
Wait until products have been replenished or put away to their final pick bin homes. If you
need to manually re-allocate such orders, you may wish to run various inventory reports
to check for inventory updates that affect these orders. You can run the Product Report
(from the side-bar menu, select Reports>Inventory>Product Report) which shows all
current locations for the product, including TRANSIT, REPLENIS, and other temporary
locations; once the product has been cleared from those locations and moved to pick bins,
the order may be re-allocated.
Release stock by unallocating other orders. For orders held format that are urgent, you
may wish to free up stock from lower priority orders, or other orders that were not fully
allocated, by unallocating them. For more information on unallocating orders, see
Unallocating Sales Orders on page 69.
Unallocating Sales Orders

You typically use the Unallocate action to free up stock from allocated or held orders so that it
can be re-allocated to higher priority orders that were held because of missing stock. You may
also need to unallocate an order if a customer requests changes to the order since it was
allocated, especially if those changes include cancelling some line items.
You may also unallocate held orders if you need to edit the orders themselves before re-
allocation, or to re-allocate with different options. Although this step is not necessary before
re-allocation of such orders, if you need to re-allocate multiple orders, and want to be sure to
optimize the re-allocation, unallocating all of them first may produce better results.
You can unallocate orders in any of the following statuses: READY TO WAVE, HELD FOR
REPLENISHMENT, HELD SHORT, HELD FORMAT.
When you unallocate orders, the following occurs:
Stock that was reserved is unreserved.
Orders and lines are updated with the status UNALLOCATED.
NOTE: Unallocating orders that belong to replenishment groups does not

clear the replenishment groups for those orders. If you want to change the
replenishment group for orders, you must apply a new group name to them
when you re-allocate.
NOTE: Orders with the status of SUSPENDED cannot be unallocated. They

must be unsuspended before they can be processed further; for more
information, see Unsuspending Orders on page 78.

> To unallocate an order or group of sales orders:
1 Select the order(s) you want to unallocate. For procedures for selecting orders, see
Unallocate. The Unallocate Settings window is displayed.
3 Optionally enter a Handle, and click Submit.

When all orders have been processed, they should be updated with the status of
UNALLOCATED. Re-allocate the orders when appropriate, by following the instructions in
Allocating and Re-allocating Sales Orders on page 62.
Understanding Web Dispatch Shipping Options

The shipping options available using the Ship action in Web Dispatch include:
Options to set/change shipping data and processes pre-defined for the order before they
are picked and processed in shipping. These include method of shipping and end-of-line
configuration in the Settings section; label printing in the Customer Label section.
For orders that are ready to ship after being picked, the Immediate Actions for Orders
section options in the Ship Settings window allow you to manually apply an action to
orders. These include:
Marking the order as shipped once you finish the shipping steps that need to be
done
Providing the relevant information for the shipment, such as cost, shipment #,
weight.
You can also release an order to upload, once finished or to expedite an order.
The fields in the Shipping Controls section let you enter additional information for
shipped and uploaded orders.

Modifying Shipping Options

Regardless of when you apply the Ship action (for example, before/after waving, or picking),
the general procedure remains the same.
> To modify shipping options for an order or group of orders:
1 Select the order(s) you want to modify. For procedures for selecting orders, see Selecting
Orders on page 25.
Ship. The Ship Settings window is displayed.
3 Modify any of the following settings:

To modify general shipping settings, see Understanding and Modifying Shipping
Method Options on page 72.
To modify label formats, see Understanding and Modifying Label Printing Options on
page 73.
For orders that are ready to ship after being picked, see Performing Immediate
Shipping Actions on page 77.
processed.
5 Click Submit. The order(s) will be updated with the settings you specified.

Understanding and Modifying Shipping Method Options

You can change the general shipping settings for orders at any time.
Option Use to...

Carrier Service Specify or change the carrier or carrier service by which the
order will be shipped. The options available in the drop-down
list are determined by your configuration.
Ship Options Specify or change the shipment option used for the order. The
options available in the drop-down list are determined by
your configuration.
End of Line The end-of-line configuration is applied to the carrier for the
order, or to the order itself. Each end-of-line configuration
determines:
if no actions are required at end-of line.
whether a label packslip or a crystal packslip should be
printed once one of the following has occurred:
The final pick in an order is completed.
Shipping has been confirmed.
There are six end-of-line configuration templates, as follows:
Default (0) This is the end-of-line configuration that is
applied to all orders by default, if no other is specified.
There are six end-of-line configuration templates, as follows
Default(0), One (1), Two(2), Three(3), Four(4), Five(5).

Understanding and Modifying Label Printing Options

Picking/shipping and carton contents label formats are normally specified in the settings for
the orders carrier or in the order itself. However, you can override which format for picking/
shipping labels, carrier/customer-compliant picking/shipping labels, or carton contents labels
are to be printed for an order or group of orders, by using the following options:
Option Use to...

Customer Label Assign the format of the customer-compliant picking/
shipping label(s) to be printed for the orders during waving
(listed as the Customer Label on the Wave Settings window;
see Waving and Re-waving Orders on page 74). Select the
appropriate format from the drop-down list. The options
available are determined by your configuration.
NOTE:Note: Be sure to set this option before waving the
order(s).
Carton Contents Label Assign the format of the carton contents label(s) printed for
the orders after picking. Select the appropriate format from
the drop-down list. The options available are determined by
your configuration.
NOTE:Note: Be sure to set this option before waving the
order(s).
Often, orders that are to be shipped to the same destination by the same carrier at the same
time can be sent in a single shipment, to take advantage of reduced shipping costs. An
integrated shipping system may assign BOL/manifest or shipment numbers to such orders.
Alternatively, your host system may apply these numbers to the orders when they are
downloaded to Accellos One Warehouse.
However, you can also use Web Dispatch to assign BOL/manifest and shipment numbers to
orders, by using the Shipping Controls options in the Ship Settings window. These display on
the packslip for informational purposes.
NOTE: Be sure to apply these options only to orders with the same ship-to
address.
Option Use to...

BOL/Manifest Assign a bill of lading (BOL)/manifest (pickup) number to
Number orders, by specifying the number. If you apply this option to
multiple orders, each will be assigned the same number.
Probill/Shipment Assign a probill/shipment number to orders, by specifying the
Number number. If you apply this option to multiple orders, each will
be assigned the same number.

Waving and Re-waving Orders

You can wave orders with the status READY TO WAVE. When orders are waved, the following
normally occurs:
Orders waved together are assigned a wave number (a four-digit number starting at
1000).
NOTE: Waving a group of orders together does not necessarily assign them all
to the same wave.
Picking/shipping labels are printed for the orders, based on the default label rules set in
the configuration, or by the options you select during waving. The number of cartons
required to pack each order is estimated, and a unique carton number (or totelabel) and
track-trace number is generated for each carton.
A big number is assigned to all cartons in an order (a one- or two-digit number from 1
to 99), and printed on picking/shipping labels.
Orders should be updated with WAVED status.
> To wave an order or group of orders:
1 Select the order(s) you want to wave. For procedures for selecting orders, see Selecting
Orders on page 25.
Wave. The Wave Settings window is displayed.

Waving and Re-waving Orders
Option Use to...

Customer Label Assign the format of customer picking/shipping labels, if they are
to be printed (see below). Note that this setting overrides any
options specified in the Ship Settings window (see Understanding
and Modifying Label Printing Options on page 73).
Label Print a label that lists all items for an order, and allows pickers to
Pick Ticket write in the quantities picked for each product, for each order in
the wave. This label is usually used to help train pickers learning
to use Accellos One Warehouse.
Labels Print a customer picking/shipping label for each order in the
Customer Label wave. Depending on your system configuration, this may print
carrier-specific picking/shipping labels, customer-specific picking/
shipping labels, or both. You can also select the format of the
labels, by Customer Label option described above.
Labels Per Order Print the following number of picking/shipping labels:
Use Calculated Qty Print the number of labels defined by the
label rules in your system configuration. (You may need to consult
your system administrator to determine what these are.) If you are
waving orders that are to be full case-picked, be sure to select this
option.
Start with N Label Print n label(s) for each order in the wave,
where n is defined in the Number of Labels field. More labels can
be produced during the picking process as required.
Number of Labels Defines the number of labels to print per order when you select
the Start with N labels option. If the value is not between 1 and
99, then 1 will be used.
Printer# (99-Scatter) Specify a printer on which picking/shipping labels and other
requested labels are to be printed. Either enter the number of a
single physical printer on which all labels are to be printed, or
enter 99 to scatter the printing.
Note that batch pick labels cannot be scattered, as only one label
will print per wave; if you enter 99 in this field, the batch pick
label will print to printer #1.
waved.
When all orders have been processed, they should be updated with WAVED status. This means
the order(s) are ready to be picked, and will proceed through the normal process steps until
they are shipped. Wave numbers, big numbers and carton numbers are assigned to orders.
Picking/shipping and other additional labels, if requested, are automatically printed.

Unwaving Orders
You may need to unwave orders if you need to change shipping options for the orders, or print
additional types of labels. You can unwave orders that are in WAVED, or BEING PICKED status,
or in READY TO WAVE status with a wave number of 990???.
When an order is waved, carton numbers are generated for each carton estimated to be
required for the order. When you unwave an order, you have the option of deleting or saving
the carton labels that were already generated for the order previously. If you delete these
carton labels, the carton numbers may be assigned to cartons in subsequently waved orders. If
you do not delete the carton labels, the carton numbers will not be assigned to other cartons
but will remain reserved for the original order(s).
When you unwave an order, the following occurs:
Orders are returned to the status they occupied before being unwaved.
The wave number and carton numbers assigned to the order may be discarded.
> To unwave an order or group of orders:
1 Select the order(s) you want to unwave. For procedures for selecting orders, see Selecting
Orders on page 25.
Unwave. The Unwave Settings window is displayed.
3 Select the Delete Unused Labels option to delete the carton numbers originally assigned
to the order(s), so that the label numbers may be used again for other cartons/orders.
Otherwise, the carton numbers will not be assigned to other cartons but will remain
reserved for the original order(s).
unwaved.
When all orders have been processed, they should be updated with the status which they
held prior to being unwaved. Re-wave the orders when appropriate, by following the
instructions in Waving and Re-waving Orders on page 74.

Performing Immediate Shipping Actions
Performing Immediate Shipping Actions

If your end-of-line is set to Confirm Shipping, when your order has been picked and is
RATING status, the Mark as Shipped or Release to Upload options in the Immediate Actions
section allow you to manually apply these actions to the selected orders. You can use these
options to apply an action that was not originally defined for the order, to override a process
that may be holding up an order, or to skip a shipping function to expedite the order. These
options will force the cartons in the order to be marked as shipped, whether or not the order
has undergone any shipping processes.
Option Use to...
Mark as You can only apply this option to orders that have already been picked and
Shipped are in RATING status. This action will cause the status of the cartons to be
updated to SHIPPED, the order will be uploaded or READY TO UPLOAD (if
this status is used).
Shipment If you select the Mark as Shipped option above, manually record the
Number shipment number for the order.
Cost of If you select the Mark as Shipped option above, manually record the cost
Shipping of shipping for the order.
Date Shipped If you select the Mark as Shipped option above, manually record the date
the order was shipped.
Release for If the order has been successfully marked as shipped, or if you select the
Upload Mark as Shipped option above, this option completes the function, and
releases the order for upload.
Suspending Orders
While sometimes an order may automatically be suspended by the system due to a problem
with the order, you may also choose to suspend orders from time to time. Suspending an
order leaves it visible in Web Dispatch at whatever point in the process it was in, and holds it
so that no further processing may be applied to it, until you unsuspend it (see Unsuspending
Orders on page 78).
You may need to manually suspend orders for a number of reasons, including a front-office
request that the order be held in the warehouse until an appropriate shipping date; cases
where pickers find that products that the system thought were available are actually missing
from bins; or any other orders that require some manual intervention or customer approval
before they can be completed. You can suspend orders in any status.
When orders are suspended, the following occurs:
The orders are placed into the status SUSPENDED.
The orders are assigned to a wave number of 999.

> To suspend an order or group of orders:
1 Select the order(s) you want to suspend. For procedures for selecting orders, see Selecting
Orders on page 25.
Suspend. The Suspend Settings window is displayed.
3 In the Error Message field, enter a comment that indicates the reason you are suspending
the order(s). This message is displayed in the details and Packslip Report screens for the
order(s).
suspended.
5 Click Submit.
When all orders have been processed, they should be updated with the status of SUSPENDED.
Unsuspend the orders when appropriate, by following the instructions below in
Unsuspending Orders.
Unsuspending Orders
You must unsuspend any orders that are in SUSPENDED status before any further action can be
performed on them. You will typically unsuspend an order when it is ready for further
processing because, for example, front-office approval for the order(s) has been received.
When you unsuspend orders, the following occurs:
Orders that were waved but not yet picked are placed into READY TO WAVE status.
Orders that were picked are placed into BEING PICKED status.
The 999 wave number is cleared.
> To unsuspend an order or group of orders:
1 Select the order(s) you want to unsuspend. For procedures for selecting orders, see
Unsuspend. The Unsuspend Settings window is displayed.
unsuspended.
4 Click Submit.
When all orders have been processed, they should be updated with the status they held prior
to being suspended, with the exceptions listed above.

Cancelling Sales Orders

Nuking a sales order is an exceptional way of handling sales orders in Web Dispatch at any
point. Nuking performs a Nuke and Upload function, which in some cases actually expedites
the sales order by bypassing all of the normal Accellos One Warehouse process steps and
reporting the quantity of product picked to the host system. You may want to use this action to
process a rush order for a customer; to process orders that have been allocated assuming
infinite stock; or to expedite any other orders that has some picked items and still needs to be
cancelled.
When you nuke orders, the following occurs:
Any end-of-line processes that were configured for the order, such as automatic
document printing, are cancelled.
The order is assigned a wave number of 997.
The order is shipped and marked READY TO UPLOAD (in most implementations, this
status is not displayed, as pick confirmations are automatically uploaded to the host
system).
A pick confirmation is uploaded to the host system for picked item(s).
Any outstanding quantities (shorted items) on the order are cancelled.
> To nuke an order or group of orders:
1 Select the order(s) you want to cancel. For procedures for selecting orders, see Selecting
Orders on page 25.
Nuke. The Nuke Settings window is displayed.

3 Select one of the Already Picked Goods options to determine how the order(s) are to be
handled. If you want to completely cancel the order(s), you will normally want to return
any already-picked goods to stock. If you are expediting the order(s), you will normally
want to mark the already-picked goods as shipped.
Option Use to...

Ship Mark already-picked goods as shipped. The quantity of goods
picked will be uploaded to the host system.
Return to Stock Return already-picked goods to the bins from which they
originated. The warehouse staff will need to manually move
the stock back into the appropriate pick bins.
The upload to the host will show the products as shorted.
Return to TRANSIT Return already-picked goods to the TRANSIT location. The
warehouse staff will need to use the Direct Move In function to
move the stock back into the pick bins of their choice.
Return To BIN Return already-picked goods to the bin that you specify. Enter
the label of Return bin in the field provided. Later, the
warehouse staff will need to move the stock out of the Return
bin and back into the appropriate pick bins.
4 Optionally, in the Reason field, enter an explanation or comment regarding the nuking of
the order(s).
nuked.
Sales orders will either be marked READY TO UPLOAD, or in most implementations, this status
is not displayed, as pick confirmations are automatically uploaded to the host system.
Unpicked items are marked as backordered.

PICKING A SALES ORDER

The Web Sales Order Completion function allows you to pick the products for a waved
order with Web Dispatch rather than from the handheld. This may be useful in situations
where handhelds are not available. After the order is picked manually, you use Quick Order
Completion to record the products and quantities that were picked. You can also select the
numbers of the cartons into which the products were packed.
You can complete orders in the status of WAVED or BEING PICKED only.
> To pick a sales order in Web Dispatch:
1 From the side-bar menu, select Reports, then Picking and then Web Sales Order
Completion.

Picking a Sales Order
2 In the Packslip field, enter the sales order number and click GO. The Web Sales Order
Completion screen for the order is displayed.
Any lines that were already picked on the handheld or shorted will appear as uneditable.
NOTE: Attributes cannot be entered through Web Sales Order Completion. If

attributes are required, you must use Handheld functions.
3 Optionally, edit the following fields:

Picker you may want the user name of the picker on the warehouse floor to be
used, rather than the Web Dispatch operator that is running the Web Sales Order
Completion report.
Ship Via you may want use a different carrier (ship_via field from the CARRIER
table).
Ship Labels you may want use a different shipping label.

4 In the QTY Picked field, enter the actual quantity picked. You can enter a quantity less
than the required quantity and that amount of the product will be shorted. For example, if
you entered 1 as the quantity picked, instead of the required 2, the picked sales order
would show that 1 was shorted.
5 From the Carton drop-list, select one of the cartons created fro the order.
6 If you have the appropriate permissions, you can optionally edit the sales orders by
clicking the Edit button. For more information, see Editing Sales Order Information on
page 86.
7 If you have the appropriate permissions, you can optionally view a log of the entries and
activities for this sales order, by clicking the Log button. For more information, see
When you click Confirm, the order is marked as picked and moves into the next process
step determined for the order.
9 In the Qty Received field, enter the actual quantity you want to receive now. You can
receive a partial quantity or over-receive a quantity greater than the ordered quantity.

Picking a Sales Order

4 E D I T I N G O R D E R S A N D WA R E H O U S E
D AT A
This chapter describes how users, with the appropriate permissions, can update certain
elements in the Accellos One Warehouse database directly from Web Dispatch, including:
Editing Sales Orders on page 86.
Editing Purchase Orders on page 88.
Maintaining Products on page 91.
Editing Customer Information on page 94.
Editing Vendor Information on page 96.
NOTE: Any changes you make in Web Dispatch do not update your host
system. Therefore, you should only edit data in Web Dispatch in
exceptional circumstances.

Editing Orders and Warehouse Data
Editing Sales Orders
EDITING SALES ORDERS

If you have the appropriate permissions, you can directly edit a sales order in Web Dispatch.
There are two different screens to edit sales orders:
The first screen contains general order information, including the order description, and
shipping information. This represents data contained in the PICKHEAD database table.
The second screen contains order line detail information (representing data contained in
the PICKDETL database table).
The following limitations apply:
You can only edit an order as long as it is open, that is, in any status except READY TO
UPLOAD. Once it has been marked as shipped and ready to upload, it can no longer be
modified.
You can only edit a limited number of fields; fields that may not be edited are greyed out.
To edit general information in a sales order, follow the instructions in Editing Sales Order
Information on page 86.
To edit a line in a sales order, follow the instructions in Editing Sales Order Line Details on
page 87.
Editing Sales Order Information

> To edit general sales order information:
1 Display the Packslip Report for the desired order, using any method.
2 Click the Edit button . The SO Editor screen is displayed
3 Edit any of the fields for which you want to update information. Click the tabs to access
additional fields to edit.
4 When done, click Submit to save your changes, or Close to cancel. You are returned to the
Packslip Report screen.

Editing Sales Order Line Details
Editing Sales Order Line Details

If you want to edit line details for a sales order, you must open the SO Details screen for each
line you want to edit.
> To edit a line in an existing sales order:
1 Display the Packslip Report for the desired sales order, using any method.
2 In the Packslip Details section, under the Edit Column column heading, click the Edit
link next to the line you wish to edit. The SO detail screen is displayed.
3 Edit any of the fields. Click the tabs to access additional fields to edit.
Packslip Order Report screen.
5 Repeat the procedure for all lines you want to edit for this order.

Editing Purchase Orders
EDITING PURCHASE ORDERS

If you have the appropriate permissions, you can directly edit a purchase order in Web
Dispatch. There are two different screens to edit purchase orders:
The first screen contains general purchase order information, including the purchase
order description, and shipping instructions. This represents data contained in the
RECVHEAD database table.
The second screen contains purchase order line detail information. This represents data
contained in the RECVDETL database table.
The following limitations apply:
You can only edit a purchase order as long as it is open, that is, in the statuses of NOT
RECEIVED or BEING RECEIVED. Once a purchase has been marked as closed and ready to
upload, it can no longer be modified.
You can only edit a limited number of fields; fields that may not be edited are greyed out.
If you want to edit general information in a purchase order, follow the instructions in Editing
Purchase Order Information on page 89.
If you need to add, edit or delete a line in a purchase order, follow the instructions in Editing
Purchase Order Line Details on page 90.

Editing Purchase Order Information
Editing Purchase Order Information

> To edit general purchase order information:
1 Display the Purchase Order Report for the desired purchase order, using any method.
2 Click the Edit PO Info button . The PO Editor screen is displayed.
3 Edit any of the fields for which you want to update information.
Purchase Order Report screen.

Editing Purchase Orders
Editing Purchase Order Line Details

If you want to edit line details for a purchase order, you must open the PO Detail Information
screen for each line you want to edit.
> To edit a line in a purchase order:
1 Display the Purchase Order Report for the desired purchase order, using any method.
2 Under the PO Line Edit column heading, click the Edit link next to the line you wish to
edit. The PO Detail screen is displayed.
3 Edit any of the relevant fields.

Purchase Order Report screen.
5 Repeat the procedure for all lines you want to edit in this purchase order.

Modifying Product Information
MAINTAINING PRODUCTS
If you need to update product information in Web Dispatch, you can modify existing products,
or even add new products to the system, provided you have the appropriate permissions to do
so.
To modify existing product information, follow the instructions in Modifying Product
Information below.
To create a new product, follow the instructions in Adding a New Product on page 93.
Modifying Product Information

> To edit product information:
1 Display the Product Report screen for the desired product, by using any method.
2 Click the Edit button . The Product Editor screen is displayed.

Maintaining Products
3 Click the Additional tab to see additional product fields.
4 Edit any of the fields on either of these tabs for which you want to update information.
Product Report screen.

Adding a New Product
Adding a New Product

If your system is configured to allow you to add new products from Web Dispatch, you can do
so from the Reports Folder in the Reports menu.
> To create a product:
1 From the side-bar menu, select Reports, then Inventory and then Product Report.
2 Next to the Product selection, in the Product field, enter a number for the new product,
and click Go.
3 The Product Editor screen is displayed, with the new product number. All other field are
blank.
4 Enter information in any other relevant fields on either tab, as described in Modifying
Product Information on page 91.
5 When done, click Submit to create the product.

Editing Customer Information
EDITING CUSTOMER INFORMATION

If you need to update customer information in Web Dispatch, you can modify existing
customer data, provided you have the appropriate permissions.
Modifying Customer Information

> To edit customer information:
1 Display the Customer Report screen for the desired customer by one for the following
methods:
Clicking a hyperlink in another report such as the Sale Order Details screen, the
Packslip Report, Product Report, etc.
Search for a specific customer based on any one of a several criterion as follows:
a From the side-bar menu, select Reports, then Picking and then Customer Report.
b From the Search By drop down list, select the criterion by which you want to search
for the customer.
c In the Value field type an entry to match the customer for whom you are searching.
Regardless of how you search, the Customer Report displays.

Modifying Customer Information
2 From the Customer report, click the Edit Customer Info button . The Customer
Editor screen is displayed.
4 When done, click Submit to save your changes, or Close to cancel.

Editing Vendor Information
EDITING VENDOR INFORMATION

If you need to update vendor information in Web Dispatch, you can modify existing vendor
data, provided you have the appropriate permissions.
Modifying Vendor Information

> To edit vendor information:
1 Display the Vendor Report screen for the desired vendor, by one for the following meth-
ods:
Clicking a hyperlink in another report such as the Purchase Order Details screen, the
Purchase report, Product Report, etc.
Search for a vendor report as follow:
a From the side-bar menu, select Reports, then Receiving and then Vendor Report.
b In the Vendor field enter the vendor code.

Regardless the method used, the Vendor Report displays.

Modifying Vendor Information
2 From the Vendor report, click the Edit Vendor Info button . The Vendor
Information screen is displayed.
4 When done, click Submit to save your changes, or Close to cancel.

Editing Vendor Information

5 TR O U B L E S H O O T I N G
Web Dispatch provides Log Reports for troubleshooting warehouse processes in Accellos
One Warehouse. Log reports can help you or Accellos support staff trace the history of a
problem you may be encountering.
USING THE LOG REPORTS

Log reports are of two types:
Log Lookup Report Shows all log entries on a selected date sorted by users, activities,
bins, orders, or products. This report is only available from the Reports module.
Log report for a selected product, bin, sales order, or purchase order Shows
cumulative entries since the last time the database was purged (this is determined by
your system configuration). These reports are only accessible with the Log button on
the Product, Bin, Packslip, and Purchase Order Report screens, for users with the
appropriate permissions.

Troubleshooting
Using the Log Reports
Generating the Log Lookup Report

This report shows all log entries for a selected date, sorted by user ID, action, bin, product,
sales, work, or purchase order. Each report shows the action that was performed, the result,
and any error messages, if applicable.
NOTE: The dates available for selection are determined by your configuration.
The default is within the last 6 months. If you would like to view an extended,
historical log report for a product, bin, sales, purchase order, or bin, see
Generating the Log Reports on page 102.

Troubleshooting
Generating the Log Lookup Report
> To generate a log lookup report:
1 From the side-bar menu, select Reports, then Miscellaneous and then Log Lookup
2 In the Date field, enter the date for which you want to view data, or leave the field blank
to select todays date.
3 From the Action drop-down box, select any of the following:
User ID Sorts the report according to user ID.
ExtendedSorts the report according to extended product number.
BinlabelSorts the report according to bin number.
Action Sorts the report according to the type of action that was performed, such as
move in, move out, replenishment, allocation, and so on.
PackslipSorts the report according to order number (sales or purchase orders are
included).
4 When ready to display the report, click Go.

Troubleshooting
Using the Log Reports
Generating the Log Reports

Log reports show all log entries for the previous number of months specified in your
configuration. (The default is six months.) The number of records displayed is also determined
by your configuration. You can also filter the reports to show only the log entries for a selected
product, order, or bin, or any combination thereof.
Each report shows the action that was performed, the result, and any error messages, if
applicable. These reports are helpful for troubleshooting problems with orders, debugging
allocation failures due to wrong formats, and so on.
If you have permission, you can view a log report for reports that display the Log Info button
in the toolbar of the report.
> To generate a log report for a selected product, bin, or order:
In the Product, Packslip, Purchase Order or Bin Detail report screens, click the Log button.
Examples of Log Reports

The example shown below is the log report for sales order.

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Accellos One Warehouse

Using Web Dispatch

Copyright Accellos, Inc.

ABOUT THIS DOCUMENT

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS iii

IV WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS v

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS vii

ACCELLOS ONE WAREHOUSE PRODUCT STRUCTURE

GETTING ADDITIONAL INFORMATION

VIII WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

Initial Caps Indicates the name of a Accellos One Warehouse function.

monospace Indicates text that you must enter exactly as shown.

italics Indicates a newly introduced term, emphasis, or a manual title.

> Indicates the start of a procedure.

CONTACTING ACCELLOS INC WMS CUSTOMER SUPPORT

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS ix

X WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS 1

STARTING WEB DISPATCH

3 In the User field, enter your user ID.

2 WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

4 In the Password field, enter your password.

User Name Password

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS 3

NAVIGATING ACCELLOS ONE WAREHOUSE

About the Reports Menu

Expand the Reports menu, by clicking the expanding arrow icon .

4 WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

Expand the Reports section by clicking the expand icon .

The Reports section includes the following selections:

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS 5

Using the Sales Orders Purchase Orders Summary Screens

Order display criteria. Described in Under- Table layout criteria. Described in

NOTE: Depending on your configuration and permissions, your display may

6 WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

Understanding and Using Pivots

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS 7

Understanding and Using Filters

8 WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

Total number of open orders for this alert.

To activate a warehouse filter, select a warehouse from the drop-down box.

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS 9

Understanding and Using Handles

To display orders by handle, select a handle from the drop-down box.

Using the Recent Drop-Down Box

10 WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

Configuring the Orders Summary Screens

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS 11

Using Pivot Selection

12 WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

Linking to the Order Details Screens

Using the Order Details Screens

ACCELLOS ONE WAREHOUSE WEB DISPATCH FUNCTIONS 13

Selection Click a checkbox to select an order or group of orders for processing.

Right-click Serves two purposes:

Linking to Reports Screens

Viewing Order Details

Click here to view this sales order.

14 WEB DISPATCH FUNCTIONS ACCELLOS ONE WAREHOUSE

Viewing Customer Details

The Customer Report screen for the selected customer is displayed.

Viewing Vendor Details