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Assemble Orders

Action: ASSEMBLE

Assemble Orders, also known as Quality Control (QC) accomplishes important tasks.

  • It will update the order status of the assembled item (status depends on ASSEMBLE ORDERS TO system/store setting of the pickup store/account of the order).
  • The operator performs a quality check to insure the correct items are pulled for the order. WinTPS® helps with this when ID/Serial numbers are utilized. For example, when a ID/Serial number is entered or scanned, WinTPS® will determine it’s style& size. If that style & size does not appear on the order or if it is already assembled on the order the system will complain to the operator that a problem exists. The operator should correct the issue before moving on.
  • Via the utilization of ID / Serial numbers, WinTPS® is capable of maintaining rental statistics for each tracked item. This is helpful with decision making concerning inventory buys, inventory retirement and profitability.
  • Allows bar-code/serial numbers of sub-rented items to be associated to the order.
  • Corrects inventory status and/or LAST order status of tracked item being assembled when necessary
  • Update Rental Inventory turns for items when necessary (Assemble to RECEIVED status)

Type or scan in the order number to begin the process. All items of the order will be displayed within the grid. Each row will contain a style & size matching the line items on the order.

RED rows indicate items NOT Assembled / OK’d.

White rows indicate items Assembled / OK’d.

A ID / serial number must be entered for the TRACKED items on a reservation. Simply scan, type or select the ID/serial number of a tracked item. A tracked item’s ID/serial number of a Style & Size that DOES NOT match a item on the reservation will NOT be accepted. Rental inventory Control numbers and ID/Serial numbers may be used interchangeably.

All ID/serial numbers of the highlighted Style & Size may be displayed and one selected instead of manually entering or scanning.

The row will change color to white as ID/serial numbers for items on the order are entered.

It is possible for a item on an order to be modified, i.e. with new style or size, after the order's production ticket has been printed. As an aid to help an assembly operator catch a potential wrong item being assembled to the order, the WinTPS system will highlight the order as being modified on this assembly form. Until a new Production Ticket is printed for the order the item within the assembly grid will display with the code CH so the operator will be able to identify modified item(s). Once a new Production ticket is printed the CH code will disappear, but the order will continue to show a change alert message on the assembly form.

Note: A user may scan/enter an item serial number directly onto a customer Order for a selected style/size on the order. The serial number entered must match the selected item for style & size or it will not be accepted. The turn statistical information is reduced for the previous rental style's serial number when one was entered. This feature facilitates quick rental style & size exchanges/additions at Point of Sale eliminating the need to step thru the Picking Ticket & Assemble functions. A user would need RESVCHANG security The status of the item after the serial number entry is determined by the store/account setting of Assemble orders to. Also see the Exchange information under the Rental Orders Form - Items Tab topic.

Some items contained on orders may had been marked for Sub-Renting during the overbooking (via Check Overbooking or View Sub-Orders forms) process. Those un-assembled items will display SUB or the Supplier's id (when assigned to a Wholesale Supplier via the View Sub-Orders) on the right of grid next to the item in the Sub-Rent column. This setting may be overwritten at Assemble in two ways by users with SUBASM security authority: 1) Simply select the item within the grid & scanning the serial/ID number of an existing inventory item owned. This will automatically UN-MARK the item as being sub-rented. 2) Selecting the item within the grid and clicking the Remove Sub-Rental button. Conversely, a item on a rental order not marked for Sub-Renting can be changed to a sub-rental state from the assembly form by selecting the line item within the grid and clicking the Sub-Rent button and then optionally entering the supplier's bar-code/serial number. For un-assembled items on orders marked for sub-renting the supplier's Serial/ID number may be optionally entered by simply highlighting the item and clicking the Sub-Rental Serial button. Assigning the sub-renter's bar-code/serial number is optional, but faster when returning and tracking when sent back to the supplier.

When the tracked inventory item being assembled has been previously marked Un-Available for rental in inventory, the process of assembling it to a order will mark it available and clear any inventory status entered, i.e. LOST, REPAIR, DISPLAY ..etc. The assemble also checks for this item being out on a past order and will change the STATUS to DONE if not already set to DONE, except for a order with a status of LOST. It skips lost as a reminder that the order was returned lost. There are no messages displayed to the operator.

Fields

Order number... The order number to review/assemble. Serial number...TheID / Serial number of ANY tracked item on the order. Control numbers may be used interchangeably. See Inventory - Rental Size Serial Numbers for more information.

NOTE An alert message will appear if the serial number scanned is shown by the system to be in use on another order (a order status of other than DONE). A answer of YES to proceed with the assembly of this serial to this order will cause the system to mark the item's order status to DONE. In addition, the system checks the inventory status of the item. The system will automatically clear the inventory status and force the item AVAILABLE when the item was marked NOT AVAILABLE.

Grid

Grid...Unassembled Style & Sizes will display in RED. Assembled will be in WHITE.

Buttons

Mark Assembled button... Once only non-tracked items are left unassembled within the grid (ones that have no ID/serial numbers) the operator would simply click the Mark Assembled button indicating to the system those untracked item are OK. This will mark the selected untracked item as assembled. This is also used to mark sub-rented items as assembled.

Mark All Non-Tracked Assembled button… This is fast method to mark assembled all remaining ‘non-tracked’ items assembled on the displayed order.

F8 - Save Order... A quick method to save a order in it's current state, .ie. all items may not be assembled. Entering the letter sequence of NEWORDER within the serial number field will also save the order in it's current state. This character sequence may be bar-coded so the operator can simply scan the bar-code to SAVE the order.

Hold order button Reservations may be Held by clicking the Hold button. The system will request a reason that will become available on the Order screen in the Hold reason field and printed reports.

Swap Item button... Occasionally Items may have to be swapped for a different Style or Size. This is accomplished by the operator without having to change to the Order Entry form. The operator would highlight the item to be swapped within the grid and click the Swap Item button. The Check Availability (see the description within the Title bar menu topic for field information) form will display allowing different Style & size combinations to be entered for availability checks. Click the Select button once the desired style & size combination is found, otherwise click Cancel to stop the swapping process. This function allows items marked to be sub-rented to be swapped to in-house inventory.

A log entry is creating during a swap, using key ASMSWAP.

Enter Sub-Rental Serial button... The Sub-Rental Serial button is used to enter a serial/control number for a sub-rented item as it is being assembled onto this order. Highlight the item previously marked to be sub-rented and click the Sub Rent Serial button. The item must have been marked for sub-rental via the Overbooking form or View Sub-Rental form. Entry of the serial/control number for a sub-rented item is optional.

Un-Assembled button... The Un-Assemble button will un-assemble an item marked as assembled within the grid. Highlight the item and click the Un-Assemble button. Done button… Click Done to exit the Assemble screen.

Sub Rent Item button...This function allows the operator to indicate to the system that the highlighted item is being assembled with a sub-rented inventory item. Optionally the item’s ID/Serial Number can be scanned/entered as an aid during order return.

Done button...Exits the screen.