Enter

Matrix® Warehouse
EXPRESS User Guide
Management System Release 7.1.0
Contents EXPRESS
.

Using this Guide ............................................................................................ 4 System Allocating Orders ............................................................................ 32

User Access Levels ........................................................................................ 4 Allocation Shortages in System Allocation .................................................. 34
CEVA Password Policy ................................................................................... 4 Move Task List Generation (Picking) ............................................................ 36
Accessing the System .................................................................................... 5 Move Task List Completion (Picking) ........................................................... 37
Navigation ..................................................................................................... 6 Unpicking ..................................................................................................... 39
Saving Favorite Screens ................................................................................ 6 Vehicle Loading ........................................................................................... 40
Main Toolbar ................................................................................................. 6 Vehicle Unloading ........................................................................................ 41
Inbound ............................................................................................... 7 Trailer Shipping ........................................................................................... 42
Pre-Advice Management ............................................................................... 8 Inventory ............................................................................................ 43
Updating the Status of a Pre-Advice ............................................................. 9 Inventory Summary ...................................................................................... 43
Viewing Pre-Advice Headers ......................................................................... 9 Inventory Query ........................................................................................... 44
Viewing Pre-Advice Lines ............................................................................ 10 Inventory Transaction .................................................................................. 45
Receiving a Pre-Advice................................................................................ 11 Serial Number Query ................................................................................... 46
Viewing Putaway Tasks in Move Task Management Screen ....................... 14 Serial Number Transaction .......................................................................... 47
Updating the Status or Priority of a Move Task .......................................... 16 Stock Checks................................................................................................ 48
Deleting Move Tasks ................................................................................... 16 Stock Check List Generation ....................................................................... 48
Reverse Receipts ......................................................................................... 17 Stock List Completion .................................................................................. 50
Move Task List Generation (Putaway) ......................................................... 18 Stock Check Task Status Change ................................................................ 52
Move Task List Completion (Putaway) ........................................................ 20 Managing Suspense .................................................................................... 53
Reprinting Tag Labels ................................................................................. 21 Stock Adjustments ....................................................................................... 54
Outbound .......................................................................................... 22 Stock Relocations ......................................................................................... 56
Order Management .................................................................................... 23 Inventory Updates ....................................................................................... 57
Viewing Order Headers ............................................................................... 24 Inventory Splitting........................................................................................ 59
Viewing Order Lines .................................................................................... 25 SKU Maintenance ........................................................................................ 60
Creating a Consignment ............................................................................. 26 Viewing Pack Configurations ....................................................................... 60
Amending a Consignment .......................................................................... 28 Creating Pack Configurations ...................................................................... 61
Assigning a Shipdock .................................................................................. 30 Linking Pack Configurations ........................................................................ 62
User Allocating Orders ................................................................................ 31 Unlinking Pack Configurations ..................................................................... 64

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Contents EXPRESS

Creating a New Pick Face ........................................................................... 65

Locking & Unlocking Locations ................................................................... 67
Querying Pick Discrepancies ....................................................................... 68
Archive ......................................................................................................... 69
Reports .............................................................................................. 71
Printing Reports ........................................................................................... 71
Viewing Reports on Screen ......................................................................... 73
Running CSV Reports .................................................................................. 74
Dashboard ................................................................................................... 75
System Administration ....................................................................... 76
System Overview ......................................................................................... 76
User Administration ..................................................................................... 76
Housekeeping ................................................................................... 78
Pre-Advice Management ............................................................................. 78
Order Management .................................................................................... 79
Move Task Management ............................................................................. 80
Inventory Locations ..................................................................................... 81
Troubleshooting ................................................................................ 83
Glossary of Terms .............................................................................. 84

Release 7.1.0 CEVA Matrix® WMS EXPRESS User Guide 3

Introduction EXPRESS
.

Introduction User Access Levels

®
WMS EXPRESS solution manages all aspects of warehouse Within the WMS application, the available menu options deviate per user role,
planning and operations. This fully preconfigured, standardized warehouse which are:
management system (WMS) combines our experience in warehousing and
best practices from our operations around the world. • Operator
• Team Leader
This user guide will focus on the use of
• Site Manager
the core Matrix® WMS EXPRESS web
application. Further user guides are
available for support with the Matrix® To help identify which menu options are available to each user role, the
WMS Web Portal and RDT scanning following key will be shown at each subject header within this document:
application.

For more information, please visit the OP

Menu option available to Operators
Matrix WMS Knowledge Centre:
https://cevalogisticsoffice365.sharepoint.com
/sites/MatrixWMS_KnowledgeCentre Menu option available to Team Leaders
TL

Using this Guide MA

Menu option available to Site Managers
This user guide has been split into the following sections:
Example:
Contents Reports

Introduction System Administration

Inbound Housekeeping
CEVA Password Policy
Outbound Troubleshooting All users will be automatically required to change their passwords at least
once every 90 days and where possible will be prompted to change the
Inventory Glossary of Terms password within 14 days of its expiration date.

Accounts that are not used to log in interactively are subject to the 90 day
If using this guide electronically, quick links to each of the categories expiration.
are available on the left of each page. Click on the relevant icon to go
straight to the beginning of the corresponding section. Users have 6 attempts to log in with the right user account/password
combination, if unsuccessful it will be disabled and must be reset.
To return to the beginning of the guide at any Home
at the bottom left hand corner of each page.
Release 7.1.0 CEVA Matrix® WMS EXPRESS User Guide 4
Introduction EXPRESS

Accessing the System The application log in screen will appear.

To access the Matrix® WMS EXPRESS application, open your web browser
and go to: http://matrix-wms-expr-17p:8080/index.html.

The System Selection screen will appear:

• User ID Key in your user ID.

• Password Key in your password (see CEVA Password Policy).
• Locality Leave blank unless there is a requirement to select a
different locality in order to print to a specific printer. To understand
Please pay particular attention to the News section for information on release relationships between localities and printers setup, please consult
dates. your Team Leader.

Click Connect.
Click on either EXPRESS (01P) or EXPRESS (17P) the option you require will
depend on which environment the Site has been set up on. Contact your
On logging in successfully to the WMS, the main screen will be displayed.
Team Leader if unsure.

If launching the application for the first time, the following message will
appear, click Run.

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Navigation Firstly open all the required screens, and then right click over the grey tabs.
From the options that appear, select Save Favorites.
The following menus appear across the top of the main screen within the
WMS:
• Administration System administration functions, e.g. system
overview, user maintenance (for relevant roles).
• Operations Operational day to day screens, e.g. basic
receiving, move task management, order allocation, vehicle
loading & shipping.
• Reports Report functions.
• Data Data query and maintenance screens e.g. Pre-Advice
headers/lines, order headers/lines inventory transactions.

To access a screen, either click on the appropriate menu option from the
menu bar, or

To add additional screens to Favorites , repeat this process, or to remove

screens from Favorites , close the screen(s) that are no longer required, right
click over the grey area and select Save Favorites again.

Main Toolbar OP TL MA

There are several icons that run along the top of the screen in Matrix ® WMS:

Check user messages icon (not available in Matrix® WMS).

Click on the magnifying glass icon to search for specific screens.

The Screen Selection box will appear. Hover the mouse over the hourglass icon to view the length of time
remaining in your current session before being automatically logged out.
In the Search for box, key in a key word that relates to the screen you Floppy disk icon allows data extracts to be pulled from the system (not
require and click on Search. From the list that appears, select the required available in Matrix® WMS).
screen and click on Run. The selected screen will open. The printer icon allows you to print to your local printer (not available in
Matrix® WMS).

Saving Favorite Screens

top right hand corner to close your internet browser.
There will be many screens that are used on a daily basis, so to save time it is
possible to save them as favorites. This will create tabs for each screen which Click on the question mark icon to launch the JDA On-Line Expert.
will appear automatically at the bottom of the main screen.

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Inbound

1 2 3 4 5 6 7 8
Inbound Book In Inbound Unload Unloaded Receive Putaway HAZMAT
Order Vehicle Vehicle Vehicle Inventory Segregation
Creation Arrival Departure

Inbound Order Creation For Handling Units (abbreviated to HU) being received, then a unique
An inbound order is provided to CEVA. This can be either new goods for the identifier is captured.
warehouse or returning goods. Pre-Advices are entered or uploaded in the
Matrix® WMS Web Portal. Putaway
The goods are moved from the Receipt Dock to their storage location. Goods
Book Unloading Timeslot with an identified but empty pick face are directed there. Goods with an
The date and time of the inbound transport arriving is agreed (booked in). identified but occupied pick face are directed to a storage location. Returns
are directed to the Returns Zone. Hazardous goods are directed to the
Inbound Vehicle Arrival Hazardous Zone.
The vehicle containing the goods on the inbound order arrives at the
warehouse. HAZMAT Segregation
If needed, hazardous goods / HUs are assessed by a suitably qualified
Unload Vehicle operative and an appropriate location is selected for storage, prior to
The goods are unloaded from the vehicle onto the Receiving Dock. relocating the goods / HU to the decided location.

Unloaded Vehicle Departure

Following any cursory checks, the vehicle is allowed to depart. Key:
Receive Inventory
The goods on the Receiving Dock are positively identified as being received
in the WMS and are prepared for putaway including applying a putaway Matrix WMS Operational
label. Process Process
If the SKU is being received for the first time then a new SKU process is
followed to capture all necessary information.

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Pre-Advice Management Select the heading and click on the Move Up or Move Down buttons to re-
OP TL MA arrange the order of the headings.

The Pre-Advice Management screen provides visibility of the current status

Once they are in the required order, click on Next.
of the Pre-Advices for those sites and clients accessible by the user.

The Pre-Advice Management screen also allows you to update the status of
the Pre-Advice to either Hold, Released or Complete, even if part of the
inventory has been receipted.

To view a Pre-Advice status go to menu option Operations → Receiving →

Pre-Advice Management.

In the Search screen, key in the Pre-Advice ID or if you want to amend

multiple Pre-Advices leave this blank to view all.

Click on Next.

Deselect the column headings on the right of the screen that you do not want
to be displayed by either double clicking on them or highlighting them and
clicking on Remove button at the bottom of the screen.

The removed headings will appear on the left hand side of the screen in the
Available box.

If you have removed a column heading in error, select the heading and click
.
The Pre-Advices matching the search criteria will be shown.
The selected headings can now be re-ordered to suit your personal
preference.

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Updating the Status of a Pre-Advice Viewing Pre-Advice Headers

TL OP TL MA

Pre- -Advice To view a specific Pre-Advice header you can choose either to double click
on an entry on the Pre-Advice Management screen; or go to menu option
has been received in its entirety, however it may be necessary to manually
Data → Pre-Advice → Pre-Advice Header. -Advice Header Query
change the status of a Pre-Advice.
screen will appear.
To amend the status of a Pre-Advice, highlight the required line within the
- Update Status.

A drop down box will appear.

Click on Query to enable the screen. Enter the Pre-Advice ID and click on
Execute.
Select the required status: • If only part of the Pre-Advice reference is known, use wildcards to
• Hold Puts the Pre-Advice on hold which stops it being receipted. assist with the search e.g. searching for 123* will return results for any
• Released This allows the Pre-Advice to be receipted. Pre-Advices prefixed with 123.
• Complete This allows you to manually complete the Pre-Advice
The Pre-Advice header details will appear.
even if partially receipted. Once at this status no more inventory can
be receipted in.

Click OK.

A warning message will appear.

Click on Yes to update the status.

Click on Done to complete the task and Close to exit the screen.

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General tab: The Pre-Advice Line Query screen will appear.

• Status The different statuses are as follows:
o Released Pre-advice is ready to be received against, no
goods yet received.
o Hold Pre-Advice is on Hold, needing to be Released.
o In Progress Goods have been partially received.
o Complete A Pre-Advice will automatically go to complete
once all pre-advised goods have been received.
• Supplier Details the product supplier.
• Due Date/Time The date and time the Pre-Advice is due to site.
• Number of Lines Total number of lines on the order.
• Creation Date / Time Date / time the order was interfaced to the
WMS.

To view details of the supplier reference, click on the Miscellaneous tab.

Details of the SKU, description, quantity due to be received and quantity
To view the supplier address, click on the Address tab. currently received can be viewed within this screen.

The number of lines is displayed at the bottom left of the screen as Record X
Viewing Pre-Advice Lines of Y.
OP TL MA

To view the lines on the Pre-Advice, from the Pre-Advice Header Query
Click on the left/right arrows to progress through the records/lines.
screen, click on the Lines button.
• Alternatively, double-click on the screen to view multiple lines in a
• Alternatively, right click on the screen and from the menu that
grid format.
appears select Related screens → Pre-Advice Line.

Double click again to return to the previous view.

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The General tab shows the main detail of the line.

Click on Next. The General filter screen will appear.

• SKU - (Stock Keeping Unit) Product code.

• Description - Description of the product.
• Qty Due - Expected quantity.
• Qty Received - Quantity received.
• Tracking level - Level that inventory is received at e.g. eaches (EA),
cases (CA), packs (PK), pallets (PL).
• Pack config - Pack configuration set against the SKU. E.g. How the
SKU is stacked on a pallet.

Click on Close to exit the screen.

Receiving a Pre-Advice OP TL

Before a SKU can be received for the first time, it must go through the new Pre-Advice ID Key in the Pre-Advice ID and click on Next.
SKU process where all necessary information is captured. See section SKU
Maintenance for more details. The Results screen will appear.

To receive a Pre-Advice, go to menu option Operations → Receiving → The Pre-Advice header will be displayed at the top of the screen.
Basic Receiving. • Note: Multiple Pre-Advices may appear, if you have not specified a
unique Pre-Advice ID in the previous screen.
The Basic Receiving screen will appear.

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Click on Next. All lines matching the search criteria in the previous screen will be displayed.
• Qty Received If the Pre-Advice has been partially receipted it will
Use the following screen to refine the search criteria: show the amount receipted in here.
• Qty Due This tells you the total amount of product to be receipted
in on the Pre-Advice.

Select the line to be receipted, and click on Next.

T screen will appear.

Either leave this screen blank, and click on Next to view all of the lines on a
Pre-Advice, or refine your search further by keying in a specific SKU number,
line ID, batch ID etc.

The .

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General 1 tab: To use an existing identifier, key in the reference into the Tag ID field and
• Condition Condition is to be used if an item comes into the click on Add.
warehouse and is damaged etc.

Enter the relevant condition code.

• Receive to Key in receiving dock.

• Pallet Type Click on the down arrow and select the required pallet
type from the list e.g. EUR1.
• CA/EA Key in number of cases (CA) or eaches (EA) to be received
on each full pallet (Units).
• Units This is the number of pallets you are receiving.
• Expiry Date if the product requires the expiry date to be captured,
enter it in to this field (or validate that the pre-populated data is
correct).
• Batch if the product requires the batch reference to be captured,
To remove the entry, highlight the Tag ID and then click on Remove.
enter it into this field.
• Origin
Once all the required fields have been completed click on Next.
hazardous material, key in if applicable.

If a SKU requires the capturing of a serial number, the following box will
Tag tab:
appear:

Tag ID - This is not required to be filled in as the WMS can automatically

generate a tag ID, however if the inventory already has a unique identifier, it
can be utilised and added here. Enter the serial number (or serial number range) and click OK.

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The Finish screen will appear. The line you have received will be showing the total quantity receipted.

To receive in the remaining line highlight this and follow the above process.

If the entire Pre-Advice has been received, this screen will appear blank.

The tags that have been produced will be listed in the white box.

• Continue receiving Select if you have more lines to receipt in.

• Finished receiving Select if you have completed the receiving
process. Click Close to exit the screen.
• Print Tag Labels Select to print tag labels.
The inventory can now be putaway using an RDT.
Click on Done. • To putaway the inventory on a PC, see sections: Move Task List
Generation (Putaway) and Move Task List Completion (Putaway) .
If the Pre-Advice has more than one line on it, you will be returned to the
Pre-Advice Lines Results tab to receipt the remainder in. Viewing Putaway Tasks in Move Task
TL
Management Screen
The Move Task Management screen allows operations to see what tasks
they have outstanding. This is a good screen to use to plan the allocation of
tasks. Tasks may include putaways, relocates, pick tasks etc.

Operations → Move Task → Move Task Management.

open on the Start tab.

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Additional fields can be refined in the General 2 , Workzone and Status

tabs.
To view only putaway tasks, , click on the drop down and select
Putaway Next.

The Move Task Management screen will appear showing the results.

Select the required headings by using the Add or Remove buttons, and
rearrange the order of the headings by using the Move Up or Move Down
buttons.
This will show all product due to be putaway.
Once they are in the required order click on Next. The Search tab will
appear. The screen can be set to automatically refresh. Use the box at the bottom
right hand side of the screen to specify the automatic refresh frequency e.g.
enter 2 if you would like the screen to automatically refresh every 2 minutes.
Click Start to begin the Automatic Refresh Timer.

Alternatively click on the Refresh button to instantly refresh the screen.

In the 1 specific search criteria e.g. if you only

want to see specific priorities, consignments, locations or task types, this
screen can be used to refine the search.

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To save the selected columns settings, click Done before exiting the screen. A pop up box will appear.
Updating the Status or Priority of a Move Task
TL

To update the status or priority of a move task, search for the task within the
Move Task Management screen and click on the cell/workzone that the task
is due to be completed within; example below:

To change the status, use the drop down box to select the new status, or to
amend the priority, use the  or  arrows to enter a new priority.

Click OK to save the changes.

Deleting Move Tasks

TL

To delete a move task, go to menu option Operations → Move Task →

This will enable both the Update Status and Update Priority buttons. Move Task Update.

The Move Task Update screen will open.

Select Update Status to change the status of the move task, or Update
Priority to update the priority of the move task.
Use this screen to search for specific move tasks, for example, task ID, list ID,
consignment, SKU etc, or leave blank to view all move tasks.

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Click on Next.

The search result(s) will be displayed.

Click Done to save the changes and click Close to exit the screen.

Reverse Receipts
OP TL
Highlight the required move task and click on Delete. It is possible to reverse the receipt of product that has been incorrectly

Go to menu option Operations → Receiving → Receipt Reversal.

The Receipt Reversal screen will appear .

The task will be deleted.

To restore a task, highlight the required line and click Restore.

To view deleted tasks, click on the Deleted tab. Receipt Type Select Pre-Advice from the drop down box and click Next.
The Reversals tab will appear showing all inventory that can be reversed.

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Select the inventory to be reversed and tick the Reverse All The receipt has been reversed, and the Pre-Advice will be set back to
Alternatively
to reverse partially.
Click Close to exit the screen.
Click Next. The Finish tab will appear.
Move Task List Generation (Putaway)
TL

To complete a Putaway via a PC, go to menu option Operations → Move

Task → Move Task List Generation. The Move Task List Generation screen
will appear.

Click on Done.

A warning will appear, Click on Yes to confirm the message.

Select Create or modify list and click Next. earch tab will appear.

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Inbound EXPRESS

Click on Add.

Use the Task Type Putaway .

• Alternatively you can select specific inventory by keying in the unique
. The tasks will disappear from this tab and can now be viewed on the
Selected tab.
Click on Next.
Click on the Selected tab to view the selected tasks.
The available putaway tasks will appear o Available tab. • From here it is possible to delete any unwanted entries by
highlighting them and selecting the Remove button.

Highlight the task(s) by clicking on the required line(s). Click Next.

• To select all lines, left click and drag over all lines.
• To select multiple lines, press the Ctrl key and select each line The Finish tab will appear.
individually.

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Move Task List Completion (Putaway)

OP TL

To complete a list, go to menu option Operations → Move Task → Move

Task List Completion. The Move Task List Completion screen will appear.

Click on Done.

A list will be generated and a message will appear detailing the List ID .

Make a note of the number and click OK.

Key in the Next.

The tasks assigned to this list will be listed on the esults .

Click Close to exit the screen.

The list must now

Click on Next. The Finish Screen will appear.

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Tag ID To print a single tag, key in the tag ID.

• Alternatively, search for multiple tags using some of the following
fields: Client ID, Receipt ID, SKU ID.

Click on Next. The Results tab will display any matching tag/pallets.

• Who did the tasks Select a user from the drop down list.
• Complete all tasks Select if all tasks have been completed.
• Complete selected tasks Select if only a selection of the tasks have
been completed.

Click on Done. The putaway is now completed, to exit the screen click on Highlight the line(s) that you want to reprint the labels for, and click on Next.
Close.
The Finish tab will appear.
Reprinting Tag Labels
OP TL

Go to menu option Operations → Inventory → Tag Reprint. The Tag

Reprint screen will appear.

Click on Done. The tag will be printed and the Search screen will appear.

Repeat for any additional tags or click Close to exit the screen.

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Outbound

1 2 4 5 6 7 8 9 10
Outbound Outbound Allocation Pick Load Outbound Vehicle Vehicle Outbound
Order Planning Preparation Vehicle Load Dispatch Vehicle
Creation Arrival Departure

Key:
3 Matrix
WMS
Operational
Process
Process
Book In

Outbound Order Creation Pick

An outbound order is provided to CEVA. This can be for goods for delivery, Single Orders are picked per operative. The picked goods / HUs are then
returns to suppliers, goods for disposal, goods for emergency delivery and taken to the stated ship dock. Replenishment of pick faces is triggered from a
goods for collection. minimum quantity in the pick face being reached.

Outbound Planning Load Preparation

Orders are grouped into consignments based on when, how and with whom Shipping labels and Delivery notes are produced as needed.
they will leave the warehouse. This is performed manually by the operation.
Outbound Vehicle Arrival
Book In The outbound vehicle that will transport the goods of the outbound orders
The date and time of the outbound transport arriving is agreed. arrives.

Allocation Vehicle Load

Inventory is allocated to outbound order demand. Non expiry controlled The orders are loaded (in sequence if specified and positively confirmed)
goods are allocated on a FIFO basis; expiry controlled goods are allocated onto the outbound vehicle.
on a FEFO basis. For Handling Units / Packages, then the unique identifier
specified on the order is matched to for allocation. Vehicle Despatch
The vehicle manifest is produced and the vehicle is captured as despatched.

Outbound Vehicle Departure

The outbound vehicle containing the orders departs site.
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Order Management
OP TL

To view a summary of orders within the WMS, go to menu option Operations

→ Order → Order Management.

The Order Management screen will open.

If a specific search is required, use the available fields to enter the search
criteria. e.g. consignment number, work group, priority etc.

Click on Next.

The search results will open showing details of the order(s).

To remove any of the fields, either double click on the relevant option or
highlight and click on the Remove .

The removed headings will appear on the left hand side of the screen in the

If a heading has been removed in error, select the heading and click on the
Add elected list.

The selected headings can now be re-ordered to suit. Select the heading and
Move Up Move Down -arrange the order of It is possible to update the status of an order within this screen.
the headings.
To do this, highlight the required line, and click on the Update Status button
Once they are in the required order click on Next. The Search tab will open. in the bottom left hand corner of the screen.

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The Select Update Status box will appear. Viewing Order Headers
OP TL MA

To view a specific order header, either choose to double click on an entry on

the Order Management screen, or go to menu option Data → Order →
Order Header. The Order Header Query screen will appear.

• Delivered To mark the order as Delivered (not supported in Matrix®

WMS).
• Cancelled To mark the order as cancelled.

Select the status required and press OK to continue.

A warning message will appear.

Click on Query to enable the screen.

Order ID Key in the order ID and click on Execute.

The order header details will appear.

Click on Yes.

The status will be updated.

Click on Close to exit the screen.

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General tab: Viewing Order Lines

OP TL MA
Status - the different types of status are: To view the order lines, from the Order Header Query screen, click on Lines.
• Released - Awaiting allocation.
• Allocated - Inventory reserved against an order.
• In Progress - Partially picked.
• Ready to Load - Inventory all ready at the ship dock for loading.
• Complete - Loaded on the vehicle.
• Shipped - Order despatched from site.

Order Date The date the order was received into the WMS.

Move Task Status This will default to Released , meaning the tasks will be
available on an RDT as soon as the order is allocated.

Number of lines Total number of lines on the order.

Creation Date / Time Details when the order was interfaced to the WMS. The Order Line Query screen will appear.

Progress through the tabs to view further details, for example:

• The Delivery Details
• The Delivery Address tab details the Customer delivery details.

The number of lines is displayed at the bottom left of the screen as Record X
of Y.

Click on the left/right arrows to view each line.

• Alternatively, double-click on the screen to view multiple lines in a
grid format.

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The General tab shows the main detail of the line.

Group Type ensure this box says Consignment and that New is selected.
• SKU (Stock Keeping Unit) Product code.
• Description Description of the product. Click on Next.
• Qty Ordered - Required quantity.
• Qty Shipped Quantity shipped. Search will appear.
• Tracking level Level that inventory is picked at e.g. eaches (EA),
cases (CA), pallets (PL).
• Qty Tasked Quantity allocated to order.
o This will show as 0 if the order has been picked.
• Qty Delivered Not updated.
• Qty picked Quantity confirmed as picked.
o This will only update once the order has been vehicle loaded
and the order status updated to Complete.

Click on Close to exit the screen.

Creating a Consignment
TL

All orders will need to be grouped within a consignment, this grouping is

usually determined by the orders that are being delivered together in one Key in / select the search criteria, e.g. order type, order date, shipment
transport unit. group.
• Note: If you need to include orders that have been planned to
Go to menu option Operations → Order → Order Preparation. The Order another consignment, because you want to re-plan them to a new
Preparation screen will appear. Include orders that
.
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Click on Next. The will appear. An order can be deselected by highlighting it in the Selected box and
clicking on Remove. The order will return to the Available box.

Once all the required orders are shown in the Available box, click on Next.

The Trailer tab will appear.

Consignment Key in the consignment reference.

Display Shipment groups If ticked, will show all the shipment groups that
match the search criteria. This is easier to group orders together rather than
selecting them one by one from the list.
Trailer Type ensure DEFAULT is shown and click on Next.
Available box This lists all orders matching your search criteria. Highlight
the required orders and click on Add. The load sequence for this consignment can be amended by pressing either
Move Up or Move Down until the orders are in the required load sequence.
The orders will appear in the elected box. Once the order sequence is correct, press the Next button.

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The Finish will appear.

Group Type Ensure this says Consignment.

Click on Done. The following message will appear. Select Existing and click on Next.

The Search will appear.

Consignment has now been created, Click on OK.

Click on Close to exit the screen.

Enter the consignment number into the Consignment box.

Amending a Consignment
TL
Include Orders Already on a
Go to menu option Operations → Order → Order Preparation. The Order
Consignment .
Preparation screen will appear.
Click on Next.

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The will appear. The load sequence for this consignment can be amended by pressing either
Move Up or Move Down until the orders are in the required load sequence.
Once the order sequence is correct, press the Next button.

To add an order, highlight the order in the Available box and click on Add.

To remove an order, highlight the order in the Selected box and click on Click on the Next button.
Remove.
The Finish will appear.
Click on Next. The Trailer tab will appear.

Click on Done.
Trailer Type ensure DEFAULT is shown and click on Next.
The following message will appear.

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The consignment has now been updated, click on OK.

Click on Close to exit the screen. From the results, select the required consignment, and click on Next.

Assigning a Shipdock The Finish tab will appear.

TL

A shipdock must be set for any order that will be User Allocated.
• If using System Allocation, the Assigning a Shipdock process is not
required.

Go to menu option Operations → Order → Ship Dock Reassignment. The

New Ship Dock - key in the required ship dock or alternatively, click on the
magnifying button to search.

Once the new ship dock has been specified, press Done to add this
information to the order header.

Verify that the changes have been made by either looking at the order
Search for the consignment and then press the Next button to review the header, or by looking in the Order Management screen.
results.

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User Allocating Orders Select the required order line and click on Next
TL will appear.
User allocation enables a user to determine which stock is allocated to an
order.

To user allocate, go to menu option Operations → Order → Allocation →

User Allocation

The information located at the top of this screen details the quantity ordered
and how much is remaining to be allocated on the order.

To allocate inventory, key in the allocation amount into the Qty To Take
box.
Consignment - Key in the consignment number into the Consignment field.
• Alternatively, you can allocate a single order by keying the order
number into the Order field.

Click Next
the search criteria.

Enter allocation amounts for each line as required and click on Next.

status of the allocation.

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Click Done. Repeat this process to allocate more inventory or click on Close Allocation and click on Next.
to exit the screen.
The Search screen will appear.
The inventory can now be picked using an RDT.
• Alternatively, to pick the inventory on a PC, a move task list will be
need to be generated and then completed. See sections Move Task
List Generation (Picking) and Move Task List Completion (Picking).
These steps are not required if picking on an RDT.
•
see section Updating the Status
or Priority of a Move Task.

System Allocating Orders

TL

System allocation allows the WMS to automatically allocate inventory to the

selected orders, using the allocation algorithms (rules) set up against the
SKUs.
Consignment - Key in the consignment number into the Consignment field.
Both unallocated and partially allocated orders can be allocated using
System Allocation . • Alternatively, you can allocate a single order or by shipment group.

To system allocate, go to menu option Operations → Order → Allocation → Click Next.

System Allocation.
The Results will appear, listing the order(s) that matched the search
The System Allocation screen will appear. criteria.

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Click on Done.
Select the order(s) by holding down the shift key and dragging the mouse
pointer over the orders.
The following message will appear.
Click on Next.

The Finish will appear.

Click on Yes
the following tabs:
• Status displays the overall status of the allocation.
• Details details the order(s) / order line(s) to be included within the
allocation.
• Shortages any inventory not allocated due to shortages will be
shown on this tab.
Ship dock Untick the Default To Order box and either key in the ship
dock, or click on the search icon and look up the required ship dock.
Once the allocation process is compl
appear.
• Note: If there are any lines displayed on this tab, these lines have not
been allocated Allocation Shortages section).

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To view all allocation shortages, go to menu option Data → Move Task →

Allocation Shortage.
• Note: The results may include replenishment tasks.

To investigate the shortage, you will need to perform an OILSS check, by

looking at the following details:
• Order
• Inventory
• Location
• SKU
• Serial number

Click on Done to allocate further inventory, or click on Close to exit the screen. Checking the Order
Check the order line details, to see if there are any special requirements, such
The inventory can now be picked using an RDT.
as condition codes or batch.
• Alternatively, to pick the inventory on a PC, a move task list will be
need to be generated and then completed. See sections Move Task Go to menu option Data → Order → Order Line and check the following:
List Generation (Picking) and Move Task List Completion (Picking).
• Pack configuration If there is more than one configuration for the
These steps are not required if picking on an RDT.
SKU, and a specific pack config is displayed on the order, the WMS
• will only look for stock that has that pack config.
see section Updating the Status
• Batch ID If a specific batch ID is quoted, only that batch can be
or Priority of a Move Task.
allocated to the order.
Allocation Shortages in System Allocation • Condition This is normally blank for prime stock, and so only blank
TL condition coded stock can be allocated to the order. If a specific
condition code is quoted, only stock with a matching condition code
At the end of the system allocation process, any shortages will appear on the
will allocate to the order.
Shortage tab:
• Serial Number If a specific serial number is quoted only that serial
number can be allocated to the order.

Checking Inventory
Check the WMS to establish if there is available inventory to fulfil the order.

Go to menu option Data → Inventory → Inventory and check any inventory

for:

General tab:
• Pack Config Check to see if this matches the pack config shown on
the order line.

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• Location - Look for any inventory in the Suspense location. If the Checking Inventory Locations
quantity is a positive number, the inventory will not allocate as it is If there appears to be no reason why the inventory will not allocate, check the
currently missing. Stock will not allocate if it is in a location that location that it is stored in.
disallows allocation, e.g. a goods in area. In this instance, the stock Go to menu option Data → Location → Location and check the location for:
would need to be put away before it can be allocated. Once put
away, allocate the order again. If this is a marshal lane or ship dock,
General tab:
the stock has already been picked onto another order.
• Status This is normally unlocked. If the location has a status of
o Note: If the location that the stock is in, is locked, the stock
locked or outlocked, the inventory will not be available for allocation.
will not be available for allocation.
• Location Zone You may only be allowed to allocate stock from a
• Condition Code - Check the Condition Code column to see if the
particular location zone within the warehouse. This will be dictated by
stock has a condition code against it.
the allocation algorithms set up for the SKU.
o Note: The order has to have the same condition code as the
inventory for the inventory to allocate to the order.
Miscellaneous tab:
• Status If the status of the inventory is locked, it is not available for
allocation. The reason for the lock will be displayed in the Lock Code • Disallow Allocation If this flag is ticked, inventory cannot be
field, e.g. QCHOLD for Quality Control. allocated from this location.
• Location Zone You may only be allowed to allocate stock from a
particular location zone within the warehouse. This will be dictated by Checking the SKU
the allocation algorithms set up for the SKU.
Check that the SKU has been set up correctly, or is not missing any
• Qty On Hand This is how much stock is on the tag that you are information.
viewing.
• Qty Allocated This is how much of the stock is currently allocated Go to Data → SKU → SKU and check the SKU for:
to other orders. Therefore if the quantity and quantity allocated
match, there is no remaining stock on the tag available for allocation. tab:
o Note: When allocating from a pick face the quantity allocated • New SKU Indicates that the concerned SKU is new and dimensions
on inventory records will not be displayed. should be checked. If ticked, it will fail allocation.

Miscellaneous tab:
• Batch ID If a specific batch ID was quoted on the order line, only
Checking the Serial Number
inventory with that batch ID will allocate to the order.
Check the serial number of a SKU to see if it is available or maybe assigned to
• Container / Pallet If either of these fields contain numbers, the
another order.
stock has already been picked.
• QC Status old , the stock will not be available for
Go to menu option Data → Inventory → Serial Number and check the serial
allocation.
number for:
• Expiry Date If the order specified a particular number of shelf life
• Order ID If the order ID is different than the allocated order ID this
days, and the inventory is due to expire before this, the stock will not
means the serial number is already used in another order.
allocate to the order.
• Status The serial number can be set in different status:
o Due In Inventory has passed its expiry date.
o Hold Inventory is locked.

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o In Stock Available for shipping.

o Pending Waiting to be received or has an open putaway
task against it.
o Shipped Inventory has left the warehouse.
o Suspense Inventory is in the Suspense location and should
be investigated.

Once the problem is resolved and the inventory is available, re-allocate the
order(s).

Move Task List Generation (Picking)

TL

To pick inventory using the PC, a Move Task List will have to be generated
and then completed within the WMS. Key in the consignment, order (task ID) or tag ID and click Next.

To generate a Move Task List go to menu option Operations → Move Task All the tasks that are associated to the consignment, order or tag ID will be
→ Move Task List Generation. .

The Move Task List Generation screen will appear.

Highlight the required task(s) and click on Add.

Select Create or modify list and click Next. Click on the Selected tab to view the added tasks.

The earch will appear.

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The list number will be generated. Make a note of the number and click on
OK to confirm the message.

Once all required tasks have been selected, click on Next.

Click Close to exit the screen.
The Finish will appear.
Move Task List Completion (Picking)
OP TL

To complete the move task after the goods have been picked, go to menu
option Operations → Move Task → Move Task List Completion.

Max Pickers Not applicable.

If a pick list is required to be printed out for an RDT user, Display

tick box. Select print to screen option then click on the printer
icon that appears in the pop-up window once the pick list has been
displayed. Container Picking? Tick this box if items are being picked into containers.

Click on Done. Key in the s screen and click on Next.

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• To Pallet enter the ID of the pallet being picked on to (or existing

task. tag ID for full pallet picks).
• To Container enter the .
• Note: To ensure the required data is available for reporting purposes,
.

Click Save.

Click Next, T esults tab will appear once again where it is possible to
select the next task to be completed.

Repeat this for each task on the list then press the Next button. The Finish
tab will appear.

• Tag ID enter the pick inventory tag ID.

• Pallet Type use the drop down box to select the pallet type used.
• Qty to Move only amend if the full quantity is not being picked.
o Use the arrow to reduce the quantity and then use the
Exception Reason drop down box to select the relevant
reason.
• To Location ensure the correct location is detailed.

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• Who did the tasks Select a user from the drop down list.
• Complete all tasks Select if all tasks have been completed.
• Complete selected tasks Select if only some of the tasks have been
completed.

Click on Done. The Pick task(s) have now been completed, to Exit the screen
click on Close.

Unpicking
TL

It is possible to unpick an order, but only before it is vehicle loaded.

• If the order has been vehicle loaded, complete the Vehicle
Unloading process first.
Use this screen to key in the required search criteria, e.g order, tag ID or SKU.
To unpick an order, go to menu option Operations → Order → Unpicking
Click on Next. The Results will appear, showing all picked orders that
and Unshipping.
have not been vehicle loaded.

The Unpicking and Unshipping screen will appear.

Highlight the required order(s).

Unpick will be selected, click on Next.

The Search will appear.

Click on Next.

The Finish will appear, confirming that the order(s) unpicked.

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The earch tab will appear.

The unpicked inventory will remain in the stage or marshal location and a
relocation task will be created to move the inventory back into stock.
Click Next. .
Vehicle Loading
OP TL

Once all the inventory has been picked it can be loaded onto the trailer and

Go to menu option Operations → Order → Vehicle Loading. The Vehicle

Loading screen will appear.

Highlight the required pallets within the Available box and click Add.

The lines will now appear in the Selected box.

To remove any unwanted lines click Remove.

Enter the consignment reference and click Next.

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Go to menu option Operations → Order → Vehicle Unloading. The Vehicle

Unloading screen will appear.

Enter the required consignment or pallet reference and click Next.

The Finish will open, displaying the search results in the Available
section.

Trailer Key in Trailer name (preferably the Trailer number or registration).

Click Done, and then Close to exit the screen.

Vehicle Unloading
OP TL MA

The vehicle unloading process allows pallets to be removed from a trailer

within the WMS, but only before it is shipped. Highlight the required pallet(s) and click Add to add them to the Selected
section.
• Note: Unloading is completed at pallet level.

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The status screen appears and shows the task running. DO NOT PRESS
TERMINATE. Once complete the Output tab will appear.

When all required pallet(s) have been selected, click Done and Close to exit
the screen.

A loading move task will be created for the unloaded pallet(s). The Output tab will show a message stating that the shipment has been
successfully shipped for the entered trailer.

Trailer Shipping The stock has been shipped. Click Done to complete the task.
TL

Once the inventory has been loaded it should be shipped off the WMS.
The Trailer Shipping screen will re-appear.
Go to menu option Operations → Order → Trailer Shipping. The Trailer
Shipping screen will appear.

Continue to ship the next trailer, or click Close to exit the screen.

Select Trailer Shipping, key in the Trailer reference and press Next.
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Inventory Use the following screen to search for specific inventory, or leave blank to
view all inventory.
CEVA Matrix® WMS allows correct and accurate inventory records
to be maintained real-time by supporting the following activities:

• Inventory Checking & Querying

• Stock Checks & Cycle Counting
• Discrepancy Investigation
• Adjustments
• Condition Changes
• Returning & Disposing of Inventory
• Inventory Relocation
• Inventory Reconciliation

Inventory Summary
TL

To view a summary of all inventory, go to menu option Data → Inventory Click Next. The esults will appear.
→ Inventory Summary.

The Inventory Summary screen will appear.

Re-order the columns by left clicking on the column heading and dragging it
to the right or left of the screen.

This screen allows grouping of the inventory, so to group by condition for Sort the data in a column by left clicking on the column heading to sort it by
example, tick the Condition box or leave blank if grouping is not required. ascending order. Left click again to sort by descending order.

Click Next. Click Close to exit the screen.

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Inventory Query To view the records in a grid format, double click on the screen.
TL

To query inventory records, go to menu option Data → Inventory →

Inventory. The Inventory Query screen will appear.

Re-order the columns by left clicking on the column heading and dragging it
to the right or left of the screen.

Click on Query to enable the screen.

Sort the data in a column by left clicking on the column heading to sort it by
Key in the search criteria, such as Tag ID, SKU, location etc and click on ascending order. Left click again to sort by descending order.
Execute.
• Enter data into more than one field if required e.g. SKU & Location Double click over the screen to return to the single record view.
Zone.

The total number of records will be displayed in the bottom left hand corner
of the screen, Record X of Y.

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General Tab This tab displays general details regarding the inventory. Some useful fields within this screen are:

• Tag ID Tag number of the inventory. • Batch ID Batch number.

• Description SKU description. • Pallet Pallet ID if this is a case picked pallet.
• Pack Config How the pallet is configured. • Supplier - Supplier details (if captured when receipting the inventory).
• Full pallet If the pallet is full, the box will be ticked. • Container If pallet is a case picked pallet this will be the same as the
• Count Needed If ticked, the stock needs to be counted. pallet number.
• Expired If ticked, the inventory has expired. • Receive Date / Time When the inventory was received.
• Disallow Allocation If ticked, this inventory cannot be allocated. • Move Date When the inventory was last moved.
• SKU Product code. • Expiry Date Inventory expiry date.
• Condition Condition code of stock, e.g. QAH for held stock. This is • Pallet Type Type of pallet the inventory is held on.
blank if the stock is available stock. • Receipt ID Pre-advice reference the stock was receipted against.
• Status This field shows the status of the stock.
• Lock Code Reason code if the inventory is locked. Click Close to exit the screen.
• Location This is the location of the inventory within the warehouse.
• Location Zone The work zone in which the location is stored, e.g. Inventory Transaction
FGRA for finished Goods Racking Area. TL

• Qty on Hand The total amount of inventory on that particular tag or Every time an activity occurs within the WMS, an inventory transaction record
pallet. is generated. These transactions are often referred to as ITLs or inventory
• Qty Allocated This is the quantity of stock allocated to an order or transaction logs.
replenishment task.
It is possible to perform queries to view these transactions, common queries
Miscellaneous Tab - This shows further inventory information. are:
• By order number.
• By tag ID.
• By user.
• By move type.
• By work zone.
• By transaction date.
• Or various combinations at once, for example:
o Move Type & Transaction Date(s) & User could be used to
query how many receipts a specific user completed on a
particular date.

To view inventory transactions, go to menu option Data → Inventory →

Inventory Transaction.

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The Inventory Transaction screen will appear.

Double click to view the transactions in a grid.

Click on Query to enable the screen. If searching by order number for example, this will list all of the lifecycle of
the order from allocation to shipment.
Enter the required search criteria and click Execute. All records matching the
search crietria will appear.

Double click over the screen to return to the single record view, or click Close
to exit the screen.
The number of records is indicated at the bottom left of the screen, Record X
of Y. Serial Number Query
TL
Click on the left/right arrows at the bottom of the screen to scroll through the To query inventory by serial number go to menu option Data → Inventory →
record of activities on the order. Serial Number.

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The Serial Number screen will appear. • In Stock the serialized inventory is in stock.
• Shipped The serialized inventory has been shipped.
• Suspense: The serialized inventory is in Suspense.

Click on Close to exit the screen.

Serial Number Transaction

TL

The Serial Number Transaction screen shows all transactions relating to

specified serialized inventory.

To access this screen go to menu option Data → Inventory → Serial

Number Transaction.

Click on Query to enable the screen. Enter the search criteria and click The Serial Number Transaction screen will appear.
Execute.

The search results will appear.

Click on Query to enable the screen.

Enter the search criteria and click Execute.

Details of the serialized inventory is shown.

The total number of records will be displayed in the bottom left hand corner
Status the record may have different statuses: of the screen, Record X of Y.

• Due In after a receipt reversal, the WMS assumes the serialized Click Close to exit the screen.
inventory will be re-received.
• Hold not in use.

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Stock Checks Each option follows the same process as below.

In order to verify the quantities and qualities of inventory held within the
Once selected, click Next.
warehouse, stock checks can be performed.

The Location will appear.

A stock check list can be generated on the PC, printed off and handed to a
warehouse operative. The warehouse operative can update the paperwork
with the correct inventory details and then return to the office, for updating
within the WMS.

These stages are called:

• Stock Check List Generation.
• Stock Check List Completion.

Stock Check List Generation

TL

To create a stock check list on the PC, go to Operations → Inventory →

Stock Check → Stock Check List Generation.

The Stock Check List Generation screen will appear. Key in the required criteria, e.g. site, from location, to location, aisle etc to
limit the stock check to a particular location(s).

Click on Next to view the list of available tasks.

Select either:
• Generate by location shown in the example below.
• Generate by inventory.
Highlight the location(s) to be added to the stock check list and click on Add.

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The locations that have been added will be on the elected tab.

Make note of the list number and click on OK.

A print preview of the report will appear if the Display Stock Check List was
• Note: To remove a location, click on the location line and click on
ticked.
Remove.

Click on Next.

Print the Stock Check List and give it to a warehouse operative to complete
the stock check.

Click Close to exit the screen.

To print a copy of the stock check list, tick the box beside Display Stock
Check List. A reprint report option is available. Go to menu option Reports → Report
Selection and print the Stock Check Tasks by List ID report.
Click on Done to generate the list. The following message will appear:

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Stock List Completion Double click on a location view the existing stock.
OP TL

If a stock check has been completed on a paper list, the details need to be
updated in the WMS and the list completed .

To update a list in the WMS go to menu option Operations → Inventory →

Stock Check → Stock Check List Completion.

The Stock Check List Completion screen will appear.

To update the stock quantities, click in the Update Qty field.

Key in the new quantity, or use the  arrows to adjust the quantity.

Key in the list number and click on Next.

A list of stock check tasks will appear.

Click back to the Stock Check tab and repeat for the next location.

Note: Any new inventory records created by stock checks will appear in
Suspense and will need to be cleared to confirm that the new inventory is
genuine (See section Managing Suspense).

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If the location is empty, or the SKU does not show on the Existing tab, click
on the Create tab.

Click on the Results tab and the New Inventory sub-tab will now be
enabled, detailing the new stock added to the location(s).

Enter the details of the additional inventory, completing data in both the
General 1 and General 2 tabs if required.

Once all locations have been updated and show the correct amounts of
inventory, click Next. The Finish will appear.

Click on Save to save the changes.

The following warning will appear - click Yes:

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To print tag labels for new inventory, tick the Generate tag label box.

Click Done and then Close to exit the screen.

The WMS will automatically print any new tag labels.

Stock Check Task Status Change

TL

Stock checks can be deleted if they are not required.

Go to menu option Operations → Inventory → Stock Check → Stock Check

Task Status Change.

The Stock Check Task Status Change screen will appear. Released tab - Highlight the tasks that are not required and click on Delete.

Click on the Deleted tab to view any deleted tasks. Use the Restore button
to set the task back to Released .

Search tab Key in the search criteria, e.g. tag, list ID, etc, for the stock check
task that you want to delete.

Click on Next. The tasks will reappear on the Released tab.

The Results will appear. Note: Tasks on the In Progress tab can be set back to Released using the
same method.

Once the tasks have been deleted or restored click on Next. The Finish tab
will appear.

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The total number of records will be displayed in the bottom left hand corner
of the screen, Record X of Y.

Click on Done to complete the task and then Close to exit the screen.

Managing Suspense
TL To view the records in a grid format, double click on the screen.
The Suspense location is used to temporarily hold stock discrepancy details.
This allows time to investigate the discrepancies, before adjusting the stock
records.

To view records in Suspense , complete an Inventory Query on the Suspense

location.

Go to menu option Data → Inventory → Inventory. Click Query, key in

SUSPENSE into the Location box and click Execute.

Re-order the columns by left clicking on the column heading and dragging it
to the right or left of the screen.

Sort the data in a column by left clicking on the column heading to sort it by
ascending order. Left click again to sort by descending order.

Double click over the screen to return to the single record view.

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Inventory in Suspense with a positive quantity, e.g. 5 is missing stock (a loss). Stock Adjustments
TL
Inventory in Suspense with a negative quantity, e.g. - 5 is extra stock (a gain). Stock adjustments should only be used once the suspense records have been
investigated, stock checks have been completed and true discrepancies
remain.

If there has been an error during a stock check e.g. stock is not really missing
or extra, complete a stock check on the location again recording the correct
quantities in the WMS. This will remove the records from Suspense, leaving
only the true stock discrepancies in the Suspense location.

Once the true discrepancies have been investigated, they can be cleared
To investigate discrepancies, use the inventory transaction records, to down in Suspense by writing off the records. This confirms that the stock was
investigate what stock was moved from where. either missing or extra.

Look at pick, relocate and replenishment records. Go to menu option Operations → Inventory → Stock Adjustment.

Typically pick face stock has been over or under picked. Go and check the The Stock Adjustment Screen will appear.
stock physically. If stock has been miscounted, create a new stock check and
count it again.

The WMS will adjust Suspense records automatically as quantities are

amended upwards or downwards.

For example:
• Missing Stock Pallet A has 50. A user stock checks this as 45. The 5
cases are placed in Suspense and displayed as 5 because they are
missing. The user re-stock checks the pallet as 50. The WMS
automatically deletes the record in Suspense as the stock is no longer
missing.
• Extra Stock - Pallet B has 100 cases. A user stock checks this as 110.
The 10 cases are placed in Suspense and displayed as -10 because
they are extra. The user re-stock checks the pallet as 102. The WMS
Select Existing Stock , and click on Next.
automatically adjusts the record in Suspense to -2, as there are now
only 2 extra cases.
The will appear.
Once all discrepancy records have been checked and quantities confirmed
using stock checks, only true missing and extra stock records will be left in
Suspense. These should be cleared down using Stock Adjustments .

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Click on Next to view all records in Suspense. Write Off appears in the left hand column of the record.
• Alternatively, key in a tag ID or SKU etc to find specific records.

The Results tab will appear.

To undo write off, right click on the line and select Undo Write Off.

Highlight the record(s) that you want to write off.

Right click over the record and select Write Off Stock.

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Write off any additional lines as long as they are being written off for the Stock Relocations
same reason; TL
• Damaged Goods To relocate stock via the PC go to menu option Operations → Inventory →
• Loss in Store Stock Relocation.
• Gains in Store
The Stock Relocation screen will appear.
Click on Next.

Use the Reason Code drop down box to select the relevant reason code.

The notes field should be used to key in any additional information to help
explain the reason for the stock adjustment.

Search tab Key in the search criteria, e.g. tag, SKU etc and click on Next.

The Results tab will appear, displaying the matching inventory records.

Click on Done.

The record will be deleted from Suspense.

Repeat for any further lines, or click on Close to exit the screen.

Highlight the inventory that needs relocating and click on Next. The Modify
tab will open.

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• Location Over type the old location with the new location. • Released Select this option to create a relocate task that will need
to be completed on an RDT.
• Qty On Hand Key in the quantity being relocated (if it is not the • Complete - Select this option if the inventory has already been
same as the Qty On Hand amount). moved (so does not need to be completed on an RDT).

Click on Save. Click on Done and then Close to exit the screen, or continue with another
relocation.
The following message will appear at the bottom of the screen:
Inventory Updates
TL

It is possible to complete various updates to inventory such as:

• Batch updates
• Condition Code updates
If more than one tag was
• Expiry Date update
selected more than one item of • Lock Status Change update
stock. Do you wish to relocate them • Origin update
• Pack Configuration update
• Pallet Type update
Click on Yes to save the to location • QC Status
against all the selected tags.
To complete an inventory update, go to menu option Operations →
Click on Next. Inventory → Inventory Update.

The Finish will appear. The Inventory Update screen will appear.

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Use this screen to enter the required tag ID.

• Alternatively use different search criteria, e.g. pallet, SKU, receipt ID,
etc. to look at multiple tags.

Click on Next. The Results tab will appear.

From the drop down list, select the type of update required.

Highlight the tag(s) and click on Next. The Finish tab will appear.

This screen will look different for different types of updates.

Click Next. The search screen will appear.

Update the required field(s) and click on Done to save the changes.

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Inventory Splitting Ensure the required inventory record is selected and click on Next. The
TL Modify tab will appear.
The inventory splitting process allows a piece of inventory to be selected and
a part of the quantity split. The WMS will then generate a new tag for the split
inventory. The remainder of the inventory may be split into more new tags or
simply put back into a location within the warehouse. Note:
• Inventory in Suspense cannot be split.
• Inventory with an allocated quantity cannot be split.
To access this screen, go to menu option Operations → Inventory →
Inventory Split. The Inventory Split screen will appear.

Split Qty Key in the quantity to be split, or use the  arrows.

• As the Split Qty increases the Remaining Qty will reduce.
Putaway Location Key in the Putaway location.
• If the Putaway Location field is left blank, the WMS will search for an
available location using the putaway algorithms.

Click Next. The Finish will appear.

Use the available fields to enter the search criteria e.g. tag, SKU, location and
click on Next. The search results will be displayed,

• Putaway The Remainder A task is generated to Putaway the stock.

• Print Tag Label Tick to print a tag label for the split inventory.

Click Done to complete.

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SKU Maintenance
TL

After its creation, it is possible to view and update SKUs within the WMS.

Examples of common updates are:

• Unticking the New Product tick box (to enable receipting).
• Updating dimensions.
• Amending the SKU description.
• Adding batch and expiry date requirements.
• Updating serial number settings.

Note Pack configs are not linked (or unlinked) to SKUs within this screen
(see section Linking Pack Configurations). Click on Update to enable the screen. Update the SKU information as
required and click on Execute to save the changes.
To view / update a SKU, go to menu option Data → SKU → SKU.
Click Close to exit the screen.
The SKU Maintenance screen will appear.
Viewing Pack Configurations
OP TL

Go to menu option Data → SKU→ Pack Config→Pack Config. The Pack

Config Maintenance screen will appear.

Key in the SKU reference and click on Execute.

The SKU record will be displayed.

Click on Query, enter the required search criteria, and click Execute. All
existing pack configs will be displayed.

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Creating Pack Configurations • Ratio 3 to 4

TL

To add a new pack config go to menu option Data → SKU→ Pack Miscellaneous tab not used.
Config→Pack Config. The Pack Config Maintenance screen will appear.

RDT tab Can be used to stop tracking level information being shown on
Click on Add at the bottom of the screen. The screen will become enabled.
the RDT. For example if 10 EA=1CA, then:
Pack Config Key in the pack configuration. • With the flags ticked a quantity of 11 eaches would be presented on
the RDT as 1CA1EA
Notes Key in a description of the pack configuration, if required. • With the flags not ticked a quantity of 11 eaches will still be
presented on the RDT as 11EA
General tab
• Tag Volume Key in the volume of space the inventory takes up.
• Volume at Each Tick this box.
• Layer height Key in the layer height.
• Eaches per layer Key in the quantity per layer.

Tracking Levels tab

• Tracking Level 1 Key in the lowest tracking level.
• Tracking Level 2 Key in the next tracking level if applicable.
• Tracking Level 3 Key in the next tracking level if applicable.
• Tracking Level 4 Key in the next tracking level if applicable.
• Ratio 1 to 2

• Ratio 2 to 3
Click on Execute to save the pack config.

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Linking Pack Configurations

TL

To link a pack config to a SKU, go to menu option Data → SKU → Pack

Config → Pack Config Linking. The Pack Config screen will appear.

SKU Key in the SKU and click on Next.

• Alternatively, leave blank to view all SKUs.

The Linking tab will appear.

Select Link Pack Configs to SKUs and click on Next.

The Pack Config Search will appear.

The screen is split into 2 boxes.

• The left hand side displays a list of pack configurations matching the
search criteria.
Pack Config Key in the pack config and click on Next. • The right hand side displays a list of SKUs matching the search
• Alternatively, leave blank to view all pack configs. criteria.

The SKU Search tab will appear.

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The pack Config column on the SKU on the right will be blank if there is no
existing pack config against the SKU e.g:

If more than one pack config is required, select the next pack config and click
on Link To Selected again.

The boxes will be displayed the opposite way around if the Link SKU to Pack If there are multiple pack configs, the pack config that appears immediately
Config tab. to the left of the SKU is deemed as the main pack config, and will appear as
the first option, whenever receipting stock, creating an order etc.
To link a pack configuration to a SKU, click on the pack config on the left of
the screen and then click on the SKU on the right.

Click on Link to Selected.

If the wrong pack config has been selected, select the pack Config on the
right of the screen, and click on Unlink Selected to remove it.
• Alternatively, click on Reset to reset the SKU to its original settings.

Click on Done to save the selection and Close to exit the screen.
The new pack Config will be highlighted in green:

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Unlinking Pack Configurations SKU Key in the SKU and click on Next.
TL • Alternatively, leave blank to view all SKUs.
Go to menu option Data → SKU → Pack Config →Pack Config Linking.
The Linking will appear.
The Pack Config screen will appear, select the option Link Pack
Configs to SKUs and click on Next.

On the SKU line to the right of the screen, highlight the pack configuration
that is to be removed.
The Pack Config Search tab will appear, key in the pack config and click on
Next. Click on Unlink Selected.
• Alternatively, leave blank to view all pack configs.

The SKU Search will appear.

The pack config will be highlighted in red.

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• Note: If stock has already been receipted in against the wrong pack Face Type - Click on the down arrow and select the type:
config, it is not possible to unlink it at this stage. • Fixed A permanently dedicated pick face.
Continue to link the correct pack config to the SKU and save the changes. • Dynamic Only gets generated when an order is allocated. Stock is
relocated from the rack to the pick face location, picked and then
Use the Inventory Update screen to update the receipted stock to the relocated back to the rack.
correct pack config. Then unlink the incorrect pack config in the Pack Config
Linking screen. SKU Key in the SKU number.

Location Key in the pick face location.

Creating a New Pick Face
TL
General tab Tracking Levels click on the down arrow and select the
To create a pick face, go to menu option Data → Location → Pick Face. The tracking level if required.
Pick Face screen will appear.

Click on the Quantities tab.

Click on Add. The screen will become enabled.

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• Replen without Order? Tick the box to replen the pick face when • Qty Due The quantity of inventory due in to the pick face as
the quantity drops below the trigger level, whether or not the stock is replenishments or putaway move tasks.
required for an order.
• Stop Replenishing when Trigger Qty is Met Tick the box to stop
the replenishment tasks as soon as the quantity in the pick faces is
above the Trigger Qty.
• Round to Free Qty? Tick the box to ensure only pallet quantities
(part or full), not loose quantity is used to fulfil the replen. If the
trigger quantity is 1, ticking this box is recommended to ensure that a
whole pallet is replenished into the location.
• Generate Replen on Hold If ticked, all replenishment move tasks
will automatically go on hold when generated.
• Split RDT Replenishment Tasks to Fit If ticked, all replenishment
tasks performed on the RDT can be split by the Operator so that the
amount of inventory fits into the pick face correctly.

• Max Repl Tsk Qty Key in the quantity if required.

o This quantity is used to break replenishments up into
manageable quantities. E.g. if a quantity of 50 is entered, a
maximum of only 50 cases will be replenished at any one
time
• Maximum Qty Key in the maximum quantity that can be held within
the pick face, if required.
• Overfill Qty Key in quantity if required.
o If the Overfill Qty field is blank, the WMS will not replenish
the pick face above the Maximum Qty. The overfill quantity is
used when extra product can be squeezed into a location.
• Max Released Replen Key in the quantity.
o This is the number of replen tasks that will be automatically
• Min Repl Qty Key in the quantity if required. released when generated. If 1 is entered, only one replen
o The replenishment process is forced to round up the replen will be released at a time. The others can be released in the
quantity required for a pick to the minimum quantity set in Move Task Management screen or Move Task Update, as
this field. E.g. If an order requires 10 cases and the minimum they are required.
quantity is set to 50, the WMS will generate a replen for 50 • Replen Tracking Level Use the drop down box to select the
not 10 cases. required Tracking level if required.
• Trigger Quantity Key in the trigger quantity. o This identifies the tracking level used to round down the
o This is the quantity at which the pick face will be picked down replenishment generated to ensure that the Maximum Qty
to, before replenishment is generated. plus the Overfill Qty is not exceeded.
• Qty On Hand The total quantity of inventory in the pick face.
Click on Execute to save the record.
• Qty Allocated The quantity of that inventory allocated to orders.
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Locking & Unlocking Locations Use the boxes available to search for specific data e.g. if you only want to see
TL specific work zone, or by a specific location.
Locations can be locked, unlocked, inlocked and outlocked within the WMS. • Alternatively leave blank to see all locations and zones.
• Locked no inventory can go in or out of the location.
• Unlocked inventory can freely go in or out of the location. Click on Next. The Results will appear.
• Inlocked inventory can go out of this location, but not in.
• Outlocked inventory can go in to this location, but not out.

To access the Location Management screen go to menu option Data →

Location → Location Management.

Highlight the required location, and click on the Lock Status button:

Select the required headings and click on Next. Search

Use the drop down box to select

the required status.

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Querying Pick Discrepancies

TL

Each time a user overrides a request, e.g. takes less quantity than asked by
the RDT when picking, the user is asked to enter a reason code, explaining
the reasons for the override.
For example:
• Damaged stock Stock cannot be picked as it is damaged.
• Not enough - Not enough stock exists in the location.
• Split pick The users could not fit all of the pick on one pallet, and
Once selected click on OK. The following warning will appear, click Yes. has chosen to split the quantity, so that some can be placed on
another pallet.

These actions generate discrepancy records.

To view pick discrepancies, go to menu option Data → Move Task →

Movement Discrepancy.

The Movement Discrepancy Query screen will appear, click on Query to

enable the screen.

The Results tab will automatically update with the changes.

General tab - This tab enables a search for specific criteria, for example:
• Task ID Key in an order number to view discrepancies for an order.
• From/To/Final Location Review a particular from, to, or end
location s discrepancies.
• Reason Code Select a specific reason code.
Click on Close to exit the screen.
• User ID Review discrepancies for a user.

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Miscellaneous tab provides additional fields to filter the search, for • Reason Code .
example: • Qty To Move Actual quantity picked.
• List ID view all discrepancies against a single list. • Old Qty To Move Original quantity requested by the order.
• Consignment all discrepancies against a consignment. • Date and time of the activity.
• User ID the user who completed the pick.

The Miscellaneous tab shows the consignment that the order belongs to.

Enter the required search criteria and click on Execute. The discrepancy
details will appear.

Click on Close to exit the screen, or Query to run a new query.

Archive
Various searches of archived data can be completed within the WMS by
clicking on Data → Archive and selecting from the available menu options.

Inventory Summary Archive

TL
Use this screen to view the inventory
summary in the warehouse at a
particular point in time. Inventory
General tab summary archive functionality allows,
• Task ID The order number. for example, to run an inventory
• Tag ID The tag that was picked. summary once a day so that daily
• SKU The SKU that was picked. changes to inventory quantities can
be traced.
• From/To/Final Location The locations the inventory was moved
from/to.
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Inventory Transaction Archive Pre-Advice Line Archive

TL OP TL MA
Use this screen to view inventory
transaction records that have been Use this page to view Pre-Advice
removed from the application, but line records that have been
are archived elsewhere. An inventory removed from the application, but
transaction records a history of what are archived elsewhere on the
happened to inventory from the time WMS.
it was received, until the time it was
shipped from the warehouse.

Order Header Archive

OP TL MA

Serial Number Transaction Archive

Use this page to view order header
TL
records that have been removed
from the application, but are
archived elsewhere on the WMS. Use this page to view serial
number transaction records which
have been removed from the
application, but are archived
Order Line Archive elsewhere on the WMS.
OP TL MA

Use this page to view order line

records that have been removed from
the application, but are archived
elsewhere on the WMS. Shipment Manifest Archive
TL

Use this page to view shipment

manifest records that have been
Pre-Advice Header Archive removed from the application, but
OP TL MA are archived elsewhere. A shipment
manifest displays the details of
Use this page to view Pre-Advice customer orders which have been
header records that have been shipped, or that are waiting at the
removed from the application, ship dock to be shipped out. A
but shipment manifest is automatically
are archived elsewhere on the created when you confirm that
WMS. inventory is picked to a ship dock.

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Reports Click Next, the Search will appear.

OP TL MA

A suite of standardized reports exists within Matrix® WMS EXPRESS. To

access the reports, go to menu option Reports → Report Selection. The
Report Selection screen will appear.

Search For Key in the name of the report, or use the Category look up
function, to search for reports within a specific category e.g.

Alternatively, leave blank to view all reports. Click on Next.

Select either:
• Print to Printer to send the report direct to print. A list of available reports will be shown.
• Print to Screen to view the report on screen, and then print or save, • Note: The available report options deviate per user role.
or to run a CSV report.

Printing Reports
OP TL MA
To send the report to a printer, select the Print to Printer option.

Highlight the required report and click Next.

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election will appear. Click on the Status tab to view the status of the request.

Key in the required selection criteria, the criteria will vary depending on the Click on the Reprint button to reprint the report.
report selected.
If the WMS encounters any errors whilst printing the report, click on the Error
Click on Next. tab to view the error details.

The Finish tab will appear.

Click Done to run another report, or Close to exit the screen.

Select the number of copies required and click Done to compete the task.

The print request will be submitted.

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Viewing Reports on Screen

OP TL MA

To view a report on screen go to menu option Reports → Report Selection

and select the option Print to screen. The Search tab will appear.

Key in the required selection criteria, the criteria will vary depending on the
report selected.

Click on Next.

Search For Key in the name of the report, or use the Category look up The Finish tab will appear, click Done.

The report will be printed to screen on the Output tab.

Alternatively, leave blank to view all reports. Click on Next.

A list of available reports will be shown.

Click Done to run another report, or Close to exit the screen.

Select the required report and click Next. The election b will appear.

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Running CSV Reports

TL MA

CSV reports can be run and emailed to a specified email address.

To run a CSV report, go to menu option Reports → Report Selection and

select the option Print to screen

Key in the required selection criteria and enter the email address the CSV
report is to be emailed to. Click on Next
Done.

The status of the CSV report will be displayed on the Output tab.

Search For Key in the name of the report, or use the Category look up

Alternatively, leave blank to view all reports. Click on Next. A list of available
reports will be shown.

The CSV file will be emailed as an attachment to the specified email address.

Note: If the CSV file is bigger than 10Mb the attachment will be zipped.
When a zipped attachment is bigger than 10Mb it will not be emailed.
Contact Support for retrieval of the file.

Click Done to run another report, or Close to exit the screen.

Select the required report and click Next

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Dashboard
OP TL MA

The WMS Dashboard provides an overview of operational performance

through the use of reports and charts.

Please note that the Ready for Post Pick Activity dashboard must be
configured for a site / client and is available only to dedicated dashboard
user accounts.

To open the dashboard screen, go to Reports → Dashboard. The Dashboard

screen will appear.

The information displayed within this screen is shown on individual tabs.

There will be no existing tabs when using the dashboard for the first time. Select the required option(s) and click OK.
The selected option(s) will be listed. If further reports / charts are required on
To create a new tab, click on Toggle Edit Mode. The Add Tab, Move Tab the same tab, click the button and select the required option. To remove
and Remove Tab buttons will become enabled. items from this tab, highlight the relevant report / chart and click on the
button. Use the arrow buttons to change the order of appearance when using
multiple reports / charts on the same tab.
To save the changes, click Toggle Edit Mode and then click Save.
If the dashboard screen has not been used within the last 2 days, the
dashboard will need to be refreshed before displaying the data. Click
Refresh. Note: It may take several minutes for the dashboard to refresh.

Click Add Tab.

In the Tab Name field that appears, enter a name for this tab and click OK.

The new tab will be created.

To set the dashboard to automatically refresh, specify the refresh rate (jn
To add content to the tab, click on the button and a list of available
minutes) at the bottom of the screen and click Start.
reports / charts will appear
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System Administration • User Information A summary of Users currently logged in and

details of which workstations.
Team Leaders and Site Managers have access to some additional system
administrative functions.
Click on the Activity button to open the relevant screen e.g. click on Orders
to open the Order Management screen.
System Overview
TL

The System Overview screen provides an overall view on the status of the
system.

To access this screen, go to menu option Administration → General →

System Overview.

The System Overview screen will open.

Click Close to exit the screen.

User Administration
TL MA

Team Leaders and Site Managers have access to create, update, reset or
disable users. However, their access only allows maintenance of users with a
lower access level than their own:
• Allocation Shortage View records of any shortages that the • Create a new user Site Manager and Team Leader.
application finds when you try to allocate (reserve) inventory for
• Amend the user group of a user - Site Manager.
orders.
• Reset a password - Site Manager and Team Leader.
• Move Tasks A summary of the move tasks in the application and
change the task status. • Disable a user - Site Manager and Team Leader.
• Orders A summary of the orders within the WMS and to change
order statuses. To create, update, reset or disable a user, go to menu option Reports →
Report Selection and select Print to Screen and click Next.
• Pre-Advices A summary of the Pre-Advices in the WMS.
• Stock Check Tasks A summary of outstanding stock check (cycle
The Search screen will open.
count) tasks.
• System Allocation Tasks A summary of system allocation tasks
created using system allocation.

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Enter Action in the or box and click Next. Use the Activity drop down box to select the required Activity.

To create a new user:

The Results tab will appear.
• Select Create from the Activity drop-down list.
• Enter a new User ID in the User ID field.
• Select a Group from the Group drop-down (not available to Team
Leader).
• Enter the user s name in the Name field.

To update a user s access group (not available to Team Leader):

• Select Update from the Activity drop-down list.
• Enter an existing User ID in the User ID field.
• Select a Group from the Group drop-down.

Reset a user password.

• Select Reset from the Activity drop-down list.
• Enter an existing User ID in the User ID field.
• Select a Group from the Group drop-down (not available to Team
ACTION and Leader).
click on Next. Disable a user
• Select Disable from the Activity drop-down list.
The Selection tab will open.
• Enter an existing User ID in the User ID field.
• Select a Group from the Group drop-down (not available to Team
Leader).

Click Next and then Done to save the changes.

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Housekeeping Pre-Advice Management

OP TL MA
It is important to check the WMS regularly to ensure tasks are completed and
all inventory shows in the correct location within the system. The following To access the Pre-Advice Management screen, go to menu option
sections provide details on how to complete these checks. Operations → Receiving → Pre-Advice Management. The Pre-Advice
Management screen will appear.
These checks should be completed periodically throughout each shift.

Pre-Advice Management
Use the Pre-Advice Management screen to view any Pre-Advice -

Order Management
The Order Management screen should be used to check all orders have
been shipped when required.

Move Task Management

The Move Task Management screen provides a live view of the warehouse
activity and is used to monitor all WMS tasks.
Use the Add and Remove buttons to select the column headings required in
Use the Move Task Management screen to ensure all released tasks are
the search results. Once all required headers are shown in the Selected
finalized, as and when expected. E.g.:
section, click Next.
• Putaways
• Picks The Search tab will appear. This screen provides the opportunity to refine
• Relocations the search criteria e.g. search for a particular Pre-Advice, or Pre-Advice status.
• Replenishments Click on the Status tab.

Inventory Locations
The following system locations should be checked:
• Receiving locations These should be empty after putaway is
complete.
• Container location Used for picking. These should be empty after
picking is complete.
• In-ship locations Check on any items still held on a ship-lane.
• NCA location Non-Conformance Area. Any inventory shown in this
location must be investigated.
• Suspense location This location is used to temporarily hold stock
discrepancy details. Any inventory shown in this location must be
investigated.

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The Status tab appears, listing the different statuses

box:

Order Management
OP TL

To access the Order Management screen, go to menu option Operations →

Use the Remove button to remove all statuses except Order → Order Management. The Order Management screen will appear.
In-Progress.

Use the Add and Remove buttons to select the column headings required in
Click Next. esults tab will open, showing all Pre-Advices that are - the search results.
, so should be investigated.
Once all required headers are shown in the Selected section, click Next.
Click on Done to save the column settings and then Close to exit the screen.

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The Search tab will appear.

This screen provides the opportunity to refine the search criteria e.g. search The different order statuses are:
for a particular order, consignment, customer, ship by date etc. • Hold The order is currently on hold.
• Released The order is available but is not yet allocated.
Enter the required search criteria, or leave blank to view all. • Allocated Stock has been reserved against the order.
• In Progress The order is either being picked, or is in the marshal
lane.
• Ready to Load The order is ready to be loaded to the trailer.
• Complete The order has been vehicle loaded.
• Shipped The order has been shipped.
• Cancelled The order has been cancelled.

Move Task Management

TL

The Move Task Management screen provides a live view of the warehouse
activity and is used to monitor all tasks within the warehouse, e.g. putaway,
picking, vehicle loading, relocating, replenishing.

It also lists any outstanding stock check tasks. The screen enables
Click Next. management to identify where resource is needed in the warehouse and
what the status of specific tasks is.
The Results tab will open showing the orders as per the search criteria.
To access the Move Task Management screen, go to menu option
Operations → Move Task → Move Task Management.
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The Move Task Management screen will appear. The search results will be displayed.

The selected column headings e.g. move task ID, will appear on the left of
Use the Add and Remove buttons to select the column headings required in the screen.
the search results.
The selected work zones will appear as columns on the right of the screen.
Once all required headers are shown in the Selected section, click Next.

The Search tab will appear. This screen provides the opportunity to refine Inventory Locations
TL
the search criteria e.g. search for tasks for a particular date.
To view inventory within a location, go to menu option Data → Inventory →
Inventory.

The Inventory Query screen will open, click on Query.

Click Next to view all tasks.

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Key in the location into the Location field, e.g. Suspense.

Re-order the columns by left clicking on the column heading and dragging it
to the right or left of the screen.
Click on Execute.
Sort the data in a column by left clicking on the column heading to sort it by
If there is any inventory in the selected location the total number of records ascending order. Left click again to sort by descending order.
will be displayed in the bottom left hand corner of the screen, Record X of Y.
Double click over the screen to return to the single record view.

To view the records in a grid format, double click on the screen. Click Close to exit the screen.

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Troubleshooting EXPRESS

Troubleshooting • Check that the correct Locality was selected on the main log in
screen (to ensure the correct printers are available to you).
Please refer to the following section for troubleshooting assistance.

How do I print the Delivery Note manually?

How do I reset my password?

access to reset the password within the WMS.

Printing Reports section.
User Administration .

Why am I unable to receive a SKU? Config?

Pack configurations can only be updated where there are no longer inventory
records assigned to it.
a bug/issue. Untick before receiving can begin.

Many SKUs can hold the same pack configuration so it is important to check
SKU Maintenance
all related SKU inventory that is utilising the pack configuration before
attempting to update.
How do I move inventory out of Suspense location?
If found - create a stock check and when the system asks if more inventory
How do I see what replenishments are due in to a location?
has been found, select Yes. Enter the same tag ID, SKU, Qty, batch, etc. If
To find out details of replenishments due into a location, to to Data → Move
lost - write off.
Task → Move Task and perform a Move Task Query.
Managing Suspense section.
Enter and the Task ID

Cannot print, or error when printing. "Cannot Open File"

"Command Not Found" Unexpected putaway location
• If the r this is for print to printer only. If inventory is being directed to an unexpected location during putaway, use
• If the re this is to print to screen. the Putaway Search screen to view the algorithms used to determine the final
location.
Reports
To view the Putaway Search screen, go to menu option Administration →
Why has my Delivery Note not printed? Logfiles → Putaway Search.
• Check that the order is at the correct status Ready to Load.
• Check that the correct Locality was selected on the main log in
screen (to ensure the correct printers are available to you).

Why has my load manifest not printed?

• Check that the order is at the correct status Complete.

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Glossary EXPRESS

Glossary of Terms
Term Description
Term Description Matrix WMS
AWB Acronym for the air freight term Air Waybill. Pack Warehouse term used to describe the number of parts
Check-digit / A string of characters used to confirm proof of presence Configuration that can be added to a pallet. This helps control putaway
Check-string at a location that are often displayed in a non-readable within the WMS
format (e.g. barcode). Part or Alternative word for SKU (see SKU)
Client The generic name used for the party that CEVA are Product
performing warehousing on behalf of Pick Face A defined location in the warehouse for a SKU that will
Consignment A group of goods that will be delivered together. For be the primary place goods will be picked from.
inbound consignments this is the goods delivered to the PC Personal Computer. Either a desktop or Laptop device
CEVA operated warehouse; for outbound consignments that can be used to access the web client version of
this is typically all the goods leaving the warehouse via Matrix® WMS.
the same dock door on the same Carrier / vehicle. Returns A location in the warehouse where returned goods are
Customer The generic name used for anyone that orders goods Location stored (often for assessment and processing prior to
from the CEVA Warehouse putaway to a storage location).
FEFO First Expiry First Out the sequence for allocating, RDT Radio Data Terminal hand held or truck mounted
picking and shipping goods from the warehouse based device wirelessly connected to the WMS
upon using the oldest expiry dated goods first. RF Acronym for Radio Frequency, which is a wireless
FIFO First In First Out the sequence for allocating, picking connectivity method for updating the WMS with
and shipping goods from the warehouse based upon transactions that have been completed in the warehouse
using the goods oldest received goods first. using Mobile Devices
Hazardous / A product that is deemed to be hazardous as classified SKU Stock Keeping Unit In SAP this is known as the Material
HAZMAT by the United Nations. Code
HU Handling Unit. A package of goods which are treated as SLA Acronym for Service Level Agreement
one, with no consideration for the inventory contained. Storage A location in the warehouse where inventory is stored.
Inbound The notification in advance of goods due to arrive at the Location
Order warehouse. Within the WMS the Pre-advice functionality Supplier A company or person that provides parts for use
is used (which supports the preferred process as well as UOM Unit of Measure A definite magnitude of a quantity,
the use of Purchase orders if necessary) defined and adopted by convention or by law that is
Inventory The Warehouse term for goods that have been received used as a standard for measurement of the same
into the warehouse quantity [1]. Any other value of that quantity can be
ITL Inventory Transaction Log - every movement of expressed as a simple multiple of the unit of
inventory or status change in the WMS will create an ITL measurement.
KPI Acronym for Key Performance Indicator WMS Warehouse Management System

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