Replenishing via Carts

If you use carts, you can place multiple items for replenishment onto them before you put the items away for storage. During the putaway process, you have the option to transfer all the new items into the same storage bin.

To set up carts, see Creating Bin Locations or Carts.

To replenish via carts:

  1. On mobile app, access the replenishment process by doing the following:

    1. Tap the menu icon at the top-left corner of the screen.

    2. Tap Main Menu.

    3. On the Main Menu page, tap Inventory.

    4. On the Inventory page, tap Replenishment via Cart.

  2. On the Enter Cart page, in the Scan/Enter Cart field, scan or enter the cart name or number. If you enter the data, tap Enter Cart to proceed.

    Tip:

    If you enter a cart that already contains replenishment items, you are redirected to the Cart Details page. See step 8.

    Alternatively, from the Carts list, you can tap an empty cart.

  3. On the Select Replenishment Tasks page, do either of the following:

    • Tap the item associated with the replenishment task you want to process.

    • If you are redirected to this page after processing one or more tasks, you can tap Putaway to proceed. See step 8.

      You can tap the Show Completed toggle to display and review the list of tasks you have processed. This list does not include replenishment items that you have already put away.

  4. On the Enter From Bin page, in the Scan/Enter Bin field, scan or enter the source bin location for the item you want to replenish. If you enter the data, tap Enter Bin to proceed.

    Alternatively, in the Recommended Bin field or from the bins list, you can tap the bin.

  5. On the Enter Item page, in the Scan/Enter Bin field, scan or enter the item you want to replenish. If you enter the data, tap Enter Item to proceed.

    Alternatively, in the Item to Replenish field, tap the item name or number.

  6. On the Enter Quantity page, do the following:

    1. In the Enter Quantity field, enter the number of items you want to remove from the source bin. For lot items, you can enter the total quantity for each lot number.

      Tip:

      If you are redirected to this page during the putaway process, you can enter the number of items you to store in the destination bin.

      The Quantity to Move field displays the remaining replenishment quantity for the task.

    2. (Optional) If the item uses multiple units, select the unit, other than the default base unit, for the quantity you have entered.

    3. (Optional) If the item has multiple inventory statuses, in the Inventory Status field, select a status.

    4. For lot items, in the Scan/Enter Lot field, scan or enter the lot number.

      Alternatively, from the list, tap the lot number.

    5. Tap Enter Quantity.

      Based on the value in Quantity to Move field, if you have remaining quantity to replenish, you are redirected to the same page. You can repeat from step 6a. Otherwise, if you have no available items in the source bin, tap No Quantity. You can proceed to step 8.

      If you have no remaining quantity to replenish, you are redirected to the Select Replenishment Tasks page. Return to step 3.

  7. For serialized items, on the Enter Serial Number page, in the Scan/Enter Serial Number field, scan or enter the serial number. If you enter the data, tap Enter Serial Number to proceed.

    Tip:

    From the Available Serial Numbers list, you can copy a number and paste it into the field. In the Serial Numbers Entered field, you can view the quantity of remaining serial numbers that you must enter.

  8. To proceed to item putaway, on the Cart Details page, do any of the following:

    • In the Scan/Enter To Bin or Item field, scan or enter the destination bin or the item. If you enter the data, tap Enter Item/Bin to proceed.

      Alternatively, from the Items on Cart list, you can tap the item or destination bin.

    • If you want to add other items to the cart, tap Add Item. Return to step 3.

  9. Depending on your entry in the previous step, do either of the following procedures to enter the item or storage bin:

    • On the Enter To Bin page, in the Scan/Enter To Bin field, scan or enter the storage bin. If you enter the data, tap Enter Bin.

      Alternatively, in the Expected Bin field, tap the storage bin.

    • On the Enter Item page, in the Scan/Enter Item field, scan or enter the item from the cart. If you enter the data tap Enter Item to proceed.

      Alternatively, to put away all the items from the cart to the same bin, tap Transfer All. You can skip step 10.

  10. After you enter both the item and bin, depending on the item type, do one of the following:

    • For regular inventory items, on the Enter Quantity page, you can enter the number of items to store in the bin. Return to step 6.

    • For lot items, on the Enter Lot page, you can enter or select the lot number. Return to step 6 to enter the quantity.

      Alternatively, to put away all the lot numbers from the cart to the same bin, tap Transfer All.

    • For serialized items, on the Enter Serial Number page, you can scan or enter each serial number. If you want to put away all the serial numbers from the cart to the same bin, tap Transfer All.

    After you put away the items for a replenishment task, the confirmation page appears. If you want to put away another item, tap Next Transfer.

Related Topics

General Notices