Moving items around the warehouse before it gets to the order

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  • Randy - Flex Staff

    Hi Nick Laing,

    I think what you're looking for is the rarely-used Inventory Settings > "Journal Out On Prep" set to No. And possibly further config in Projects > Element Definitions > Pull Sheet > Shipping & Receiving and remove the configured Prep Manifest.

    The first setting prevents Prep scans from marking the units/quantities as being out. It sounds like your "prep" process doesn't actually expect gear to be removed from availability, so this should fix that.

    The second setting prevents Prep Scans from creating Manifests and Manifest lines. Again, if you're not expecting these behaviors, you can turn them off.

    Next, if you don't have it already, you'd want to configure the Ship section of the Shipping & Receiving tab. I'm not completely clear on what you're expectations are here, but you can reach out to our support team with details and they should be able to help you configure your system to more closely match your expectations. My immediate advice is to transfer all of the config from the Prep section down to the Ship section and see how that goes.

    As for your second and third points, I'm not sure we have a solution to that. Having worked in a few warehouses myself, that sounds very difficult to deal with. And, if I'm being brutally honest, it sounds like a bad practice. If I grabbed a rack or container for a specific job, I'd leave it in the area where the other gear was for that job, not randomly somewhere in the warehouse. That being said, if I combine that concept with the above changes, when I grab such a rack/container, regardless of where I leave it, the best practice would be to prep scan that container to the job (but now that it's not being marked out or added to a manifest, it's just got a scan record showing, essentially, who touched it last and why). Once I've got it all set and I'm about to put it on the truck, it would get a Ship scan, thus putting on the Manifest and marking it out of availability.

    I hope that gets you somewhere in the right direction. Flex is incredibly flexible; you just have to find the right combination of settings that works for your flow.

    Again, if you need further assistance, reach out to our support team with details and they should be able to get you fully setup.

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