Pallets

Every change to a pallet in LilyPad WMS is saved to your system, so you have a full record of where it has been.

The Pallets module is where users will build, move and manage pallets, so stock can be grouped and handled together.

The Pallets module can be found under the Inventory group on the LilyPad home screen.

• Pallets can also be created while picking, receiving and finishing work orders. See those pages for details.
• Pallets can hold mixed parts, and a whole pallet can be received, moved or shipped with one scan of its pallet tag.

Finding a Pallet

When users open the module, they will see a list of pallets with their location, item count and status. Users can search or scan a pallet tag, or use the filters to narrow the list by status, part, location and more.

Pallets are tracked by their status, so users always know where each one stands. For example:

• New: created, with no items on it yet.
• Building: items are being added.
• Built: finished and ready to use, move or ship.
• Ready to Ship: packed and waiting to ship.
• Closed: emptied and no longer in use.

Creating and Adding to a Pallet

Open Pallets and select New pallet.

1. Choose the location group.
2. Choose or scan the location.
3. The next pallet tag fills in automatically. Users can enter their own instead.
4. Select Create pallet.

The new pallet opens with no items yet. To load it:

1. Select Add item.
2. Search or scan the part being added.
3. Choose the source location the stock is coming from, and enter the quantity.
4. Select Add to pallet.

The pallet’s status changes to Building. Items already on the pallet can be edited, moved to another pallet or removed by swiping left or tapping the item.

• Every change is logged under Activity, so users can see who changed what and when.

Finishing, Transferring and Closing

Open a pallet to use the buttons at the top:

• Finish: marks the pallet Built once it’s done being loaded. The date is logged.
• Transfer: moves the whole pallet. Choose the destination location group, then choose or scan the location, and select Transfer. Everything on the pallet moves together.
• Close: closes a pallet that’s no longer needed.

If a pallet still holds stock when it’s closed, users must choose what happens to it:

• Take the items off: the stock stays where it is and simply stops being on this pallet. Nothing is sent to your system.
• Scrap the items: each line is written off in your system first. This reduces inventory and can’t be undone.

Scanning

• Scan a pallet tag to find or open a pallet.
• Scan a location when creating or transferring a pallet.
• Scan a part to add it to a pallet.
• Scan a pallet tag during a pick, receipt or shipment to handle the whole pallet at once.

Pallet Label Settings

Pallet labels can be set up in Settings under Pallet labels. Users can choose the label size (4″×6″, 4″×4″, 8.5″×11″ or Custom), what appears on the label, and add extra text. These apply to everyone in the warehouse. See the Settings page.