Picking & Completing Shipments

How to use the new Shipments functionality in Flexe to pick and complete shipments for loose goods. 

IN THIS TOPIC

• Printing the Batch Documents
• Picking Shipments
• Completing Shipments

  • Completing Shipments Past Ship by Date

You can start the picking process from the Shipments page. You’ll complete some steps on the Flexe web platform, and some steps on a Flexe mobile device. 

Note: If your reservation uses Flexe's LPN system, go to Picking & Completing Shipments for LPNs. 

Printing the Batch Documents

To print batch documents from the Shipments page:

1. Select Shipments from the left menu in Flexe.

You can open the Status filter and select In Progress to find and select the waved shipment(s) you want to complete. 

2. Go to the Documents section in the shipment details to print batch documents.

Select Print next to Mobile Batch Work Items to open the batch documents and pick list for the shipment(s) in a PDF file.

You’ll use the batch barcode on the first page for the next part of the picking process, which is completed on a Flexe mobile device. 

Picking Shipments

To start the picking process: 

1. On a Flexe mobile device, select Pick Goods from the home screen. 

2. Scan the batch barcode from the batch documents. 

3. Scan a location. 

Once you scan the batch barcode, the screen shows a list of locations where you can find the item(s) in the batch.  

Go to a location on this screen and scan the location barcode.

If you need to request an alternate location to pick an item from, open the menu (three vertical dots), and select Get New Location. Then, choose the reason you’re requesting a new location from the options onscreen. 

Note: To find additional information about an item or location, you can also select the "search" icon at the top of the screen to launch Lookup Details. Scan the related barcode to view available details, then use the "back" arrow to return to where you left off in the picking workflow. To learn more, go to Lookup Details. 

4. Scan the SKU, and enter item quantity. 

Find the item(s) listed on screen, and scan the SKU. Then, use the text box to enter the number of items you’re picking–you can see the requested quantity at the left of the text box. 

Once you’ve entered the number, select Done. 

A notification briefly shows onscreen to confirm that you’ve finished picking that item. You’re then taken back to the Scan Location screen, so you use the same process to pick any other items in the batch. 

As you scan items, the Units Picked section at the bottom of the screen shows your progress. You can expand this section to review everything you’ve scanned.  

Note: If needed, you can select Drop Off at any time to take items you’ve picked so far to the designated outbound location. You can then continue picking the rest of the batch. 

5. Scan the drop off location.

Once you’ve finished picking all items in the batch, you’ll automatically be prompted to Scan Location For Drop Off. 

Go to the location where you’ll drop off all the items (e.g. an empty designated outbound staging location or pack station) then scan the location barcode.

After you scan the location barcode, a confirmation message shows onscreen, and the pick is complete.

You can then return to the shipment details in Flexe to review everything and complete the shipment. 

Pick Exceptions

If your account is enabled to process different items with identical barcodes, you may need to select the correct item details after scanning.

To select the correct SKU:

1. After scanning the item review the SKU options provided in the pop up screen.

All SKUs with that barcode will be listed.

2. Select the SKU you have scanned to pick.

Inspect the item's packaging and labels to make sure it is the correct item.

3. Select Confirm.

Then enter the quantity and continue picking additional items as directed.

Note: If the SKU you select is not in the systemic location you scanned, an Incorrect SKU error will show. Review the location and information you selected to confirm it is correct. If correct, notify your manager that the item is mislabeled or stored incorrectly.

Completing Shipments

To complete a shipment: 

1. Select Shipments from the left menu in Flexe. 

To return to the Shipments page in Flexe, select Shipments from the left menu.

You can then open the Status filter and select In Progress to find the picked shipments you need to complete. 

Or, use the Select Filter dropdown to enter a specific shipment ID, P.O., order number etc. 

2. Open the shipment details to review all items picked and enter pallets loaded.   

Go to the Contents section to review all items picked and staged. Use the text box next to Pallets Loaded to enter pallets for the shipment. 

Note: If you need to make any changes, select the number next to Pallets Loaded, enter the correct number and select Save.

3. Confirm all required information, and make changes as needed. 

Make sure all required information has been entered--including the SCAC, scheduled shipment date and PRO number. You won’t be able to complete the shipment without these details. 

You can use the Edit option at the top of the page to make any necessary changes.

Note: If using the Trailer Loading feature, the SCAC, PRO, seal, and trailer numbers must be edited on the Load details page. For more info see Freight Trailer Loading.

Select Save when you’re finished, or Go Back to return to the details screen.

Note: You can find and print the auto-generated Bill of Lading for the shipment under Documents. 

4. Select Ship.

Once you select Ship, a confirmation window shows onscreen: 

Required information (Carrier/SCAC, PRO number and Pallets Loaded) is highlighted in yellow in the confirmation window.

If any of this information is missing, you’ll be prompted to enter it before you can complete the shipment. You can do this directly from the confirmation window–just select the blue text for a required field, and use the text box that opens to make any changes.  

Completing Shipments Past Ship by Date

If you attempt to complete a shipment after the requested ship by date, a message will appear at the bottom of the shipment completion popup, requesting you to select a reason for why the shipment is being completed after the ship by date. 

Options include:

1. Carrier delay: anything preventing a carrier from arriving on time to pick up the load on the scheduled date. Could include mechanical failure, incorrect/damaged trailer delivery, or soonest carrier appointment availability was outside the window.
2. Shipper interruption: the shipper impacted a load from being completed on time. Could include re-prioritization of loads, under-forecasting or exceeding scope, or requesting to hold a shipment due to QA.
3. Warehouse constraint: a shipment didn't depart on time due to issues at the warehouse. Could include not having enough labor, not enough equipment, broken dock doors, etc.
4. Technical delay = a Flexe outage or technical issue is preventing a load from departing on time, like adding an LPN to a shipment.

5. Select Complete Shipment.

After you’ve entered all required information and reviewed all details, select Complete Shipment.

Once complete, the status for the shipment(s) changes to Shipped.

Note: If you get an error message or are having trouble completing this process, go to Issues with Picking & Completing Shipments for additional guidance and troubleshooting steps to try.