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How to setup Dynamic Pick

Distributor steps to set up Dynamic Pick in Encompass: create a Dynamic Pick bin zone, choose products by pick type or bin zone, and add Pick Rules so pickers are directed to the dynamic bin. v20.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 20.01

Pre-Conditions

  • Dynamic Pick Bin Zone and Bins created
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  • Have decided which products are going to be dynamically picked

Steps

Part One: Creating the Dynamic Pick Bin:

  1. Search Bin Zones
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  2. Click "Add Bin Zones"
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  3. Enter a Dynamic Pick Bin Zone name
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  4. Set the Bin Zone type as "Pick"
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  5. All other fields can be left as the default values
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  6. Click "Add Record"
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  7. Click the "Subtables" button and select "Bins"
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  8. Click "Add Bins"
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  9. This is the Dynamic Pick Bin. Enter a Name, Location, and Capacity for the Bin
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  10. Click "Add Record"
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  11. Repeat steps 8-10 to add more bins if needed



Part Two: Decide how you will designate which products are going to be Dynamic Picked:

Option 1: Product Pick Type: Choose this option if you would like these set products to be dynamically picked. This can also be combined with Bin Zone or Route as well.

  1. Search for Product Pick Types
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  2. Click "Add Product Pick Type"
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  3. Enter a name for the Product Pick Type
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  4. If you want all of a ProductType to be Dynamically Picked, search for the Product Types Table. Otherwise, skip to step 7
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  5. Find the Product Type you want to be Dynamically Picked and edit the record
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  6. Change the product Pick Type to the new Product Pick Type that was created in Step 3
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  7. If you want to designate specific products instead of a product type, search for the "Inventory" table
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  8. Filter to the Products you want to be Dynamically Picked
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  9. Click "Columns" to add the "Product Pick Type" column
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  10. Click "Show all records" at the bottom of the page
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  11. Click on the Product Pick Type column and click "Edit Column"
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  12. Swap the top record to the newly created Product Pick Type
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  13. Click on the "Product Pick Type" column again and click "Fill Down"
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  14. Click "Save Records"
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Option 2: Bin Zone - Choose this option if you want a specific Bin Zone to be dynamically picked. This can also be combined with a Product Pick Type or Route Type as well.



Note
: You can make multiple Pick Rules in Part Three if you want to have multiple Bin Zones Dynamically Picked. This just requires you to decide which Bin Zone you want to be Dynamically Picked or create a new Bin Zone and edit the Bins in that Bin Zone that you want to be Dynamically Picked.



Part Three: Creating the Pick Rules -

  1. Search for "Pick Rules"
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  2. Filter to the Location you are going to be Dynamically Picking at
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  3. Review the Pick Rules to determine priority. Your new Pick Rule should be larger in priority than your normal Pick Rule process.
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  4. Find the Pick Rule that it would normally hit and note the Priority
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  5. Click "Add Pick Rules"
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  6. In the "Priority" field, enter a higher priority (lower number) than the Pick Rule you found in Step 3
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  7. Enter a Route Type if you only want a specific Route Type to be Dynamically picked
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  8. Enter the new Product Pick Type if you set one up in the previous part
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  9. Set Minimum Cases or Pick Unit if you only want to Dynamically Pick under those conditions
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  10. Enter the Bin Zone you want to Dynamically Pick from if you want to designate Dynamically Picked products to a Bin Zone
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  11. Set the Pick Method to how you want the product to be picked
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  12. Set the Dynamic Pick Line Bin Zone to your newly created Dynamic Pick Bin Zone
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  13. Repeat steps 3-11 for any additional Bin Zones you want to Dynamically Pick From



The setup for Dynamic Pick is now complete. Below briefly describes what the warehouse sees:



Part Four: The Warehouse Process -

For the person who is gathering the product to be Dynamically Picked:

  1. Go to the Warehouse section of Encompass Mobile
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  2. Tap "Directed Replenishment"
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  3. Find the Move Task for Dynamic Pick
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  4. Complete the Move Task like any other Replenishment. It should say to pick from your designated Bin Zones or Products to the Dynamic Pick Bin


The Pickers:

  1. The Picker's process remains the same, except for when they have the Dynamically Picked products on their pallet, they are instead be directed to the Dynamic Pick Bin

Fields And Definitions

  • Bin Zones: An area in the warehouse where multiple bins are located

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