Creating a putaway strategy

The sequence in which the steps should be processed. This is a numeric value that is used to sort the putaway steps. Specific numbers do not need to be used but the sequence does matter.

The putaway strategy type to include in candidate locations for putaway. Various types are available to allow the strategies to be configured to best place product in the facility. These types are listed below.

Look for an open Location in the To Zone identified on this step: An empty location in the specified To Zone is considered for putaway.
Attempt to consolidate with existing product in the TO ZONE on this step: The application considers available space in a location where the item is already stored in the zone listed. Required information: To Zone.
Look for an open location in the preferred ZONE specified in the Item master: Uses an empty location in the putaway zone specified on the Inbound tab of the Item Master.
Attempt to consolidate with existing product in the ZONE specified in the Item master: Uses available space in a location within the putaway zone specified on the Inbound tab of the Item Master that already contains the item. Required information: Putaway Zone (Item Master – Inbound tab)
Look for an open location in the To Zone specified if moving out of the From Location: Identifies an empty location in the specified To Zone for inventory moved from the specified From Location. Required information: From Location and To Zone.
Attempt to place product in the To Location specified on this step: Directs putaway to the specified To Location when sufficient space is available. . Required information: To Location.
Attempt to place product in the To Location specified on this step if moving out of the From Location specified: Uses the specified To Location for putaway when the inventory is moved from the specified From Location. Required information: From Location and To Location.
Attempt to place product in the preferred Location specified in the item master: Places inventory in the putaway location specified on the Inbound tab of the Item Master. Required information: Putaway Location (Item Master - Inbound tab).
Attempt to place product in the assigned Piece Pick location for the item if the quantity fits: Uses the assigned PIECE PICK location when the quantity being put away is within the maximum capacity defined for the item-location assignment. Required information: Location with Type = PICK (Item Master - Assign Locations tab).
Attempt to place product in the assigned Case Pick location for the item if the quantity fits: Uses the assigned CASE PICK location when the quantity being put away is within the maximum capacity defined for the item-location assignment. Required information: Location with Type = CASE (Item Master - Assign Locations tab).
Attempt to place product in the assigned PIECE PICK Location for the Item If Balance On Hand = 0: Uses the assigned PIECE PICK location only when the current balance on hand in the location is zero. The maximum capacity defined for the item-location assignment is used to determine the quantity that can be stored in the location. Required information: Location with Type = PICK (Item Master - Assign Locations tab).
Look for an open location in the TO ZONE if moving out of the FROM ZONE: Uses available space in a location within the specified To Zone for inventory moved from the specified From Zone. This putaway type can be used with Automatic Move functionality to direct inventory through multiple warehouse zones based on item requirements. Required information: From Zone and To Zone.
Attempt to consolidate with existing product in the TO ZONE if moving out of the FROM ZONE: Uses available space in a location within the specified To Zone that already contains the item when the inventory is moved from the specified From Zone. This putaway type can be used with Automatic Move functionality to direct inventory through multiple warehouse zones based on item requirements. Required information: From Zone and To Zone.
Consolidate with existing product closest to PIECE PICK Location for Item: Uses available space in a location that already contains the item and is closest to the assigned PIECE PICK location. The Interleaving Sequence defined on the location is used to determine proximity to the pick location. Required information: Location with Type = PICK (Item Master -Assign Locations tab) and Interleaving Sequence (Location).
Consolidate with existing product closest to CASE PICK Location for Item: Uses available space in a location that already contains the item and is closest to the assigned CASE PICK location. This putaway type reduces replenishment travel distance to the CASE PICK location. The Interleaving Sequence defined on the location is used to determine proximity to the pick location. Required information: Location with Type = CASE (Item Master - Assign Locations tab) and Interleaving Sequence (Location).
Find empty location closest to the PIECE PICK Location for Item: Uses an empty location that is closest to the assigned PIECE PICK location. This putaway type reduces replenishment travel distance to the PIECE PICK location. The Interleaving Sequence defined on the location is used to determine proximity to the pick location. Required information: Location with Type = PICK (Item Master - Assign Locations tab) and Interleaving Sequence (Location).
Find empty location closest to the CASE PICK Location for Item: Uses an empty location that is closest to the assigned CASE PICK location. This putaway type reduces replenishment travel distance to the CASE PICK location. The Interleaving Sequence defined on the location is used to determine proximity to the pick location. Required information: Location with Type = CASE (Item Master - Assign Locations tab) and Interleaving Sequence (Location).
Attempt to place product in the assigned CASE PICK Location for the item if Balance On Hand = 0: Uses the assigned CASE PICK location only when the current balance on hand in the location is zero. This putaway type is used to stock a new item in the location. The maximum capacity defined for the item-location assignment is used. Required information: Location with Type = PICK (Item Master - Assign Locations tab).

The starting location for the putaway step. If inventory is currently in this zone, the criteria on this step can be considered. The From Zone is required information for some putaway types.

The zone to which the putaway will be directed. The To Zone is required information for some putaway types.

Specifies the location from which inventory must originate for this putaway step to be considered. If the inventory is not in the specified location, the step is skipped. This field can be used for direct putaway from a QC location after inspection is completed.

The location to which inventory is directed during putaway.

Indicates the type of UOM. Based on the specified value (condition) and putaway type, the location is suggested. Possible values:

Any
Pallet Count > Quantity = > Case Count: Determines the quantity to be putaway and compares with the case quantity of the pack key.
Quantity > = Pallet Count: Determines the quantity to be putaway and compares with the pallet quantity of the pack key.
Quantity < Case Count: Determines the quantity to be putaway and compares with the case quantity of the pack key.

Note: By default, the value is set to Any.

Determines the minimum required percentage of the LPN (License Plate Number) quantity used to split putaway.

Note:

This field is enabled only if the Dimension Restrictions field value is set to None, and the Putaway Type field value is set to:
- Attempt to place product in the assigned PIECE PICK Location for the Item if the quantity fits.
- Attempt to place product in the assigned CASE PICK Location for the Item if the quantity fits.
By default, this field value is empty. If this value is not specified, the standard Putaway process is considered.
If the value is specified, the system calculates the specified percentage of the LPN quantity scanned for putaway. If the calculated quantity is in decimals, the value must be rounded to near value.
If this value is less than or equal to the maximum capacity of an item in the assigned location, the system suggests the pick location based on the configured Putaway type. .
The LPN must be split to fill the pick location, and the remaining quantity must be stored in the bulk location.
The pick location must always be configured with the Lose Id option enabled, to allow the LPN to be split.

If multiple pallets are to be placed in the same location, this flag indicates if a single confirmation scan can be completed.

If this check box is selected, the system checks all available inventory and sort items based on the Rotate By and Rotation fields. These fields are displayed on the Outbound tab of the Item screen. This check box is dependent on the First Expiry First Out (FEFO) rule, ensuring the inventory is replenished with the earliest expiry date.

Note:

This check box is displayed only if you select one of the values in the Putaway Type field:
- Attempt to place product in the assigned PIECE PICK Location for the item If Balance On Hand = 0
- Attempt to place product in the assigned CASE PICK Location for the item If Balance On Hand = 0

If the lottable04 or 05 attribute value for the inventory putaway is greater than existing stock, the stock cannot be placed in the pick location.
If the lottable04 or 05 attribute value is equal to or less than the lowest value, the stock can be placed in the pick location.
You can only select the Strict FIFO Rotation Lottable04/05 or Strict Rotation All option.

If this check box is selected, the system ensures that the inventory is rotated based on First-In, First-Out (FIFO) rule without considering the specific inventory attributes, such as expiry dates or batch numbers.

Note:

This check box is displayed only if you select one of the values in the Putaway Type field:
- Attempt to place product in the assigned PIECE PICK Location for the item If Balance On Hand = 0
- Attempt to place product in the assigned CASE PICK Location for the item If Balance On Hand = 0

If this check box is not selected and the pick location is empty, the stock can be placed in the pick location regardless of the existing inventory.
You can only select the Strict FIFO Rotation Lottable04/05 or Strict Rotation All option at a time.

This flag indicates whether the application should verify any restrictions put on each location. This flag can be turned off to bypass dimension restrictions.

The restrictions used to determine whether inventory can be stored in a location based on configured capacity limits. Up to six restrictions can be specified. Possible values: The restrictions available are:

Fit by Cube. Evaluate based on the total cubic capacity of the location and the total cube (cube multiplied by quantity) of the item being put away. This restriction does not apply to forward Piece or Case pick locations. Required information: Cube (General tab on Item) and Cubic Capacity (Location).
Fit by Weight (Not for Pick or Case Locations). Evaluate based on the total weight capacity of the location and the total weight (weight multiplied by quantity) of the item being put away. This restriction does not apply to forward Piece or Case pick locations. Required information: Gross Weight (General tab on Item) and Weight Capacity (Location).
Fit by Weight with Sharing (Not for Pick or Case Locations). This restriction is similar to the Fit by Weight restriction described above but it also allows for a location to borrow/share weight capacity from a neighboring location as needed. Initially, the system evaluates the Fit by Weight calculations to determine if the putaway weight exceeds the remaining weight capacity of the location. If the weight fits into the location without sharing, the location is accepted. If the putaway weight exceeds the remaining capacity of the location (with consideration to the existing sharing To and From the location), the system then follows the sharing logic process:
- Verifies that weight sharing is a viable option for the item and potential putaway location by checking that the system setting for weight sharing is turned On, that the item weight is not zero, that the putaway location weight capacity is greater than zero, and that the potential putaway location is configured to share weight capacity from another location.
- Determines the total available weight capacity for the potential putaway location (with consideration to existing weight sharing and the Location Weight Sharing Max Percent from the Zone).
- Determines if the weight of the current putaway inventory can fit within the location's shared weight capacity. If the location can handle the weight, the location is accepted.
Note: Racking weight capacities are usually based on uniformly distributed loads per pair of beams. The use of weight sharing can cause loads to be non-uniformly distributed. Be advised that weight sharing could result in potential safety issues.
Fit by Quantity (Pick/Case Locations Only). Used for placing product in assigned forward Pick and Case pick locations. This restriction only applies for putaway types that direct product toward assigned forward pick locations. Required information: Cube (General tab on Item) and Cubic Capacity (Location). Location with Type = CASE or PICK with Maximum Capacity defined (Item Master - Assign Locations tab).
Fit by Stack Limit. This restriction is frequently used for bulk storage locations that hold multiple pallets. The location capacity is determined based on the number of pallets that can be placed in a location. The system uses this setting for both the Stack Limit (maximum number of pallets that can be stacked on top of each other in the location) and Footprint (number of pallets that can be placed on the floor level of the location) on the location to determine the number of pallet positions available. For example, if 8 pallets can be placed on the floor in the location and they can be stacked 3 high, the capacity in the location is 24 (8 x 3). There is also a Stack Limit setting on the item that can be used to override the location stack limit. For example, if product is heavy or fragile and can only be stacked 2 pallets high, it would be set to 2 on the item. In the above example, the capacity for the item in the location is 16 (8 x 2) instead of 24. Required information: Stack Limit and Footprint (Location). Optional information: Stack Limit (Item - Inbound tab). If the item stack limit is set to the default of zero, it will be ignored.
Fit by Putaway Zone Limit. This restriction is used to limit the number of pallets of an item in the same zone of the warehouse. A standard limit can be defined on the Zone configuration. An additional restriction for a specific item can be defined on the item master. Required information: Max Pallets per Item (Zone). Optional information: Max Pallets per Zone (Item - Inbound tab). If the zone pallet maximum is set to the default of zero, it will be ignored. The item pallet maximum will also be ignored if set to zero.
Fit by Wood Dimensions and Height (Not Valid when Case/Pick Locations or Commingling). The system uses the dimensions defined on the Pack for the item and the location dimensions to determine if the pallet that is being put away will fit in the location. Within the Pack configuration, the user can specify if the calculations to determine putaway fit use case dimensions or pallet height.
Putaway Fit Calculation Using Case Dimensions

Required setup information:
- Location configuration - Height, Length, Width
- Pack configuration (Dimensions tab) - Length, Width and Height for Case unit of measure; Length, Width and Height for Pallet unit of measure; Pallet TI x HI (Cases per Tier/Layers per Pallet); Length, Width, Height for Pallet Wood Dimensions.
  Note: When putaway uses this function, it uses the Pack recorded during the receipt to get the dimension information for the product. If this is the 'STD' pack, the system uses the Pack from the item master.
Putaway Fit Calculation Using Pallet Height (Case Dimensions Not Included)

Required setup information:
- Location configuration - Height, Length, Width
- Pack configuration (Dimensions tab) - Pallet height entered for the Pallet UOM plus the height of the wood (pallet) determines the total overall height. The system compares this calculation to the location height to determine if the pallet will fit.
  Note: When putaway uses this function, it uses the Pack recorded at the time of receipt or putaway to get the dimension information for the product.
Fit by Wood and Height with Sharing (Not Valid for Case or Pick Locations or Commingling). This restriction is similar to the Fit by Wood and Height restriction described above but it also allows for a location to borrow/share width capacity from a neighboring location as needed. Initially, the system evaluates the Fit by Wood Dimensions and Height calculations to determine if the pallet wood fits into the location without sharing. If the wood fits into the location without sharing, the location is accepted. If the pallet wood does not fit into the location, the system then follows the sharing logic process:
- Verifies that width sharing is a viable option for the item and potential putaway location by checking that the system setting for width sharing is turned On, the pack for the putaway inventory has defined pallet dimensions, the putaway location width capacity is greater than zero, and the potential putaway location is configured to share width capacity from another location.
- Checks for existing width sharing by identifying locations already sharing with the putaway location, identifying the width value shared by each location, calculating the total current width including sharing, and performing the Fit by Wood calculations again using the expanded width dimension (LxW and WxL).
- Verifies if new width sharing can occur by identifying the location that is configured to share width with the putaway candidate location and determining if the potential sharing location has available width to share (and how much is available).
Fit by Item Dimensions (Not Valid for Case or Pick Locations or Commingling):This restriction is used for putaway operations involving unpalletized inventory, such as cases, cartons, or individual items stored directly in bulk, shelf, rack, PICK, or CASE locations. When you select this option, the application compares the Lengthand Widthvalues defined for the item on the Pack screen with the Length and Width values defined on the Location screen to determine whether the item can physically fit in the location. A location is considered eligible only when the item dimensions do not exceed the corresponding location dimensions. If the item dimensions exceed the location dimensions, the location is rejected and the application evaluates the next eligible location.
This restriction can be used together with the Fit by Stack Limit restriction. In this configuration, Fit by Item Dimensions (Not Valid for Case or Pick Locations or Commingling) determines whether the item physically fits in the location, while Fit by Stack Limit determines whether sufficient capacity is available and the maximum number of units that can be stored in the location.
Note:
- If the required item dimension values are missing or set to zero, the location fails the validation and is not considered for putaway.
- This value is displayed only when the UNPALLETIZEDINVPUTAWAYDIMRESTRICTIONS parameter is enabled on the Feature Control screen.

Specify up to three areas. If candidate locations exist in any of these Areas, the locations will NOT be considered for putaway.

Specify Location Name or Location Route Sequence. The system sorts empty locations by the Location Name or the Location Route Sequence (which is defined on the Location configuration). You can specify a different Route Sequence on the location configuration to control the pattern for which locations to use.