Serialized items: Picking

Serialized items – a series of 6 articles. Read them in this order:

  1. Understanding the concept
  2. Setup
  3. Picking (this article)
  4. Returning
  5. Service
  6. Tracking

What you can do

Pick a serialized item from a storage device on the Shop Floor Interface. After you choose the quantity, the Shop Floor Interface asks which serial number you take, so every unit is tracked on its own from that moment.

The example is item 5924287, Cartridge for CoroBore® XL, set up in Serialized items: Setup with the serial numbers CB-26-001 to CB-26-003.


Before you start

  • A Shop Floor Interface login that may pick. An operator sees Pick and Return on the main menu.
  • The item is serialized and assigned to this device, with a serial number for every unit, see Serialized items: Setup.
  • Only instances that may be picked are offered. An instance that is For service or In service is locked until it has been serviced, see Serialized items: Service.

Quick start

Experienced users – pick a serialized item in 5 steps:

  1. Tap Pick on the main menu.
  2. Tap the item.
  3. Set the quantity and tap Pick.
  4. Tick the row, tick the serial number you take and tap Confirm.
  5. Tap Picking finished.

Need more detail? Follow the full steps below.


Steps

Step 1 — Open Pick

  1. On the main menu, tap Pick.

Shop Floor Interface main menu with the Pick tile (1) and the Picked durable items counter (2) highlighted

Tap Pick (1). Picked durable items (2) shows how many durable items are out on this device. The arrow next to it lists them.

Step 2 — Select the item

The list shows the items in this device with their quantity. Serialized items look the same as other items here: the serial number is chosen later.

  1. Type part of the item ID in the search field, or scroll the list.
  2. Tap the item.

Pick item list filtered on 592428, with item 5924287 and its quantity 3 highlighted (1)

Typing part of the item ID narrows the list. Tap the item (1).

Tip: An item with no stock in this device is hidden. Show items not assigned in this device, below the list, shows the others as well.

Step 3 — Choose the quantity and tap Pick

  1. Set the quantity with + and −.
  2. Tap Pick.

Select quantity screen for 5924287 with 3 Available (1), the quantity 1 (2) and the Pick button (3) highlighted

Available (1) counts the instances you may pick. Set the quantity (2) and tap Pick (3).

Available leaves out instances that are For service or In service. To pick several items in one go, tap Add to pick list instead and add the next item.

Step 4 — Tick the row

Items to pick shows the item with its location and quantity.

  1. Take the item from the location and tap the checkbox next to it.

Items to pick with item 5924287 at A-01-01-01 and its unticked checkbox highlighted (1)

Tap the checkbox (1). Because the item is serialized, the serial number dialog opens.

Step 5 — Select the serial number

The Select serial number(s) for item dialog lists the serial numbers at this location, each with its condition and last service. The counter under the title shows how many you have selected, for example Select: 0/1.

  1. Tick the serial number on the unit you took.
  2. Tap Confirm.

Select serial numbers dialog listing CB-26-001 to CB-26-003, with CB-26-001 ticked (1), its information button (2) and Confirm (3) highlighted

Tick the serial number you take (1). The information button (2) opens its details. Confirm (3) when the counter reads 1/1.

The information button opens the serial number’s details: its condition and loan time, and a Comments tab. For an item with service, the details also show the service dates and the remaining picks, see Serialized items: Returning.

Serial number CB-26-001 dialog with the Information and Comments tabs, showing Condition New and Loan time ends

The details of CB-26-001. This item has no service, so only the condition and loan time are shown. Close returns to the dialog.

Step 6 — Tap Picking finished

Back on Items to pick, the checkbox is ticked.

  1. Tap Picking finished.

Items to pick with the item ticked and Picking finished highlighted (1)

The row is ticked. Tap Picking finished (1).

Pick summary lists the item, its location and the quantity. Tap Main menu to start another operation, or Logout.

Pick summary for DEVICE1 listing 5924287 at A-01-01-01, quantity 1, with the Logout and Main menu buttons

The pick summary for the device.

Success: The serial number is picked and no longer counts as available. Its status stays New until you return it. On Return, the pick is listed with its serial number.


Next steps

  1. Return it when you are done – the condition you choose sets its new status, see Serialized items: Returning.

Troubleshooting

Problem Likely cause Fix
No serial number dialog appears. The item is not serialized. Serialized can only be ticked while an item is Defined, see the troubleshooting in Serialized items: Setup.
The serial number you need is not in the list. Someone else has picked it, or it is For service or In service and locked until it has been serviced. Check with your administrator, or see Serialized items: Service.
You cannot select enough serial numbers. Fewer instances are available than the quantity you chose. Go back and lower the quantity.
The item is not in the list. It has no stock in this device. Tap Show items not assigned in this device, or ask your administrator to restock it.

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