Packing settings

Stockly → Settings → Order Packing. Tabs: General, Order Picking, Barcode Scanner, Print, Quick Pick, Packing assistant, Packing station.

General

The look of the lists the operator works on: the columns of the item list and the order list, which kinds of line to show, grouping, sorting, font sizes and colours, highlighting quantities above 1, showing stock, available stock and the bin location, sticky headers, hiding digital items, additional columns and their widths.

These settings are not merely cosmetic: the operator looks at this list hundreds of times a day, and the bin location column shortens every trip.

There is also Save EAN/MPN immediately after scanning: a code scanned against a product that has none is saved onto the product immediately.

Order Picking

The marking mode (whether packed or unpacked lines are marked), the view mode (all orders at once or one at a time) and the order states set when packing starts and finishes.

Caution

The Complete and Incomplete states are required. Without them packing refuses to process orders and shows a configuration warning.

This is also where the confirmation mode for state changes is set, whether packed quantities are written back onto the order lines, and the summary after processing.

Two settings decide to what extent the bench is asked while it closes boxes, and both apply to guided packing only:

• Confirming a box the system closes — always, only when something is missing and at the last box of the run (the default), or only when something is missing. The last of the three lets a clean order run from the first scan to the finished operation without the screen being touched;
• Close parcel opens the closing dialogue — the button on its own. Switched off, it closes the box immediately, which suits a bench with no scale; switched on, it is the only way to record a weighed weight.

A box short of what it was measured for asks in every combination of the two.

→ Packing and the assistant

Barcode Scanner

The behaviour of the barcode scanner during packing.

Note

This tab covers packing only. The scanner on the other screens is set up separately: order, purchase order, transfer and stock movement creation, the counting screen, the return receipt, the location window and the product list. → Options

Print

Printing pick lists and packing documents, including the state set when the pick list is printed.

Send these documents straight to the printer decides what the print buttons in an operation do. Off is the default and the behaviour every installation had before: a press opens the document as a PDF and it is printed from the browser. On, the document goes to a printer instead, in the same way as automatic printing: it comes out at the operator’s own bench, because the default printers answer for the device.

The press still results in a document when no printer fits: with no printer to send to, the PDF opens as before and the screen states the reason. Pressing twice produces two sheets, unlike a rule, which deliberately prints a wave only once.

Note

Printing a pick list also moves the orders on, when a state is set below. That happens regardless of how the document travelled, because the operator requested the list in both cases.

Quick Pick

Quick wave planning from the order list:

• Show the quick pick button and its appearance (icon, colours, blocked-order counter),
  • Blocked-order counter on the button has three settings. All blocked orders keeps the number up until the goods arrive; it is a picture of the warehouse. Only ones nobody has decided about yet reports just the shortages still awaiting a decision: it stops reporting an order once an operator puts it aside with Put aside and stop asking, and reports it again when that exact shortage changes. No counter displays nothing.
  • this setting governs the counter on the button only. The number on the warehouse card’s Backorders entry always shows everything the tab lists, because a badge that hid part of the list it points at would be incorrect. → Backorders
• Order statuses to pick from, Payment statuses to pick from, Only orders from the last N days — what a wave may be built from,
• Categories that are not pickable — goods excluded from picking,
• Only take orders this warehouse can fulfil completely — whether to take partially covered orders,
• Close missing earmarks while planning — an order whose stock was never reserved has the reservation made while the wave is planned, out of what the shelf can spare, instead of waiting for the next stock movement to do the same thing,
• Build waves up to this many orders immediately and Release an unstarted wave after this many minutes — how large a wave is still built while the operator waits, and how long a planned wave nobody has picked from may keep its orders claimed before the hourly clean-up hands them back. → The work queue
• Waiting state, Fallback state to return to, Hand the order back when the goods arrive — handling orders put aside for lack of goods,
• Let these status changes trigger e-mails — whether those changes mail customers.

Wave size and wave order are rules now

The Measure the wave in, Wave ceiling and Take orders settings used to sit on this card. They moved to the rule tables, where they can differ per carrier, channel or customer instead of being one number for the whole shop. A shop that writes no rule keeps exactly the behaviour the old defaults gave it. → Wave composition rules and Priority rules

→ Picking waves

Packing assistant

Enable the packing assistant, Voice guidance, Guidance style, Guidance: what it says and Guidance: instructions per hop, plus Order size estimation — how an order’s size is estimated and the thresholds deciding how much cart space it takes.

Guidance: what it says selects the kinds of message that are spoken: where to go, the direction hints along the way, where the piece goes on the cart, the order number when packing starts, refused scans, and progress. Left empty, everything is spoken, and a kind is removed only once a phrase turns into an obstruction. In a loud hall, or at a bench where the same order number is read out repeatedly, removing one kind of message keeps the rest audible.

→ Voice picking

Packing station

How the scan-in page a packing PC keeps open all shift behaves:

• Scanned order with uncovered lines — ask at the desk (pack what is covered, pack everything, or put aside), or pack everything without asking. The second suits a shop that does not track its stock in Stockly: there every order counts as uncovered, and the scan goes straight to packing while the shortage is still reported on the wave.
• A scanned order opens the run at — packing (the invoice arrives with the goods) or picking (the desk scans first and walks the shelves afterwards).
• Strip prefix / suffix, minimum code length — for barcodes another system prints around the order number; input shorter than the minimum is ignored, so a stray keystroke does not trigger a lookup.
• Message duration and sounds — how long a banner stays on screen, and the accepted/rejected scan sounds. The packer is looking at the parcel, not at the screen.

→ The workstation