Personalization Overview

Personalization is the process of customizing orders based on customer need. The term personalization consists of value added services (VAS), as well as the ability to turn shipment order demand into work orders. The following are examples of value added services that can be requested by a customer.

  • Engraving
  • Monogram
  • Laser
  • Gift Wrap

Each of these services has an instruction indicating the actual text to put on the item.

Personalization allows the warehouses to download up to three VAS processes, along with support for an 80-character field for each of the three VAS processes. An unlimited number of VAS processes can be manually input and printed on pick tickets.

The VAS processes and Notes fields are printed from the Shipment Order onto the pick ticket to ensure that the pickers know where to direct the products once they are picked. The VAS information displays on the pick tickets or on the workstation window, but not on the RF screen. If a warehouse is supporting VAS processing, pick tickets are used. Currently, that is the only way Infor WMS Warehouse Management supports display of this data. The picking process can be done in any manner the warehouse chooses, but the VAS process support is on the pick list.

The 80-character Notes field is used to define the details of the service to be performed. For example, if a gift card was to be included with the Item, the VAS would be GIFTCARD, and the 80-character field would contain your message.

There is also a VAS User-defined field that prints following the Notes, which provides specific information required by the VAS workers. For example, if an engraving VAS needed to display which typeface should be used, it can be placed in the VAS User-defined field.

Using Personalization

First, you must either import orders with VAS processes attached, or manually create the shipment orders and add the VAS services. Electronic Commerce can be used to help define the file layout and then import orders into the WM module. See the Configuration Guide for additional information. The steps below describe how to manually add VAS services.