Cross-Dock Received Quantity (Baseline) – Da Vinci Unified

This article shows DVU users how to receive an order and immediately move the inventory to a cross-docking location so that the warehouse can fulfill a shipping order. It’s a three-step process.

create a cross-dock assignment on the DVU platform
process the receiving order
process the shipping order

Variations

This article uses a baseline case for the demonstration: cross-dock all inventory to a single shipping order. Click a link to read about possible variations:

A portion of the receiving order is cross-docked to multiple shipping orders.
A receiving order line is added to the shipping order, thus creating a new line on the shipping order.

Before you start

Prepare a receiving order and shipping order. Make sure the status of both orders is Open.

Creating a cross-dock assignment

Go to Receiving Orders and open the template.
Click Cross-Dock on the side menu.
Check the box to allow the creation of new shipping order lines. (optional, see below)
Click the plus icon to create a new cross-dock assignment.

Check box

When a DVU user checks the box, the platform can add new line items to a shipping order. If a DVU user does not check the box, the platform can cross-dock inventory only if the item code is already on the shipping order.

In this baseline case, the DVU users leaves the box unchecked. Click here to learn how a checked box changes the baseline workflow.

In the new window:

Click the Refresh icon to display a list of available shipping orders.
Select the shipping order to assign to the receiving order so that DVU can allocate the available units.
Click Select.

Note Optionally, use the search tool to reduce the number of items in the table if the list of shipping orders is long.

DVU returns to the receiving order cross dock page. It shows:

the shipping order
shipping details
item code(s) and quantity

Assigning quantities

Next, assign a quantity on the inbound order to the shipping order.

Go to the Pending Assignments heading.
Select the receiving order.
Adjust the cross-dock quantity in the XFer Qty column. (optional) The default setting is all.
Click the Assign button.
Click Save.

DVU allocates the units on the inbound order to the shipping order.

Results

On the Pending Assignments side of the page, the table displays:

the available units on the receiving order (zero in this example)
the updated cross-dock quantity (also zero in this example)

On the Cross-Dock Assignments side of the page, the table displays:

the original shipping order quantity
the quantity cross-docked to the shipping order

The shipping order is now assigned to the receiving order. The warehouse can now process the cross-dock order.

Undo the results

To undo a cross-dock:

Select a row in the Cross-Dock Assignments section.
Click the Unassign button.
Click Save.

DVU restores the quantities to the original version.

Optional buttons

Clear All Xfer Qty - Set the Pending Assignments cross-dock value to zero.
Max All Xfer Qty - Set the Pending Assignments cross-dock value to the maximum quantity.

Processing a receiving order

Caution DVU users must process the receiving order before processing the assigned shipping order.

To start processing, the DVU user goes to the platform and changes the status of the receiving order to In Process. Warehouse staff log in to the RF scanner and process the order.

Select Receiving (3).

Select Existing Receipt (1).

Select By Order Number (1).

Select the order number.

Review the details and select Continue (1).

Select the line item to receive.

Note If the receiving order has units that are not part of the shipping order, the RF scanner separates the remaining units into a separate line item (shown below with zero units and lighter font). The cross-dock lines are in bold.

Scan the cross-dock staging location (typically the shipping stage or dock door location).

Note The cross-dock location should not be pickable. The shipping order will direct you to pick from this location because of cross-docking function.

If the RF scanner displays a Scan location message, enter Escape until the Receiving summary screen shows the quantity received and the letter C, which means complete.

Enter Escape until the Receiving Completed screen displays. Select (1) to close the receiving order. Now floor staff can start processing the shipping order.

Note The cross-dock order cannot be modified once the receiving process starts.

Processing a shipping order

Caution DVU users must process the shipping order after processing the receiving order.

To start processing, the DVU user goes to the platform and changes the status of the shipping order to In Process. Warehouse staff log in to the RF scanner and process the order.

Select Shipping (2).

Select Pick (1).

Select By Account (5).

Select an account.

Select an order number.

Select Continue (1).

Review the summary and select Continue (1).

Select the item code.

Scan the staging location.

Scan the LPN attached to the original receiving order if available (otherwise, go to the next screen).

Scan the SKU.

Enter the pick quantity.

Scan the pick to location.

The RF screen displays a Pick Completed message.

Select 1 to ship the order or M to return to the pick ticket list menu to ship the order at a later time. Print out any required documents, such as a BOL or Packing List.