Pallets

Location Tree

In VimBiz, locations are organized by Regions, Buildings, Areas, Rooms, Rack, Shelves and Bins.

Click on a location to populate the list of pallets that are stored there.

The location hierarchy of Regions, Buildings, Areas and Rooms is administered in the Manage Rooms form.

Rack, Shelf and Bin locations are administered in the Manage Warehouse form.

ADD: Right-click on a location to add sublocations.

• Right-click on a Room and select Add Rack from the context menu.
• Right-click on a Rack and select Add Shelf from the context menu.
• Right-click on a Shelf and select Add Bin from the context menu.

DELETE: Right-click on any location entry and select Delete from the context menu.

Pallet Status Filters

Active Pallets: Only pallets with an Active or In Transition status are listed under this tab.

Inbound Pallets: Only pallets with an Inbound status are listed under this tab.

Pallets To Withdraw: Only pallets with an Outbound status are listed under this tab.

Pallet Withdrawals are administered in the Manage Withdrawals form.

Removed Pallets: Only pallets with a Removed status are listed under this tab.

Pallet Statuses are administered in the Pallet Statuses form.

Statuses are assigned to each Pallet in the Pallets form.

New Arrival

Click this button to open the Arrival Details form.

New Withdrawal

Click this button to open the Pallet Withdrawal Details form.

Image

Displays a thumbnail image of the Customer's logo.

Customers are administered in the Manage Customers form.

Customer

Displays the name of the Customer.

Customers are administered in the Manage Customers form.

Product

Displays a description of the Product on the Pallet.

Products are administered in the Manage Product Catalog form.

Production Date

The date and time at which the pallet was produced.

This information is defined in the Pallets form.

Barcode

Displays the barcode number of the pallet.

Numbers are assigned to each Pallet in the Pallets form.

Model

The Model Name associated with the Products on the Pallet.

Products are admininstered in the Manage Product Catalog form.

Model Names are defined in the Product Details form.

Pallet Code

The barcode placed on the pallet.

This detail is entered in the Pallets form.

Quantity

The amount of units found on the pallet.

This number is entered when creating a New Pallet.

Lot

Displays the lot number of the products on the pallet.

Lot Numbers are assigned by VimBiz when a New Lot is created.

Arrival #

Arrival Number, automatically assigned by VimBiz when the Arrival is created.

Arrivals are admininstered in the Manage Arrivals form.

Information related to each Arrival is entered in the Arrival Details form.

Location

Displays the area where the pallet is located (room \ rack \ shelf \ bin).

Locations are administered in the Manage Warehouse form.

Driver

Displays a drop down list of Employees that can be selected as a driver.

Employees are administered in the Manage Employees form.

Status

Shows the icon related to the Pallet Status.

Pallet Statuses are administered in the Pallet Statuses form.

Statuses are assigned to each Pallet in the Pallets form.

Current Quantity

The amount of units currently found in the pallet.

Original Quantity

The amount of units originally placed in the pallet.

Product

Displays the Product Name of the product associated with the pallet.

Products are administered in the Manage Product Catalog form.

Model Name

The name associated with the Product.

Products are administered in the Manage Product Catalog form.

Barcode

Allows the User to enter any additional details or information about the pallets.

Pallet Code

This field allows the User to specify a pallet code which will be shared by all of the created pallets.

Weight

Displays the weight of all the units.

Production Date

Displays the date in which the pallet goes into Production.

Notes

Allows the User to enter any additional details or information about the pallets.

Do Not Charge

Allows the User to toggle the billing status of the pallet.

Hold

Allows the User to toggle the holding status of the pallet.

Hold Reason

Allows the User to specify a reason for the holding status of a pallet.

Expiry Date

Displays the date in which the products on the pallets are due to Expire.

Status

Displays the current status of the pallet.

Statuses are administered in the Lot Statuses form.

Lot Number

Displays the Number of the Lot that the pallet is associated with.

Click the button to view the Lot Details form.

Driver

Displays a drop down list of Employees that can be selected as a driver.

Employees are administered in the Manage Employees form.

Location

Displays the area where the pallet is located (room \ rack \ shelf \ bin).

Locations are administered in the Manage Warehouse form.

Pallet Adjustments

Users can adjust the amount of units per pallet.

ADD: Click the New Adjustment button to open the Add Pallet Adjustment form.

Add New Pallet Adjustment

Adjustment Type: Type an adjustment name, or click on the arrow to select from a list.

Adjustment Types are administered in the Manage Pallet Adjustment Types form.

Amount: Enter the number of units that are involved in the adjustment.

Adjustment Date: Enter the date and time when the adjustment will be effective.

Notes: Area to enter additional details on the adjustment.

Withdrawals

Pallet Withdrawals are administered in the Manage Withdrawals form.

Withdraws

Logo: The icon represents pallets throughout VimBiz.

Customer: The customer requesting the withdrawal.

Customers are administered in the Manage Customers form.

Location: Area where the pallet is currently located (room \ rack \ shelf \ bin).

Units: The number of units found on the pallet.

Date: The date and time at which the withdrawal is scheduled.

Complete: If this box is checked, the withdrawal has been completed; an unchecked box flags that the withdrawal is pending.

Pallet History

Pallet History

Type: Displays the transaction type of the pallet transaction.

Barcode: Displays the barcode of the pallet.

Quantity: Displays the amount of units that the pallet held during the time of the transaction.

Status: Displays the status that the pallet held during the time of the transaction.

Pallet Code: Displays the pallet code of the pallet.

Expiry Date: Displays the date in which the products on the pallets are due to Expire.

Bin ID: The name of the Bin where the pallet is located.

Location: Area where the pallet is currently located (room \ rack \ shelf \ bin).

Lot ID: Displays the Number of the Lot that the pallet is associated with.

Modified By: Displays the name of the User that completed the pallet transaction.

Modified Date: Displays the date in which the pallet transaction was created.

E-Documents

E-Documents are administered in the E-Tree form.

ADD: Click on the Insert New File button, or right-click and select Insert File from the context menu.

DELETE: Right-click on an entry and select Delete from the context menu.

View Pallet History

Click the View Pallet History button to open the Pallet History Report.

This is found only at the bottom of the Pallet History Tab.

View Pallet Activities

Click the View Pallet Activities button to open the Pallet Activities Report.

Scan Pallet

To relocate a pallet, enter the pallet barcode in this box.

This will open the Pallets form.

NOTE: Double-clicking on an entry will also open this same subform.

Pallet Status Filters

Active Pallets: Only pallets with an Active status are listed under this tab.

Pallets In Transition: Only pallets with an In Transition status are listed under this tab.

Pallet Statuses are administered in the Pallet Statuses form.

Statuses are assigned to each Pallet in the Pallet Details form.

Image

Displays a thumbnail image of the Product on the Pallet.

Products are administered in the Manage Product Catalog form.

Pallet Barcode

Displays the barcode number of the pallet.

Numbers are assigned to each Pallet in the Pallet Details form.

Lot Number

Displays the lot number of the products on the pallet.

Lot Numbers are assigned by VimBiz when a New Lot is created.

Location

Displays the area where the pallet is located (room \ rack \ shelf \ bin).

Locations are administered in the Manage Warehouse form.

* Under the Pallets In Transition tab, this column is labelled Delivery Door, and displays the Door Name where the Pallet is located.

Delivery Doors are administered in the Delivery Doors form.

Product

Displays a description of the Product on the Pallet.

Products are administered in the Manage Product Catalog form.

Status

Shows the icon related to the Active or In Transition statuses.

Pallet Statuses are administered in the Pallet Statuses form.

Statuses are assigned to each Pallet in the Pallet Details form.

New Location

Define the location where the pallet will be moved.

Scan the barcode of the new location, or type the location information and click Enter.

Current Location

Where the pallet is currently located, by Room \ Rack \ Shelf \ Bin

Locations are administered in the Manage Warehouse form.

Barcode

Displays the barcode number of the pallet.

Numbers are assigned to each Pallet in the Pallet Details form.

Product

Displays a description of the Product on the Pallet.

Products are administered in the Manage Product Catalog form.

This information is entered in the Product Details form.

Product Code

Displays the UPC Code of the Product on the Pallet.

Products are administered in the Manage Product Catalog form.

This information is entered in the Product Details form.

Lot Number

Displays the lot number of the products on the pallet.

Lot Numbers are assigned by VimBiz when a New Lot is created.

Units

The number of pieces on the pallet to be relocated.

Pallet Status

Pallet Statuses are administered in the Pallet Statuses form.

Statuses are assigned to each Pallet in the Pallet Details form.

Place in Temporary Location

Click this button to remove the pallet from its current location and place it in a temporary spot, like a floor space or a closet.

Scan Pallet

To relocate a pallet, enter or scan the pallet barcode.

The Relocate Pallet form will appear.

Image

Displays a thumbnail image of the Product on the Pallet.

Products are administered in the Manage Product Catalog form.

Door

The door that the pallet is to enter from.

Doors are administered in the Delivery Doors form.

Customer

The name of the customer associated with the pallet.

Customers are administered in the Manage Customers form.

Pallet Barcode

Displays the barcode number of the pallet.

Numbers are assigned to each Pallet in the Pallet Details form.

Lot Number

Displays the lot number of the products on the pallet.

Lot Numbers are assigned by VimBiz when a New Lot is created.

Product

Displays a description of the Product on the Pallet.

Products are administered in the Manage Product Catalog form.

Units

The number of units on the pallet.

Status

Shows the icon related to the status.

Pallet Statuses are administered in the Pallet Statuses form.

Statuses are assigned to each Pallet in the Pallet Details form.

Withdrawal Status Filters

Withdrawals:

Finalized Withdrawals:

Transfer Withdrawals:

Finalized Transfer Withdrawals:

BOL

The Bill Of Lading (BOL) number.

Order Number

Specify an order number for the invoice.

Customer

The name of the Customer.

Withdrawal Date

The date and time that the pallet was withdrawn.

Transporter

The name of the selected transporter.

Seal #

The number on the seal on the delivery.

Delivered To

The name of the customer to whom the withdrawal is delivered.

Description

A description of the products to be delivered.

Sent

A checked box indicates that the withdrawn pallet has been sent.

An unchecked box flags that the pallet has yet to be sent out.

New Withdrawal

Click this button to create a Withdrawal.

Details of this subform are included in the Pallets form.

Transporter

The company who will be transporting the pallet from the warehouse.

Type the Transporter Name in the box, or click on the arrow to view the list.

Transporters are administered in the Shipping Transporters form.

Click on the button to view the Transporter Details form.

Click on the button to find another Transporter.

Withdrawal Date

Select a date and time for the withdrawal.

Type a date in the box, or click on the arrow to view the calendar. The enter a time.

Vehicle #

Specify a vehicle number for the delivery vehicle.

Order #

Specify an order number to associate with the invoice.

Requested Qty

Specify an amount of requested pallets.

Order Date

Select a date and time for the order.

Type a date in the box, or click on the arrow to view the calendar. The enter a time.

Terms

Specify terms of the withdrawal.

PO #

The number associated with the Purchase Order (PO).

Notes

Enter additional details or notes regarding the withdrawal.

Description

Specify a description of the withdrawn products.

Delivery Door

Specify from which door the withdrawn products will be picked up.

Type the Door Name in the box, or click the arrow to view a list.

Delivery Doors are administered in the Delivery Doors form.

Container

Enter specific container information.

Delivery Address

Define the address where the withdrawn pallet will be delivered.

Enter the Address Name in the box, or click on the arrow to view a list.

Addresses are administered in the Manage Addresses form.

Click on the button to view Address Details.

Click on the button to find another Address.

Booking #

Enter a secondary reference number for the booking of the withdrawal.

Arrival Date

Select a date and time when the withdrawn pallet will arrive at its destination.

Type a date in the box, or click on the arrow to view the calendar. The enter a time.

Seal #

Specify a seal number of the seal on the delivery.

Withdrawal

The related withdrawal number, as assigned by VimBiz.

Overwriting BOL Summary

BOL Pallet Label: Type the Pallet Label Name, or click on the arrow to view a list.

Click the button to open the BOL Pallet Label Details form.

BOL Pallet Qty: Type the number of units.

Pallet Withdrawal Status Filters

Pallets to Withdraw:

Withdrawn Pallets:

Pallets are administered in the Manage Pallets form.

ADD: Click the Select Pallets button.

EDIT: Double-click on an entry to view the Pallet Details.

DELETE: Right-click on an entry and select Delete from the context menu.

Pallet Details

Customer: the name of the customer

Product: a description of the product

Lot ID: the lot number of the products on the pallet

Location: the current location of the pallet

Barcode: the barcode of the pallet.

Quantity to Remove: the amount of units to remove from the pallet

Driver: the name of the drive who will be carrying the pallet.

Removed: A checked box indicates that the pallet has been withdrawn; an unchecked box flags that the removal is pending.

Status: the icon of the current pallet status, as administered in the Pallet Statuses form.

E-Documents

E-Documents are administered in the E-Tree form.

ADD: Click on the Insert New File button, or right-click and select Insert File from the context menu.

DELETE: Right-click on an entry and select Delete from the context menu.

Finalize Withdrawal

Click this button to move the entry from the Withdrawals or Transfer Withdrawals tab to the Finalized Withdrawals or Finalized Transfer Withdrawals tab.

View BOL

Click this button to open the Bill Of Lading Report.

Arrival Status Filters

Arrivals:

Finalized:

Transfer Arrivals:

Finalized Transfer Arrivals:

Arrival #

Arrival Number, automatically assigned by VimBiz when the Arrival is created.

Arrival Date

The date and time when the lot is scheduled to arrive.

Customer

The Customer owning the Lot.

Customers are administered in the Manage Customers form.

Transporter

The company who will be transporting the lot to the warehouse.

Transporters are administered in the Shipping Transporters form.

Delivery Door

The Door where the delivery will arrive.

Delivery Doors are administered in the Delivery Doors form.

Vehicle Number

Specify a vehicle number for the delivery vehicle.

Bill Of Lading Number

The number found on the Bill of Lading (BOL).

Seal Number

The number found on the delivery seal.

Description

A description of the products to be delivered.

Sent

A checked box indicates that the pallet has been sent to the warehouse.

An unchecked box flags that the pallet has yet to be sent out.

Employee

The name of the Employee creating the Arrival record.

Enter the Employee Name in the box, or click on the arrow to view a list.

Employees are administered in the Manage Employees form.

Click on the button to view the Employee Details.

Click on the button to find another Employee.

Transporter

The company who will be transporting the lots to the warehouse.

Type the Transporter Name in the box, or click on the arrow to view the list.

Transporters are administered in the Shipping Transporters form.

Click on the button to view the Transporter Details form.

Click on the button to find another Transporter.

Arrival Date

The date and time when the lot is scheduled to arrive.

Type a date in the box, or click the arrow to view a calendar. The enter a time value.

Bill Of Lading

Specify a Bill Of Lading (BOL) number.

Pallet Label

Type the label name in the box, or click on the arrow to view a list.

Pallet Labels are administered in the BOL Pallet Label form

Click the button to view the details.

Seal #

Specify a seal number of the seal on the delivery.

Container

Enter specified container information.

Shipper

Enter the name of the company / individual responsible for shipping.

Vehicle #

Specify a vehicle number for the delivery vehicle.

Notes

Enter additional details on the Arrival.

Description

Enter a brief description that summarizes the Arrival.

Delivery Door

Designate a door where the arrival will be delivered.

Type the Door Name in the box, or click on the arrow to view a list.

Delivery Doors are administered in the Delivery Doors form.

Total Damaged

Indicate the number of damaged units within the lot.

Total Quantity

Specify the total number of units in the lot.

This is calculated by multiplying the number of units per pallet by the number of pallets.

Total Pallets

Specify the total number of pallets in the arrival.

Total Weight

Specify the total weight of the arrival.

Arrival #

Arrival Number, automatically assigned by VimBiz when the Arrival is created.

P.O. #

The number found on the Purchase Order (P.O.)

Temperatures

Users can specify temperatures, in Farenheit, for different locations of a carrier container.

The temperatures can be defined for the Front, Middle, and Back areas.

Lots

ADD: Click on the Add Lot button, or right-click and select New Lot.

See the Pallets for details on this subform.

Lots are administered in the Manage Lots form.

EDIT: Double-click on an entry to modify the Lot Details.

DELETE: Right-click and select Delete form the context menu.

E-Documents

E-Documents are administered in the E-Tree form.

ADD: Click on the Insert New File button, or right-click and select Insert File from the context menu.

DELETE: Right-click on an entry and select Delete from the context menu.

Finalize Arrival

 

View Report

Click this button to open the Arrival Report.

Lot Number

VimBiz will assign a number to the new lot record.

Billing Start Date

The date and time when billing will begin.

Type a date in the box, or click the arrow to view a calendar. The enter a time value.

Notes

Additional details on the lot can be entered in this area.

Customer

The Customer providing the lot.

Type the Customer Name in the box, or click on the arrow to view a list.

Customers are administered in the Manage Customers form.

Click on the button to view the Customer Details.

Click on the button to find another Customer.

Products

The Product that makes up the pallets in the Lot.

Type the Product Name in the box, or click on the arrow to view a list.

Products are administered in the Manage Product Catalog form.

Click on the button to open the Product Details form.

Click on the button to find another Product.

Pallets

Pallets are administered in the Manage Pallets form.

ADD: Click on the Add Pallet button, or right-click and select New Pallet to open the Pallets form.

EDIT: Double-click on an entry to modify the Pallet Details.

DELETE: Right-click and select Delete form the context menu.

Quantity Per Pallet

The number of units included in each pallet.

# of Pallets

The amount of pallets included in the lot.

Pallet Code

Assign a code to the Pallet, which will be shared with all created pallets.

Weight

The total weight of all pallets.

Production Date

The date on which the pallet was produced.

Expiry Date

The date on which the products will expire.

Driver

The name of the delivery truck driver.

Enter the employee's name in the box, or click on the arrow to view a list.

Employees are administered in the Manage Employees form.

Hold

Check this box to set the Pallet Status to Holding.

Hold Reason

When the Hold flag is active, optionally enter an explanation in this cell.

Notes

Area to include additional notes on the pallet.