Setting up inventory allocation sequences

Use these instructions to define the way inventory is allocated to pick records. A hierarchical sort by carrier, then order class, then warehouse zone, enables you to organize pick waves.

  1. Select TWL Outbound > Order Management > Picking > Pick Sequence.
  2. Specify a warehouse and click Search.
  3. Select an inventory allocation method by clicking the appropriate tab: Warehouse, Carrier, Order Class. For example, click Carrier. In the grid, a list of carriers you previously defined is displayed.
  4. In the grid, select a carrier. For example, UPS Ground.
  5. Expand the record.
  6. In the criteria order table, from the Available column, select a criteria and click the arrow to move that criteria to the Selected column. For example, for UPS Ground, you might select Case Primary and Split-Case Primary. You must move each criteria separately.

    Criteria in the criteria order table are hard-coded in the system and cannot be changed.

    To move a criteria higher in priority, hover over a criteria in the Selected column. Use the double-headed arrow and drag the criteria up or down in the list.

  7. Click Save.
  8. In the grid, in the Sequence Assigned column, the option is now selected for that carrier.
  9. Repeat steps as needed to define your inventory allocation routine.
    For example, you can use Will Call as the carrier. Then, you would require the inventory allocation to be in Counter Primary and Counter Zone, where the item would be close to your counter.