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ShipWorks’ The Works gives you the tools you need to increase order accuracy and efficiency. Scan-based Quality Control, one of the features found in The Works, allows you to quickly and accurately verify items for fulfillment with a barcode scan.
This user guide will teach you all that you need to know in order to get up and running with Scan-based Quality Control.
First Things First
1. Scan-Based Quality Control is available to ShipWorks customers currently on a Warehouse plan. For more information on ShipWorks for Warehouse, click here.
2. Scan-Based Quality Control is available in ShipWorks version 7.2 or later. ShipWorks auto-update should keep you on the latest version at all times. However, you can check your version of ShipWorks by clicking on the Help tab and then on About ShipWorks. For assistance with updating ShipWorks to the latest version, please see this article.
3. This guide lists details and instructions for the latest release of ShipWorks. If you have not done so already, we recommend upgrading to the latest version of ShipWorks so that you have access to all of the latest and greatest features.
4. This guide assumes that you are logged into ShipWorks as a user with administrator rights.
Getting Ready to Use Scan-based Quality Control
1. Enabling Your Barcode Scanner
The first step in using Scan-Based Quality Control is to register a barcode scanner with the ShipWorks software.
If you have already configured a barcode scanner for use with ShipWorks, or if you are using ShipWorks with Single Scan, you can skip to the next section of this article.
Enabling a barcode scanner with ShipWorks is super easy and can be completed in just a few simple steps. Check out the article on Registering Your Barcode Scanner.
2. Printing a Single Scan Packing Slip
If you have not done so already, you may wish to configure ShipWorks so that a Single Scan packing slip (a packing slip with the order number in barcode form) is printed automatically for each order as it is downloaded into ShipWorks.
This would allow those who are picking and packing orders to automatically have a packing slip available to them for each order and would give them a barcode they scan to load the order when picking and verifying products.
We won’t go into all of the details of configuring ShipWorks to automatically print Single Scan packing slips in this guide. However, we do have a detailed help article to guide you through the steps.
A Scan-based Quality Control Workflow
Before we begin using Scan-based Quality Control, let's take a quick look at what a workflow might look like.
- As orders are downloaded into ShipWorks, a Single Scan packing slip is automatically printed.
- An order number barcode on the Single Scan packing slip is scanned to load the order and to list all of the products to be picked for the order onto the Scan button on the Scan-to-Ship tab.
- Items for the order are picked. As each item is picked the item's barcode is scanned.
- ShipWorks notifies the picker as to whether or not the items being picked and scanned appear on the order.
- Once all items are picked and scanned successfully, the order is marked as verified.
- ShipWorks automatically advances into Ship mode so that the order can be shipped... or
- Optionally, a shipping label is automatically generated for the order.
Ready to Scan and Pack? Let's begin.
Now that you have configured ShipWorks to automatically print a Single Scan packing slip and you have your barcode scanner registered with the ShipWorks software, you are ready to begin verifying orders using Scan-based Quality Control.
In this section we will take a look at how to access the Scan button on the Scan-to-Ship tab, how to load an order and how to verify the correct products are being picked during the packing process.
1. Switching to Scan to Ship
Scan-based Quality Control is available to Warehouse customers using Scan-to-Ship. To switch to Scan-to-Ship, simply click on the Scan-to-Ship tab.
Alternately, you can:
1. Click on the Application menu.
2. Select Shipping View.
3. Click on Scan-to-Ship.
2. Loading the Order
With the Scan button selected, scan the order number barcode located at the top of the Single Scan packing slip to display all of the products on the order. The quantity of each product will also be displayed along with a thumbnail of each product when available.
TIP! - You can also type the order number into the order number field and press Enter to load the order.
If duplicate order numbers are found, select the correct order from the Multiple Matching Orders screen and click the Select button.
With the products loaded onto the Scan button, you are ready to begin scanning and verifying the items on the order.
3. Pick and Scan
Scan the barcode on each product as you pick them. Notice that when you scan a barcode for a product that is on the order, it moves from the left to the right side of the Pack screen.
When an incorrect item is scanned, ShipWorks notifies you visually and by playing the default Windows Asterisk sound.
TIP! - You can set the alert sound to anything you would like in the Windows Sound control panel.
3a. Pick and Scan - Items with Quantities Greater than One
When there is a product on an order with a quantity greater than one, you must scan each item individually until the number of products on the order are picked and verified.
4. Clearing an Order
You can clear an order and all associated products from the Pack screen by clicking the Clear button located to the right of the order number field. When you clear an order, it is important to note that all verified items on the order will be reset to unverified and must be verified again.
Additionally, orders that have been completely verified cannot be cleared or unverified.
5. Order Verified
Continue picking and scanning products until all the products on the order have been verified. Once all of the items have been correctly picked and verified, ShipWorks will notify you visually.
Automatically Advance to Ship the Order
It is possible to have ShipWorks automatically advance from the Pack screen to the Ship screen once an order is successfully verified using Scan-to-Ship. Here's how:
1. Click on the Manage tab and then on Settings.
2. Select Scan-to-Ship.
3. Check the Automatically advance to Ship details once orders are verified box.
4. Click OK.
With this option selected, ShipWorks will automatically advance to the Ship screen once an order is successfully verified.
Automatically Print a Shipping Label when an Order is Verified
Did you know that you can configure ShipWorks so that your shipping label is automatically printed after the order is verified using Scan-based Quality Control? You can, and it is quick and easy to turn on.
One thing to note is that with this option enabled, shipping labels will be printed using the shipping profiles and shipping rules configured in ShipWorks. So, we suggest ensuring that all shipping rules and shipping profiles are correct before enabling this feature.
1. Click on the Manage tab and then on the Settings button.
2. Select Scan-to-Ship.
3. Check the box for Automatically print labels on barcode scan. Then, check the box for Require orders to be verified before auto printing.
4. Click OK.
With this option enabled, once all of the products on an order are successfully verified, the shipping label for the order will automatically be processed and printed to the printer configured in ShipWorks.
TIP 1 - You can use your mouse as needed to drag and drop products from the Items to Scan to the Packed panels and vice-versa.
TIP 2 - Once an order is loaded into the Scan screen, all barcodes being scanned are assumed to be associated to items on the order. If another order number is scanned you will receive an error indicating an incorrect item has been scanned.
To stop verifying the currently loaded order, click the Clear button and then scan the order number for the new order.
TIP 3 - When an item barcode is scanned, ShipWorks checks the following fields for a match to verify the item is on the order.
- Item SKU
- Item UPC
- Product UPC
- Item Code
TIP 4 - You can add a Verified column to the History tab or to the Orders grid on the Home tab so that you can quickly see whether or not an order has been scanned and verified. Here's how:
1. Right click on any column header to open the Column Order and Visibility screen.
2. Scroll down and and check the box to the left of Verified. Then, click outside of the Column Order and Visibility screen to close it.