Item Prep Report

The Item Prep Report allows you to pull and stage orders, either by contract or by the department.

Overview: This allows you to pull and stage orders, either by contract or by the department. It also allows you to create change orders for contracts that have changed, new orders, and cancellations rather than having to re-check each and every order looking for changes. The most common method for pulling orders using the Item Prep Procedure is twofold. First is running the report and pulling/staging all items for the weekend. Second, at scheduled times, run change orders, and make any necessary adjustments.

You will need to set up your Item Departments first.

1.   Set your Day at a Glance to view all the upcoming orders you would like to pull.

a.   Choose a starting date.

Choose the number of days you would like to prep for. It is easiest to run one day at a time.

Click Show Item Detail.

Select a department or select All Departments.

Select a Store if you are multi-store.

2.   Once you are viewing what you want to prep, in the upper left, select reports and choose Item Prep Report.

a.   Set the grouping and the Sub-grouping as shown below. (below is the default)

Check the Item Confirmed date box. If this step is skipped, change orders will not be accurate the next time you run change orders.

If you want to update the Item Sub status, check that box. In the pull-down select the appropriate status.

Select Generate.

Next, choose whether you want each contract on a separate page or a report style print. (Usually a separate page per contract)

The report will generate to the screen, then you can print it to any printer you would like.

*Hint: If you have more than one department use different colored paper for each department. Color is a simple way to make identification much easier. It is also useful to have a printer in each department with the appropriate colored paper.

*Note: This report can be run in different ways. For Example, an Equipment store may want to run it grouped by Item, then Sub-Grouped by Department creating a single page report for each department.

3.   Checking for changes and printing change orders. After setting up your DAG screen the item name field will show in red if the item has changed since the last Item Prep Report was printed. Change Orders show quantity changes, new items, and removed items.

a.   Setup your Day At a Glance screen for the day and department to check for new / change orders.

From the Reports, drop-down choose Item Prep Report.

Check the checkbox ‘Only include items with unconfirmed changes’.

Set the grouping and the Sub-grouping.

Check the Item Confirmed date box. If this step is skipped, change orders will not be accurate the next time you run change orders.

Select Generate.

Next, choose whether you want each change order on a separate page or a report style print.

The report will generate to the screen, then you can print it to any printer you would like.

4.   Optional: The Sub status can be updated to show progress in the prep process by setting up your DAG screen to display Date, Days, and Department. Then click in the Sub status column for the contract desired and update to the appropriate status. This is a great way for a dispatcher to know when he can start loading a particular truck or if a customer can pick up early.

Date Changes: If a contract is already in prep (you have already printed the prep report) and the order date changes you do not have to do anything except change the date on the contract.

1. Moving the date up (Saturday to Friday): the order has already been prepped and would be on the floor ready to go.

2. Pushing the date back (the wrong date was entered and the order is really for next weekend) the order will print again when you generate next week’s prep reports.

3. If the date is changed to a day you have already prepped for printing change orders will NOT produce a duplicate copy of the order.

Item Prep Labels

Item Prep Labels can be printed by setting up your DAG screen to display Date, Days, and Department. Right-click a contract and choose Item Prep Label. Select the quantity required. A label printer with 4” x 2.25” size labels is required. This is a great way to keep orders from getting mixed in your delivery trucks and or in the warehouse once pulled.

*Note: Recommended / Supported Printer and Label Information

Model: Zebra TLP2824 with Internal Ethernet (networked)

Labels: Item Prep labels have to be 2.25” x 4.00”.

There are many different types of each size, i.e. polypropylene. These all depend on what environment the labels will be in, i.e. outside, rain, etc. You can go to Zebra’s website for more information.

http://www.zebra.com/us/en/products-services/supplies/labels-tags.html