UIM - Receiving

Owned by Andres Toledo, created
Last updated: May 06, 2024
6 min read

In this article you will learn about the process of receiving inventory in units with UIM in Komet Sales.

User Roles: Admin, Inventory, Cashier, Sales Manager, and Scanner.

This feature is currently in the beta testing, so access is limited to testing companies. Once this feature becomes available to everyone, we’ll inform you via email or our in-app notifications.

Open Boxes

There are two ways to open boxes: through the Inventory Summary screen and with the scan gun.

Receiving K2K Orders

Orders from K2K have the suffix “K” at the end of the order number. e.g., 7042K. Therefore, it is not necessary to reprint labels for these orders. (This goes in the receiving process; everything related to K2K is part of the receiving process)

Open Boxes With the Scanner

To open boxes with the scan gun, do the following instructions:

  1. Start the scan gun.

  2. Select option eight (8).

  3. Follow the instructions on the screen. This process can vary based on independent factors. To learn more, read Scanner Behavior.

  4. Continue scanning boxes.

When you open boxes, the system will print the Bunch labels in the default printer. To learn how to set a default printer, read Step Two: Set up the Default Printer.

 

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Scanner Behavior

When opening boxes with the scanner, several factors can affect the process of verifying and opening a box. Depending on these factors, one of the following actions will apply:

At the end of the scanning process to open boxes, the scan gun will return to the Open Box screen, where users can keep scanning boxes or exit the process.

Scenario

Result

Scenario

Result

Available Boxes

The system prints labels and opens the box.

The scanned box belongs to a Prebook.

The system will tell the user there are no available boxes.

Box marked as “Don’t Open” but not sold.

The system will check if another box with the same lot # has been opened. If there is one, the system will make a Box Number Swap with the open box with no printed labels. If not, the system will open the box and print Bunch labels.

Box marked as “Don’t Open”, sold, and has printed shipping labels.

The system will check if the shipping labels have been printed; if they were, the scan gun will tell the user to return it to the original rack position.

Box marked as “Don’t Open” and sold, but has no printed labels.

The system will check for an open box with the same lot # and check if any labels were printed. If the system finds an available box, it will perform a Box Number Swap; if there is no alternate box, the system will tell the user that there are no available boxes and return the box to its original rack position.

Box marked as “Don’t Open” but not sold, and no other open boxes with printed bunch labels.

The system will open the scanned box and print the bunch labels.

Scanned box is unavailable but there is another available box with the same Lot #.

The system will make a Box Number Swap, open the box, and print the Bunch labels.

The box is open in the system and has printed Bunch labels.

The system will inform the user of the situation and ask if reprinting bunch labels is required.

The box is open in the system and has no printed Bunch labels.

The system will print the Bunch labels.

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Open Boxes from the Inventory Summary

When you open boxes, the system automatically uses this label to facilitate inventory management.

To print open box labels, do the following instructions:

  1. Go to Inventory and select Inventory Summary.

  2. Search the order.

  3. Select the order:

    1. Click on the button in the Actions column of a specific order and select Open Boxes.

    2. Select multiple orders and click the Open Boxes button.

  4. Enter the information.

  5. Click on Open Boxes.

The system will automatically print the Open Box labels on your default printer or as PDFs if no printer is set up.

You can print open box labels from the Inventory - Inventory Summary and the Order Entry - Add Order screens.

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Box Swaps

The system will verify if the box can be opened when opening boxes with the scan gun. This means that it will check if the box has been sold, marked as don’t open, if it belongs to a PB, if it is open, or if the labels have been printed. To learn more, read Scanning Behavior.

Depending on which of these criteria is met, the system will continue the process and mark the box as open and print the labels, or it will apply one of the following swaps:

  • Open Box Number Swap. When the scanned box is sold or marked as “Don’t Open”, the system will look for another box with the same products and lot #. Depending on box availability, the system will do one of the following actions:

    1. If there’s another box open, the system will check if Bunch labels were printed for that box; if they were, the system will ask the user if they wish to reprint the labels, or if they have not been printed yet, the system will swap the box’s number and print the Bunch labels.

    2. If there’s no other box open, the system will open the box and print the Bunch labels.

  • Unopened Box Number Swap. When the scanned box is unavailable, the system will search for another box with the same lot #. Depending on availability, the system will do one of the following actions:

    1. If there’s another box available, the system will automatically swap the box’s number and print the bunch labels for the scanned box.

    2. If there’s no other box available, the system will display an error message telling the user to return the box to the original rack position.

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Labels

Open Box Labels

Open box labels contain the following information:

  • Lot number. The lot number of the scanned box.

  • Position. Box location in the warehouse.

  • Product description. Product name or description.

  • Vendor code. Vendor’s code.

  • Box number. Box number.

  • AWB. Airway Bill number of the order.

Open-Box Label.

Bunch Labels Header Label

When the unit inventory management setting is turned on, and the bunch labels are printed, the system will create a header label at the beginning of the PDF or printout with box information.

This label contains the following information:

  • Label: Labels for box # 

  • Box Number

  • Lot # 

  • Full Product Description 

  • The total of Bunches in the box 

  • Size: 2”x2”

  • This only applies when UIM is enabled.

Exclude K2K Labels from Printing

If your company uses K2K. Since K2K labels already contain the necessary information, you might not want to reprint them and do the extra work.

To exclude K2K labels from your printing queue, do the following instructions:

  1. Go to Tracking > AWB Summary

  2. Click the label number under the Farm Shipped Column - Print Labels

  3. Check the Exclude K2K Labels from printing option and click Print.

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Open Boxes Report

The "Boxes Pending to be Open Report" can be accessed by users with access to the Inventory Summary screen. This report displays a list of boxes that have been marked as opened in the system but not physically. Users can apply search filters and specify a date range, limited to a 60-day window, to generate the report.

To create this report, do the following instructions:

  1. Go to Inventory and select Inventory Summary.

  2. Click on Inventory in Units.

  3. Use the search filters to select the information you want in the report.

  4. Click on the Actions button and select Export to Excel.

 

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