ARCA Warehouse
Session Setup
The "Session Setup" portion of the user guide will navigate you through the screens to allow you to login, choose your client, setup your user session and auto-receive ASNs.
Login
To login to your session, type in your dedicated username and password:
- Your username will need to be setup for LIVE use; any users needing STAGING access will need a separate login.
Client
When you launch ARCA Warehouse, you will need to complete this step when you first login:
- Choose Client
User Settings
Setup your USER SETTINGS under the user icon in the top right corner:
When you open the USER SETTINGS page, you have the option to customize the experience and set up your preferences.
- Toggle dark theme ON/OFF
- Choose printer
- Customize label: Printing labels would allow receiving to print more than 1 label, for pallet purposes.
- Choose LIVE vs STAGING environment
Auto Receive ASN
The auto receive toggle eliminates steps for the warehouse user by not having to enter a location and scanning the item from the pallet screen. It will just jump automatically to the item screen.
Click on your settings in the top right corner.
Toggle the auto receive to "On."
You then have the option to set the location.
Logout
To logout of your session, click the icon in the lower right corner:
Receiving
The "Receiving" portion of ARCA Warehouse is a tool used to detail which truck is bringing what items.
Truck with ASN
First, you want to click on an ASN and click Select ASN. This is going to pull up everything from that order you clicked on.
From there, you can click on a PO number and see how much inventory you have for that specific item, the location, license plate number, etc.
- You have the option to change location if needed.
To go ahead and add that item to inventory, you are going to click Commit Truck.
You now have the ability to input "Truck Type" as well as "Pallet Type." These are for billing, we charge different if we're receiving a whole truck vs pallets so this will allow you to specify what they're receiving.
Item Substitution
Auto Receive ASN.
During the automatic ASN receiving steps you’ll have the option to receive a substitution part number. Doing this will keep the ASN status open so keep in mind that clients should be sending the same part numbers on the ASN that match the actual inventory that was received.
- Select an ASN from the receiving screen and fill out the truck information.
- Use the Jump To Item search to find items on the ASN.
- When an item has substitution parts in the system, they will be shown in the new drop-down substitution menu. The Default selection is the same as the original item.
Truck without ASN
First make sure that you have selected the correct client. Then, if you do not already have an ASN click on Continue (no ASN).
From there, you will click on New if you do not have a PO number.
That will create a new truck for you at the bottom.
Then you will input all of the relevant information to the right.
You will then click on New to create a new pallet.
Then you will click on View Items to add items to that pallet.
To add items click on New again.
From there you can search by item code or barcode.
Input all relevant information and click on Save Pallet. Saving your pallet will save those pallets that you've created back to the database. It will assign a license plate number and print a label for the pallet. This will not close the ASN or commit the inventory. It just saves what you've done so far in case you need to stop what you're doing and come back later.
Once you are ready to commit, click on Commit Truck. This commit action will take the items quantity and actually increase the balance in the warehouse inventory and make those new pallets available for move and replenish actions.
Note
Receive Quantity: The total quantity being received. Box Quantity: The number of items inside of each box.
Click to expand Statuses
Statuses
Order Status ID | Short Name | Long Name | Description |
---|---|---|---|
7 | BO | Back Order | Orders Back Ordered because of insufficent inventory. |
14 | RFF | Ready to Print | Orders successfully billed, waiting for Fulfillment Processing. |
15 | F PROC | Fulfillment Processing | Orders undergoing Fulfillment Processing by CPSE. Read only through eConnexion! |
16 | STF | Released to Fulfillment | Orders already batched and sent for packaging and shipping. Not editable! |
26 | ORDCRTD | Order Created | Orders imported, validated, waiting to move to Ready for Optimization next. |
37 | FAIL | Order Failed | Orders that failed during billing processing that were unable to ship. |
46 | Intercept | Intercept | Intercept the order before shipping. |
47 | Picked | OrderPicked | Order has been picked. |
48 | Packed | OrderPacked | Order has been packed. |
49 | Ready to Ship | Ready to Ship | Order has been picked and packed and is ready to ship. |
67 | APF | Waiting for Allocation | Order Allocated in the pick face. |
1002 | Confirm Cancel | Confirm Cancel | Confirm the Cancel |
Move
Put Away
The "Put Away" portion of ARCA Warehouse is a tool used to put your pallets in specific locations.
From your main put away home page you can click on a specific pallet.
It will then pull up suggested locations and suggested pick areas. Your suggested location is going to suggest where you can store your pallets and a suggested pick area is going to suggest areas where you can store specific items in an empty location.
Note
Your pallet queue must already be in the receiving location.
From there you can choose which location you would like to send your pallet/items to and click on Put Away.
Error Code
You will receive this error code when you do not have pallets that have been committed to a truck. You will not be able to replenish as well.
Note
If there are multiple pallets, suggested locations and suggested pick areas will not pull up and you will have to manually enter a location code.
Click to expand Processes
By choosing a pallet and choosing a suggested location, this is going to send your put away items to inventory on the backend.
Move Pallet
The "Move" portion of ARCA Warehouse is a tool used to move a pallet from location A to location B.
First you will want to put in your license plate number to pull up the pallets and click Scan Pallet.
From there you will want to put in your new location code and click Scan Location.
You will then click on Move Pallet and your pallet will be moved to its new location.
You will get an error if the location you're trying to move the pallet to is full.
Click to expand Processes
Doing the steps above to move a pallet to a new location is going to notify the correct team to come and move it to that new location.
Replenish
The "Replenish" portion of ARCA Warehouse is a tool used to replenish different locations.
Pallet to Pick Location
Here you will be able to replenish items from a pallet to a specific pick location. First, you will want to type/scan in your license plate number and click on Scan Pallet.
Next, you will want to put in your pick location and select Scan Location. It will then show how much inventory you have in that specific location.
From there you are able to type in how much inventory you want to replenish to that pick location and then click on Replenish.
If there is only one item in the pallet it'll automatically choose that item for you. If you have multiple items it will ask you to scan item or barcode.
Pick Location to Pick Location
Taking it from one box in a pick location to another box in a different pick location.
Note
It has to be the same item.
You will follow the exact steps from Pallet to Pick Location.
Pick Location to New Pallet
Instead of using truck receive you can create a new pallet this way.
First, you will type/scan in your pick location and then click on Scan Location.
You will then type in the new location and click on Scan Location.
From there, type in the lot number, expiration date and the quantity of items you would like to add to that new pallet and click Replenish.
Note
If you don't fill out the lot and expiration date it will leave it blank. It will give you the new license plate number. It should pop up in the inventory tab right away. It will not automatically create a new label, so you will have to reprint the license from inventory tab.
Click to expand Processes
By doing any of the above actions, the correct team will be notified to come and move the pallets/items to their new locations.
Guided Slotting
The "Guided Slotting" portion of ARCA Warehouse is a tool used to create a new pick area detail. You will move items to a new pallet so you can fulfill the order and then the flex location will delete itself after you are done.
First select the item you wish to move.
Then select the pallet.
Then you will select a pick area, enter a location code, type in how much inventory you would like to move to that pick area and click Assign and Fill.
Split and Consolidate
This screen has two functions. Split Pallet will allow a user to split quantity off one pallet to create new pallet. Consolidate Pallets will transfer all items and quantities from one pallet to another.
Split Pallet
- Scan a pallet to split quantity from.
- Select an item if there are multiple items on the scanned pallet.
- Use the -/+ buttons or enter the quantity to split.
- Click on the Split button.
- After a successful split action is completed, the new pallet license plate number will be shown on the right-side grid.
Consolidate Pallets
- Scan a From License Plate, this pallet will be depleted during this process.
- Scan a To License Plate, this pallet will receive all transferred items and quantity from the first pallet.
- Click on the Consolidate button to move all items and quantity from the first pallet to the second pallet.
Directed Replenish
This screen allows a user to build a job that guides them through picking and replenishing items. First you will need to specify which type of job to begin.
Min: Under development (v2024.6.20.0)
Max: Checks in the active pick area(s) for pick locations where the current quantity is less than the set maximum quantity. Job will instruct user to replenish with the quantity needed to reach the set maximum quantity.
Waiting For Allocation: Checks against any current orders that are in status Waiting for Allocation. User will create and replenish a new pick location in the pick area where the order tried to allocate. You will need current allocation log data and WFA status orders for this job to return successfully.
If there is no current allocation log data, or there are no pick locations meeting min/max criteria then this error will be displayed. Double check current order status and pick location quantities, then try again.
Max Job Flow
- Select Max button.
- Choose pick area(s) to run. *Note only Pick Areas that are active will appear on this screen. If you don’t see the pick area you wish to run, go to the Pick Areas screen under the setup tab and check the Is Active box and save.
- Click on Start Job.
- Choose the job you want to start from the grid on the right of the screen.
- Click on Select Job. *Note that if there is only 1 active job in the grid, the screen will auto select it and direct the user to the next screen to begin assigning work.
- Job items to be picked need to be assigned to a user before starting work. Click and drag to select as many rows as you need then click on Assign to Self.
- Assigned picks will now be displayed in the Job Queue on the right side of the screen.
- Select the pick button.
- Scan the first pallet from the job queue. Select an item if multi-item pallet.
- Enter the quantity to pick, reference units required amount from the job queue, and click on pick.
- Continue picking until all picks are completed.
- Click on Put button. (Assign & Put not used for min/max jobs) Job Queue now populates with the picked quantity to be put away.
- Scan the first put location and click on the Put Away button. This action will replenish the total quantity of each item in the job queue, so that you only need to put away an item one time. The total quantity will be displayed in the success message shown to the user.
- Continue picking and putting away items until all rows have been assigned and completed. The progress bar will update as put aways are completed.
Waiting for Allocation flow
- Select Waiting for allocation button. (pick area selections not needed for this flow)
- Click on start job.
- Choose the job you want to start from the grid on the right of the screen.
- Click on Select Job. *Note that if there is only 1 active job in the grid, the screen will auto select it and direct the user to the next screen to begin assigning work.
- Job items to be picked need to be assigned to a user before starting work. Click and drag to select as many rows as you need.
- Click on Assign to Self.
- Select the pick button. Assigned picks will now be displayed in the Job Queue on the right side of the screen.
- Scan the first pallet from the job queue. Select an item if multi-item pallet.
- Enter the quantity to pick, reference units required amount from the job queue, and click on pick.
- Continue picking until all picks are completed.
- Click on Assign & Put button. (Populating a Put location is based on the allocation failure type. If you need to slot a missing item there won’t be a location to show in the grid. Assign & Put will create one. If you have an existing pick location and the allocation failure was based on available qty, then use the Put button to replenish without creating a new pick location)
- Enter a Flex type location in the Put Location box.
- Select a Pick Area to create the new location in.
Inventory
Inventory
The "Inventory" portion of ARCA Warehouse is designed to display the current up-to-date information on the inventory; including item stats, replenishment data and balance, and pick area locations. With ARCA Warehouse, this is a more user-friendly approach having the inventory information exist on a single screen, rather than navigating through multiple menu options.
To find inventory associated to an item, you may search using the following criteria:
- Item Code - customer part number
- Item Name - customer item name
- Barcode - customer item UPC
- License Plate - used for Non-Orders, Pallet Only
Item Inventory Details
You will find the following information provided, per item:
- Item Code - customer part number
- UPC - customer item barcode
- Item Name - customer item name
- Item Description - customer item description
- Master Balance - total balance, all statuses
- Quarantined - quantity of items in a quarantine location
- On Hand - quantity of items in the primary warehouse, not including quarantine
- Committed - quantity of items allocated to a customer sales order
- Available - quantity of items available to be allocated, prior to being committed
- Shippable - quantity of items available in a shippable status, including On Hand, Committed and Available.
Once an item is selected, the screen will further display additional inventory details on the right half of the screen, under PICK AREAS and PALLETS.
Recalculate Inventory Button
This is a button that allows a user to recalculate the inventory numbers for any selected item. This is going to look at all the pallets and pick areas which contain the selected item and sum up the total quantity and adjust the balance numbers. It will also create a new entry into the Item Ledger report showing that the item’s balance was recounted.
Pick Areas
Pick areas will show you all of the areas that the item is being held. Once an item is selected, the screen will update to show an overview of inventory in each pick areas with stock. To see inventory associated to a specific pick area, you may search for that using the following criteria:
- Item Code - customer part number
- Item Name - customer item name
- Barcode - customer item UPC
Pallets
Pallets will show you where that item is on the pallet. You can create a new pallet for inventory you have that didn't come from receiving.
Once an item is selected, the screen will update to show an overview of inventory on each pallet with stock. To see inventory associated to a specific pallet, you may search for that using the following criteria:
Pallet -
- License Plate - used for Non-Orders, Pallet Only
- Location - internal warehouse storage bin location
- Description - item name and description
- Lot Number - identification number on a specific batch on an item that has been made or processed at the same time
Re-print License
Once ready, you may re-print the Pallet Label, click on the "REPRINT LICENSE" button under Pallets.
The following information will be displayed:
- Barcode - customer item UPC
- Item Code - customer part number
- Item Name - customer item name
- Lot Number - identification number on a specific batch on an item that has been made or processed at the same time
- Received - Datestamp when received
Create New Pallets
To create a new pallet, click on the "NEW" button under Pallets.
Fill in description, location, lot, expiration date and quantity and click Save.
Edit Pallets
Once filtered you may also edit the following criteria:
- Lot Number - identification number on a specific batch on an item that has been made or processed at the same time
- Expiration Date - item expiration date, associated to the lot number
Note
Pallets have to be committed.
Adjustments
The "Adjustments" portion of ARCA Warehouse is a tool used to make manual adjustments to your inventory.
Create Adjustment
Select an item that you want to lookup.
On the right side you are able to adjust the quantities accordingly.
Make sure you click on Confirm Adjustment once you have your correct quantities in.
Quarantined Pallets
The "Quarantined Pallets" portion of ARCA Warehouse is a tool used to adjust pallets that are in a status of quarantined. For example, pallets that have been returned from a client are considered Quarantined Pallets.
Here you are going to be able to see all of the pallets that are quarantined.
You are able to click on an individual quarantined pallet and edit the details about that pallet on the right hand side.
Update the status, add notes and click on Save Changes.
Pallet Hold Reasons
A user can now add a specific hold reason to a pallet in quarantined status. Access the new drop-down menu from the quarantined pallets screen.
Select a pallet from the queue or search by pallet license plate.
Select a reason from the drop-down menu.
Enter notes to go along with the change.
Click on save changes.
Reports
The "Reports" section of ARCA Warehouse will house access to the following list of reports, by group.
Orders
Under the Orders section of ARCA LOC, you will be able to access the following reports.
Warning
The client will default back to the first in the list, you must reselect your client within the reports section and click Refresh
.
Report | Description |
---|---|
Warehouse Open Orders | Gives a summary of open orders per client, with details on customer order statuses. |
Open Orders | The open Orders Report will return all orders for a specific Client and Warehouse including all order statuses except Cancelled and Completed Orders. |
Retail Open Orders | Gives a summary of open orders per store, with details on order statuses. |
Order Lookup | Ability to pull up order details; such as license number, customer number, item number, item quantity, order status, import date, etc. |
Order History | A look into the history of shipment actions the completed order has taken, such as shipping date, tracking number, delivery date, etc; |
Order Reset | Ability to update the order status back to "Order Created". It will only allow the update if the status is Ready to Print or Released to Fulfillment; it will not let you reset an order status if it has any completed picks. |
Batch Order Bucket | Allows you to search for orders associated to the batch (shipment wave). It will display such information as Order number (shipping license plate order number), ARCA order number (website order), import date, picked date, picker ID, etc |
Picks by Picker | Summary of picks per employee, including picks per day, average picks per hour etc. |
Picks by Pick Area | Summary of employee picks per pick area; including average unit, average orders, total units and total orders. |
Work Orders | The Work Orders Report will display specific work order ids and their various statuses per warehouse (Order Created, Allocated, Released to Fulfillment, Order Picked….etc). A work order is a task from a customer purchase order that initiates a process to create a product. There usually are special instructions on a start date and completion date. An example would be to create a kit with various part numbers and quantities. |
Batch Worksheet | It will display details of the items per pick area within that batch; the batch needs to be in "Released to Fulfillment" status and not picked yet. |
Pickface Putaway | Shows a list of inventory on-hand; lists items with respect to their location and pick area. |
User Actions | Gives a summary of the actions taken by a user; login timestamps and activities filtered by action type (scans for tasks such as inventory truck, shipping pallet, master balance, etc) |
Incomplete Items | Part Numbers/Items are displayed on this report if any of the fields are zero or empty (Weight, Case Qty, Box Qty and Pallet Qty) |
Retail Order By Status | Summary of retail orders (store orders) broken out by status, per vendor (for example, SkullCandy will use vendors like Amazon, Best Buy, Target). |
Warehouse Open Orders
Gives a summary of open orders per client, with details on customer order statuses.
Open Orders
The open Orders Report will return all orders for a specific Client and Warehouse including all order statuses except Cancelled and Completed Orders.
Retail Open Orders
Gives a summary of open orders per store, with details on order statuses.
Here you are able to select on each vendor and see which orders are open for each.
Order Lookup
Ability to pull up order details; such as license number, customer number, item number, item quantity, order status, import date, etc.
Order History
A look into the history of shipment actions the completed order has taken, such as shipping date, tracking number, delivery date, etc.
Order Reset
Ability to update the order status back to "Order Created". It will only allow the update if the status is Ready to Print or Released to Fulfillment; it will not let you reset an order status if it has any completed picks.
Batch Order Bucket
Allows you to search for orders associated to the batch (shipment wave). It will display such information as Order number (shipping license plate order number), ARCA order number (website order), import date, picked date, picker ID, etc
NEED SCREENSHOT
Picks By Picker
Summary of picks per employee, including picks per day, average picks per hour etc.
You also have the option to export this file as well.
Picks By Pick Area
Summary of employee picks per pick area; including average unit, average orders, total units and total orders.
Just add in all of the relevant information and click "Search." You also have the option to export this file as well.
Work Orders
The Work Orders Report will display specific work order ids and their various statuses per warehouse (Order Created, Allocated, Released to Fulfillment, Order Picked….etc). A work order is a task from a customer purchase order that initiates a process to create a product. There usually are special instructions on a start date and completion date. An example would be to create a kit with various part numbers and quantities.
Batch Worksheet
It will display details of the items per pick area within that batch; the batch needs to be in "Released to Fulfillment" status and not picked yet.
Pickface Putaway
Shows a list of inventory on-hand; lists items with respect to their location and pick area.
User Actions
Gives a summary of the actions taken by a user; login timestamps and activities filtered by action type (scans for tasks such as inventory truck, shipping pallet, master balance, etc)
Incomplete Items
Part Numbers/Items are displayed on this report if any of the fields are zero or empty (Weight, Case Qty, Box Qty and Pallet Qty)
Retail Order By Status
Summary of retail orders (store orders) broken out by status, per vendor (for example, SkullCandy will use vendors like Amazon, Best Buy, Target).
Orders By Lot
This one pulls from picked items that use Lot or Serial capture flags. So you can choose a warehouse and date range at minimum then search and it will return the order number and show you the items and lot or serial numbers that were entered when the item was picked. You can filter for specific License plate (that's the Maersk order number/shipping license plate like CER89848), Serial Number and Lot and it will return the orders that fall in the specific date range.
Storage
Under the Storage section of ARCA Warehouse, you will be able to access the following reports.
Warning
The client will default back to the first in the list, you must reselect your client within the reports section and click Refresh
.
Report | Description |
---|---|
Inventory Replenishment | Loads all the pick area details that has been selected based on items that have less quantity than the value set in the stock balance. Then a lookup is done in the pallets to obtain which items in detail need to be replenished and in which pallet location along with quantity available. |
Inventory Not Slotted | This will display all items and their description that are not in a picking area location by warehouse. |
Inventory Needed | When orders are allocated, if the pick location does not contain enough inventory to fulfill those orders (but there is sufficient inventory in storage) this report provides those item codes. It is searchable by warehouse and pick area. |
Inventory Summary | Pulls all inventory by warehouse which includes shippable, on-hand, committed and quarantined values. This will also drill down to expose the actual quantity in a specific pick area location. |
Velocity By PickArea | This section obtains the fulfillment items of the selected warehouse and pick area within the range of dates. It is based on the date of the package and the total number of quantity of the fulfillment item specifically in that pick area. |
Item Ledger | This will display all adjustments made to a specific SKU sorting by adjustment reason through a specific date. |
Warehouse Locations | This displays all associated details of locations searchable by warehouse and zone. The locations include the exact location, dimensions and items which are linked to that area. User is also able to sort by empty locations. |
Inventory Replenishment
Loads all the pick area details that has been selected based on items that have less quantity than the value set in the stock balance. Then a lookup is done in the pallets to obtain which items in detail need to be replenished and in which pallet location along with quantity available.
Inventory Not Slotted
This will display all items and their description that are not in a picking area location by warehouse.
Inventory Needed
When orders are allocated, if the pick location does not contain enough inventory to fulfill those orders (but there is sufficient inventory in storage) this report provides those item codes. It is searchable by warehouse and pick area.
Inventory Summary
Pulls all inventory by warehouse which includes shippable, on-hand, committed and quarantined values. This will also drill down to expose the actual quantity in a specific pick area location.
Velocity By Pick Area
This section obtains the fulfillment items of the selected warehouse and pick area within the range of dates. It is based on the date of the package and the total number of quantity of the fulfillment item specifically in that pick area.
Item Ledger
This will display all adjustments made to a specific SKU sorting by adjustment reason through a specific date.
Warehouse Locations
This displays all associated details of locations searchable by warehouse and zone. The locations include the exact location, dimensions and items which are linked to that area. User is also able to sort by empty locations.
Receiving
Under the Receiving section of ARCA Warehouse, you will be able to access the following reports.
Warning
The client will default back to the first in the list, you must reselect your client within the reports section and click Refresh
.
Report | Description |
---|---|
ASNs | Pulls all purchase orders through a date range including item details, quantity, ASN status and vendor by warehouse. |
Single ASN | Criteria displayed is specific to a particular purchase order. It will retrieve data searchable by a purchase order containing license, item details, quantity, date received and dimensions. |
Receipts | This report allows a user to search for ASNs from a date range by warehouse and load id. Details by purchase order will show the amounts received including pallet status and expiration date if applies. |
ASNs
Pulls all purchase orders through a date range including item details, quantity, ASN status and vendor by warehouse.
Single ASNs
Criteria displayed is specific to a particular purchase order. It will retrieve data searchable by a purchase order containing license, item details, quantity, date received and dimensions.
Pallet History
Enter a pallet license plate and search, the report returns the pallet detail history. So you can see when it moved locations or when the item quantity was reduced through replenishment.
Returns
Under the Returns section of ARCA LOC, you will be able to access the following reports.
Warning
The client will default back to the first in the list, you must reselect your client within the reports section and click Refresh
.
Report | Description |
---|---|
Returns | Lists all returns by a given date associated to a specific order number displaying all items with their amounts returned and status. |
ARCA Go Scan
Under the ARCA Go Scan section of ARCA LOC, you will be able to access the following reports.
Warning
The client will default back to the first in the list, you must reselect your client within the reports section and click Refresh
.
Report | Description |
---|---|
Scans Summary | This report obtains all of the packages scanned including carrier tracking information along with how long it took to ship the order. |
Returns
The "Returns" portion of ARCA Warehouse is a tool used to be able to see all pallets that have been returned and commit them back into inventory. For an order to be returned it must be in completed status and have fulfillment items.
If you click on "Find" it will pull up all of the orders that have been returned. You also have the option to input the Maersk Shipment Number, Client Order Number, Tracking Number, Zip Code and Shipping Name to narrow the search if needed.
Once you have found the order you want, click on "Select Order".
On the right side you will be able to edit any details you need to and once you are ready to add that to inventory you can click on "Commit Return Inventory".
If you are not yet ready to commit to inventory, you still have the option to save anything you changed and return back to it by clicking on Save Changes.
Production
Under the Production section of ARCA Warehouse, you will be able to schedule work orders and create kits.
Work Orders
Here you will be able to schedule a work order to create kits.
First, you will want to click on "New"
You will then input all of the relevant information to the right and click on "add" to start adding items to your work order/kit.
From there you are able to search for the needed item for those kits.
Once you have that item selected click on "done" to add it to the work order.
Once you have all of the items needed for your kit you have the option to either click on Save Changes which will not schedule the work order, it will only save your changes so you can come back and edit the work order still if needed. Or you can click on "Schedule Work Order" which will commit that work order so you can start picking.
Work Order Picking
Work order picking is the next step in the process to building your kits.
First you will want to type in your work order number and click on "Find Work Order"
That will then pull up what items you will need to pick for that kit.
Then you will want to click on an item to start picking. By clicking on one item, it will show you under Pallets, which pallets are currently holding that item, where and how much inventory is on that specific pallet. The pallets grid on the right will only load pallets which are stored in storage type locations.
From there you are able to click on the pallet you want to pick from and type in how much inventory you need from that pallet and click on "Pick Pallet"
When you have picked all of the inventory you needed from your list, you are able to confirm under "picked quantity" that you have the quantity you need and when you are ready you can click on "Commit Picks" and that will send your work order to the Close and Produce tab.
Close and Produce
First you will need to type in your work order number and click on "Find Work Order"
From there you will input the quantity to produce, the lot number and expiration date and click "Add to Queue"
Your work order will pop up underneath that section.
Click on your work order and type in all relevant information to the right. When you are ready, you have the option to:
- Create Pallets and Print License Labels
- Save Work Order Changes (this will just save your changes, it will not commit anything if you need to come back and edit again.)
- Close Work Order
Pre-Made Kits
When building your work orders, you have the options have it be so manual. You can actually build a pre-made kit in the Setup section of Warehouse. Go to Section and then items. From there you can click on "New"
It will create that new item for you at the bottom. You will then input all of the relevant information needed but make sure that your item type is "Non-Stocked Kit." That will make your BOM section pop up.
To add items to your pre-made kit, click on "Add"
From there you will be able to search your specific item and add it to your kit. When you are ready, click Done and then Save Changes when you are completely done adding items and are ready to move onto picking.
Unbuild Flow
Work Orders: Starting the work order and choosing an item to unbuild. This process will break up the kit and return quantity to individual component items.
- Select Unbuild, the bottom grid will change with each selection.
- Click on add new to start a new Unbuild.
- Select an Item from the drop-down menu.
- Enter PO Number, quantity of item that you’re unbuilding and start date.
- After choosing the Item, work order items will be populated showing the BOMs and quantity.
- Save Changes.
- Schedule Work Order.
Work Order Picking: Following the same picking logic as the original build flow. You will need pallets in storage type locations to populate the grid. Select a pallet and quantity to pick from and it will create a new pallet in reserved status tied to your specific work order.
- Enter PO Number, click on Find work order.
- Select the parent Item on the left to populate the available pallets grid on the right.
- Select one of the available pallets and specify the quantity to pick, then click on pick pallet.
- Click on commit picks to save the picks.
- After screen refresh, select the parent item again to reload the new picked pallets and license plates.
!
Close and Produce: Unbuilding the parent item and producing final pallets of BOM items. You will need to add each BOM item to the produce pallet queue one at a time. The quantity to produce number needs to keep to the ratio of the kit. Unbuilding 100 kits where the item ratio is 3:1, three items per kit, you’ll need to produce a quantity of 300 for that BOM item.
- Enter PO number and click on find work order.
- Select an item from the drop-down menu, enter quantity to produce, lot, expiration date then click on add to queue.
- Repeat step 2 for all items in the drop-down menu.
- When all pallets to be created are in the queue, click on create pallets and print license label.
- Save changes.
- Use the Show metrics button in the top right of the screen to toggle between the pallets view and the metrics view.
- When finished, select close work order.
Rework Flow
Work Orders: Starting the work order and choosing an item to rework. This will allow a user to add another BOM to an existing kit. It could be a new package insert or just a box change. This will consume an additional item and add it to the kit, substituting an existing BOM for a different item is not allowed.
- Select Rework, the bottom grid will change with each selection.
- Click on add new to start a new Rework.
- Select an Item from the drop-down menu.
- Enter PO Number, quantity of item that you’re reworking, lot, expiration date and requested start date.
- After choosing the Item, work order items quantity will be set to 1.
- Add a new work order item and specify quantity that will be consumed in each kit that will be reworked.
- Save changes.
- Schedule the work order.
Work Order Picking: Following the same picking logic as the original build flow. You will need pallets in storage type locations to populate the grid. Select a pallet and quantity to pick from and it will create a new pallet in reserved status tied to your specific work order.
- Enter PO Number, click on Find work order.
- Select the work order item on the left to populate the available pallets grid on the right.
- Select one of the available pallets and specify the quantity to pick, then click on pick pallet.
- Click on commit picks to save the picks.
- After screen refresh, select the work order item again to reload the new picked pallets and license plates.
Close and Produce: Reworking an existing item to consume an additional BOM/component item. The pallets produced on this screen will have the same parent item but will physically contain the additional item(s).
- Enter PO number and click on find work order.
- Enter quantity to produce, lot, expiration date and then click on add to queue.
- When all pallets to be created are in the queue, click on create pallets and print license label.
- Save work order changes.
- Use the Show metrics button in the top right of the screen to toggle between the pallets view and the metrics view.
- When finished, select close work order.
Setup
Rules
The "Rules" portion of ARCA Warehouse will allow you to view business rules for clients.
Rules | Description | Section ID |
---|---|---|
Account Number | 4 | |
AllocateByPickAreaQuantity | Allocates an order based on pick area quantity, and will not overallocate | 2 |
AllocationSortOrder | Determines the order in which allocations are sorted. Descending or Ascending | 2 |
AllowMultiZone | Allows allocation across zones. | 2 |
AllowPartialShip | Allows an order to ship when not fully picked. | 2 |
AutoProcessBackOrders | Auto process backorders | 2 |
CancelBackOrders | Cancels back orders if an order is unfulfillable. | 2 |
CanSendtoERP | Can send the orders to the ERP System | 2 |
CheckOtherWarehouses | Checks for fulfillment with other warehouses | 2 |
ClearTableOnBatchImport | Clears out the UPS table before running the next batch. | 2 |
Client Number | LEGACY: Purolator Client ID. | 13 |
CombineAddressesInBatch | Combine like addressesi n the batch to one shipment | 2 |
ConsolidateByUnitOfMeasure | LEGACY: Consolidates Fulfillment items by item case quantity unit of measure. | 2 |
EmailNote | Note to put on UPS email. | 8 |
EnforcePackQAScanning | Enforces QA scanning for all orders 3. | 1 |
EnforceShippingLimits | Enforce the shipping frequency limits for items | 2 |
ExplodeKits | comments | 14 |
FirstFailedPaymentDelay | LEGACY: Delay in days to wait before reprocessing 1st failed payment | 4 |
FromEmail | From Address ro appear on UPS email. | 8 |
FulfillByPreferredPickArea | Allocate specific order types to a specific pick area/areas | 2 |
GenerateFakePayments | For clients that do not use OfferCodes, turn this on. | 2 |
IntegrateWithPutWall 2 | Integrate with Put Wall System 4 | 1 |
IntegrateWithSxorch 2 | Integrate System With Sxorch 5 | 1 |
LockPartiallyClosedASNs | When an ASN has been partially received, lock the ASN and ASNDetails from being updated/changed. | 15 |
MerchantURL | Turning on MerchantURLRule | 4 |
OnTracEnabled | LEGACY: Enable OnTrac Shipping. | 12 |
OrderCreatePushDelay | Delay in seconds that an order will age at order created before processing. | 2 |
OrderProcessingDiagnostics | Service Fabric Order Processing verbose logging to applog.diag | 2 |
OverridePricing | Uses pricing from the file instead of database. | 2 |
PackListPrintingOrder | LEGACY: Pcakins slip printing order. Values: Default, -- normal by arca ordernumber, ByNumberOfLines, ByOrderNumber, ByFirstPickLocation, DGFirst 3 | |
Password | Password for landmark shipping. | 11 |
PickingSingleScanPerUnit | To enforce a barcode scan of each unit picked. | 14 |
PreventOverReceiptofASN | Prevents a truck from being received if any items received quantity exceeds the ASN quantity. | 15 |
PrintPackSlipMessage | Whether or not to print the packslip message | 3 |
PrintPricesOnPackSlip | Whether or not to print prices on a packslip | 3 |
ProcessPayments | Should payments be processed on import or skipped | 4 |
ReAuthorizeDelay | Days to wait before re-attempting a failed authorization. | 4 |
ReceiptMustMatchPO | Enforces that a truck must match an existing PO in order to be received. | 15 |
RestrictReplens | Allow replenish action to occur for pallets that are not in a good status | 14 |
RetailCartonization | Automatically cartonize retail items into packages and details. | 2 |
ScanItemtoBox | Enables scan to box relationship | 3 |
SecondFailedPaymentDelay | Delay in days to wait before reprocessing 2nd failed payment. | 4 |
SendAllOrdersOnePoundUSPS | Automatically send all packages 1 lb or less to USPS | 2 |
SendConfirmEmail 3 | Send a confirmation email when tracking is added | 1 |
SplitandSendPartialOrder | Splits and sends partial orders if whole order isn't in stock. | 2 |
SplitCanadaEastWest | Split Canada Orders into an East File and West File | 2 |
SplitNonStockedKits | When the order split is on, it will split non stocked kits. | 2 |
TestMode | Use Test Mode | 1 |
ThirdFailedPaymentDelay | Delay in days to wait before reprocessing 3rd failed payment. | 4 |
UpgradeShippingAfterBackorder | Will check to see if shipping should be upgraded after coming off backorder. | 2 |
URL | LEGACY: URL to contact landmark shipping. | 11 |
UseAddressValidation | Should use Address Validation. | 2 |
UseAutomatedExport | Export using automated export | 1 |
UseAutomatedImport | Import using automated import | 1 |
UseCubeShipping | Use the Cube Shipping Calculation for USPS | 2 |
UseEndicia | LEGACY- Determines if USPS should export to a database table. | 10 |
UseLotControl | Use Lot control for allocation | 14 |
UseMassMail | Use mass mail | 2 |
UsePickAreaAllocation | Use pick area allocation | 2 |
UsePickAreaMaximumOrderAllocation | If this rule is turned on when you process orders, then it will check the total amount of orders that are allocated to any one pick area. It ties directly to this Max Orders column on the pick area screen. Example: if the max orders for a pick area is 2000 and you've got 1000 orders already allocated there, then when you kick off processing it will only try to add another 1000 orders to that pick area. Once you pick some of those allocated orders it will free up more to be assigned there. If the pick area's max quantity was already reached when you try to process orders they will all go to the status waiting for allocation. | 2 |
Username | LEGACY: Username for landmark shipping. | 11 |
UseWarehouseSplit | Routes order to best shipping warehouse. | 2 |
ValidateLot | Enforces that the lot must be entered. | 14 |
WarehouseLocationAllowMultiplePickAreaDetails | Allow warehouse locations to include multiple pick area details. | 14 |
Search for Rules
To find a rule, you may search using the following criteria:
- Section ID
- Rule
- Comments
Note
You will not be able to edit or create new rules in this module.
Edit Rules
Rules are now grouped by section ID; you will click on the expand arrow to open a group of rules and see all the rules inside of it. Once you chose a rule from the expanded group a user will be allowed edit the middle column and change values from T/F to turn rules on or off. Some rules have different values than T/F such as PacklistPrintingOrder. This rule’s value is DGFirst, signifying those items marked as Dangerous Goods will print first. Need to be careful not to change values to something that wouldn’t apply to the rule. Users are not allowed to edit/change the Name of a Rule or its description.
Items
The "Items" portion of ARCA Warehouse is designed to display item information for orders, including pictures and relevant descriptive information. You will be able to search for item, edit items or add a brand new item, manually or with a .csv file upload.
Create an Item
Create new items for the client and adding it to the warehouse.
Click on New Item
Fill in all of the required information on the right hand side.
Add Barcode
Once the barcode screen loads, you may populate the following criteria:
- Barcode - Populate the item barcode, in which to use for item scanning
- Serial Capture - Mark parameter TRUE to capture the serial number during item scanning, or FALSE to not capture
- Lot Capture - Mark parameter TRUE to capture the lot number during item scanning, or FALSE to not capture
Click Done to complete the barcode setup. Click Edit to edit any of the 3 fields above. Click Delete to remove a barcode, this will be done 1 at a time. Click Save Changes to save changes.
Add Hazmats
You may then add/edit/delete the hazmat selections. Choose from the following:
- Dangerous Goods
Note
An item can be marked for 1 hazmat, more than 1 or none.
Find an Item
To find an item, you may search using the following criteria:
- Item Code - customer part number
- Name - customer item name
- Barcode - customer item UPC
Item Details
Once an item is selected, you will be able to view the item details - see the following fields below:
- Part Number or SKU - The SKU stands for “stock keeping unit” and is a number (usually eight alphanumeric digits) that retailers assign to products to keep track of stock levels.
- Item Description - The customer item description
- Item Type - Defines the group type determined by the item attribute or purpose, ie. Inventory SKU, Insert, Service, Promotional, etc.
- WMS Description - warehouse item description
- Harmonized Code - A Harmonized Commodity Description and Coding System (HS Code) is a code used to describe merchandise that is shipped internationally.
- Country of Origin - The country of origin refers to the destination from which the goods are being imported or simply the country of manufacture, production, or growth where the goods comes from.
- Item Cost - The Item Cost is what a retailer owes a supplier for an item the retailer has sold and needs fulfilled to its customer. The Item Cost is also the basis for setting the retail price.
- Weight - The weight of an item/product without the addition of the packaging or container weight.
- Discontinued Date - The date that the availability of the product was discontinued; no longer available or produced.
- Alternate SKU - An alternative product definition, name, image, description, etc., for an existing inventory item. An alternate SKU creates a secondary SKU for an existing inventory item keeping the same product definition.
- WMS Part Number or SKU - The warehouse stock keeping unit that is assigned to products to keep track of internal stock levels.
- Customs Description - item description given by custom authorities
- Order Quantity Limit - The order quantity limit is the maximum number of units allowed to be purchased at one time.
- Order Quantity Interval - Order interval is the minimum time interval (in days or hours) between two successive planned orders.
- Case Quantity - Case Quantity can be used on Wholesale orders, similar to the Case Quantity on purchase orders. Purchasing by case means you can buy quantities by the case from a vendor and sell those products as individual units
- Box Quantity - Box Quantity is the quantity in one box. For example, if the item has 48 units in one case, and the minimum order number is 1 case, the pack quantity should be 48 and standard packing should be 1.
- Pallet Quantity - The quantity of items stored on a pallet. A pallet is a flat transport structure made of wood or plastic (and in a few cases metal) which can support a variety of goods in a stable fashion while being lifted by any mobile forklift device. The goods are placed on top of the pallet, and can be secured to it by straps or stretch-wrapped plastic film.
- Height - the measurement from base to top.
- Length - the measurement or extent of something from end to end.
- Width - the measurement or extent of something from side to side.
Click Save Changes to save any changes.
Item Type Descriptions
Item Type | Description |
---|---|
Box | 8x8 - various sizes of boxes. |
Insert | An pamphlet or something of the sort that gets inserted into an order. |
Inventory SKU | All basic items sold in warehouse which have a sku to determine color/sizes/variations and way to track inventory. |
Non-Stocked Kit | A non-stocked kit is a kit that is not normally in stock. This could be a kit, for example, that is only going to be seasonal. |
Promotional | Item that only sells during a certain timeframe. |
Raw Material | Basic material to produce goods. |
Rush Priority | Item that needs to be rushed to delivery. Example: Medicine or chilled product |
Service | Example: Freight or gift wrap |
Shipping | need a definition |
Stocked Kit | Group of items already assembled together that is always in stock. |
Third Party Item | A company that provides an auxiliary product not supplied by the primary manufacturer to the end user. |
Virtual Kit | Products that are not pre-packaged. |
Add/Edit Image
To add or edit an image, click on the field to upload an image file (BMP, JPG, PNG):
Additional Settings
There are additional settings that can be toggled ON/OFF:
- Do not allow to import
- Is Breakout item
- Is Shippable
- Is Active
- Is Prop 65
Click Save Changes to save changes.
Check Boxes for Lot Control
On the Item screen we’ve added a few new check box items that are designed around lot control. Lot required, expiration date required and item auto hold reason. If lot required is checked, then when you’re doing a truck receive a user is required to enter the lot number for this item. Same for expiration required, you will not be allowed to save/commit a truck receive to inventory without entering an expiration date for the lot. New error messages will be displayed telling the user which item is missing either lot, expiration date or both. Auto hold reason comes with a new drop-down menu to select a hold reason from; Bad, Damaged, Quarantined or Reserved. If the item you’re receiving is marked as auto hold and the reason is Bad, then when a user is committing a truck receive to inventory the pallet with that item will automatically default to a pallet status of quarantine. We have used the pallet status quarantine to umbrella all of the ‘not good’ items. So an auto hold reason of bad or damaged will also result in your pallet defaulting to a pallet status of quarantined. This is because there really shouldn’t be a situation where pallet status’ are Bad or Damaged, quarantine will cover them all.
Import Item
View CSV template, see the following fields below:
- Part Number or SKU - The SKU stands for “stock keeping unit” and is a number (usually eight alphanumeric digits) that retailers assign to products to keep track of stock levels.
- Item Description - The customer item description
- Item Type - Defines the group type determined by the item attribute or purpose, ie. Inventory SKU, Insert, Service, Promotional, etc.
- WMS Description - warehouse item description
- Harmonized Code - A Harmonized Commodity Description and Coding System (HS Code) is a code used to describe merchandise that is shipped internationally.
- Country of Origin - The country of origin refers to the destination from which the goods are being imported or simply the country of manufacture, production, or growth where the goods comes from.
- Item Cost - The Item Cost is what a retailer owes a supplier for an item the retailer has sold and needs fulfilled to its customer. The Item Cost is also the basis for setting the retail price.
- Weight - The weight of an item/product without the addition of the packaging or container weight.
- Discontinued Date - The date that the availability of the product was discontinued; no longer available or produced.
- Alternate SKU - An alternative product definition, name, image, description, etc., for an existing inventory item. An alternate SKU creates a secondary SKU for an existing inventory item keeping the same product definition.
- WMS Part Number or SKU - The warehouse stock keeping unit that is assigned to products to keep track of internal stock levels.
- Customs Description - item description given by custom authorities
- Order Quantity Limit - The order quantity limit is the maximum number of units allowed to be purchased at one time.
- Order Quantity Interval - Order interval is the minimum time interval (in days or hours) between two successive planned orders.
- Case Quantity - Case Quantity can be used on Wholesale orders, similar to the Case Quantity on purchase orders. Purchasing by case means you can buy quantities by the case from a vendor and sell those products as individual units
- Box Quantity - Box Quantity is the quantity in one box. For example, if the item has 48 units in one case, and the minimum order number is 1 case, the pack quantity should be 48 and standard packing should be 1.
- Pallet Quantity - The quantity of items stored on a pallet. A pallet is a flat transport structure made of wood or plastic (and in a few cases metal) which can support a variety of goods in a stable fashion while being lifted by any mobile forklift device. The goods are placed on top of the pallet, and can be secured to it by straps or stretch-wrapped plastic film.
- Height - the measurement from base to top.
- Length - the measurement or extent of something from end to end.
- xcWidth - the measurement or extent of something from side to side.
Click Save Changes to save any changes.
Import From CSV -Prompts for file upload
Item Substitution
** Disclaimer, Item substitutions require the business rule to be enabled for this functionality to work.
Items that are set up with substitution parts can switch parts to fulfill an order. During order processing the system checks for the items available quantity. When an item can’t be fulfilled but one of its substitution parts has available balance, then the system will change the order to use the substituted part that is in stock.
- Select an item on the left to populate the information on the right side of the screen.
- Click the item substitution tab.
- Click + Add to attach a new substitution part.
- Search for the part in the new item window. The substitution part that is being added must previously exist in the system as an available item.
- Click Done.
- Click Save changes.
Substitution feature update. There are two additional selections, Rank and Country. They are available when adding or editing a substitution. Rank will determine the priority of which substitution part will be chosen to fulfill the order. Use the +/- buttons to set the rank. For an item that has multiple substitutions, the rank must be unique. You cannot set two substitutions to be Rank 1. Country selection will specify what countries the orders containing these items will ship to. First select one of the two circle buttons for Exclude Countries or Include Countries, these will select all the countries in the list. Enable or disable specific countries one at a time using the buttons.
Examples:
- Select Exclude Countries. In the Country list find Canada and click on the enable/disable button. Click done to exit the edit tab, save these changes and the country column now displays as exclude Canada. Orders containing this item will not be able to ship to address in Canada.
- Select Include Countries. In the Country list find USA and click on the enable/disable button. Click done to exit the edit tab, save these changes and the country column now displays as Include USA. Orders containing this item will only ship to address inside the USA.
- Select Include Countries. Do not make individual enable/disable selections. Click done to exit the edit tab, save these changes and the country column now displays as Global. Orders containing this item will ship globally with no restrictions.
Barcode Exceptions
** Disclaimer, Barcode Exceptions will be exempt from the unique serial business rules during outbound serial capture.
This will allow a user to set up exceptions on barcodes. When these exceptions are active, a user will be allowed to scan the same barcode multiple times in the same order, and they will be able to scan the same barcode that was used on a previous order. These exceptions are going to bypass the two business rules designed to enforce unique serial numbers, ExistingSerialUnique and SerialUniqueInWarehouseOrderPickDetails.
- Select the new barcode exceptions tab.
- Click on Add new.
- Type in the barcode that will be the exception.
- Toggle enable/disable button to set the exception as active or not.
- Click done to exit the editor.
- Click on save changes.
Item Turns Type
New drop-down menu that allows a user to specify the turns type of each item. There are four options to choose from. This type will work with the directed replenish screen in Arca Warehouse to determine the order of which pallets will be given to the user to pick and replenish from.
- FIFO First In First Out (oldest pallet receive date)
- FEFO First Expiration First Out (newest pallet expiration date)
- LIFO Last In First Out (newest pallet receive date)
- LEFO Last Expiration First Out (latest pallet expiration date)
- Select an item to begin.
- Chose a turns type from the drop-down menu.
- Click on save changes.
Locations
The "Locations" portion of ARCA Warehouse is a tool used to create and manage new locations in the warehouse.
Create New Location
Click on New.
Fill out all required information on the right side.
Click on Save Changes.
Note
You also have the option to delete any locations as well.
Delete a Location
Pick Areas
The "Pick Areas" portion of ARCA Warehouse is a tool used to view the entire list of pick areas based on the client and warehouse.
Pick vs. Flex Location Type
Flex Location: For a flex location it allows the warehouse user to store multiple items in the same location. If the flex location and picks have decremented the quantity in the pick area details to '0', then the flex location should remove itself from the screen. You will know that the flex location has been removed because it will no longer be under the pick area details. In order for it to remove itself, the allocated quantity and the current quantity need to be 0.
Pick Location: For the pick location type, the worker fulfils the orders by going to certain pick areas/zones and if there is zero quantity remaining on an item this pick area can still be displayed in the pick areas and inventory can still be stored there.
Search by Pick Area
You are able to click on a specific pick location and view the details of that location on the right side.
Make sure to click on Save Changes.
Creating and Deleting Pick Areas
You have the option to create and delete pick areas as well.
Carriers and Suppliers
The "Carriers and Suppliers" portion of ARCA Warehouse is a tool used to see which carriers and suppliers are setup.
Create New Carrier/Supplier
You have the option to add new ones as well.
Delete a Carrier/Supplier
As well as the option to delete. Make sure you always click Save Changes when you are done.
Note
You can only delete them if they don't have any active trucks.