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Picking on iOS and Android Devices

Basic Functionality

The Picking function is very versatile in the ways that it can be used. Depending on where the process was accessed from, and the order in which scans occur, the process will change slightly to fit the needs of the user.

  1. When accessing picking by tapping the Picking Icon. The user will be prompted with a list of all assigned pickable orders. The user can then select an order by tapping or scanning the order number. Tapping the “<“ icon in the upper left corner will return the user to the main menu.
  2. If the Picking function was accessed via a method other than tapping its icon, i.e. scanning an Order Number from the Main Menu, only that Order number will appear; not the entire list as in Step 1.
  3. At this point, the user can start picking a line by doing one of the following:·
    1. Scan an Item/Lot barcode. (If item is lot tracked)·
    2. Scan just the item barcode.·
    3. Scan the serial number or expiration date (if applicable for non-basic items)
    4. Scan the location where the item resides. (A Bin or LP)

Note: With the configuration setting LPPickingRequired = true, if an LP you wish to pick to is in system and inactive it can be scanned from both the item list and the item detail screens. From the item detail screen, you cannot create a new LP. Only from the item list can an user create a new LP by simply scanning a new barcode with the appropriate prefix (LP… such as is the default prefix).

  1. The system requires the user to scan the item (and lot number/serial/exp. date if applicable), and location, so if the user begins by scanning the location, the system will prompt for Item information. Conversely, if the user scans an item/lot, the system will prompt for Location. Not all information has to be scanned. Some info, such as lot number/serial/exp. date, can be hand keyed.
  2. After the Item (and additional req. fields), and location are entered, the user will enter the picked quantity using a numeric keypad.
  3. Once all the necessary pick details have been scanned or entered, the user can tap the OK button to commit the pick record, the Cancel button to cancel the pick record, or the Options button to bring up an options menu to select from (See Options below for additional information).image name

Completing an Order

After all of the lines have been picked, the OK button will become active. Tapping this button will initiate the completion of the current order, which could involve staging or shipping the order. Tap OK to complete the order.

Depending on how your system is configured, one of the following actions will occur:

Auto-Stage: The order will be automatically staged in a pre- assigned staging location, with no prompts to the user.

Auto-ship: The order will be automatically shipped and completed in the system, with no prompts to the user.

Prompt: A prompt will appear asking the user if they would like to Ship the Order, by selecting Yes the user is agreeing to ship, by selecting No the user will be prompted with a staging screen. Options The options menu can be accessed by tapping on the Options button on the bottom of the screen, when viewing or editing a pick record. image name


Print Labels – This allows the user to print a product label for the currently selected pick record.

Get Next Location – This toggles the displayed location between the two oldest FIFO Bin Locations.

Undo – This allows the previous action to be undone, removing the last quantity that was picked.

Short – This allows the user to short an item if there are no more locations containing this item.

Picking Logic

If the user scans the item first when starting to pick the system will attempt to pick that item from the Bin displayed on the screen or an LP within that bin. If the item exists in more than one location in that Bin (multiple LP’s etc…) then the user will be forced to scan the Bin or LP as well.

If the user scans a Bin/LP first, the system checks to see if there are any items on the order existing in that location. If only one match is found it is assumed that is the item you want to pick and the system will pick it for you. If there is more than one item for the order in that location the user will be prompted to scan the item or item/lot barcode as well.

If the user decides not to pick from the original suggested location, they can always use the Get Next Location function within the Options button. This will send the user to the next location where the item is stored to pick the item. At this point they could scan the item and the system would remove it from the new bin displayed on the screen.

Configurations and Other Functions

The following list includes many of the configurable options available in the Smartphone/Tablet picking functionality, as well as some miscellaneous functions not previously mentioned. They can be added or changed by contacting to the Appolis Support Team.

Force Default Staging Bin: •This is a configuration which stops users from choosing a different staging bin other than the default. The user will not be prompted on where to stage the order.

Require LP Scan: •This configuration can be turned on to force users to scan an LP when picking a line item, regardless of whether or not the system already has LP information for the order.

Reuse LP: • This configuration can be turned on to allow a user with access to the Picking process to use an LP repeatedly instead of using a new LP for each order or Wave Set.

Unpick Entire Order: • This configuration adds a new option to the Options menu. If selected, the entire order will be able to be Unpicked. The user will scan a location to unpick the product to, and the order can be restarted.

Stage Partial Pick: • This configuration adds a new option to the Options menu. If selected, the user will scan a location to stage what they have already picked, so it can be accessed later. The order can then be exited out of, and completed at a later time.

Reset Assignments: • When turned on, this configuration works with Unpick and Partial Stage, automatically clearing the order state to “Unassigned” whenever either option is selected.

Multi-Scan Picking • When this function is activated , the user will be required to scan every item on the pick list quantity. For example; if the quantity for a pick is 10, the operator will be required to scan 10 times. This feature is useful for high value items.

Rapid Serial Picking: • When picking a Serial tracked item, this feature helps pick those items in a more efficient manor. Scanning a Serial number to select an item on the details screen will not only bring the user to the item details screen, but also initially complete a line with that number. Once on the item details page, the user can continue scanning Serial numbers from the defaulted bin without the added steps of having to set a quantity or add a new line for each pick. Once the final scan for the item is complete and the last pick is made, the user will be brought back to the details screen where they will see the refreshed view showing the item has been completely picked.