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Assigning the new Costco ASN Template to a new Load Group

Distributor steps to give Costco its own Load Group in Encompass so the new Costco ASN pallet tag template prints, with matching pick types, methods and rules. Requires v24.05+ and Costco ASN EDI setup.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.05

Pre-Conditions

  • Must have ASN EDI configurations set up with Costco
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  • Must have the ability to print pallet tags to a ZPL label printer

Steps

This article will guide a user through all the steps needed to create a separate Load Group for Costco picking so the new Costco ASN Pallet Tag template can be assigned. A new Load Group is necessary if you require separate ASN Pallet Tag formats for different customers, such as our original ASN template for Walmart and the new template for Costco.

Create a new Customer Pick Type and assigning it to Costco customers

  1. Go to the Customer Pick Types table
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  2. Click Add Record
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  3. Name the new record “Costco”
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  4. Click Add Record
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  5. Go to the Customers table, and filter to all Costco customers
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  6. Click the Columns button at the top of the page, select the “Customer Pick Type” column and click Create View
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  7. Click on the Customer Pick Type column header to use Column Edit and fill down all customers to the new Costco customer pick type created in steps 1-4
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  8. Save Changes to complete the Customer Pick Type update

How to create a new Load Group and assign the new ASN Pallet Tag Template

  1. Go to the Load Groups table
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  2. Filter to or arrow-into a Load Group that matches the setup you’d like Costco to mimic (recommended: any Load Group that is already set up for ASN customers)
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  3. Click on Subtables > Copy Load Groups
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  4. Update the Load Group field to a new name for this Load Group, like “Costco”
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  5. Update the ASN Pallet Tag Template field to the new Costco ASN pallet tag template
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  6. If you are not currently printing ASN tags, make sure to set the Pallet Confirmed Action field to include “Print Pallet ASN”
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  7. Deselect the option to copy related Pick Methods
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  8. Click Copy Record

How to create a new Pick Method(s) for the new Load Group

  1. Go to the Pick Methods table
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  2. Filter to any Pick Methods that are used to pick ASN customers
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  3. Click on Subtables > Copy Pick Methods
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  4. Deselect the option to copy related Pick Rules, but keep Pick Team Pick Methods selected
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  5. Click Copy Record, then View New Records
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  6. Use Column Edit on the Pick Method column to update the Pick Method names, adding 'Costco' to the beginning, and removing any '_2'

How to create new Pick Rule(s) for the new Pick Method(s)

  1. Go to the Pick Rules table
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  2. Filter to any Pick Rules that are used to pick ASN customers
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  3. Click on Subtables > Copy Pick Rules
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  4. Fill in the Customer Pick Type field as the Costco customer pick type created in the first section of this document
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  5. If all Pick Rules will use the same Pick Method, fill in the Pick Method field with the newly created Costco Pick Method
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  6. Click Copy Record, then View New Records
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  7. Use Column Edit on the Priority column to shift the new pick rules to slightly higher within the overall list of Pick Rules
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  8. If the new Pick Rules will use different Pick Methods, use Column Edit on the Pick Method column to assign the individual new Pick Methods as desired
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  9. Save Changes to complete the updates to the new Pick Rules

Fields And Definitions

  • Load Group - Table holding configurations that determine what actions occur for a pallet throughout its picking lifecycle.
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  • LoadGroups.ASNPalletTagTemplate - This field on the Load Groups table determines what the ASN tag will look like when printed.
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  • Pick Method - Table holding configurations that determine how a pallet is built, and how a user will interact with that pallet during picking.
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  • Pick Rule - Table holding configurations that help identify groupings of products on invoices that should be assigned the same Pick Method during palletization.
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  • Pick Team - A group of employees that are assigned to certain Pick Methods during the picking process. For example, a layer pick team or a keg pick team.
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  • Customer Pick Type - Used to group certain customers together that need to have their orders built in a certain way.

Best Practices

  • Do not make any changes to Pick Rules, Pick Methods, or Load Groups without first considering the greater context of those changes. The steps in this article should not be followed verbatim; make sure you are referencing current warehouse processes and pick rule configurations to properly fit any new Costco-related records into the larger workflow.
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  • Make sure to prioritize any new pick rules so that they fit within the current picking priorities during palletization. A priority that is too high or too low may interfere with non-Costco pallets, or result in Costco pallets not being labeled properly.
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  • Make sure new Costco Pick Methods are added to a Pick Team, that way warehouse team members are allowed to pick the pallets.

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