Movements & Tasks

How to use the Movements and Tasks pages in Flexe. 

IN THIS TOPIC

• Movements
  • Movement Statuses
  • Using Filters on the Movements Page
• Using Movements to Troubleshoot
  • Resuming Incomplete Moves
  • Preventing Inventory Discrepancies & Losses
  • Resolving Short Picks
• Tasks

The Movements and Tasks pages show in the left menu on Flexe, and capture information about inventory movement, including:  

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

Note: For warehouses that don't have Omnichannel enabled, only the Tasks page shows in the left menu. It displays different information than the Omnichannel Tasks page. If you're warehouse doesn't use Omnichannel, go to Tasks. 

Movements

The Movements page displays all instances of inventory movement. You can use this page for inventory tracking and troubleshooting. 

Note: The Movements page was formerly called "Tasks," and contains all the same information.

Movement Statuses

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

• Not Started - Outbound orders for which the picking process has not yet been started
• In Progress - In progress or incomplete moves 
• Issues - A move still in progress for more than 1 hour, that hasn't been scanned to a destination; or a paused/halted move 
• Completed - Any move completed in the last 48 hours

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

Note: A Location is 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. To learn more, check out Creating and Managing Locations.

Using Filters on the Movements Page

You can add a filter to find specific types of movements: 

1. Select New Filter at the top of the page.

Then choose from the following filter options:

• Trip Type - Filter by move/trip type (Moves, Bulk Picks, Cluster Picks, Rebin). 
• Trip ID - Find all pallets picked for an outbound order or batch.
• User Name - Enter or select a specific mobile username to find all tasks assigned to that user.
• Company Name - For warehouses with multiple reservations, use this to filter by company/shipper name. 
• SKU - Enter a SKU number to search for tasks performed for that specific SKU. 
• LPN - Search the move and pick history for a specific LPN (for LPN-enabled reservations
• Location: Search the move and pick history for items that have been scanned in and out of a specific location

2. Once you've selected the filter(s), select the blue checkmark to apply them. 

Using Movements to Troubleshoot

You can use information from the Movements page to help troubleshoot a number of order issues. Here some common uses cases and best practices:

Resuming Incomplete Moves

In the event that a move or pick is incomplete or has an error, you can use the Trip Token to resume and complete the move--even if it has been in the Issues tab for an extended period of time.

To resume incomplete moves: 

1. Find the Trip Token. 

Go to the Movements page, then open the status tab most relevant to the move you want to resume (Not Started, In Progress or Issues). 

You can then look under the Trip Token column to find the token ID for the move. 

2. On a Flexe mobile device, select Move Items.

Note: The Move Items feature can only be used for inventory movements. For other types of movements, you'll need to use the relevant mobile feature. For example, if you need to resume a pick, use the Pick Goods feature; or for rebin, use the Rebin feature. 

3. Select the keyboard icon at the bottom of the screen. 

4. From the dropdown menu at the top, select Resume an Existing Move.

Enter the Trip Token you found in Flexe using the onscreen keyboard, then select OK. 

You can now complete the virtual and/or physical movement of the goods.

Preventing Inventory Discrepancies & Losses

At the end of each business day, make sure to review the Movements page for any moves still in the In Progress or Issues tabs. This can help resolve misplaced inventory issues.

Resolving Short Picks 

When a user has finished picking an order, but the entire order is not in the designated outbound staging location, you can use the Movements page to troubleshoot. 

To troubleshoot short picks: 

1. Add a filter for the Username or Trip ID. 

From the Movements page, select New Filter, then choose either the User Name or Trip ID option in the first dropdown menu.

Note: If filtering by Trip ID, you can find the Trip ID on the Cluster Pick barcode or Batch ID for the order.

2. Review all picks for the order to confirm what might have happened. 

Once you apply the filter, the Movements log will update to show all picks associated with the outbound order.

You can use this information to help you confirm what might have happened with the pick.  

To navigate back to the order, select the order link under the Id column (on the left).

Tasks

The Tasks page only shows outbound picking movements for inventory at a warehouse. To learn more, go to Omnichannel Tasks Page.