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Mobile device menus

Overview

Mobile device menus can be configured for specific users to display only the essential tasks that are required to fulfil their job responsibilities. This helps to simplify the user interface and streamline the workflow, reducing the time and effort required to complete tasks. To achieve this requires three steps:

  1. Create the mobile device menu items – a mobile device menu item represents a specific action or task that can be performed on a mobile device within the warehouse or shop floor environment.
  2. Create the mobile device menu and assign the customizable list of actions or functions (the mobile device menu items) that can be performed on a mobile device within a warehouse or shop floor environment.
  3. Create the Worker record and assign the mobile device menu that they require to fulfil the job functions.
Example

Mobile device menu items

Mobile device menu items are setup in Warehouse management > Setup > Mobile device > Mobile device menu items and can be configured to carry out many tasks in Dynamics 365. Some examples include:

  1. Picking and packing of goods: to manage picking and packing tasks for warehouse workers. This includes scanning and verifying product information, quantities, and locations, as well as generating packing labels and shipping documentation.
  2. Receiving and putaway of goods: to facilitate the receiving and putaway of goods in the warehouse. This includes scanning and verifying product information, quantities, and locations, as well as generating putaway instructions and stock transfer orders.
  3. Cycle counting and stock management: to perform cycle counting and stock management tasks on the shop floor. This includes scanning and verifying product information, quantities, and locations, as well as generating stock adjustment transactions.
  4. Production and work order management: to manage and track production and work orders on the shop floor. This includes scanning and verifying product information, quantities, and locations, as well as generating production output transactions and tracking labour and machine time.
  5. Sales order and delivery management: to manage and track sales orders and deliveries in the warehouse. This includes scanning and verifying product information, quantities, and locations, as well as generating sales order pick lists and delivery documentation.

Depending on the type of warehouse work that is being performed, there will be different configuration options applicable. For example, should a licence plate be automatically generated, should a receipt label be printed, can the licence plate be overridden, etc.

Mobile device menus

Mobile device menus are set up in Warehouse management > Setup > Mobile device > Mobile device menu and provide a user-friendly interface for warehouse and shop floor workers to access the specific tasks they need to complete their jobs efficiently. They can be customised for individual users or groups of users. A mobile device menu contains one or more mobile device menu items depending on the tasks that need to be carried out by the worker.

Mobile device menus can also contain submenus by including other Mobile device menus in the menu structure. For example, a submenu for “Picking” could be created that contains different types of picks, such as “Wave Pick”, “Zone Pick”, and “Batch Pick”. When the user selects the “Picking” menu item, the submenu containing the different types of picks will be displayed, allowing the user to select the appropriate pick type.

Configuring the mobile device menus is a simple case of clicking the relevant arrows to either add or remove from the menu structure.

In the example below, an Inbound submenu has been created which includes all the receiving type mobile device menu items that the goods receiving operator may need to perform (e.g. Purchase Receive, Put-away, transfer receive, etc.). For the Main menu, the Inbound submenu has been included (along with all the other submenus). In short, any users or groups of users that have been assigned the Inbound menu will only be able to carry out the receiving tasks, but the users (or groups) that are assigned the Main menu will additionally be able to carry out many other outbound, production, quality, etc. functions.

A user logging into the mobile device with the Inbound menu will be presented with:

A user logging into the mobile device with the Main menu will first be presented with the list of submenus and upon clicking the Inbound menu would be presented with the Inbound options:

Workers

Workers are set up in Warehouse management > Setup > Worker. To enable warehouse workers to perform their duties, they must first be linked to a worker in the Human resources section. It is possible to have multiple warehouse work users assigned to a single Worker account, with each work user being able to operate in distinct warehouses and having different mobile device menu access. Essentially, the warehouse work users serve as multiple logins for a particular worker, with each user having a default warehouse and being provided with specific menu items that correspond to their workflows.

As part of the setup for each work user, it is also possible to define specific process workflows. For example, you can use the Allow pick location override or Allow put location override to specify whether this work user is permitted to change the system selected pick or put locations. Similarly, the Is a cycle count supervisor can be used to specify whether the user can process adjustments to cycle counting discrepancies during a counting operation, or whether these adjustments must first be reviewed by another person.

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