Status Descriptions & Terminologies in OMS 

An Order Management System (OMS) is a sophisticated software solution designed to streamline and optimize the end-to-end process of managing customer orders within a business.

It serves as the central hub for tracking, processing, and fulfilling orders, making it a critical component for companies involved in sales, distribution, e-commerce, and supply chain management. Here is a detailed description of an Order Management System:

Step 01 Description 

NEW = first status of an order. This is (one of) the prerequisites to be able to see an order in the scanners' order list

PICKING = this status happens when you open the order, either by starting to pick the order, or by just opening the order list. This prevents multiple accounts to be able to start the same order.

PICKED = when an order line is picked, it will get this status.

PACKED = this happens when the order line has been packed.

SHIPPED = this one can be confusing. This status is just to skip all the previous steps. Either by being picked/packed/shipped, or for an auto-pick item that is not a physical item (and cannot be picked/packed shipped), but needs to be on the packing slip i.e., Shipping Cost.
     Alternatively, it was not in stock, so the item gets "skipped" because there was nothing to pick. (Backorder, can be released too NEW). (This includes order lines where nothing was picked. In that case, 0 was "shipped"

CANCELLED = Order line was cancelled

KITTING = Temporary status for the "main" item of a BOM, during picking

Blocked = blocked for whichever reason. Perhaps it needs to be approved or there is a payment issue. Some people use this as their initial status. Order can be released too NEW).

Completed = a status BizBloqs does not use in a process. This is a status we get from Exact.

PDA/Hand Scanner = Personal Digital Assistant (which was a name before mobile phones were a thing) currently the same name is being used for the scanner terminals.

Scanner or PTD account = (Portable Data Terminal) – use to scan the location, barcode and package label.

Barcodes = Track inventory, identify the location of items, and monitor the movement of products from receiving to shipping.

Lot number = a unique identifier assigned to a batch of items. Lot numbers are used to track items throughout the manufacturing process and can be used to identify recalled items or products with defects.

Packing Slip = Is a document that includes the complete list of items included in a package. Packing slips include SKU numbers, weights, dimensions, and the number of units that are used by shipping departments to determine what inventory needs to be sent out to accurately complete an order.

Batch date (THT) = Is the expiration date of the item. 

DESADV = Which stands for DespatchAdviser, Basically a document telling a receiving party which item are headed their way. 

BOM assemble at delivery, checked ON = KIT  (item on a sales order, you only pick the items on the BOM)

Colli = Number of shipments / Separate packages with 1 shipment.

Create date time = Start picking

Closed Date = Scan packing slip (User scanner to shipped the order)

Confirmed to Host = Send data to EOL

MoveStockMulti = one process. Can be one warehouse or two depends on the system property check below. 

    System Property

    1. MoveStockMulti Destination Warehouse ON = MOVE BETWEEN WAREHOUSES IS POSSIBLE

    2. MoveStockMulti Destination Warehouse OFF = MOVE ONLY IN CURRENT WAREHOUSE

Warehouse Picking = Separate process to pick the items

Warehouse Receiving = Separate process to receive the items (Two processes can be done with multiple scanner accounts)

Short Pick = pick shortage

Zone picking:
- FEFO (if a batch date is available, First Expired, First Out)
- FIFO (First In, First Out, meaning oldest stock first)
- Lowest quantity to empty a location (To prevent low quantities stock being "leftover" in the warehouse)
if all locations have the same quantity, it will use the location which first was created (first one found in the database)
No more stock on picking? Then:
Zone bulk:
- FEFO
- FIFO
- Lowest quantity to empty a location
if all locations have the same quantity, it will use the location which was created first (first one found in the database)

Allocations happen as soon as the picking process is started. Based on certain conditions, stock is "reserved" for the order.

Step 02 Description of Server Tasks

Step 03 Age of Batch and Serial Number Stock

How do we allocate batch and serial numbers to a product?

Each item can be set up to use batch numbers. Each batch number also has an expiration date.
On, and after the expiration date, the item can no longer be picked.

Bizbloqs will keep track of item quantity and those batch numbers.
Exact will only keep track of the item quantity.

In Exact there is the option to set Assortments on items (listed under Master data > Assortments. Currently three have been set).
The option would need an Assortment called Batch with the values ON and OFF.

For each separate item needing batch numbers, you will then need to modify the item in Exact. By setting that value to ON.

The processes in the scanner will check if an item has this assortment. If it is OFF, nothing changes. (note: assortment not existing in Bizbloqs, is considered OFF).
If it is ON, the scanner will ask for batch number(s) and batch date, when receiving items.
And it will ask to enter batchnumber(s) when picking an item.
Also when you perform a stock count/adjust for items with Batch ON, is will ask to enter the batchnumber(s) and date(s).

A batch number is being considered as not-availabe on, and after, the batch date.

The OMS StockLog will show the used batch numbers. So you can see what was received and then sent to which customer.

As a note: change the BATCH ON/OFF when that item has no stock (if it has stock, count it to 0 first).
A stock count performed on an item with BATCH OFF, will ignore batch numbers on that location.
A stock count performed on an item with BATCH ON, will ask to enter the batch numbers on that location.

The full explanation is the same for serial numbers. With the difference that a serial number does not have an expiration date.
The assortment would be SerialNumber ON or OFF
Please be aware, serial numbers are unique. If you receive a quantity of 50, you need to enter 50 different serial numbers.

Step 04 StockCorrection and StockCount

StockCorrection and StockCount.
StockCorrection works with + or -. That is, +1 in Bizbloqs is +1 in Exact (same for - entries).
So when there is a discrepancy between the two environments, this is not going to solve anything. After all, the same numbers are booked in both environments, so the problem just shifts.

StockCount works differently. In Bizbloqs, you do not say what needs to be added/done, but what is actually there. You count the actual number that is physically there.
Then that number is sent to Exact. It automatically checks what the difference is, and makes an entry for it.

Examples:
StockCorrection
Bizbloqs 8, Exact 10.
Correction of +2 results in.
Bizbloqs 10, Exact 12

StockCount
Bizbloqs 8, Exact 10.
Count of 10 results in
Bizbloqs 10, Exact +0 (for a total of 10).

A stock count will only register what was entered on that location.

everything which was not entered will be removed the only way to remove those numbers is by doing a stock count for the ones which are currently physically in stock.