Tasks

Introduction

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

As soon as an order is routed to a specific facility, it becomes a task and is visible in the task overview.

The task overview is a list of all tasks that are currently in the picking, packing or handover process. It is possible to filter the tasks by status, date, and more. The task overview is a tool for supervisors to monitor the operational process and check the status of each task.

Description

Processes in order fulfillment

The task of fulfilling an order can consist of multiple steps. In our platform this can cover picking, packing, and handover. The task view gives an overview over each step via a tab navigation showing:

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

• Picking

• Packing

• Shipping label

• Handover

Task overview

While picking takes place, a supervisor or an admin can use this section to monitor all ongoing tasks. A list of all tasks per facility is shown 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. This identifier is generated based on the first letter of the customer's 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, i.e., it is not unique 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.

Task details

Additionally, each task can be expanded to see a list of all ordered items for the overview, picking, and packing tab. For the shipping label tab, the list of ordered items is replaced by a list of all shipping labels. For the handover tab, the list of ordered items is replaced by a list of handover task line items, which currently are filled manually via API. The detailed view incldues:

• Item picture

• Item title

• Tenant article ID

• Status of the pick line. A pick line can have the following states:

  • “open”: 0 from x ordered items have been picked

  • “incomplete”: The ordered items were partly picked

  • “complete”: All ordered items are picked

Filters

Filtering options include filtering only tasks which are in progress, filter for a specific date or for a specific time-frame. Additionally, users can directly search, among others, by:

• Order ID

• Name

• Short ID

• Address

Filter by status

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. This view shows all four status of each domain to give the user an overview of the task's progression. It is not possible to filter by all status that are available for each task type.

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

Picking

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

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

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

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

Actions that can be performed for each task can be found on the right side of the task. Not all actions are available in all tabs.

Re-start task

By re-starting a task, it can be altered again. Please note that existing shipping labels must be newly generated and further processes must be executed again. Available in the Overview and Picking tab.

Reset task

By resetting the task status, a task can be picked again. Already picked items are set to 0. If the task was picked at the same time as other tasks, all tasks are reset. Available in the Overview and Picking tab.

No stock is corrected when re-starting a task. Stock that was already reduced after picking needs to be added back manually.

Re-reroute task

By re-routing the task, it is assigned to another facility. Users are no longer able to pick the task in the previous facility. Available in the Overview and Picking tab.

Change carrier

Changes the carrier for the task. Only available if there is an alternative carrier that can be used. Changing the carrier may result in different delivery costs. Changing the carrier is only possible as long as the handover task has not been handed over yet. In the overview tab, only the carrier for the first shipment can be changed. In the shipping label tab it is possible to change the carrier for all shipments of a task. Available in the Overview and Shipping Label tab

(Un-)do handover

Users can specify if a task has already been handed over to the customer or to the shipping provider. If the task has already been handed over, users can undo the handover as well via this action. Available in the Overview and Handover tab