Before you start
Make sure these are in place before the first tag is printed. If the Part Master or Location Master is empty, the search boxes in the steps below will find nothing.
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- Every task starts from Home
Click a tile and a small window asks what you want to do. The Home button at the top left always brings you back.
- Four tiles for today
Label Print (step 1), Putaway (steps 3–4), Inventory (step 5) and Kitting (step 6).
- Shortcut search
Press Ctrl + K on any screen and type a screen name, such as “putaway”.
Print tags with Quick Print
Stock already on your shelves has no inward entry, so you print its tags with Quick / Missed Label. Print one tag for each box, bag or bundle you will store on its own. Each tag gets its own number and QR code.
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Fill in the form Example: three boxes of one part
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- Purpose
Keep Initial Setup selected.
- Part number
Click the box, type a few characters of the part number or description, then pick the part. The UoM fills in by itself.
- Tag date, supplier, invoice
Tag date defaults to today. Supplier and invoice are optional for set-up stock.
- Number of labels
Use + and − to set how many boxes you are tagging.
- Same or different quantity
Same qty on every label for identical boxes. Different qty per label when a box is part-full.
- Quantity per label
Enter the count in each box. The total shows at the bottom with a green Ready mark.
- Reason and remarks
Optional for Initial Setup. A reason chip adds its text to the remarks.
- Check the preview
The label on the right updates as you type. The arrows page through each label.
- Print
Click Print 3 Labels or press Ctrl + Enter.
Confirm and print
A preview window opens with a sample label. Check the part number and quantity, then confirm. All labels go to the label printer. Tag numbers are given out at this moment, in the form DDMMYY-NNN, for example 011126-021.
Illustration of the print preview window
Paste each tag on its part
Match each tag to its box before you peel it. The scanner reads the QR code from about arm’s length, so the tag must be flat, clean and facing out from the rack.
- 1QR codeScanned at putaway and kitting. Never cover or crease it.
- 2Part number and descriptionCheck this matches the box before pasting.
- 3Quantity and UoMMust match the count inside this box.
- 4Tag number and tag dateThe tag’s identity in the system.
- 5Quarter markLarge Q1–Q4, so the oldest stock is easy to spot and use first.
Where to paste By packing type
Carton / box
Front face, upper-right corner, about 20 mm in from the edges.
Not across tape seamsDrum / barrel
Side wall at eye level, label upright.
Not on the lid or over the bungPallet
Front side of the top layer. Add a second tag on the short side if it is reached from two sides.
Not under shrink-wrap foldsRoll / reel
Flat end-face, beside the core.
Not on the wound materialBag / sack
Front face, centred. Smooth the surface flat before pasting.
Not folded along a creaseLoose / odd shape
Fix the tag to a tag wire or hanger on the bundle.
Never fold the tag on itselfPlan the putaway
Every printed tag waits in Pending Putaway until it is placed in a location. Planning means choosing the tags one person will move and printing a putaway sheet for them.
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- Narrow the list
Filter by source (Initial Setup), tag number, part or date, then click Apply.
- Tick the tags
Tick each tag this person will carry. The tick box in the header selects every tag shown.
- Putaway by
Type the name of the person doing the putaway. This is required.
- Remarks
Optional, for example “Rack BB, morning shift”.
- Generate Putaway Sheet
Creates the sheet and opens it.
The putaway sheet
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- Print A4 Sheet
Print it and hand it to the person named on the sheet.
- Plan a location (optional)
Click Plan on a line to pick a location from the rack map. It is filled in for you at confirmation.
- Actual qty and location
Left blank on purpose. The operator writes what was placed and where.
- Sheet QR code
Scan it in step 4 to load the whole sheet at once.
- Sign-off
Operator and supervisor sign once the boxes are on the racks.
- Confirm Putaway
Goes to step 4 when the floor work is done.
Place the stock and confirm
Place each box in its location and write the actual quantity and location on the sheet. Then confirm in the system so the stock appears in that location. Stock does not show in a location until its putaway is confirmed.
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- Load the sheet
Put the cursor in the yellow scan box and scan the QR at the top of the sheet, or type the sheet number and click Load.
- Pick a line
Click a tag card, or scan the QR on the box itself.
- Confirm the quantity
Starts with the tag quantity. Change it only if the box holds a different count.
- Planned location
Shown in yellow when one was planned on the sheet.
- Actual location
Filled in from the plan. If the box went somewhere else, search and pick the real location. Add a remark if needed.
- Confirm
The line leaves the open list. Repeat until the sheet has no open lines.
Check inventory levels
Once putaway is confirmed, check that the system matches the racks. The Inventory tile has four views of the same stock, and each answers a different question.
One row per part, with total quantity, locations and tag count. Open a row to see where it is stored.
One row per occupied location. Open a row for its parts, tags and movement history.
Every printed tag with in, out and available quantity, and whether putaway is done.
A rack-by-rack grid. Green cells are empty and blue cells hold stock. Scan a tag to find it.
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- Switch view
The Material, Location and Tags buttons sit at the top right of each screen.
- Totals at a glance
Number of parts, available quantity, occupied locations and tags in stock.
- Search and filter
Search by part, rack or location, then click Apply.
- Quick filters
FIFO puts the oldest stock first. Multi-Location shows parts stored in more than one place.
- Open a row
Shows each location, its quantity and the tag numbers held there.
- Export
Downloads the list for a physical count check.
Issue parts with Direct Kitting
Direct Kitting is a one-step issue. Scan the tag of the box you pick from, enter the quantity, and the stock goes down as soon as you confirm. There is no plan and no second confirmation.
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- Picker name
Fills in with your user name. Change it if someone else is picking.
- Destination
Line for the shop floor, or Customer for a customer order.
- Reference
The line or customer name, for example “Line-2”.
- Scan the tag
Click the Tag No box and scan the QR on the box. The part and location fill in by themselves.
- Check what is available
The green pill shows what is left on that tag, for example “30 PC at BB008D”.
- Pick quantity
Starts at the full tag quantity. Change it to what you actually took.
- More boxes?
Click + Add row and scan the next tag. The total shows at the bottom left.
- Confirm
Click Confirm Direct Kit & Reduce Stock.
Quick reference
| Step | Where | Key action | Done when |
|---|---|---|---|
| 1Print tags | Label Print › Quick / Missed Label | Initial Setup, pick part, set labels and quantities, Ctrl+Enter | Tags printed and listed in Pending Putaway |
| 2Paste tags | On the floor | One tag per box, QR flat and facing out | Every box tagged, counts match |
| 3Plan putaway | Putaway › Plan Putaway | Tick tags, enter operator name, Generate Putaway Sheet, print A4 | Sheet in the operator’s hand |
| 4Confirm | Putaway › Confirm Putaway | Scan sheet QR, confirm each line with quantity and location | No open lines left on the sheet |
| 5Inventory | Inventory › Material, Location, Tags, Map | Search the part or location, open the row | System quantity equals the count on the rack |
| 6Direct kitting | Kitting › Direct Kitting | Scan tag, set pick quantity, Confirm Direct Kit | The tag shows the issue in its Out column |
If something goes wrong
The part I need does not appear in the search
The part is missing from the Part Master. Ask your administrator to add it under Masters › Part Master, then search again. Type at least three characters of the part number or description.
A window says the part I picked looks like another part
The system found parts with very similar numbers. Read both part numbers carefully, choose the one printed on the box, and continue.
A tag was torn or lost after printing
Find the tag number in Inventory › Tags and reprint it from Label Print. Do not create a new Quick label for the same box, or the stock will be counted twice.
The box went to a different location than planned
That is fine. In Confirm Putaway, change the location to where the box actually is before you press Confirm. The planned location is only a suggestion.
Inventory shows less than I expect
Some tags are still waiting for putaway. Open Inventory › Tags, click the Pending Putaway quick filter, and finish steps 3 and 4 for those tags.
Direct Kitting says “Tag not found” or shows zero available
Check that you scanned the tag on the box, not the putaway sheet. If the tag shows zero, everything on it has already been issued; pick from another tag of the same part.