Intellitrack WMS – Warehouse Management System Manual de usuario

iReasonable measures have been taken to ensure that the information included in this guide is complete and accurate. However, IntelliTrack reserves th

INTELLITRACK WMS RF V8.1RF Guidexx

INTELLITRACK WMS RF V8.1RF Guide90

91 CHAPTER 6ReceivingIntroductionInquire Order OptionReceive Order OptionAuto-Receive Order OptionPut-Away OptionItem Put-AwayCross DockingPallet Put-

INTELLITRACK WMS RF V8.1RF Guide92IntroductionThe Receiving Menu on the RF Portable contains four options: inquire order, receive order, auto receive,

Chapter 6Receiving93•Put-Away: The Put-Away process is used when the receiving process is divided into two segments:Staging: Receiving orders into a s

INTELLITRACK WMS RF V8.1RF Guide942.From the Receiving menu, select the <F1> key. The order with the lowest number is displayed first.Select the

Chapter 6Receiving953.The following screen appears.Enter the order number in the Order field, and press the <Enter> key.4. The following screen

INTELLITRACK WMS RF V8.1RF Guide96The screen shows the item number and item UOM.6. Enter the item’s UOM and press the <Tab> key. Enter the item

Chapter 6Receiving97If the Prompt for location option is selected in the Options form/Receiving tab of the WMS RF Server, you will see a Location fiel

INTELLITRACK WMS RF V8.1RF Guide98The Receiving menu is displayed after the last received order. If you opted to print receiving labels, they are sent

Chapter 6Receiving99The first vendor entered in the system is displayed.Select the <F8> key to skip vendor selection.Select the <F2> key t

1 CHAPTER 1WMS RF Server SettingsRadio Frequency ComponentsOpening the RF ServerAuto-Start SettingSetting RF Server OptionsGeneral SettingsLanguage Se

INTELLITRACK WMS RF V8.1RF Guide100Select the <F2> key to display the item's next UOM.Select the <F1> key to return to any previously

Chapter 6Receiving101The Receiving location is defaulted to the default receiving location entered in the Options form/Receiving tab for WMS RF Server

INTELLITRACK WMS RF V8.1RF Guide102Put-Away OptionWMS RF Professional supports the put-away function. The Put-away function moves items from the recei

Chapter 6Receiving103The default “source” site is entered in the Site field. If you want to change the “source” site, enter the desired site in the Si

INTELLITRACK WMS RF V8.1RF Guide10410.The following screen appears. Confirm the put-away location in the Location field.11. Next, press the <Enter&

Chapter 6Receiving1054.The Item “Source” screen appears. The system default site is entered by default (depending on the Options form/General tab sett

INTELLITRACK WMS RF V8.1RF Guide106The system selects a “destination” location.If you want to change the “destination” site, enter the desired site in

Chapter 6Receiving1071.Select the <F3> key from the Main menu. The Receiving menu appears. 2. Select the <F4> key to open the Put-away men

INTELLITRACK WMS RF V8.1RF Guide1087.Select the Destination location.8. Press the <Enter> key. The Confirm screen appears. Enter the pallet loca

109 CHAPTER 7PickingIntroductionInquire Order OptionPick Order OptionAuto-Pick New Order OptionStage Order or Stage Wave OptionStaging an OrderStaging

INTELLITRACK WMS RF V8.1RF Guide2Radio Frequency ComponentsIntelliTrack WMS RF is a real-time radio frequency (RF) warehouse man-agement system, combi

INTELLITRACK WMS RF V8.1RF Guide110IntroductionThe Picking menu on the portable contains six options: inquire order, pick order, auto pick, stage orde

Chapter 7Picking111Screen > F7 Options > F5 Zone), your inventory selections for the pick-ing process will be limited to the locations in the se

INTELLITRACK WMS RF V8.1RF Guide1123.From the order screen, press the <Enter> key to return to the Picking menu.Pick Order OptionThe Picking pro

Chapter 7Picking113The order’s items are displayed:Quantity ordered.Quantity previously picked (actual quantity).Item # and description.• The <F2&g

INTELLITRACK WMS RF V8.1RF Guide114The <F3> key opens an inventory let down screen. If the order item’s UOM quantity is too high for the require

Chapter 7Picking115•If the item being picked still requires a let down to the next UOM in order to meet the pick UOM quantity, perform another let dow

INTELLITRACK WMS RF V8.1RF Guide11611.If the item or order is incomplete, the operator is prompted for the next pickPress the <Enter> key to pro

Chapter 7Picking1173.Press <F4> to enter the new order number in the Order field; —Or— enter the order manually in the Order field.4. Press the

INTELLITRACK WMS RF V8.1RF Guide118Select the <F3> key to jump to a customer Ship To ID entry field where either the customer 's name or ID

Chapter 7Picking119The item’s UOM and Qty for the selected pick location are displayed at this screen.• If you want to change the unit of measure, the

Chapter 1WMS RF Server Settings3For more information about setting RF Server options, please refer to Set-ting RF Server Options.Setting RF Server Opt

INTELLITRACK WMS RF V8.1RF Guide120The Letdown screen asks you if you want to let this inventory down to the next item UOM in the item’s UOM hierarchy

Chapter 7Picking12115.Press <Enter> to continue.If you have entered the correct item number and location in the confir-mation screen, when you p

INTELLITRACK WMS RF V8.1RF Guide122At the Picking menu, the <F4> option is called Stage order when a wave is not selected. When a wave is not se

Chapter 7Picking123The <F2> key advances to the next item location.The <F1> key returns to the previous listed location.7. Select another

INTELLITRACK WMS RF V8.1RF Guide124Next, select the <F3> key. The following screen appears.The Letdown screen asks you if you want to let this i

Chapter 7Picking12510.Press the <Enter> key. Depending on your system settings, the follow-ing screen may appear. If you don’t see this screen,

INTELLITRACK WMS RF V8.1RF Guide126•When you create a new pallet, a pallet/container label is sent to the default label printer. (Note that to print a

Chapter 7Picking127Staging a Wave (Batched Orders)To stage by wave, you must be using WMS RF Professional. The Wave function selects a wave number tha

INTELLITRACK WMS RF V8.1RF Guide1284.The Picking menu appears again. Notice that the <F4> selection is now Stage Wave, and the <F5> select

Chapter 7Picking129The <F1> key advances to the next UOM for the item.The <F2> key returns to the previous listed UOM for the item.The <

INTELLITRACK WMS RF V8.1RF Guide4•Language:Sets the portable's default language. Enter the number that corresponds to the language setting in the

INTELLITRACK WMS RF V8.1RF Guide130Enter the lot for the selected item in the Lot field, if applicable.Enter the expiration date for the selected item

Chapter 7Picking13112.When you are ready to continue, press the <Enter> key. The following screen appears.It is a confirmation screen, which ask

INTELLITRACK WMS RF V8.1RF Guide132•(At the Picking menu, the <F4> option is called Stage wave when a wave is selected.)• To select a wave, pres

Chapter 7Picking133The <F1> key scrolls back to the previously listed item in the order.5. Press the <Enter> key.6. The Pick staging locat

INTELLITRACK WMS RF V8.1RF Guide134The following screen appears.The Letdown screen asks you if you want to let this inventory down to the next item UO

Chapter 7Picking135Enter the lot for the selected item in the Lot field, if applicable.Enter the expiration date for the selected item in the Expires

INTELLITRACK WMS RF V8.1RF Guide136Ship Confirm Staged OrdersThe Ship Confirm function confirms the shipment of material against an item, a picking or

Chapter 7Picking137•To print a packing list to the default printer for a closed pick order, select F5 (for more information about selecting the packin

INTELLITRACK WMS RF V8.1RF Guide138Enter the item's unit of measure in the UOM field.Press the <Tab> key and enter the ship quantity.Press

Chapter 7Picking139Ship By Order 1. From the Shipping Menu, select the <F2> key (Ship By Order). The following screen appears:Enter the location

Chapter 1WMS RF Server Settings5In the 2. Enter information to log on to the server field, select the Authentication mode used by the server.Select th

INTELLITRACK WMS RF V8.1RF Guide140ing the default packing list printer) and close this screen. If you do not want to print a packing list, select F2

Chapter 7Picking141Enter the inventory location and pallet (if applicable) for the wave.4. Press the <Enter> key to continue. If the location an

INTELLITRACK WMS RF V8.1RF Guide1422.The Order screen appears. Enter the Order Number that is staged to the pallet location entered previously. Select

Chapter 7Picking143ing the default printer). Print F2 if you do not want to print a packing list.Printing a Packing ListYou are able to print a packin

INTELLITRACK WMS RF V8.1RF Guide1444.To print the order, select <Enter>; the packing slip is sent to the default printer that you set in the RF

Chapter 7Picking1452.The Print Packing List screen appears.3. Enter the Picking Order Number in the Order field to print a packing list for this order

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Index147IndexAAdjust inventory 78, 79Autopicking 116–??receiving 101Auto-Start Settingin RF Server 2BBuildpallet 84, 86CClientconventions 56Language

INTELLITRACK WMS RF V8.1RF Guide148Labelsfor putaway items 7for receiving order item 7new container pallet 8put-away item 8receiving item 8Langua

Index149Zone 110Pingthe portable 14Portableadjust inventory 78, 79inventory replenishment 86, 89moving inventory 79, 83picking 109–138put-away 102

INTELLITRACK WMS RF V8.1RF Guide6they comply with your in-house terminology. Additionally, the data dictio-nary is used to retain foreign languages.Im

INTELLITRACK WMS RF V8.1RF Guide150Softwarelicense agreement iii–viSQLserver 4Staged orders, picking 131–135Stagingorders 121–127Starting Screen Opt

Chapter 1WMS RF Server Settings75.Continue selecting and entering your label changes. When you are fin-ished at the Options form, click the Close butt

INTELLITRACK WMS RF V8.1RF Guide8•Receiving item labels: Mark this check box to generate item labels during the receiving process.• Put-away item labe

Chapter 1WMS RF Server Settings91.In the Picking mode section of the form, select the desired picking mode for the RF Portables:Note: If you select a

INTELLITRACK WMS RF V8.1RF Guideiiii

INTELLITRACK WMS RF V8.1RF Guide10Setting Receiving Order OptionsReceiving options for the RF Portables are set in the Receiving tab of the Options fo

Chapter 1WMS RF Server Settings11This location can be the default location for the put-away process. It is important to note the receiving location mu

INTELLITRACK WMS RF V8.1RF Guide12•If you are using terminal emulation for the RF Server, mark the Line-Mode Telnet Support check box. For more inform

13 CHAPTER 2Device SetupIntroductionPre-Installation ProceduresOverviewConfiguring LXE® with WMS RFConfiguring Wavelink TelnetCE with IntelliTrack RFC

INTELLITRACK WMS RF V8.1RF Guide14IntroductionThe WMS RF versions integrate the WMS workstation application data-base with an RF Server application an

Chapter 2Device Setup15OverviewIn conjunction with the RF Server, terminal emulation allows your WMS RF application to connect to a portable Windows C

INTELLITRACK WMS RF V8.1RF Guide164.At the Configure screen, select the Connection tab to bring this area to the front.5. In the Host Type section of

Chapter 2Device Setup17To add or edit a mapped value to a function key, select the desired function key from the drop-down list (i.e., F1, F2, F3, etc

INTELLITRACK WMS RF V8.1RF Guide18Configuring the Host ProfilesBegin by configuring the host profiles according to the instructions below:1. Click the

Chapter 2Device Setup19The Profile Configuration selection tabs appear on the screen. The Host tab is to the front3. In the Host tab portion of the sc

Software License AgreementiiiPreface Software License AgreementTHIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PROOF OF LICENSE TO

INTELLITRACK WMS RF V8.1RF Guide205.Enter the host address (i.e., the address of the computer running the RF server) in the Address field.6. The Port

Chapter 2Device Setup212.In the Configuration tab of the Host Profiles screen, click the Modify button. The hostcfg.bin-CFGMgr screen appears.3. To mo

INTELLITRACK WMS RF V8.1RF Guide224.If Local Echo is turned off, you must turn it on. To turn on Local Echo, select Local Echo in the navigation tree

Chapter 2Device Setup23Modifying the VT Line Mode SettingThe VT Line Mode Setting also needs to be On.1. To modify the VT Line Mode setting, click the

INTELLITRACK WMS RF V8.1RF Guide24Configuring the Emulation ParametersThe Emulation Parameters are reached from the Wavelink Product Config-uration Sc

Chapter 2Device Setup25You may turn on these settings from the termcfg.bin-CFGMgr screen (see “Configuring the Emulation Parameters” on page 24).1. To

INTELLITRACK WMS RF V8.1RF Guide264.Click the drop down arrow underneath the Enter the value field and select On from the choices that appear.5. Click

Chapter 2Device Setup273.Select Edit from the right-click menu. A VT Line Mode dialog appears.4. Click the drop down arrow underneath the Use VT Line

INTELLITRACK WMS RF V8.1RF Guide28Select Add from the right-click menu.A Key Macros dialog appears:Note: When entering the macro, you must enter the e

Chapter 2Device Setup299.The mapping will appear in the navigation tree, underneath the Key Macros listing.10. Click File > Save from the menu bar

INTELLITRACK WMS RF V8.1RF Guideivivparty rights in customizing or using the SOFTWARE - and you hereby agree to indemnify IntelliTrack, Inc. and its a

INTELLITRACK WMS RF V8.1RF Guide30sent to the device. (If Wavelink is not installed on the device, click the Application & Config button to send b

Chapter 2Device Setup31Verifying Settings on the TelnetCE ClientImportant: If you receive a “No Host Connection” message when you open the WaveLink Te

INTELLITRACK WMS RF V8.1RF Guide3210.Select OK to close the dialog box.11. The Edit Host Profile dialog box appears. Select the host profile name that

Chapter 2Device Setup33Configuring the Softogo Wireless Telnet with IntelliTrack RFThe IntelliTrack RF application may be used with the Softogo Wirele

INTELLITRACK WMS RF V8.1RF Guide344.Edit these settings in the SESSIONS folder: Max and HitAnyKey. To reach these settings, select the plus icon next

Chapter 2Device Setup356.Set the HitAnyKey setting to No. To do this, select the HitAnyKey setting in the left pane of the window. The HitAnyKey setti

INTELLITRACK WMS RF V8.1RF Guide367.Select the Save button to save this setting. In the left pane of the win-dow, the HitAnyKey setting changes to No

Chapter 2Device Setup379.In the SESSION_0 folder, set the SessName setting to VT220. High-light the SessName setting; the SessName settings appear in

INTELLITRACK WMS RF V8.1RF Guide3811.The setting is changed in the SESSION_0 folder for the SessName. The key icon beside the SessName field turns gre

Chapter 2Device Setup3913.Enter the IP Address of your IntelliTrack RF application and then select the Save button. The Host IP setting is changed in

Software License AgreementvInc. Unauthorized copying of the SOFTWARE or the accompanying docu-mentation, or failure to comply with the above restricti

INTELLITRACK WMS RF V8.1RF Guide40right pane of the window. The setting for TType Preferred is VT220. Make sure that it is set at VT220.15. Press the

Chapter 2Device Setup4116.Next, close the window by selecting the Windows Close icon (X) in the top right portion of the window. You are returned to t

INTELLITRACK WMS RF V8.1RF Guide42Mode setting. To reach the settings in the VT_EMULATION folder, click the plus icon (+) that appears to the left of

Chapter 2Device Setup436.Next, configure the Ignore8BCtrl setting. Select this setting in the VT_EMULATION folder; the settings for it appear in the r

INTELLITRACK WMS RF V8.1RF Guide44and then select the Save button. The Ignore8BCtrl setting in the VT_EMULATION folder changes to No and the key icon

Chapter 2Device Setup4510.To configure the Block Mode setting, select it in the tree-grid in the left pane of the window. The Block Mode setting appea

INTELLITRACK WMS RF V8.1RF Guide4611.The next setting you need to configure is found in the VT_FNKEYS_VT100 section of the tree-view portion of the le

Chapter 2Device Setup4712.Next, in the VT_FNKEYS_VT100 section of the tree-view in the left pane, set the KEY_F5 setting. To do this, select the KEY_F

INTELLITRACK WMS RF V8.1RF Guide4814.When you finished with all the configurations, select the Save icon at the top of the window to save the changes.

Chapter 2Device Setup49Mapping a Device Key to the ESC FunctionYou must determine the device key that you want to configure for the ESC function. On t

INTELLITRACK WMS RF V8.1RF GuideviviCAUSED AND ON ANY THEORY OF LIABILITY. THIS LIMITATION WILL APPLY EVEN IF INTELLITRACK, INC. OR AN AUTHORIZED RESE

INTELLITRACK WMS RF V8.1RF Guide503.The ESC option is a VT_SCANCODES setting. In the left pane, scroll down to reach the VT_SCANCODES folder. To view

Chapter 2Device Setup515.Find the scan code for the device key that you want to map to the ESC function. It is found in the tree-view grid in the left

INTELLITRACK WMS RF V8.1RF Guide527.Press the Save button on the Tool bar to save the setting.8. The configuration needs to be sent to the device. See

Chapter 2Device Setup532.The InstallConfig_WTnCE.ipda - iPDA screen appears. The files are immediately sent to the device. When all files are sent to

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55 CHAPTER 3RF ClientSigning On to the RF ClientSecurityRF Client ConventionsRF Portable OptionsExpert ModeLanguageSelecting RF Client Device OptionsV

INTELLITRACK WMS RF V8.1RF Guide56Signing On to the RF ClientTo sign on to the client:• You must enter a valid WMS User ID and/or password (depending

Chapter 3RF Client57•<ESC> Key: In most cases the <ESC> key returns to the previous screen, allowing changes to the previous entries.• <

INTELLITRACK WMS RF V8.1RF Guide581.Start the RF Client from the Start menu: Start > Programs > Intelli-Track > WMS > RF Server > Large

Chapter 3RF Client59The Starting Screen OptionThe Starting Screen option allows you to jump to a specific menu upon successful login. These include th

viiContentsLICENSE ... iii30-DAY GUAR

INTELLITRACK WMS RF V8.1RF Guide60Select the bar code label printer from your network printers for your label printing. Press <F1> and <F2>

Chapter 3RF Client61RF Windows ClientA RF Windows Client simulates an RF portable device on your PC. To open the RF Windows Client, select Start >

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63 CHAPTER 4Warehouse ManagementIntroductionRFS and DOS/Window Client MonitoringOpening a MonitorMessagingSending a Message from RF ServerSending a Me

INTELLITRACK WMS RF V8.1RF Guide64IntroductionIntelliTrack WMS’s management tools improve the ability of a supervisor to effectively track staff activ

Chapter 4Warehouse Management65Select a RF client’s form by clicking on the maximize box, double-clicking on the title bar or selecting it from the cl

INTELLITRACK WMS RF V8.1RF Guide66logs on to the IntelliTrack WMS RF application, the terminal operates in the language of their choosing.MessagingWit

Chapter 4Warehouse Management67Select the <F1> key to send a message to appear on the server. After entering message, press the <ENTER> ke

INTELLITRACK WMS RF V8.1RF Guide68•Windows XP: To reach the application event log, go to the Control Panel. At the Control Panel, select Administrativ

Chapter 4Warehouse Management69

INTELLITRACK WMS RF V8.1RF Guideviiiviii CHAPTER 3: RF Client ...55Signing On to t

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71 CHAPTER 5Inventory ManagementIntroductionLooking Up Inventory DataInquire Item OptionInquire LocationInquire PalletInventory CountsPhysical Invento

INTELLITRACK WMS RF V8.1RF Guide72IntroductionIntelliTrack WMS provides an Inventory menu for the RF Portable. It allows for the efficient operation o

Chapter 5Inventory Management734.Enter the Item #.5. Press the <ENTER> key.6. A summary of item’s stored quantity is displayed by UOM.7. Press t

INTELLITRACK WMS RF V8.1RF Guide74Inquire LocationThe Inquire location function displays several characteristics of the items stored in the specified

Chapter 5Inventory Management754.Enter the Pallet number in the Pallet field.5. Press the <ENTER> key.6. Items stored in the pallet location are

INTELLITRACK WMS RF V8.1RF Guide76Physical Inventory with the RF PortableIntelliTrack WMS supports physical inventory counts. During the physical coun

Chapter 5Inventory Management77The following screen appears:4. Enter the Location in the Location field and press the <TAB> key.5. Enter the Ite

INTELLITRACK WMS RF V8.1RF Guide78Inventory AdjustmentsThe Adjust function performs an adjustment of the on-hand quantity for an item. An operator is

Chapter 5Inventory Management798.Press the <ENTER> key. The adjustment is processed. You are returned to the location/item entry screen (see ste

ix CHAPTER 6: Receiving ...91Introduction...

INTELLITRACK WMS RF V8.1RF Guide804.Enter the “source” site (i.e., the site from which you are moving the item) in the Site field. (Depending on your

Chapter 5Inventory Management8110.The following screen appears:Enter the “destination” location in the Site field and press the <TAB> key.Enter

INTELLITRACK WMS RF V8.1RF Guide823.From the Move menu, press the <F2> key to select to move an item pallet location. The following screen appea

Chapter 5Inventory Management831.From the Main menu, press the <F1> key to open the Inventory menu.2. From the Inventory menu, press the <F2&

INTELLITRACK WMS RF V8.1RF Guide84Press <Enter> to return to the previous screen. The operator is returned to the last step before the alert in

Chapter 5Inventory Management856.Enter an existing Pallet ID number; or press the <F3> key to assign a new pallet number.7. Press the <Enter&

INTELLITRACK WMS RF V8.1RF Guide8614.Enter the item quantity for the pallet in the Qty field. Press the <Enter> key to complete process.15. Repe

Chapter 5Inventory Management872.From the Inventory menu, press <F5> to perform item replenishment.Note: The first item to be replenished is dis

INTELLITRACK WMS RF V8.1RF Guide886.Confirm the replenishment request by entering the Item number in the Item # field and the Location in the Location

Chapter 5Inventory Management898.Press <Enter> to continue. The Confirm screen appears again. Enter the item number for this replenishment in th