Mobile Fulfillment

Mobile support for MarketDirect Fulfillment gives administrators the ability to manage and track inventory using their mobile phone or tablet. It is ideal for administrators who are on the warehouse floor, receiving inventory and picking orders to be shipped.

Mobile Fulfillment is available to anyone with a MarketDirect Fulfillment license. For information on obtaining a license for MDFF, please contact your ePS sales representative, call (855)-334-4457, or complete the Web form at https://epssw.com/contact-us.php.

What would you like to do?

• Access Mobile Fulfillment

  There are three ways to access Mobile Fulfillment using your mobile device or tablet:

  • Quick Access Menu

  • Menu List

  • Menu Bar

  Quick Access Menu

  MarketDirect StoreFront recommends using the Quick Access Menu option because of it's effectiveness on a mobile device or tablet.

  1         Login to your MarketDirect StoreFront account and access the Administration Home page.

  2         Tap the Quick Access Config icon.

  

  3         Enter Mobile Fulfillment into the Search bar.

  4         Select the Mobile Fulfillment check-box to add the page to the Quick Access Menu.

  

  5         Tap the Mobile Fulfillment tile.

  

  The next time you login to MarketDirect StoreFront, all you will need to do is click the Mobile Fulfillment tile.

  Menu List

  1    Login to your MarketDirect StoreFront account and access the Administration Home page.

  2    Tap the Menu List icon.

  

  3    Enter Mobile Fulfillment into the Search bar.

  4    Tap Mobile Fulfillment.

  

  Menu Bar

  1    Login to your MarketDirect StoreFront account and access the Administration Home page.

  2    Tap the Fulfillment icon in the Menu Bar.

  3    Tap Mobile Fulfillment.

  

• Receive items into inventory using Mobile Fulfillment

  Accounting for goods received into inventory is critical because all inventory operations hinge on whether the number of stock on hand is accurate. Mobile Fulfillment lets you efficiently enter inventory into the system for accurate pick operations and inventory management. 

  1        Go to Administration > Mobile Fulfillment.

  2        There are three ways to open the Receive Inventory page in Mobile Fulfillment:

  ●        Scan Barcode:

  ●        Tap the Scan Barcode icon.

  

  ●        Scan the barcode using your phone's camera.

  ●        Select the item(s) from the list you want to receive into inventory by tapping the check-box next to the item.

  ●        Tap Start and select Receive Inventory.

  

  ●        Global Search:

  ●        Tap the Search Filter drop-down list.

  

  ●        Choose the filter for your Mobile Fulfillment search.

  For example, if you want to search for a product based on skid number, select Skid from the Search Filter drop-down list. Filters include Skid, Location, Product ID, SKU, Product Name, Display Name, and Barcode. If you search for an item using the Barcode filter, then you must enter the alpha-numeric value of the barcode into the field.

  ●        Enter your search into the Global Search field.

  ●        Select the item(s) from the list you want to receive into inventory by tapping the check-box next to the item.

  ●        Tap Start and select Receive Inventory.

  ●        Receive Inventory:

  ●        Tap the Receive Inventory option on the Mobile Fulfillment home page.

  

  ●        Either use the Global Search or Scan Barcode option to locate the item you want to receive into inventory.  

  3        Complete the fields in the Product Information section and click Add:

  

  ●        Skid: Specify the number of skids you are receiving.

  ●        Cartons: Specify the number of cartons per skid.

  ●        PCs/Crt: Specify the number of pieces or boxes per carton.

  ●        Loose: Specify the number of loose items. 

  ●        Cost ( ): Specify the cost per unit of measurement (e.g., per item, or Each), which will be used to calculate the Average Cost on the product Pricing tab. This is especially useful for cost-plus product pricing.

  The Average Cost field on the product Pricing tab.
  
  

  4        Complete the necessary fields on the Receive Inventory Details page and click Next:

  

  ●        Received By: (Auto-populated) By default the inventory will be received by the administrator who is currently logged into the system. 

  ●        Received From: Specify from whom you are receiving the product, such as a third-party vendor or customer company. 

  ●        Company: From the drop-down list, select the customer associated with the product.

  ●        External reference#: Enter a purchase order number generated from an MIS or external accounting application. This field can be used for any other cross-reference number you want to use for tracking the received inventory. 

  ●        Receipt Notes: Record any key information such as "2 cartons damaged; will need recount."

  5        Either tap Save Receive to enter the items into inventory or tap Receive Another to start the process from the Receive Inventory page.

  

  If you received an item with serial numbers, then the Add Serial Numbers window will open. Either manually enter each serial number in the Serial # column, or auto-generate a string of serial numbers by entering the first number into the Generate Serial Numbers field and then click Apply. Serial numbers can be alpha-numeric, but auto generated serial numbers must end with an actual number. After a serial number is entered for each item received, click Save.
  
  
  
  For more information on serial numbers, see Inventory Serialization.

• Pick an order using Mobile Fulfillment

  Mobile Fulfillment gives administrators the ability to manage and track inventory using their mobile phone or tablet. This allows the administrator to access their MarketDirect Fulfillment site and scan barcodes using the same device.

  Create a Barcode

  Inventory in MarketDirect Fulfillment is tracked using barcodes based on one of the following criteria: Warehouse Location, Skid ID, SKU/Product ID, or Item ID. There are three ways to create barcodes for fulfillment products.

  The scan barcode feature is optional and used to help warehouse pickers verify they are picking the correct product.

  1    To create a barcode based on Warehouse Location:

  ●        Open the Manage Reports page.

  ●        Click Location Barcode Details in the Report Name column.

  ●        Click the LocationName field to open the Warehouse Location drop-down list.

                

  ●        Choose the appropriate locations.

  You can choose as many locations as you want, or click Select All to choose all the locations in the list.
  
  

  ●        Click outside the Warehouse Location drop-down list to close it.

  ●        Click the Submit button to create a barcode for each location selected.

  ●        Print the Warehouse Location barcodes.

                

  Click Reset in the PREVIEW PARAMETERS fly-out to clear the LocationName field.
  
  

  For more information on fulfillment reports, see Generate fulfillment reports.

  2    To create a barcode based on Skid ID:

  ●        Open the Manage Inventory Receipts page.

  ●        Click Receive Inventory.

                

  ●        Complete the necessary fields on the Receive Inventory page.

  For more information on the Receive Inventory fields, see Receive items into inventory.

  ●        Click Save Receive.

  ●        Click the Print Skid button in the Inventory Received Successfully window.

                

  ●        Print the Skid label.

                

  The Skid label contains important information about the contents of the skid, as well as a barcode that can be placed on the skid for inventory tracking.

  3    To create a barcode based on SKU/Product ID or Item ID, you must use a third party online barcode generator.

  Pick an Order

  1    Go to Administration > Mobile Fulfillment using a mobile device.

  The Mobile Fulfillment option will only be available when the Administration page is accessed using a mobile device or a tablet.

  2         Choose the appropriate Print Shop from the Print Shop drop-down list.

  

  3         Tap Items to be Picked.

  You can also tap the Barcode Scan icon to scan the barcode for the item you want to pick.
  
  

  4         Choose the order to pick and tap Start Pick.

  ●        To filters orders from the Product pick list:

  ●        Tap the Filter icon in the Product pick list header.

                        

  ●        Tap the down arrow for the filter to open the filter field.

                        

  ●        Complete the filter field by either entering a value or choosing an option from the drop-down list.

  You can select multiple options from a drop-down list, but you can only enter a single value in a filter field.

  ●        Tap Apply to open the filtered Product pick list.

  You can apply as many filters as you want.

  ●        To pick multiple orders at the same time:

  ●        Tap the Order Id check-box for each order you want to pick.

  ●        Tap Start Batch Pick.

                        

  ●        To pick all available orders, tap Select All in the Product pick list header.

       

  The green oval indicates the number of orders in the Product pick list.

  5         Pick the product and quantity specified in the Product Details window and tap Complete.

  

  Tap the Scan option and scan the item barcode to verify you picked the correct product.
  
  

  6         Confirm the item picked and tap Confirm in the Confirm Pick up window.

  7         If there are multiple items in the order, then the next item to be picked will open. After all items in the order are picked, you will return to the Product pick list.

  You can navigate through the items in an order by tapping the Skip button to skip the current item, or tapping the right and left arrows in the Product Details header. Items are automatically arranged in the order by walk sequence. If there is no walk sequence, then items are arranged by warehouse location.
  
  

• Transfer, Adjust, Destroy, and Damage Inventory using Mobile Fulfillment

  Locate Item to Transfer, Adjust, Destroy, or Damage

  You can transfer, adjust, damage, and destroy inventory using Mobile Fulfillment by finding the appropriate item using the Global Search or by scanning an item's barcode.

  Global Search

  1   Go to Administration > Mobile Fulfillment.

  2   Tap the Search Filter drop-down list.

  3   Choose the filter for your Mobile Fulfillment search.

  

  For example, if you want to search for a product based on skid number, select Skid from the Search Filter drop-down list. Filters include Skid, Location, Product ID, SKU, Product Name, Display Name, and Barcode. If you search for an item using the Barcode filter, then you must enter the alpha-numeric value of the barcode into the field.

  4   Enter your search into the Global Search field.

  5   Select the inventory from the list you want to Transfer, Adjust, Destroy, or Damage by tapping the check-box next to the skid.

  

  You can select all the skids in the list by tapping the check-box next to the Total field.
  
  

  6   Tap Start and choose the appropriate option.

  

  Scan a Barcode

  1   Go to Administration > Mobile Fulfillment.

  2   Tap the Scan Barcode icon.

  

  3   Scan the barcode using your phone's camera.

  4   Select the inventory from the list you want to Transfer, Adjust, Destroy, or Damage by tapping the check-box next to the skid.

  5   Tap Start and choose the appropriate option.

  Transfer Inventory

  The Transfer option allows you to track the movement of Fulfillment products from one location to another in the warehouse.

  

  1   Tap Transfer in the options list.

  2   Enter the quantity to transfer to the new location in the Transfer Quantity field.

  3   Enter the new location for the item in the To Location field.

  You can also select a transfer location from the To Location drop-down list, or tap the Scan Barcode icon to designate the new location by barcode.
  
  

  4   Assign the transfer to a user by entering their name into Assign Transfer To field, or choosing their name from the drop-down list.

  5   You can add notes about the transfer in the optional Transfer Notes field.

  6   Tap Transfer to save your changes.

  You can navigate through the skids in numerical order by tapping the Skip button to skip the current skid, or tapping the right and left arrows in the Product Details header.
  
  

  Adjust Inventory Count

  The Adjust option allows you to change the quantities of Fulfillment products available for shipping.

  

  1   Tap Adjust in the options list.

  2   Enter the new quantity in the Quantity field.

  The adjusted quantity is the current quantity of the product. It will replace the value in the Available Quantity field.

  3   You can add notes about the adjusted quantity in the optional Adjustment Notes field.

  4   Tap Adjust to save your changes.

  You can navigate through the skids in numerical order by tapping the Skip button to skip the current skid, or tapping the right and left arrows in the Product Details header.

  Destroy Inventory

  The Destroy option allows you to permanently remove an item from the inventory of a Fulfillment product, if those items are no longer necessary to keep. You may want to destroy an item if it is expired or damaged beyond repair.

  

  1   Tap Destroy in the options list.

  2   Enter the quantity of good items on the skid to be destroyed in the Destroy Good Quantity field.

  The quantity of good items is the Available Quantity.

  3   Enter the quantity of damaged items on the skid to be destroyed in the Destroy Damaged Quantity field.

  Destroy Damaged Quantity cannot exceed the current quantity of damaged items.

  You can destroy good and damaged items at the same time.

  4   Choose the user validating the destruction of the inventory from the Assign Destroy To drop-down list.

  5   Enter a reason for destroying the items in the Destroy Reason text-box.

  6   Tap Destroy to save your changes.

  Destroyed items are permanently removed from the Fulfillment product inventory and cannot be recovered.  

  You can navigate through the skids in numerical order by tapping the Skip button to skip the current skid, or tapping the right and left arrows in the Product Details header.

  Damage Inventory

  The Damage option allows you to designate an item in the Fulfillment product inventory as damaged, preventing it from being released for picking and distribution to the customer.

  

  1   Tap Damage in the options list.

  2   Enter the damaged quantity in the Damaged Carton and/or Damaged Loose fields.

  Damaged Carton indicates the entire carton is damaged, whereas Damaged Loose indicates individual items in the carton are damaged.
  
  Entering a new Damage quantity does not add it to the previously entered quantity. Instead, it replaces the previous quantity.  

  3   Tap Damage to save your changes.

  You can navigate through the skids in numerical order by tapping the Skip button to skip the current skid, or tapping the right and left arrows in the Product Details header.

See Also

●        Fulfillment Module