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Batching Presets

Batching Presets build on the foundation of Picking Classes, Asset Types, Asset Policies and Zones to simplify the process of creating picking batches that fit your needs best. Using presets ensures…

Colin
Updated by Colin

Batching Presets build on the foundation of Picking Classes, Asset Types, Asset Policies and Zones to simplify the process of creating picking batches that fit your needs best. Using presets ensures consistency across personnel, over time, and reduces potential for human error or deviation from your established batching guidelines.

Whereas creating a batch "By Picking Class" allows you to easily choose a subset of shipments to include in the batch, using Batching Presets affords you these additional levels of control:

  1. Pick only from accessible (or inaccessible) locations given a set of asset types and location types (see Asset Policies)
  2. Restrict shipment reservations to a subset of Zones
  3. Choose shipments belonging to one or more Picking Classes
  4. Predefined selections to filter shipments by Manifest Courier, Merchants, Service Levels and Batch Tags
  5. Group shipments by Picking Class, Manifest Courier or Batch Tag (all shipments in the batch must match the group value of the first one)
  6. Force printing Packing Instructions by default

As an example, you may have a forward pick area that is only accessible to "Standard Cart" and is restricted to "Large Cart", forklifts, etc. If the Standard Cart can access only Pickable Shelf and Pickable Pallet locations, you would create an Asset Policy establishing that relationship; let's call it "Cart Pickable".

Now, you can create a Batching Preset using that Asset Policy which enforces that shipments will only be added to the batch and reserved to pick locations which fit this Asset Policy. If you had a larger warehouse, you can create multiple such presets and restrict each one to a subset of your warehouse using Zones, Merchants or other criteria.

With a well-designed set of presets, your warehouse personnel should now be able to easily create picking batches that perfectly fit their given role and boundaries by simply selecting the appropriate preset when creating a batch.

Creating a Batching Preset

  1. Navigate to Operations -> Picking Batches -> Batching Presets
  2. Click Create New Batching Preset
  3. Fill in the form fields as appropriate
  4. Click Save or Save and Continue Edit

Using Batching Presets

Users operating in the same warehouse that the new Batching Preset was created for will now be able to select the preset when creating a batch using the Admin UI or Scanner UI with the "By Preset" option:

Admin UI

From the Orders, Shipments or Picking Batches grid pages, click Start New Picking Batch, choose By Preset, then select the preset you wish to use and click Submit.

The filters selected in the dialog will apply in addition to the filters configured for the selected Batching Preset, they will not replace the preset filters.

Scanner UI

From the home screen tap Picking, then Create New Batch, then By Preset, then select the preset you wish to use.

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