Step-by-Step Guide
Step 1: Understand the Purpose of Staging
Staging orders involves organizing them for efficient fulfillment. This can include tagging, prioritizing, and preparing picklists or packing slips.
Step 2: Use Tags to Organize Orders
Apply Tags to Orders:
Use tags to classify orders, such as:
Ready to Fulfill: For orders prepared for picking.
Urgent: For high-priority orders.
Picker Name: To assign orders to specific pickers.
Bulk Update Tags:
Select multiple orders on the grid.
Open the Actions menu and update tags for all selected orders.
Step 3: Filter by Requested Ship Date
Use the Requested Ship Date column to identify urgent orders.
Filter orders to display those with upcoming deadlines.
Prioritize fulfillment based on this urgency.
Step 4: Group Orders by Channel
Group Orders:
In the Actions menu, group orders by channel to prioritize orders from specific sources.
Why Group Orders?
Ensure high-priority channels are addressed first.
Step 5: Save Filters for Reuse
Apply filters or groupings based on your staging strategy.
Save this view as a custom filter for quick access in the future.
Step 6: Customize the Grid View
Add or remove columns to display the most relevant information.
Drag and drop columns to create an intuitive layout.
Step 7: Create Picklists or Packing Slips
Select the staged orders.
Open the Actions menu and choose:
Create Picklists:
Generate picklists for specific orders.
Assign picklists to individual pickers.
Export Packing Slips:
Generate packing slips to guide fulfillment.
Step 8: Leverage Inventory Data
Review key details, such as:
Picklist Status: Track the progress of picklists.
Order Status: Monitor orders as they move through fulfillment stages.
Incoming Inventory: Plan staging based on stock availability.
Step 9: Distribute Materials for Fulfillment
Provide picklists or packing slips to the fulfillment team.
Ensure orders are processed efficiently according to staging priorities.
Key Benefits of Staging in Luminous
Improved Organization: Categorize orders by urgency, channel, or assigned pickers.
Streamlined Fulfillment: Use tags, picklists, and packing slips to simplify workflows.
Enhanced Visibility: Access real-time inventory and order data for informed decisions.
By following these steps, you can effectively stage orders in Luminous and optimize your fulfillment process.