Tasks Page

How to use the Tasks page in Flexe to find information about picking tasks completed on Flexe mobile devices.

IN THIS TOPIC

• Viewing Tasks
  • Task Details
  • Individual Movements
• Task Statuses
• Page Actions

 

The Omnichannel Tasks page shows picking movements of product in a warehouse. 

This includes items moved with the Pick Goods function used for picking outbound orders.

The Tasks Log shows you:

• Who moved the item(s)
• Where the item(s) were moved
• When the item(s) were moved

Viewing Tasks

To access the Tasks page, sign in as the warehouse, then select Tasks from the left menu:

Task Details

The columns visible on the Tasks page display the following information:

• Task ID: The unique identifier associated with the task
• Reference ID: The batch ID associated with the task
• Task Type: The type of inventory unit being moved (ex: Full LPN Pick, Loose Pick)
• Assigned to User: The mobile username of the person who is performing the task. 
• Executing Device ID: The unique identifier associated with the mobile device performing the task. 
• Started At: The date and time in UTC of the first scan which started the task (i.e. when it appeared in the New status)
• Last Updated At: The date and time in UTC of the most recent activity associated with the task. This may be a scan to move the goods, or a pause of the task. 
• Status: Will match the status of the tab currently being viewed. 

Individual Movements

Additional details on individual movements made within each task can be viewed by clicking the downward pointing arrow at the far right end of the row. 

The following column fields can be seen in this view:

• Performed By: The mobile username of the person who performed the movement.
• Source Location: The name of the scanned origin location of the goods being moved
• Destination Location: The name of the scanned destination location of the goods being moved
• SKU: The SKU of the goods being moved
• Unit of Measurement: May be Eaches, Cartons, or Pallets
• Status: This can be open, completed, completed_with_exception, or cancelled
  • Open: a pick that is eligible for completion
  • Completed: a pick that has been completed
  • Completed_with_exception: a pick which has been completed with short inventory
  • Cancelled: a pick which has had the batch cancelled in the desktop UI

Filtering Tasks

1. Select New Filter at the top of the page to find specific types of movements. You can choose from the following filter options:

• Batch ID: Filter by move/trip type(Moves, Bulk Picks, Cluster Picks, Rebin)

• Assigned to User: Enter or select a specific mobile username to find all tasks assigned to that user.

• SKU:Enter a SKU number to search for tasks performed for that specific SKU

• Stored LPN: Search the move and pick history for a specific LPN (for LPN-enabled reservations

• Destination Location: Search the move and pick history for items that have been scanned in and out of a specific location

2. Once your filters are selected, click the blue check mark to apply them. 

Task Statuses

Before viewing the Task Filters, ensure the correct Reservation ID is selected from the dropdown menu under the Tasks page header.

Use the tabs at the top of the page to view tasks by status:

• New: Outbound orders for which the picking process has not yet been started. The batch has been generated, but the batch barcode has not yet been scanned. 
• In Progress: After the batch barcode has been scanned and the pick appears on the mobile device, the task will appear in this tab. 
• Issues: A move still in progress for more than 1 hour, that hasn't been scanned to a destination; or a paused/halted move
• Halted: Tasks that have been manually paused. 
• Cancelled: Orders that have been cancelled by the shipper. 
• Completed: Any move completed in the last 48 hours

In Progress tasks not completed within 48 hours will no longer display on the Tasks page; but will still be visible via the Locations page in the last location scanned for that item. This can be a transitional location (shown as a username) or a designated warehouse location.

• Location: A physical location at a warehouse. The Flexe platform categorizes locations based on type or how they're used at the warehouse--including Inbound, Outbound, Storage and QA.
• For more information about locations, check out Creating and Managing Locations.

Page Actions

Note that the following actions are possible on the Tasks page:

• You have the ability to view tasks of all statuses, and pause tasks which are in the In Progress status.
• The list of tasks per page for each status is limited to 100 results. You can use the PREV and NEXT buttons to view additional pages of task data.

To pause a task, take the steps listed below:

1. Select the check box next to the task you would like to pause. 
2. Click the Pause button. 
3. You will see the task moved to the Halted tab, with the most recently halted task appearing at the bottom of the page.