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Delivery Optimizer: Palletization

Distributor steps for building pallets from load sheets or invoices in Encompass Delivery Optimizer, printing pick sheets or sending pallets to the ePick queue, and what each pallet button does. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Palletize a Pallet
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1. Using Universal Search, navigate to the Delivery Optimizer dashboard.
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2. Apply the "Location" and "Delivery Date" filters to find the desired Load Sheets, then click Show.
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​3. Select the individual invoices or the entire load sheets to Palletize, then click Palletize.
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​4. Pallets can be allowed to combine by clicking the checkbox or can be balanced using the drop-down. If ready, click on Palletize.
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​5. If the warehouse is not using ePick and does not have an Auto Print Service setup, click Print Preview to print the Pick Sheets. There, click Mark Pick Sheet Printed.
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​6. If everything looks correct, select the pallets then click Process to send the pallets to the ePick queue or print pick sheets automatically if Auto Print Service is being utilized.
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Fields And Definitions

  • Palletize - Creates a pallet of product based on package dimensions and a predefined set of Pick Rules customized to the warehouse structures and Bin layout.
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  • ApplyPickRules - Stamps Invoice Transaction with the Bin where the product will be picked from, assuming inventory exists.
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  • AddLoadSheet - Add a new Load Sheet.
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  • LoadLoadSheets - Loads the selected Load Sheets once pallets have been palletized and confirmed.
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  • Optimizer - Return to Delivery Optimizer.
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  • VehiclePlanner - Plan pallet placement on the vehicle.
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  • Process - Will send a pallet to ePick Queue to be picked or automatically be printed as a pick sheet based on the Pick Methods.
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  • PrintPreview - Generate a print preview of the pallet pick sheet.
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  • DeletePalletization - If a pallet is in Palletized status, delete palletization to rebuild the pallet.
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  • MarkNotPrinted - If pallets have been processed to ePick or Printed as pick sheets, use this button to revert pallets to palletized status.
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  • PickComplete - Overrides the pallet status and marks it as picked and staged to be loaded.
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  • MarkPallet Un-Assigned - Unassign a pallet from a picker.
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  • MergePallets - Selected pallets will merge together to be picked in a single pallet

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