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Pick Rules: Setting Up your Pick Rules

Distributor steps for setting up warehouse pick rules in Encompass, creating pallet types, load groups, pick methods and pick rules in order, with field definitions. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to set up your Pick Rules
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Add Pallet Types

  1. Using Universal search, navigate to the Pallet Types table
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    • Pallet Types are the physical pallet type the products will be built on. The pallet type used is determined by the load group
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  2. Click the Add Pallet Types button
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  3. Enter values to the fields displayed in the New Pallet Type form and click the Add Record button when complete
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Add Load Groups

  1. Using Universal search, navigate to the Load Groups table
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    • Load Groups determine how a Pallet needs to be loaded. Example: if they are layered by Product, or when Pallet Tags are printed, etc
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  2. Click the Add Load Groups button
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  3. Enter values to the fields displayed on the Add Load Groups form and click the Add Record button when complete
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Add Pick Methods

  1. Using Universal search, navigate to the Pick Methods table
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    • Pick Methods determine how a product needs to be picked
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  2. Click the Add Pick Methods button
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  3. Enter values to the fields displayed on the Add Pick Methods form and click the Add Record button when complete
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Add Pick Rules

  1. Using Universal search, navigate to the Pick Rules table
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    • Pick Rules determine which Pick Method will be used by looking at the Invoice Transaction. Think of them as IF-THEN statements. Example: IF the Invoice Transaction holds true for everything on the Pick Rule from Location to Bin Zone, THEN use the Pick Method on the record
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  2. Click the Add Pick Rules button
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  3. Enter values to the fields displayed on the Add Pick Rules form and click the Add Record button when complete
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Fields And Definitions

  • *Priority - This determines the order a Pick Rule is checked
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    ​Note: Pick Rules should never have the same priority
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  • *Location - Will ONLY affect multi-location Distributorships and looks to the location on the Load Sheet
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  • Route Type - Points to the Route’s Route Type on the Load Sheet
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  • Customer Pick Type - Points to the Customer Record
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  • Product Pick Type - On the Product Type or the Inventory Record. Note: A product’s Inventory record’s Product Pick Type will override the Product Type
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  • Minimum Cases - Minimum requirement of cases to apply this pick rule. (Typically used for Bulk Picks to pick by Pallet)
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  • Pick Unit - Determined by the Product record and is set on the Invoice Transaction when you apply Pick Rules
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  • Close Date - Used for Close Dated Products. If this field is True the Bin Zone should be set to CLOSE DATED to ensure the products are being picked from the correct location
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  • Bin Zone - What Bin Zone does this product live in and where does Encompass send the Pickers when this rule is applied? (IF NULL Bin Zone defaults to all Pick Zones.)
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  • *Pick Method - How the Pick Method is tied to the Pick Rule
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  • Oddball Bin - Used for Dynamic or Double Picking ONLY (Moving from Backstock to only one bin)
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  • Dynamic Pick Line Bin Zone - Used for Dynamic or Double Picking Only (Moving from Backstock to Multiple Bins)
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  • Label Printer - Indicates which APS printer box labels will print if the pick method is set to print box labels
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  • Box Print Template - Set template for printing box labels when pick method is set to print box labels
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  • Pick Sheet Printer - Indicates which APS printer pick sheets will print too if the pick method is set to voice pick = false

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