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Adding, Editing and Deleting the Bin Assortment

Owned by
Debrupa Datta (Unlicensed)
, created
Last updated: Mar 18, 2024 by
Aparajita Basu Roy
5 min read

Bin Assortment is a collection of items created to be tagged or assigned to a particular bin yo save time and effort.



Prerequisites

  1. The users' role must have access to the Add app operation in the Bin Assortment feature in Inventory - WMS - Setup through Roles in Ginesys Web - Admin - Security.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web - Inventory - WMS - Setup - Bin Assortment. This will open the Bin Assortment module.


  2. Click on the Add button. This will open the Add Bin Assortment window.


  3. Put in Assortment Name (Mandatory Field) and Description.


  4. You can include and exclude assortment if items from Copy Assortment.


  5. Show Items  will show all the items from Item list.


  6. Select items using the three available options: They are - Select Item, Scan Item, Import Barcode, Copy Record options for Include Assortment & Exclude Assortment both.


  7. You can add a Row from Add Row and delete all the records from Delete All option.




  8. Once done, click on Save button.


  9.  Record saved successfully. - message will be displayed on the screen.




Prerequisites

  1. The users' role must have access to the Edit app operation in the Bin Assortment feature in  Inventory - WMS - Setup through Roles in Ginesys Web - Admin - Security.


  2. Bin Assortment must be created.

Step-by-step guide


  1. Go to Ginesys Web - Inventory - WMS - Setup - Bin Assortment. This will open the Bin Assortment module.


  2. Select one and click on the Edit option (from the Actions menu) or double click on the record. The Edit Assortment window opens.



  3. Here you can modify the all the fields if needed.


  4. If the record became extinct record then you can mark that by the This record is extinct option which is at the bottom left of the window.


  5. Once done, click on the Save button.


  6. Record saved successfully. - message will be displayed.




Prerequisites

  1. The users' role must have access to the Delete app operation in the Bin Assortment feature in  Inventory - WMS - Setup through Roles in Ginesys Web - Admin - Security.


  2. Bin Assortment must be created.

Step-by-step guide

  1. Go to Ginesys Web - Inventory - WMS - Setup - Bin Assortment. This will open the Bin Assortment module.




  2. Select one and click on the Delete option from the Actions menu .


  3. A confirmation window will appear with the message - Are you sure you want to delete current Record? If you want to proceed, click Yes, or else click No.


  4. If you select Yes, then a message - Record deleted successfully . - will be displayed.


  5. If you select No, then you will be directed back to the Bin Assortment module.

Items can be chosen by the following modes:



Function Name

Explanation

Function Name

Explanation

Function Name

Explanation

Scan Item

It allows the assortment creation by scanning items

Batch/Serial impact in Scan Item

Behaviour of this section would be similar to Scan item → Automatic mode with the following exceptions -

  •  

    • Manual mode has been disabled.

    • No checking of negative stock.

    • No validation of Expiry Date.

    • Set Scanning is not allowed.

  • Behaviour based on options selected

    • If item barcode is scanned:

      • Two new windows (Batch selection window & Serial selection window) will open for batch or serial applicable items respectively with following exceptions to current workflow -

  1. Always a blank pop up window will open.

  2. Window will not have qty column because qty is irrelevant in this master form.

  3. Batch/Serial selection is not mandatory, if user clicks on Accept in such case only "icode" will get populated in the main grid.

  • If Icode/OEM barcode + batch/serial information is scanned, and if invalid combination is scanned, the following error message will be shown, after clicking on OK button -  “Item-Batch/Serial combination does not exist”.

  • If batch/serial is scanned, and if batch/serial is scanned and only single product is available in it for delivery then populate the same and keep cursor on the last position.

  • Otherwise if multiple products are available a new Item selection window will open.

    • However the following exceptions apply:

  1. Always a blank pop up window will open.

  2. Window will not have quantity column because quantity is irrelevant in this master form.

  3. Batch/Serial selection is not mandatory, if user clicks on Accept in such case only "icode" will get populated in the main grid.

  4. Item selection is mandatory in this window.



Select Item

User can populate items from all pending orders by clicking on Select Items.

Batch/Serial impact in Select Item

  • After introduction of batch/serial functionality, a new window (Batch & Serial Selection window) will open for selection of batch/serial with items.

    Following exceptions are applicable

    •  

      1. Always a blank pop up window will open.

      2. Window will not have quantity column because quantity is irrelevant in this master form.

      3. Batch/serial information grid will always remain blank. Adhoc batch/serial input is required.

      4. Batch/Serial selection is not mandatory, if user clicks on Accept in such case only icode will get populated in the main grid.

      5. No validation of Expiry Date.

Item and Batch_Serial Details

Show Item

User can view the selected item.

In Item Information block, three columns are added - Batch/Serial No., MFG Date and Valid Upto.

  • Above columns are in display mode, i.e. modification is not allowed.

  • The column remains hidden by default.

  • On selection, columns will retained in grid state.

Import Barcode

It allows the assortment creation by importing barcodes from text files or comma separated values (csv) files

Copy Record

It allows the assortment creation by copying records existing in the grid itself and will copy all attributes of the item other than the item code. This allows faster population of the items with similar attributes.

Note: Only the selected record will be duplicated

As per existing functionality, copy record will copy the selected row (including newly introduced batch valid upto) except for item barcode and batch/serial number.

Delete All

Using this button a user can clear all the assortments at a time. By clicking on the button you will get a message - "All the row(s) will be deleted, row(s) once deleted cannot be retrieved. Are you sure to delete?". If you click on Yes, all the assortment will be deleted.



To know how to move Bins to Bin Group - Adding and Deleting Bin Group Master

To go back to the main page click on Setting up the Bin Master