Pick Faces

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General

Enabling the pick face feature while creating a site in LOCATE allows you to create pick face locations within that site. These pick faces are the only locations within that site which are available for pick. If there is insufficient inventory in a pick face location to fulfill an order, the location must be restocked before inventory may be picked at that site.

A common example is Costco: a customer may pick inventory directly from the first shelf, and that is considered a pick face location. When that shelf runs out, an employee must use a forklift to retrieve inventory from another stock location and restock the pick face.

List View

Filters

Parts which are available in pick face locations may be sorted on Part Number, Part Name, Pick Face Location, Quantity Available to Pick, Restock Quantity, Min Quantity and Max Quantity. You may filter for parts that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking the Clear Filters button will clear your search.

  • Restock Quantity - This column will display the total quantity of inventory available at all non-pick face locations.
    • Restockable Only - Selecting this filter view shows you only the parts that can be re-stocked from non-pick face locations.
  • Quantity Available to Pick - This column displays the quantity of items that may be picked from the pick-face locations.
    • Understocked Only - Selecting this filter view shows you only parts for which there is inventory that may be restocked from non-pick face locations. Otherwise, the "Restock" button will be available even if you have inventory in other pick face locations, because that inventory is technically available at that site.
Actions
  • Re-Stock - This action prompts you to re-stock a specific part at the selected pick face location.
  • Manage - This action allows you to view and manage all of the inventory at the location.

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Manage Pick Face

The manage screen for pick face locations allows you to associate parts to a pick face location, edit min/max quantities, or delete parts from a pick face location.

Associate Parts

Parts must be associated to pick face locations before they can be restocked.

  1. Open the Stock menu and select Pick Faces.
  2. Click Manage in the upper left corner.
  3. Select the pick face location you'd like to add the part(s) to.
  4. Complete the following fields:
    • Part - Enter the part name or number and select the part you'd like to add.
    • Min Qty - Enter the minimum quantity to stock in this pick face location. This is for reference only.
    • Max Qty - Enter the maximum quantity to stock in this pick face location. This is for reference only.
  5. Click Add Part to Pick Face.

The part's min/max quantity may be edited with the Edit button on the right-hand side. The part may be deleted from the pick face by clicking Delete, however an inventory move must be completed to properly adjust the inventory out of the pick face location. Continue here for more information about moving inventory.

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Create Pick Face

Pick face locations may be created from the Pick Face Module or the Sites Module.

From Pick Face Module

  1. Open the Stock Menu and select Pick Faces.
  2. Click New Pick Face.
    • This will redirect you to the locations sub-tab of the site profile page at your current site.
  3. Complete the following fields:
    • Name - Enter the desired name of the location. This must be unique to other locations at this site.
    • Alternate Barcode Name - If you have a pre-existing barcode label for this location, enter it here to be translated by LOCATE.
    • Description - Enter a location description, if desired.
    • Type - Select the type of location. For more information about the types of locations available, click here.
    • Pick Face - Select Yes to make this a pick face location.
  4. Click Add Location.

You may now restock this pick face location.

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From Sites Module

  1. Open the Setup Menu and select Sites.
  2. Navigate to the profile page of the site to which you would like to add a pick face location.
  3. Click onto the Locations sub-tab.
  4. Complete the following fields:
    • Name - Enter the desired name of the location. This must be unique to other locations at this site.
    • Alternate Barcode Name - If you have a pre-existing barcode label for this location, enter it here to be translated by LOCATE.
    • Description - Enter a location description, if desired.
    • Type - Select the type of location. For more information about the types of locations available, click here.
    • Pick Face - Select Yes to make this a pick face location.
  5. Click Add Location.

You may now restock this pick face location.

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Restock Pick Face

When inventory reaches insufficient quantities, you will need to restock from other locations at your site in order to pick the inventory.

  1. Open the Stock Module and select Pick Faces.
  2. Use the column headers and filters to find the part you'd like to restock.
  3. Click Re-Stock.
  4. Complete the following fields:
    • From Location - Enter the location from which the inventory should be moved to restock the pick face.
    • Quantity - Enter the quantity of the item to move.
      • If the part has tracking, you will be prompted to select the desired quantities for each tracking value.
    • Click Move.

Inventory may now be picked from the restocked pick face.

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Delete Pick Face

Pick faces may be deleted from the Sites Module. Continue here for step-by-step instructions on how to delete locations in LOCATE.

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