How Do I Apply Pick Rules and Optimisations to an Account?
Configure Pick Rules and Pick Optimisation Strategies
This guide helps you set up how products are picked for customer orders in Clarus WMS. By following these steps, you can make sure your picking process works best for your business needs.
Step-by-Step Guide
1. Access the Account Settings
From the left-hand menu, go to Accounts. Then, choose the account you want to change.
2. Select a Pick Rule
In the account settings, pick the Pick Rule you want to use. Options include FIFO (First In, First Out), LIFO (Last In, First Out), Sell By Date, or Best Before Date.
3. Choose a Pick Optimisation
If you need to, select an optimisation strategy to improve the picking process. You can choose either Storage Unit Breakdown Avoidance or Stock Rotation.
REMEMBER: Optimisation strategies are optional but can make your picking more efficient.4. Save
Click Save to apply all the changes you have made.
FAQs
How do I access Pick Rule settings for an account?
Go to Accounts, select the specific account, and then adjust the settings in the Pick Rules section.
Can I adjust the Pick Rule and Optimisation strategy separately?
Yes, you can choose a Pick Rule and an Optimisation strategy independently, depending on what the account needs.
What happens if I don't select an Optimisation strategy?
The system will use the chosen Pick Rule without any extra optimisation.
Can I apply different settings to different accounts?
Yes, you can set different Pick Rules and Optimisation strategies for each account.
How do I know which Pick Rule and Optimisation to use?
Think about your product type and what your business requires:
For items that go off quickly, use Sell By Date or FIFO. For products that sell fast, LIFO might be suitable. Choose Stock Rotation if you need to strictly manage stock movement, or Storage Unit Breakdown Avoidance for better efficiency.
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