Training Manual for Warehouse Inbound

Document Version 1.0

Phase

AURIONPRO SOLUTIONS LTD.

35th Floor, Sunshine Tower,
Tulsi Pipe, Road, Dadar (West)
Mumbai 400013

WWW.SCMPROFIT.COM
Table of Contents
Login Screen................................................................................................................................. 3
Home Page................................................................................................................................... 3
Booking Creation for Inbound........................................................................................................ 4
Booking Module ....................................................................................................................... 4
Prepare the XML file for booking upload .................................................................................... 4
Excel file format for Booking .................................................................................................. 4
Generating XML file from Excel file ......................................................................................... 5
Booking Upload ........................................................................................................................ 6
Booking Confirmation............................................................................................................ 6
Warehouse Inbound ..................................................................................................................... 8
Execute the Warehouse Inbound service .................................................................................... 8
Workflow ................................................................................................................................. 9
Receiving ............................................................................................................................ 10
GRN .................................................................................................................................... 21
Putaway .............................................................................................................................. 23
Damaged Putaway ............................................................................................................... 32

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Login Screen

1. User enters the URL in browser and it will load the login screen as below.
2. User has to provide valid Login and password to access the application.

Home Page
1. Once the user provides the valid Login details, the Home screen will be loaded.
2. Home screen have the links for ToDo, Alerts, Exceptions and Quick Links.
3. On click of the list shown in the various sections, details Jobs or Booking list is displayed.

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Booking Creation for Inbound

Booking is an entry point for any shipment in SCMProFit. A unique booking no will be generated
from system which will be used for the tracking of the shipment all over the SCMProFit. There are
two methods for creating new Booking in SCMProFit as below,

1. Booking module.
2. Booking upload.

Booking Module

1. To create the new booking in SCMProFit using Booking module please refer the booking
manual ver. 1.0 document.

Prepare the XML file for booking upload

1. User has to generate the XML file from the Excel format provided with the training material.
2. User need to fill the required section details of the booking in order to generate the XML file

Excel file format for Booking

Basic Details Sheet:

1. User need to fill the mandatory columns marked in red colour such as Booking Type, booking
Date, client name etc.
2. Group ID is unique for each booking user need to maintain this key across the sheets to
make a link.
3. All master data fields client name, name etc. should be created well in advance in order to
avoid failure of the booking upload.

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Parties Sheet:

1. User enter parties involved in the shipment like trucker, agent etc.
2. Parties sheet is an optional but if user want to enter the parties then he need to enter
mandatory fields like Group Id, party name and Party type.

Products Sheet:

1. User enters the product details for the inbound job like product code, Quantity, UOM
dimension etc.
2. Product code and product profile should be created in the system well in advance.

Services Sheet:

1. User must enter the services details in the services sheet like Warehouse, Road etc. For
Inbound job Service type should be Warehouse and process type is Inbound.
2. Other columns like “owner office sit name” and “executing office site name” is also
mandatory. If executing office is different from the owner office then invoice will be created
only in owner office.

Generating XML file from Excel file

1. Once all information entered in excel file user can generate the XML file from the inbuilt
Micro “Generate XML” of the booking excel format file.
2. To execute the micro press <Shift + Ctrl + G>, this will generate the XML file on “D:\XML”
folder.
3. User can use this XML file for booking upload.

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Booking Upload

1. From the home screen select the Booking tab and click on the <Booking Upload> option.
2. Upload booking screen appears, Browse the XML file from <Browse> button and click on
<Upload>.
3. System will validate the XML file and populate the result in “Upload Result” section.
4. If validation is successfully done then “Booking no” generated.
5. If validation fails then System will give the issue list with status as failed.

Booking Confirmation

1. Once all the information is entered the user can confirm the booking by clicking the “Action”
button and type as “Confirm”

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2. Once the user confirms booking, the user will have “Execute” option next to Warehouse
inbound service in the service section.

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Warehouse Inbound
1. Once booking is confirmed user can start the inbound process in the SCMProFit by executing
the warehouse Inbound service from Services section.

Execute the Warehouse Inbound service

1. Click the <Execute> link in the warehouse inbound service section. It will create the
Warehouse inbound job with the unique job no.
2. Warehouse inbound job is created with initiated status and default workflow will be
attached to this job.
3. All information like product details, shipper, consignee and other details will be flow from
booking to warehouse job.

4. “DK- INBOUND” is the default workflow attached to the inbound job for KLOG warehouse
and Daikin Client. Default workflow will be different for different warehouse and client
combination. It will configured in the administrator module

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Workflow

1. To change the selected workflow click <Select Workflow> button.

2. Workflow Search screen will appears, Select the appropriate workflow from the master and
click on <OK> button.

3. Workflow contains the activity details need to be performed during the inbound process.
This work flow may be changed based on client, product category etc. User need to confirm
correct workflow is selected before starting the inbound process.
4. Normal inbound is default workflow for the KLOG warehouse below are activity details.
a. Receiving (Daikin Receiving n Pack)

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 b. GRN
c. Putaway Damaged
d. Putaway Available
Receiving

Create and Assigning receiving task to resource:

1. To create receiving task select the Warehouse tab from the home screen and click on the
<Activity Monitor> menu.

2. Activity monitor screen will appear. This screen display Pie chart of activity and column chart
of planned, complete and pending quantity.
3. The user can search the Warehouse jobs based on the various filters and parameter.
4. The user can save the search parameter to generate the required Warehouse job list at later
point in time.

5. Search Result will show the required warehouse job grouped by the activities.
6. Click the <Receiving n Pack> link in the activity section of Search result.

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7. Activity list screen will appear with all jobs are pending to allocated to that activity.

8. Select the job no from the grid and click on the <Allocate Resource> button. Allocation
resource screen will appear.

9. User enter the resource name in allocate resource column.

10. Click on the <Save> Button to create the receiving task.
11. New task is created and assign to the selected resource.

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12. If user want to split the receiving task and assign to multiple resource then he need to click

on < > Add resource and quantity button from allocate resource column. It will load new
screen with multiple resource selection option.

13. Click on the <Save> button to create multiple receiving task split based on quantity.
14. Now receiving task will appear on Operators screen for further action. WH Manager can see
these jobs by click <Allocated jobs> link

15. Manager will print the Receiving task from the <Generate Slip> Button.

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16. Document generation screen appear, Select the template from dropdown and click on
<Generate> Button to print the Receiving task.

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Printing the Pallet ID Label
1. To print the Pallet id Lable Go to  Bulk Action Bulk labelling menu.
2. Select the lable type as package and “Associate Services” from the dropdown list as
Master.
3. Select the “Package UOM” in advance search field and select the value “Pallets”.

4. Click on <Generate Label> button to show the Printing screen. Select the label
template from the dropdown list and click on <Search> Button.

5. Pallet UOM will show with the Conv. Qty. Enter the no of Pallets ID label to print.
And click on <Label Preview> button

6. Label will be previewed as below, click on print button to print the label.

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Confirm Receiving Task from Web Application:
1. Operator will log in to the system using respective user id and password.
2. Select Warehouse Tab from the home page and click the <Activity Monitor> Menu.
3. In the search result screen of Activity monitor click on the <My Activity List> link. It will load
the activity details to the operator.

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4. Click on the activity link <Receiving n Pack> no to open the list of the receiving task assign to
the operator.

5. Activity list screen appear with the task details. Click on the Task Number to open details of
the inbound job.

6. Task details screen will appear with the product details. Operator need to enter the product
details like quantity; Batch no etc. as per the information available in the Actual row of the
product.

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 7. Operator can add the new product in receiving task which is not listed in the ASN / booking.
8. Operator is allows to receive excess or short quantity for the product. It depends on the
strategy configuration for product and client.
9. Operator can save the receiving task at any point and resume later in time.
10. After entering all information operators need to Click <Confirm> button to confirm the
receiving task.
11. Once the operator confirm the receiving task Manager need to complete the Receiving task.
Click on the <Complete> button in receiving task screen to complete the receiving task.
12. Once receiving is completed then no other action will perform for receiving activity.

Confirm Receiving Task from HHT:

1. User will login into the HHT with the valid user id and password.
2. Click SCMProFit HHT application shortcut in the start menu of HHT.
3. Enter the valid user id & password and click on the <Login> button.

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4. Warehouse screen will be loaded with the default warehouse. To change the warehouse
click the <setting> button. It will load the Warehouse setting screen with all accessible
warehouses for the user.

5. Select the warehouse from drop down and click on <OK> Button or <Back> Button.
6. To see the activities assign to the user click on the <Warehouse> link.
7. Activity list screen will be loaded in HHT. This screen will group the all task based on the
activity.

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8. Click on the activity link ex. < Receiving n Pack> link to show receiving task list.
9. Click on the <Task no> link button, Scanning screen appear with the scanning field. These
scanning fields are configured in the Administrative module for each activity.

10. For the Daikin client below scanning field are configured
a. UOM: Operator will select the UOM for the product. Default value will be “PLT”
if operator want to change the UOM then he will select from the dropdown.
b. Pallet ID: This will be scanned field. Operator need to scan the Pallet id from the
pallet.

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 c. Item code : Operator will scan the Product code in this field
d. Quantity : This field is used for enter the received Quantity of the product.
e. Serial no : Serial no of the product.
f. Is damage : This field will capture the status of the goods and based on this field
Damage putaway strategy applicable.

11. After scanning all the details, operator will confirm the task. Click <Menu> and select the
<Confirm> option.

12. Once the operator confirm the receiving task Manager need to complete the Receiving
task. Click on the <Complete> button in receiving task screen to complete the receiving
task.
13. Once receiving is completed then no other action will perform for receiving activity

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GRN
1. After receiving activity completed next activity in workflow is GRN.
2. Go to the Activity monitor screen from <Warehouse> <Activity Monitor>.

3. GRN activity will be display in the search result sections. Click on the <GRN> link; it will load
the inbound jobs with pending GRN activities.

4. Click on the inbound job no link. Warehouse inbound job details screen will appear.
5. Manager will check and select the product line items in the job.
6. Click <Confirm> button to confirm received quantity and status of the product.

7. GRN confirm screen will appear. User need to select the GRN date in the screen and click on
<YES> button.

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8. After confirming the GRN all confirmed records will be moved to the confirmed view of the
screen.
9. Click View <Confirmed> link to view the records.

10. To print the GRN document go to <GRN Details> view and click on <Final GRN> Button.
11. GRN document screen appears, Select the appropriate template from the “Report template”
dropdown and click <Generate> button.

12. GRN report will be display on screen. User can print the GRN report from Print options.

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Putaway
1. After GRN confirmation next activity is Putaway. There are two kind of Put away activity in
the KLOG warehouse.
a. Available goods Putaway
b. Damaged Putaway
2. Products are distributed in above two types based on Product status and different putaway
strategy used for each type.
3. Click on the <Putaway> activity in the activity monitor screen. Putaway screen appear with
the pending putaway jobs view

4. Click on the job no link to see the putaway screen.

5. Click on <Suggest Location> button to apply the predefine putaway strategies to job.

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6. System will suggest the location based on the strategies defined for the product and location
in the administrative module.
7. Basic Strategy Set for Putaway would be

a. Based on Product - System suggest the location which are reserve for the
SKU.
b. Location Specific – if full pallet then allocate to High rack zone.
c. Space utilization – If pallet less than full quantity then go to pick phase.
d. Area Type – select Pick/Buffer etc. area for Put-away
e. Category – select locations which are allocated for given category. For ex.
Locations electronics category, Laptop category, etc.
f. Storage Class – select Locations for Hazardous, Non-Hazardous, Pharma
cargo etc.

8. Manager can change the suggested location by the system if required.

9. Click < Generate Movement Request> Button to generate movement task.

10. To assign the movement task to resource go to Activity Monitor screen and click on
<Movement> activity link.
11. Movement task screen appears, Click on <Group and Allocate Resource> to distribute task
based on Drop zone.

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12. If manager want to split the putaway task then Select the Drop zone or other group by field
on which task need to split from the group by list and click on < > button to add in
selected item for group list. Once group criteria selected click <Aggregate> button to allocate
user.

13. Based on the group criteria task splits. Manager will select the resource from the allocation
resource column and click on <Save> button. Putaway task is created with unique Task No.
14. This task move product from staging area to To Location id. Manager will print the putaway
task slip and hand over to the operator.
15. Select <Allocated Job> view from movement activity screen, Movement job details will
loaded.

16. Click on the <Task Number> link Movement Task screen appear.

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 17. Click on <Generate Slip> button to print the putaway slip. Putaway slip generation screen
will appear. Select the “Report Template” from drop down and Click on <Generate> button
to display the putaway slip. Print the report from print option and handover to the operator.

Printing the Label for Pallet

7. After Suggesting the location manager will print the pallet label with details and hand
over to the operator.
8. To print the pallet label click on the <Generate Label> Button.
9. Select the lable type as package and “Label Tempalte” from the dropdown list.

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10. Click on <Search> button to show the all pallets present in the job.

11. To Print the labels select the check box from the grid and click on <Label Preview>
button to view the pallet label. Click on print button to print the lables.

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Confirm Putaway from Web Application:
1. Operator will log in to the system using respective user id and password.
2. Select Warehouse Tab from the home page and click the <Activity Monitor> Menu.
3. In the search result screen of Activity monitor click on the <My Activity List> link. It will load
the activity details to the operator.

4. Click on the activity link <Movement> to open the list of the movement task assign to the
operator.

5. Activity list screen appear with the task details in allocated job view. Click on the Task
Number to open details of the Movement task.

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 6. Task details screen will appear with the product details. Operator need to enter the “To
location” and quantity as per the information available in the Actual row of the product.

7. After all product moved to the respective location operator need to confirm the movement
task. Click on <Confirm> button to confirm the Movement task.

Confirm Putaway from HHT:

1. User will login into the HHT with the valid user id and password.
2. Click SCMProFit HHT application shortcut in the start menu of HHT.
3. Enter the valid user id & password and click on the <Login> button.

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4. To see the activities assign to the user click on the <Warehouse> link.

5. Activity list screen will be loaded in HHT. This screen will group the all task based on the
activity.

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6. Click on <movement> activity from the list. Task detail screen will appear.

7. Click on the <Movement Task no> from the list which need to be perform.
8. Scanning field screen will be display on HHT. This screen contain the Palletid , From
location, To Location and Quantity field.

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 9. When operator scans product in the scanning screen other fields like from location to
location are suggested in the label by the system if “Show Hint” is enabling in scanning
configuration of the activity.
10. Operator will perform the movement activity as per the Putaway slip and move the
product from staging area to Drop zones.
11. Once all product moved to respective Drop zones operator will confirm the task from
Menu options. Click on <Menu> button and select the <Confirm> option.

Damaged Putaway
1. Repeat the putaway section steps for the damaged putaway Activity.
2. System will take care of the Damaged putaway strategy in the suggest location event.

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