Task Overview

In the Task Overview you get an overview of all orders for the selected facility.

As soon as an order is routed to a specific facility, you can see it in the task overview. We call an order from now on a task!

The task overview is a list of all tasks that are currently in the picking process. It is possible to filter the tasks by status, date, etc. The task overview is a very important tool for the supervisor to monitor the picking process and to check the status of each task.

The 5 different tabs

It contains several tabs, that helps to distinguish between the domains:

• Overview (default, contains info about all domain states)

• Picking

• Packing

• Shipping label

• Handover

These tabs have some common fields, but also some specific ones. Those tabs exist to help the user to get a quick overview of the current status of each task. Filtering options are available to show only the tasks that are relevant for the user.

Some information about the lists

While the picking takes place, a supervisor or an admin can use this section to monitor all ongoing tasks. To do so, the backoffice is able to show a list of all tasks per facility including:

• Status

• Customer name and address

• Order date

• Amount of ordered and picked items

• Short identifier

About the short identifier

In order to identify a task more easily, a so-called short identifier is added as well. This identifier is generated based on the first letter of the customers first & lastname as well as an incrementing number for each other occurrence of such a customer. This number can have a maximum of two digits (e.g. 99). As soon as this number has been reached, it will start with 1 again. The generated identifier is facility-specified, e.g. it is not unique tenant-wide like an order id.

Example: The identifier for a task that belongs to an order of Jane Doe would be called JD1, assuming that no other customer in this facility that has a firstname starting with a J as well as a lastname starting with a D exists.

Each task can be expanded to see more details

Additionally, each task can be expanded to see a list of all ordered items including:

This fits for Overview, Picking and Packing tab.

For the Shipping label tab, the list of all ordered items is replaced by a list of all shipping labels.

For the Handover tab, the list of all ordered items is replaced by a list of all handover task line items, which currently are only filled via API manually.

• Picture of an item

• Title of an item

• Tenant article ID of the item

• Status of the pickline. A pickline can have the following states:

  • “open”: Zero from x ordered items have been picked

  • “incomplete”: The ordered items were partly picked

  • “complete”: All ordered items have been picked.

Using the filters to find the right task

The task overview must handle a high amount of entries. Therefore, a variety of filtering options are available. These allow you to see all tasks or only tasks, which are in progress. As well as a specific date filter or during a time-frame. Additionally, you can directly search for an

• Order ID

• Name

• Short ID

• Address

• and more.

Each domain has its own status, but not all of them are necessary for working with the task overview. To keep things simple, we have mapped the status of each domain to a more general status.

Please note that the Obsolete status is hidden in every tab and cannot be shown.

Overview

In here the status are only relevant in the list. This view shows all four status of each domain to give the user an overview of the task's progression.

Picking

The picking status filter allows you to filter the tasks by their picking status. Nevertheless, we reduced the status to three different ones, because we think that this is enough to find the right task:

Filter status	Explanation	Picking task status
Open	Tasks, that are not picked yet, were paused or have been reset.	Open
In Progress	Tasks, that are currently picked or have been re-started.	In Progress
Finished	Tasks, that are finished or have been aborted.	Picked, Closed, Aborted

Packing

The packing status filter allows you to filter the tasks by their packing status. Nevertheless, we reduced the status to three different ones, because we think that this is enough to find the right task:

Filterstatus	Explanation	Packing task status
Open	Tasks, that are not packed yet.	Open
In Progress	Tasks, that are currently packed.	In Progress
Finished	Tasks, that are finished or have been canceled.	Canceled, Closed

Shipping label

The shipping label status filter allows you to filter the tasks by their shipment status. Nevertheless, we reduced the status to three different ones, because we think that this is enough to find the right task:

Filterstatus	Explanation	Picking task status
Open	Shipments, where no send-label was created yet.	Initial
In Progress	Shipments, that are currently requesting a shipping label from the carrier. Please note: This status only exists for some seconds.	Request
Finished	Shipments, that have minimum one valid shipping label.	Confirmed, Completed
Error	Shipments, where the request for a shipping label failed for some reason, but a new request via our apps is still possible.	Retryable
Canceled	Shipments, that were canceled e.g. the order, to which the shipments belongs to, was canceled.	Canceled

Handover

The packing status filter allows you to filter the tasks by their packing status. Nevertheless, we reduced the status to three different ones, because we think that this is enough to find the right task:

Filterstatus	Explanation	Handover task status
Open	Handover tasks, where the customer or the carrier did not take the ordered items yet.	Open
Finished	Handover tasks, that already left the store or warehouse.	Handedover

Actions

On each tab, there are actions available to perform on the tasks. You can find them on the right side of the task. Not all actions can appear at the same time.

Re-start task

By re-starting a task, it can be altered again. Please note that existing shipping labels and further processes must be generated again. Available on: Overview, Picking

Reset task

By resetting the task status, you can re-pick the task. Already picked items will be set to 0. It could be that this task is picked at the same time as other tasks. In this case, all tasks are going to be reset. Please note: No stock will be corrected. It may be necessary to adapt the stock of the items manually. Available on: Overview, Picking

Re-reroute task

The task will be assigned to another facility. You will no longer be able to pick the task in the current facility. Available on: Overview, Picking

Change carrier

If there is an alternative carrier, that can be used, you can change the carrier for this task. Changing the carrier may result in different costs for this task. Please note: A change of carrier is only possible as long as the handover task has not been handed over yet. In the overview tab, only the first shipment can be changed. To change other shipments of a specific task, you have to go to the Shipping label tab. Available on: Overview, Shipping label

(Un-)do handover

You can mark the task as handed over. If the task is already handed over, you can undo the handover. Available on: Overview, Handover