Minimum Version Required: 22.07
Pre-Conditions
Accessing Close Dated Products Tools assumes you already have Closed Dated Bins or your warehouse have Closed Dated Products
Steps
How to set up warehouse to have ‘Closed Dated Products’ (Closed Dated Bins)
1. Using the universal search bar, navigate to the Bin Zones table
2. Click Bin Zone Type and filter to Close Dated Products
3. Click Go
4. Click Add Bin Zones
a. Input Bin Zone
b. Input Route Count Type
c. Click Add Record
5. Now that the Bin Zone Has been created, click Sub Tables
6. Click Bins
f. Click the Expand icon
g. Click Add Bins
Bin and Location need to be entered
h. Click Add Record
How to navigate through ‘Closed Dated Products Tool’
1. Using the universal search bar, navigate to Delivery Optimizer dashboard
2. Click Close Dated Products
a. Choose Location
b. Choose Product (Optional)
c. Choose Date
d. Click Save & Refresh
e. Select a Close Dated product (refer to Fields & Definitions for additional information)
3. Choose option for Close Dated Products
Remove Close Dates: Clears the 'Close Dated Column' completely
Auto Reduce: Customers at top have highest weekly sales. Starting from the top, each invoice will have its close dated product reduced until 'Closed Dated Available' is 0
Change to All to Close Dates: Fills in the Close Dated Column so each invoice uses Close Dated Products
Auto-reduce All: Reduces the orders for ALL products (not just the product you have selected)
NOTE: If pallets are already palletized, you will need to delete palletization before you can add close dated products to them
4. Click Save & Refresh
Fields And Definitions
1. Types of Close Dated Products
Over Sold Products: Products in the Close Dated Bin that have been Over Sold
Sold Close Dated: Products in the Close Dated Bin that have Sold
Available Close Dated: Available Products in the Close Dated Bin
2. Close Dated Product situations
Closed Dated on Hand: Amount of Close Dated Product on floor
Close Dated Sold: Amount of Closed Dated Product already put on trucks
Closed Dated Available: Total Closed dated Products. (On Hand - Sold Closed Dated Products)
Best Practices
Any bin in the Close Dated Zones can be used to store Close Dated Products. Your warehouse users can manually add products here, or or you can use your WMS Return Rules to automatically move any returned product that is close dated to this bin.