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Close Dated Products

Distributor steps for setting up a Close Dated Products bin zone and bins in Encompass to store and track short-dated inventory, optionally fed by WMS Return Rules. Requires v24.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Steps

Setting up Closed Dated Bin Zone:
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1. Using the universal search bar, navigate to the Bin Zones table.
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2. Click Bin Zone Type and filter to Close Dated Products.
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3. Click Go.
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4. Click Add Bin Zones.
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a. Input Bin Zone.
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b. Input Route Count Type.
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c. Click Add Record.
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5. Now that the Bin Zone Has been created, click Sub Tables.
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6. Click Bins.
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f. Click the Expand icon.
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g. Click Add Bins.
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  • Bin and Location need to be entered
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h. Click Add Record.

Fields And Definitions

1. Types of Close Dated Products
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  • Over Sold Products: Products in the Close Dated Bin that have been Over Sold
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  • Sold Close Dated: Products in the Close Dated Bin that have Sold
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  • Available Close Dated: Available Products in the Close Dated Bin
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Best Practices

Any bin in the Close Dated Zones can be used to store Close Dated Products. The warehouse users can manually add products here, or use the WMS Return Rules to automatically move any returned product that is close dated to this bin.

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