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Operations

Assets

In ShipStream we refer to equipment that is used for daily operations as "assets". Examples would be various types of picking carts, and pick trucks.

Asset Types

An Asset Type defines the characteristics of a class of assets used in your warehouse. For example, your "large carts" may have a weight limit of 400lb and 7000 cubic inches of space, so would be defined as follows:

Navigate to System -> Operations -> Asset Types and click Create New Asset Type to define your own asset types according to your needs.

Name

Use a human-friendly name, ideally just matching what a person would say to refer to the asset type in daily conversation.

Barcode Identifier

The Asset Type's Barcode Identifier can be used to link barcodes to the assets of this type in daily operations. That is, scanning an Asset Type Barcode tells the Scanner UI that as a picker, when you attempt to create a batch, the system should assume the restrictions defined by the selected asset type.

Example: If specified as "CartLg", then a barcode encoding the value "AT:CartLg" should be made and affixed to all of the assets with the given type.

If using 1D barcodes like Code128, it is recommended to keep the characater count short in order to produce barcodes that are easier to print and scan.

Total Max Weight

Define the maximum amount of weight that this asset should be allowed to hold.

If this is set too, low you may find that you can't "fill up" your batches because adding the last shipment to it would push the batch over the weight limit.

Total Max Volume

Define the maximum combined product volume that this asset should be allowed to hold.

If this is set too, low you may find that you can't "fill up" your batches because adding the last shipment to it would push the batch over the volume limit.

Asset Policies

Whereas an Asset Type defines the physical characteristics of an asset, an Asset Policy declares what the asset is intended to be used for.

ShipStream defines a "Default" policy out of the box which allows all asset types to be used for Batch Pick operations on all Location Types. Feel free to modify or remove this Default policy to suit your needs. However, the system requires at least one Asset Policy exists at all times.

Navigate to System -> Operations -> Asset Policies and click Create New Asset Policy to define your own asset policies according to your needs. The fields are:

Name

A recognizable name that will be visible to users.

Operation

Which type of operation this policy applies to. Options are Batch Pick and Bulk Fulfill Order.

Notes

Internal notes, only visible on this page.

Asset Types

Choose all of the Asset Types that are able to normally access the selected Location Types (below).

Location Types

Choose all of the Location Types that are normally able to be accessed by the selected Asset Types (above).

Creating an Asset Policy alone has little effect. You will need to reference the Asset Policies you create in other parts of the system, such as Batching Presets.

Import Locations, Lots and Inventory

Batching Presets