ShipCaddie Helpdesk

Purpose: The purpose of this document is to provide clear instructions on how an order moves from the Picking process to the Packing process.  If you would rather watch a quick video on this topic, click here.

Procedure:

1. The order, from any integration like Shopify, will go directly in TWMS and is visible in the “View Orders” screen under the “Orders” tab.

   1. CAUTION: In most cases, the Shipping and Ship To information is already filled out. However, there are legitimate cases when that information does not come through with the order. Be sure to check that the order has all the necessary information. See Figure 1.1 for an example screenshot.

   2. NOTE: The order goes through some background processes in TWMS. Two such processes are CheckSKU and CheckInventoryLevel. CheckSKU will validate the SKUs in the order and then run CheckInventoryLevel to ensure there is inventory still available for the order.

Fig. 1.1 – Example order without Shipping and Ship To information

2. From there, move to the “Pick Orders” screen under the “General Warehouse” tab.

3. A pick cart needs to be scanned next before the order can be picked.

   1. NOTE: See Figure 4.1 for reference.

4. After scanning the pick cart, next the picker needs to select the company that they are picking orders for.

   1. NOTE: Refreshing the page after selecting the company will cause the screen to display all the orders ready to be picked for that company. See Figure 4.2 for reference.

Fig. 4.1 – Pick Cart Scan and Company Selection fields are highlighted

Fig. 4.2 – Example Pick screen with a pick cart and company selected; Notice the open order available below the filters.

5. The picker can now either select “add this order” next to every order they want to pick and the order will be moved to a pick bin on the pick cart. Or, they may simply select “Start Pick Session” at the bottom left hand corner of the screen to fill their pick cart with the first orders at the top of the list.

   1. NOTE: See Figure 4.2 for reference.

6. The next screen will display the order details. The location of the item that needs to be picked along with the quantity and which pick bin to place it into is also displayed. From here, the picker can scan the items as they pick them. See Figure 6.1 for an example screenshot.

   1. NOTE: The TWMS system does have voice prompts to help guide the picker and to prevent the picker from having to refer to their screen constantly.

   2. NOTE: As the picker scans product, the inventory count for that item is updated in real time.

Fig. 6.1 – Example of picking screen with the item and order details highlighted

7. Once the picker has scanned the final item for the pick session, a prompt will appear announcing that the pick session is complete and ask to end the pick session. See Figure 7.1 for prompt details.

Fig. 7.1 – End Pick Session Prompt

8. Now the picker will take their pick cart to a pack station and leave it there for a packer to begin packaging the order.

9. A packer will first scan the order ID and then the box barcode that they will be packing the order in.

Fig. 9.1 – Initial Pack Order screen with the order and where to scan the order number highlighted

Fig. 9.2 – The pack order screen after an order has been scanned in with the order details highlighted. Where to scan the box barcode is also highlighted

10.  Now the packer may begin scanning items to pack.

    1. NOTE: A packer may still scan other boxes to add more boxes for this order. The box that is highlighted blue in the TWMS system is the box that the packer is currently packing product into. See Figure 10.1 for example screen with two boxes. 

    2. NOTE: Any extra, empty boxes that are still scanned in when the order has finished being packed will be deleted.

Fig. 10.1 – A pack order screen with two boxes scanned in

11.  After the packer has packed all the items into the box, the TWMS system will communicate with ShipCaddie to get the label and then the label will be printed right then.

    1. CAUTION: Freight orders, orders with address or shipping service issues, and other special case orders will not have their label printed at time of packing. The label for this order is still generated in the back end and is added to the order attachments. The order is moved to a stage called ShipOrder. This means that the package has moved to a shelf or station and is waiting for someone in the warehouse to apply the shipping label. An LPN label will be printed out and affixed to the box. These special labels will have the package ID on them which is used to match the correct shipping label to the correct box.

12.  In the case that a special shipment has been created, as outlined in step 11a., the shipping label is printed by scanning the LPN label that has the package ID and then by scanning the box again. See Figure 12.1 for the example “Ship Order” screen that will appear for these shipments. If the shipment does not match the criteria in step 11a., the shipment is finished with the picking and packing process.

Fig. 12.1 – Example shipping screen for special shipments with the scan prompt highlighted