Contents

 
How to use online help and training
How to set up your browser for SmartTurn
Browser Specification
Turning off the pop-up blocker
Enable JavaScript
Make pop-ups open as pop-ups instead of as tabs
Enable exports from list views
Open exports in separate application
Make SmartTurn a Favorite link in your browser
Have SmartTurn remember you
Open two SmartTurn Windows at a time
Viewing the correct warehouse data
Resources and Tips
Field descriptions for all screens
Downloadable import templates
Exportable list views
Exporting a list view
Enable exports from list views
Open exports in separate application
Printing
Customizing printouts
Printing to labels
Printing PDF reports
Tips for working efficiently in SmartTurn
Sorting in lists and tables
Filtering a list
Creating filter (search) conditions
Additional date options in criteria
Filter or sort a lookup list
Item Master Lookup screen instructions
Using the Item Search screen to find inventory items
Lookup customer details
Use the Lookup tool to insert vendor details
One-click check box to select all rows
Working with paginated documents
Exporting lists and documents
Separating inventory with splits
If you can't see certain data
Release Notes
Changing your profile
Dashboard gadgets (metrics) descriptions
Purchase orders
Viewing purchase orders
Viewing a list of purchase order items across all POs
Creating a purchase order
Importing purchase order item data
Editing a purchase order
Copying a purchase order
Dispatching a purchase order
Undispatching a purchase order
Cancelling a purchase order
Receiving a purchase order
Exporting a purchase order to a spreadsheet
Closing a purchase order
Purchase order field descriptions
Sales Orders
Viewing sales orders
Viewing a list of sales order items across all SOs
Creating sales orders
Importing sales order item data
Editing sales orders
Dispatching sales orders
Undispatching sales orders
Cancelling a sales order
Copying a sales order
Fulfilling a sales order
Shipping a sales order
Exporting a sales order to a spreadsheet
Closing a sales order
Sales order field descriptions
Receipts
Viewing receipts
Viewing a list of receipt items across all receipts
Viewing expected receipts
Receiving a purchase order
Putaway to same location
Splitting receipt items
Assigning a license number to a receipt item
Change the license number assigned to multiple receipt items
Removing a license number from multiple receipt items
Serial-controlled items on receipts
Splits and UoMs
Putaway UoMs
Creating a blind receipt
Saving a receipt
Editing saved receipts
Cancelling a receipt
Importing receipt item data
Exporting a receipt to a spreadsheet
Receipt screen field descriptions
Fulfillment
Viewing shipments
Viewing pending shipments
Viewing a list of shipment items across all shipments
Viewing parcel posted shipments
Viewing a list of voided shipment items across all shipments
Shipping a sales order
Creating a shipment outside of a sales order
Creating shipments from sales orders in batch
Shipping sales orders in batch
Actions on the shipment
Adding a shipment item
Removing a shipping item
Saving a shipment
Cancelling a shipment
Editing saved shipments
Importing shipment item data
Parcel posting a shipment
Voiding a shipment
Committing a shipment
Uncommitting a shipment
Actions on the shipment item
Editing shipment item details
Splitting a shipping item
Changing a shipment item
Voiding a shipment item
Changes to the default pick order
Exporting a shipment to a spreadsheet
Exporting and committing shipments in batch
Shipment screen field descriptions
Managing preferred pick policies
Creating preferred pick policies
Editing preferred pick policies
Deleting preferred pick policies
Managing parcel post policies
Creating parcel post policies
Editing parcel post policies
Deleting parcel post policies
Wave Fulfillment
Concepts
Wave
Types of wave processing
Status of a wave
Modifying a wave
Creating waves of work: pick to staging
Plan: pick to staging
Configure: pick to staging
Run: pick to staging
Review pending sales orders: pick to staging
Create wave: pick to staging
Create pick tickets: pick to staging
Monitor pick to staging waves
Fulfill sales orders: pick to staging
Creating waves of work: pick/pack
Plan: pick/pack
Configure: pick/pack
Run: pick/pack
Review pending sales orders: pick/pack
Create wave: pick/pack
Create pick tickets: pick/pack
Monitor pick/pack waves
Sales Orders in wave fulfillment
Selecting sales orders for a wave
Removing a sales order from a wave
Pack Plans
Viewing pack plans
Creating a pack plan
Creating a pick plan from a pack plan
Closing a pack plan
Pack plan field descriptions
Bills of Lading
Viewing bills of lading
Viewing BOL items
Viewing rejected picks on BOLs
Creating bills of lading
Editing bills of lading
Actions on the BOL packages
Adding a package
Editing a package
Calculating measurement information for a package
Closing a package
Reopening a package
Deleting a package
Exporting package contents
Actions on the BOL items
Editing BOL items
Assigning BOL items to packages
Splitting BOL items and assigning to packages
Rejecting picks
Packing BOL items
Closing bills of lading
Committing bills of lading
Working with integrations and bills of lading
Working with custom fields and bills of lading
Bill of lading field descriptions
Pick Plans
Viewing pick plans
Creating a pick plan
Editing a pick plan
Approving a pick plan
Creating pick tickets for a pick plan
Closing a pick plan
Cancelling a pick plan
Cancelling or closing a pick plan item
Pick plan field descriptions
Pick Tickets
Viewing pick tickets
Viewing pick ticket items
Viewing rejected picks on pick tickets
Creating pick tickets
Editing a pick ticket
Approving a pick ticket
Actions on the pick ticket items
Starting a pick
Finishing a pick
Picking short
Cancelling a pick
Closing a pick ticket
Cancelling a pick ticket
Pick ticket field descriptions
BOL Templates
Viewing BOL templates
Creating a BOL template
Example BOL template: separating orders
Example BOL template: combining orders
Example BOL template: one package
Example BOL template: many packages
Example BOL template: combine specific items
Editing a BOL template
Deleting a BOL template
Using BOL templates to create BOLs
BOL template field descriptions
Pick Ticket Templates
Viewing pick ticket templates
Creating a pick ticket template
Example pick ticket template: batch item
Example pick ticket template: by group
Example pick ticket template: by equipment type
Example pick ticket template: by zone
Editing a pick ticket template
Deleting a pick ticket template
Using a pick ticket template to create pick tickets
Pick ticket template field descriptions
Monitoring waves of work
How to monitor pick to staging waves
How to monitor pick/pack waves
Using the Explore screen
Managing users and roles when using the Explore screen
Using an activity line manager to view details for a wave of work
Finding unplanned items
Inventory reporting for wave fulfillment
Inventory Management
What is an inventory item?
Viewing inventory items
Viewing the inventory in an inventory manager
Viewing inventory items by item master
Viewing inventory items by license number
Viewing inventory items by location
Viewing inventory items by owner
Viewing inventory items by vendor
Viewing inventory items by group
Viewing an item in all the locations in which it is stored
Viewing edits to inventory items
Inventory item details field descriptions
Editing inventory items
Edit document field descriptions
Adjusting inventory
Viewing adjustment records
Viewing a list of adjustment items across all adjustments
Creating adjustments
Editing adjustments
Adjusting inventory items
Cancelling adjustments
Exporting adjustments
Adjustment field descriptions
Bin transfers
Viewing bin transfer records
Viewing a list of bin transfer items
Creating bin transfers
Editing bin transfers
Transferring inventory items
Cancelling bin transfers
Exporting bin transfers
Bin transfer field descriptions
Cycle counting inventory items
Viewing cycle counts
Viewing a list of cycle count items across all cycle counts
Creating cycle counts
Editing cycle counts
Counting cycle count items
Closing cycle counts
Exporting cycle counts
Cycle count field descriptions
Storage
Viewing a storage document
Viewing a list of storage items across all storage documents
Creating a storage document
Exporting a storage document
Storage document field descriptions
Assigning a license number to inventory items
Removing a license number from inventory items
Working with the item-level Expire date
Kitting Management
Kit orders
Creating a kit order: kit to stock
Creating kit orders in batch: kit to order
Viewing a kit order
Copying a kit order
Editing a kit order
Planning a kit order
Validating a kit order
Unplanning a kit order
Closing a kit order
Cancelling a kit order
Kit order field descriptions
Kits
Creating a kit
Viewing a kit
Viewing a list of kit items
Viewing a list of kit by-product items
Viewing a list of kit component items
Reporting on serial #s for kits
Editing a kit
Actions on the kit items
Changing a component item
Changing the serial # of a component item
Splitting a component item
Assigning components
Unassigning components
Splitting a product or by-product item
Start building a kit
Finish building a kit
Cancelling a kit
Kit field descriptions
Managing kit specifications
Creating kit specifications
Copying kit specifications
Viewing and changing kit specifications
Using a kit specification to disassemble a product
Deleting kit specifications
Kit specification field descriptions
Managing kitting policies
Creating kitting policies
Viewing and changing kitting policies
Deleting kitting policies
Managing preferred pick policies
Creating preferred pick policies
Editing preferred pick policies
Deleting preferred pick policies
License numbers
Viewing a license number
Viewing changes to license numbers
Adding a license number
Editing a license number
Activating a license number
Deactivating a license number
License holds
Assigning a license number to a receipt item
Assigning a license number to inventory items
Removing a license number from inventory items
License number edit field descriptions
Importing license number data
Setting up license numbers through an import
Updating license numbers through an import
Inventory Reports
Inventory By Item report
Inventory By Lic # report
Inventory By Serial # report
Inventory w/o Lic # report
Quantity by Item report
Quantity By Location report
Quantity By Owner report
Quantity By Vendor report
Quantity By Group report
Quantity By Lic # report
Items in Stock report
Inventory Stockout report
How is stockout status determined?
Available to Promise report
Inventory reporting for wave fulfillment
Exporting an inventory report to a spreadsheet
Creating a shipment from an inventory report
Inventory item details field descriptions
Using a mobile device
Supported mobile devices
Receiving purchase orders on a mobile device
Creating a blind receipt on a mobile device
Receiving an expected receipt on a mobile device
Splitting receipt items on a mobile device
Inventory reports on a mobile device
Adjusting inventory on a mobile device
Bin transfer on a mobile device
Bin transfer by document on a mobile device
Bin transfer by license number on a mobile device
Cycle count on a mobile device
Shipping a sales order on a mobile device
Express shipment on a mobile device
Ship pending shipments on a mobile device
Picking on a mobile device
Using SmartTurn Web Services
Working with integrations and bills of lading
Billing
Viewing billing information for a document
Editing billing information for a document
Computing billing lines
Adding billing lines
Deleting billing lines
Finalizing billing information for a document
Cancelling billing information for a document
Billing edit screen field descriptions
Managing charge types
Adding a charge type
Viewing and changing a charge type
Deleting a charge type
Charge type field descriptions
Operations
Managing business affiliates
Viewing business affiliates
Adding new business affiliates
Adding a business affiliate billing policy
Updating a business affiliate record
Updating a business affiliate billing policy
Managing business affiliate contacts
Managing business affiliate addresses
Deactivating/Activating business affiliates
Business affiliate data flow
Importing business affiliate data
Setting up business affiliates through an import
Updating business affiliates through an import
Business affiliate field descriptions
Managing item masters
Viewing item masters
Creating item masters
Editing item masters
Changing the item master group
Changing the sales order price
Changing the purchase order cost
Setting the preferred vendor for an item
Setting the item master owner for an item
Managing units of measure in the item master
Setting units of measure
Editing a unit of measure
Copying a unit of measure
Deactivating a unit of measure
Warehouses in relation to item masters
Setting the reorder point for an item
The difference between an item master and an inventory item
Importing item master data
Setting up item masters through an import
Updating item masters through an import
Using exported item master data to update item masters through an import
Exporting item master data
Item master field descriptions
Header
General tab
Material Handling tab
PO/Receiving tab
Sales/Fulfillment tab
Units of Measure tab
Warehouses tab
Custom tab
History tab
Managing item master groups
Adding an item master group
Editing an item master group
Working with inventory manager criteria
Creating inventory manager criteria
Editing inventory manager criteria
Deleting inventory manager criteria
Inventory manager criteria field descriptions
Working with inventory managers
Creating an inventory manager
Editing an inventory manager
Deleting an inventory manager
Viewing the inventory in an inventory manager
Using inventory managers as pick policies
Using inventory managers for cycle counts
Using inventory managers for creating storage documents by owner
Inventory manager field descriptions
Working with activity line manager criteria
Creating activity line manager criteria
Editing activity line manager criteria
Deleting activity line manager criteria
Activity line manager criteria field descriptions
Working with activity line managers
Creating an activity line manager
Editing an activity line manager
Deleting an activity line manager
Viewing the activity lines in an activity line manager
Exporting the activity lines in an activity line manager
Using an activity line manager to view all transactions for an item master
Using an activity line manager to view details for a wave of work
Activity line manager field descriptions
Working with billing line manager criteria
Creating billing line manager criteria
Editing billing line manager criteria
Deleting billing line manager criteria
Billing line manager criteria field descriptions
Working with billing line managers
Creating a billing line manager
Editing a billing line manager
Deleting a billing line manager
Viewing the billing lines in a billing line manager
Exporting the billing lines in a billing line manager
Using a billing line manager to create an invoice
Billing line manager field descriptions
Managing label printers
Adding label printers
Editing label printers
Deleting label printers
Managing preferred label printers
Adding preferred label printers
Editing preferred label printers
Deleting preferred label printers
Managing label templates
Viewing and adding label templates
Downloading label templates
Deleting label templates
Activating, deactivating, or reverting label templates
Creating label templates with NiceLabel
Managing label policies
Adding label policies
Editing label policies
Deleting label policies
Managing PDF report templates
Viewing and adding PDF report templates
Downloading PDF report templates
Deleting PDF report templates
Activating and deactivating PDF report templates
Creating PDF report templates with Pentaho
Installing Pentaho Report Designer
Working with Pentaho Report Designer
Tips for working in Pentaho Report Designer
Working with recovered documents
Saving recovered documents
Deleting recovered documents
Administration
Maintaining your company information
Setting your company global defaults
My Company field descriptions
Managing warehouses
Adding a warehouse
Viewing or editing a warehouse
Warehouses in relation to item masters
Managing locations
Creating locations
Naming conventions for locations
Viewing and editing locations
Viewing current usage of a location
Controlling adjustments by location
Importing location data
Setting up locations through an import
Updating locations through an import
Location field descriptions
Understanding permissions
Role concepts
Roles combined with an agent restrict access on a company-by-company basis
Roles combined with business affiliates
Managing roles
Viewing roles
Adding a role
Editing a role
Copying a role
Activating/Deactivating a role
Default roles
Default internal roles
Default external roles
Customizing default roles
Role field descriptions
Role strategies
Maintaining roles
Steps to set up role-based security
Managing users
Adding a user
Editing a user
Changing a user's password
Managing a user's access
Assigning a role
Assigning a warehouse
Assigning an agent
Activating/deactivating a user
Maintaining user accounts
User field descriptions
Managing custom fields
View your operation's list of custom fields
Creating a custom field
Custom field data types
Choosing a business process
Example: creating a custom field
Editing a custom field
Managing custom pages
View your list of customized pages
Customize a page
Adding a field to a custom page
Editing a field on a custom page
Removing a field from a custom page
Activating, deactivating, or reverting custom pages
Managing charge types
Adding a charge type
Viewing and changing a charge type
Deleting a charge type
Charge type field descriptions
Glossary of Terms
activate
activity line
activity line manager
activity line manager criteria
adjust from zero
adjustable in location
adjustments
admin lock
agent
allocation (soft)
ASN
available to promise
back order
bill of material
billing
billing line
billing line manager
billing line manager criteria
billing policy
bin to bin transfer
blind receipt
bonded location
broker
build type
business affiliate
Capacity tab desc - Check capacity for eaches
carrier
charge type
classification
committed
core field
cost type
custom field
custom page
customer
customer ref
cycle count
deactivate
default putaway location
default role: accountant
default role: back office administrator
default role: broker
default role: buyer
default role: carrier
default role: contract manager
default role: customer
default role: inventory clerk
default role: operations manager
default role: owner
default role: receiving clerk
default role: sales representative
default role: shipping clerk
default role: SmartTurn administrator
default role: vendor
default role: warehouse administrator
directed putaway
discontinued
dispatch
do not check capacity
document / document type
door location
due date
EAN
employee
expected ship date
expiration date controlled
expire date
explode
express putaway
express shipment
fill rate
forward location
fulfillment
general ledger / general ledger code
group
hold
hold type holds
inventory item
inventory manager
inventory manager criteria
inventory turns
item master
item master group
item master type
IUT
kit
kit order
kit specification
label printing
license bundles
license hold
license number
location
location capacity check is only for eaches
location type
lot controlled
number of eaches that fit in a location
outbound id
outbound id controlled
owned location
owner
owner ref
parcel posting
pick plan
pick policy
pickable location
picking
product ID
purchase order
purchase order status
purchase type
putaway
putaway location
putaway plan
QOH
receipt
receipt status
recovered documents
reorder point
RMA
role
sales order
sales order status
serial controlled
serial number
service type
shipment
shipment status
split
staging location
standard screen
stockout
storage
storage location
tag
tagged quantity
transaction
transfer order
unit of measurement
untagged quantity
UPC
vendor/supplier
void
warehouse
warn holds
WIP location (kits)
Copyright Notice
Index