Introduction
Basic Concepts
User Interface
Header Menu
Navigation
Main Workspace
Preview Area
Picking Function Areas
Shipments
Main Work Area
Shipments Functions
"File Upload..." function:
"Edit Classifications..." function
"Types" section:
"Classification(s)" section:
"New..." Function:
Text/Label*:
Number*:
Type*:
Client
Description
Remarks
Classifications
Target
Status/Time*:
Partner/Unit of Measure:
Alternative ID(s):
User Area:
Recipient:
Invoice recipient:
"Edit..." function:
"Delete..." function:
"Express" function:
"Items..." function:
"Reverse..." function
"Release Delivery..." function:
"Commi List..." function:
"Documents..." function:
"Packaging Templates..." function:
Packing Lists
Main Work Area
Commi Lists Functions
"Edit..." function
Text/Label:
Delivery:
Number:
Description:
Remarks:
Status/Time:
Creation Date:
Modification Date:
Status:
Picking Information:
Client:
Destination:
Warehouse:
Number of items:
Reservation:
Picking strategy:
"Reserve..." function
Split:
Destination:
New:
Edit:
Delete:
Share comment list:
"Delete..." function
"Summarize..." function
"Cancel..." function
"Items..." function
"Release..." function
"Prepare HU Label for Printing..." function
"Assignment..." function
Transports
Equip
With the Picking Web App, you can systematically prepare and release customer orders and shipments in the warehouse for picking. The Web App supports the creation, editing, release, and monitoring of picking orders, as well as the generation of picking lists that can then be processed on mobile devices. Picking orders reserve the required items in inventory, consider batches, expiration dates, and locked stock, and ensure that the correct items in the correct quantities are made available for shipment. Once a picking list is released, it becomes available in the mobile picking app; warehouse staff then physically retrieve the items using barcode scanning and clear instructions for packing or shipping stations.
First, the shipments that need to be picked are created or imported in the WebApp Picking. These shipments can be created manually, imported via a .csv file, or loaded directly into Bitergo WMS from an external system via an interface.
A shipment (or delivery) can be one of the following four types:
The first two types, "Delivery" and "Delivery with Handling Units," are intended for orders that leave the warehouse and result in inventory changes. Use these two types for orders that leave the warehouse. If goods are to be moved specifically within the warehouse, you can use one of the two types: "Internal" or "Internal with Handling Units." These types are inventory-controlled because the inventory remains in the warehouse. Examples include:
After a new delivery is created, items (Type 1: Delivery) or entire stock units (Type 2: Delivery with Stock Units) must be added to the delivery using the "Items" function. The deliveries must then be released.
A delivery can have the following statuses:
A delivery can be assigned a series of standard classifications that can be used to control specific process steps, such as printing a specific item label or a packing slip.
Furthermore, destination storage locations can be defined to which the picked goods are to be transported for further processing, for example, to a packing station or directly to a goods-out station.... A delivery can also be assigned a priority between 1 and 10. The priority number determines the order in which the delivery is processed relative to other deliveries. Priority "1" is equivalent to the "Express" setting.
Setting the picking strategy correctly is essential for optimized and efficient picking. Bitergo WMS offers a wide range of parameters and automation functions, as well as the ability to create multiple picking strategies that can be used depending on the order. Configuring the picking strategy is a process step that must be guided or managed by the Bitergo WMS Support Team.
After the picking lists have been released for picking, the picking process is continued and completed using the Picking Mobile App.
The Picking Web App uses the standard Bitergo WMS Web App user interface. For more details, see the "User Interface and Navigation" chapter.
The menu icon on the right side of the header gives you access to the following general functions:
On the left side is the navigation panel, where you can switch between the categories "Shipments," "Picklist," "Transports," and "Equip" to view and edit them in the main workspace of the screen*. The "Transports" and "Equip" categories are not covered further in this documentation. Please consult the Bitergo Support Team for more information.*
In the center is the main work area, where the relevant data for the category selected in the navigation bar is displayed in tabular form. Below the table are the function buttons that trigger specific actions related to all displayed data and/or only to selected rows.
To the right of the table is the preview area. This area displays all detailed information for an element selected in the main work area---in most cases, a selected row in the table.
You can access the following functional sections via the navigation:
The table displays all created or imported shipments that are to be picked. Each row contains all the information for a shipment, organized across different columns.
You can define which columns are displayed in the table by clicking the gear icon in the upper-right corner of the table. Filters can be applied in the upper-left corner above the table to display only specific deliveries. You can also create and save different table layouts. For more information, see the chapter on User Interface and User Experience.
By clicking on a row, you can select a shipment. This causes:
Below the Shipments table, you'll find the following function buttons:
Some function buttons are only active if the status of the selected shipment in the table allows for that function.
This function allows you to upload a file that modifies the properties of the selected shipment. The required file format is CSV.
The "Classification" function button allows you to create and select delivery classifications.
Several standard classifications are available here that control process steps when processing a shipment, such as printing a delivery note, reprinting a label, printing an item- label, and more. These classifications affect parameters and processes in Bitergo WMS and cannot be set up without the assistance of the Bitergo WMS Support Team. Please contact the Bitergo Support Team if needed.
Clicking the "Classification" function button opens the "Classifications" window. On the left side of the window is a table listing the available classifications. The table consists of two columns: the first column displays the "Type," and the second displays the "Code." Each row represents a classification; a classification always consists of a "Type" and a "Code." The "Code" is the name of the classification, and the "Type" is a group of one or more "Codes." The name or "Code" must always be unique within a "Type," meaning each "Code" must have a different name.
On the right side of the window, there are two sections one below the other. The upper section is called "Types" and contains two buttons for creating ("New...") and "Deleting" "Types." The lower section is called "Classification(s)" and contains three buttons for creating ("New..."), "Editing," and "Deleting" "classifications."
You can create a new "Type" using the "New..." button. After clicking "New...," the "Save Classification Type" window opens, displaying the "Name*" field and the "OK" and "Cancel" buttons. Enter the name for the new "Type" here. Clicking "OK" creates the new type; clicking "Cancel" cancels the operation....
Use the "Classification" button to create a new classification for a previously created type. Clicking "New..." opens the "Save Classification" window, which contains the "Type*" drop-down menu, the "Code*" field, and the "OK" and "Cancel" buttons. In the "Type*" dropdown, you can select a previously created classification type. You can then enter the name for the "Classification" in the "Code" field. Clicking "OK" creates the new classification; clicking "Cancel" cancels the process. After confirming with "OK," the window closes and a new row appears in the table on the left-hand side with the newly created classification.
The "Classifications" window can be closed using the "Close" icon in the title bar or by clicking the "Close" button.
The "New..." function button allows you to manually create a new shipment with its associated properties. In this dialog box, all properties for the shipment are defined and then appear in
After the shipment is imported via this dialog box or via a file upload, it can be edited using the "Edit" function button.
Clicking "New..." opens the "Shipment" dialog box. In the upper section of the window, there are several tabs that can be used to enter the various data for the new shipment. The asterisk at the end of a tab's name indicates that the corresponding tab contains fields that are required to create a new delivery.
You can close the "Shipment" window by clicking the "OK" or "Cancel" buttons. Clicking "OK" creates the new shipment notice, while clicking "Cancel" closes the dialog box without creating a new shipment. In this case, all entries will be lost. If not, all required fields are filled in, a new shipment notice cannot be created. In this case, the following error message appears: Required field(s): Information is missing or incorrect for: "Field Name," which indicates which fields have not been filled in.
The "Shipment" dialog box contains the following tabs:
The following fields/properties are displayed on the Text/Label* tab:
(Required field)
The unique, internal delivery number. Bitergo WMS provides a number in the following format: "LIEFER-000000000". You can use this number or enter your own.
(Required field, Type: Dropdown)
The following delivery types are available:
The first two types, "Delivery" and "Delivery with Storage Units," are intended for orders that leave the warehouse and result in inventory changes. Use these two types for orders that leave the warehouse. If goods are to be moved specifically within the warehouse, you can use one of the two types: "Internal" or "Internal with Storage Units." These types are inventory-controlled because the inventory remains in the warehouse. Examples include:
(Dropdown) -- Here you can assign the delivery to a previously created client (see Master Data). Select a client from the list.
The description is a "descriptive" name for the delivery.
A comment on the delivery; this can be a description or additional information about the delivery in text form. (Required field, Type: Text field)
Here, you can select one or more previously created classifications that affect further processes for the shipment. These classifications influence parameters and processes in Bitergo WMS and cannot be set up without the assistance of the Bitergo WMS Support Team. Please contact the Bitergo Support Team if necessary.
Clicking the icon to the left of the field opens the "Edit Classification" dialog. The dialog consists of two lists. The left list is labeled "Available," and the right list is labeled "Selected." The left list contains all available classifications to choose from, while the right list contains the classifications selected for the shipment. Between the two lists are two buttons stacked one above the other with arrows; the top arrow points to the right, and the bottom arrow points to the left. These buttons allow you to assign classifications to either the left or right list. To do this, select a classification by clicking on it and then click one of the arrows to move it, for example, from "Available" to "Selected." After clicking the arrow, the classification moves to the selected list and is no longer available in the previous one....
In this drop-down menu, select the destination location to which the picked shipments will be sent for further processing. For example, this could be a packing station or directly a goods-out station. The individual locations that appear here are defined and set up in the system at this point.
(Required field, Type: Text field)
The following time-related attributes of the shipment are displayed under the Status/Time tab:
Under the Party/ Measure tab, you can specify which partners are involved in shipping the order and what the weight and volume of the order are.
The following options are available:
Please contact the Bitergo Support Team regarding this tab.
Please contact the Bitergo Support Team regarding this tab.
On this tab, you can select a previously created recipient for the shipment from a drop-down menu. After making your selection, you can enter additional details such as location, recipient's last name, first name, delivery contact, phone number, email address, delivery country, delivery ZIP code, delivery P.O. box, delivery city, delivery street, delivery house number, delivery building number, and delivery building name.
Under this tab, you can select a previously created invoice recipient for the shipment from a drop-down menu. After making your selection, you can enter additional details such as location, recipient's last name, first name (), delivery contact, phone number, email address, delivery country, delivery ZIP code, delivery P.O. box, delivery city, delivery street, delivery house number, delivery building number, and delivery building name.
Using the "New Partner Master" button, you can create a new partner directly here, which will then appear in the dropdown menu.
Clicking the "Edit..." button allows you to edit the properties of the selected shipment. The "Shipment" dialog box opens, which is described in detail in the previous section.... You can exit the "Shipment" dialog box by clicking the "OK" or "Cancel" buttons. Clicking "OK" saves the changes and clicking "Cancel" closes the dialog box without saving the changes.
Clicking the "Delete..." button allows you to delete the selected shipment.
Clicking the "Express" function button assigns the highest priority for processing to the delivery. "Express" corresponds to priority level "1." When "Express" is clicked, "Express" is activated for the selected delivery, and the function button changes to "Remove Express." It acts like a toggle switch. You can use "Remove Express" to remove the "Express" priority from the selected delivery.
Clicking the "Positions..." function button opens the "Shipment Lines" Screen. Here, you can add items from the product master to the shipment and specify settings for the selected items, such as quantity, batch, serial number, expiration date, and more.
The "Shipment Lines" screen is structured differently depending on the delivery type. If the delivery is of the "Shipment" type, the "Shipment Lines" window is structured as follows: The table on the left side of the screen displays the entire item master. As soon as an item is selected here, settings for that item can be configured in the middle section. At the very top of the middle section is the number of the current shipment. The following fields are available here:
Below this is the "Load" button. Clicking the "Load" button adds the line item to the delivery, and it appears in the "Shipment Lines" table on the right side of the screen.
Follow these steps to add one or more items to the shipment: Select the desired item in the left column, set the quantity, quantity type, and any other required settings, and click the "Load" button to add this item to the shipment. Repeat this process for additional items if necessary. After you have added all items, exit the "Shipment lines edit" screen by clicking the "Ready" button in the lower-left corner of the window.
If the shipment type is "Delivery with Handling Units," the Items window looks like this: On the left side is the area where you can select an entire stock unit from the warehouse, which you can then add as an item to the delivery by clicking the "Add" button. The stock unit will then appear in the table on the right side.
The following fields are available for selecting a handling unit:
You can enter the number of a handling unit in the Number field, the item number in the Item field, and select a warehouse type () or a warehouse using the dropdown menus. When you click the Refresh button, Bitergo WMS displays the corresponding storage units in the left-hand table---either those with this specific handling unit number, all handling units containing the item, or all handling units located in a specific warehouse type or warehouse.
Now select a handling unit from the left-hand table and click "Load" to add it to the shipment. If you want to remove a storage unit, select it from the right-hand table and click the "Unload" button in the middle of the window, below the "Load" button.
Click the "Ready" button to exit the Line Items window.
Use the "Cancel" button to cancel the selected shipment and remove it from the table.
Before a shipment can be picked, it must be released. Click the "Release Shipment" button to release the shipment for the creation of a picking list. In the next step, you must click the "Picklist" button to create a picking list for the released delivery.... Once a shipment has been released, its status changes to "Released," and the button changes to "Revoke Release" when that shipment is selected. By clicking the "Revoke Release" button, you can revoke the release of the selected shipment. This changes the delivery's status back to "Pending."
After releasing a shipment, you can create a picking list for it. By clicking the "Picklist" function button, you can create a picking list for the shipment. The Picklist dialog box opens:
The "Picklist" dialog box contains the following fields:
Click "OK" to create the picking list or "Cancel" to cancel the process.
Once a picklist has been created, the delivery status changes from "Approved" to "Reserved." The "Reserved" status means that the items or entire handling units included in the shipment are now reserved and are therefore not available for other orders or shipments.
Using the "Documents..." function button, you can generate documents for the shipment, such as a packing list or a delivery note. To do this, click the "Generate Packing List" or "Generate Delivery Note" buttons. Once these documents have been generated, you can print or download them in this window using the corresponding "Print" and "Download" buttons.
Using the "Packing Template" function button, you can select an existing packaging template for the shipment. You define these packaging templates beforehand in the WebApp Master Data.
The table displays all created picking lists. Each row contains all the information for a picking list, organized across different columns.
Filters can be applied in the upper-left corner above the table to display only specific picking lists. Using the "Completed" checkbox, you can display all picking lists that have been fully picked. You can also create and save different table layouts. For more information, see the chapter on User Interface and User Experience.
By clicking on a row, you can select a picking list. This causes:
Below the picking list table, you'll find the following function buttons:
Some function buttons are only active if the status of the selected commission list in the table allows for that function.
By clicking the "Edit..." function button, you can edit the properties of the selected picking list. The "Picklist" dialog box opens. It consists of three tabs:
The "Text/Label" tab displays general information about the picking list: the delivery name, the picking list number, the description, and the note.
The shipment name is displayed but cannot be changed.
The number of the picklist is displayed but cannot be changed.
The list description can be edited here.
A note for the list can be edited here.
The "Status/Time" tab displays the fields "Creation Date," "Modification Date," and "Status."
Set automatically by the system.
Set by the system.
Set by the system.
The following fields are displayed on the Picking Information tab:
Click "OK" to close the dialog box and save the changes or click "Cancel" to cancel the process.
Select a client here.
If necessary, use the drop-down menu to change the destination to which the picked goods are to be sent.
Set by the system; cannot be edited.
This is displayed here only and cannot be edited.
Change the reservation type. Consult the Bitergo Support Team to set up one or more picking strategies suitable for your processes. You can currently choose between:
Here you can change the picking strategy for this delivery
Clicking the "Allocate..." function button opens the "Picklist lines edit" screen. Here you can split a picking list into multiple parts, change the destination for individual items, edit the quantities of items, add new items, delete items, and release the picking list.
Select an item from the list and click the "Split" function button to split the selected item(s) into a new picking list.
Select an item from the list and click the "Destination" function button to define a new destination for the selected item(s).
Click the "New" button to add a new item to the order list.
Click the "Edit" button to edit the quantity of items in the line item.
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Click the "Delete" button to delete the selected item from the list.
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Click the "Release Picklist" button to share the Picklist directly from this window for further editing.
Click the "Delete" button to delete the order list.
Select multiple picking lists in the table and click "Merge" to combine the individual picking lists into a single picking order.
The "Merge picklists" window opens.
Here, you can specify whether all picking lists or only selected lists should be combined. You can also determine which list types to include (single-quantity orders, multi-quantity orders, or single-item orders) and filter the lists based on criteria such as storage area, delivery classification, storage unit, batch size, and number of items.
By clicking the "Cancel..." function button, you can cancel the selected picking list.
By clicking the "Positions" function button, you can view the individual items in the picking list.
By clicking the "Release..." function button, you can release the picking list for picking.
Please contact the Bitergo Support Team regarding this function.
Please contact the Bitergo Support Team regarding this function.
The "Transports" feature is not covered further in this documentation. Please contact the Bitergo Support Team for more information.
The "Equip" functional area is not covered further in this documentation. Please contact the Bitergo Support Team for more information.