Managing a warehouse, more often than not, requires a lot of mobility. This is where the Uphance warehouse app comes in useful.
With the app, you can easily manage your warehouse operations while on the go. This guide will not only show you how to download and install the app but also how to use it, step by step.
Step 1: Install the App
The Uphance warehouse app is available on iOS and Android. Click the relevant link to download and install the app on your device.
After installing the app, make sure it is correctly set up with the right organization(especially if you have more than one organization in Uphance).
Step 2: Select a Warehouse
After installing the app, log in using the same credentials you use on the web app (browser).
Once on the dashboard, select the warehouse(this applies if you have more than one warehouse connected).
Next, you can pick tickets or pack the tickets that have been picked already. To pick, open the Pick List page, select a ticket and pick the items listed in it.
You can pick manually or by using a scanner. To use a scanner, click the scan icon at the top right of the page. For manual picking, simply enter the quantity in the input box.
Step 3: Pack and Ship
After picking, the next thing you will want to do is to pack and ship the picked items. To begin packing, open the Pack and Ship page and select a box code. You can change the dimension and weight if you want.
Then start packing. Like picking, you can also pack manually or use a scanner. When you start packing, the system will automatically create a box for the packed items.
You can always add another box(and even more) by clicking the New Box button. All items you pack afterwards will go into the newly created box.
Note: It's important to select a box code (or manually add dimension and weight) for every new box you add.
To switch boxes, click the Current Box button and select the desired box.
Click the View Box button to see the content of each box at any given moment.
Step 4: Select a Carrier and Ship
Finally, select a carrier and carrier service. Fetch the shipping cost. Then generate the packing slip, shipping label and then ship the order once everything is ready.
Managing Goods Receipt
One of the beautiful things about the Uphance warehouse app is that it makes managing Goods Receipt a breeze. Using the app means you don't have to receive goods using a browser.
To use, open Goods Receipt from the nav menu. Here, you will see Remaining to receive and Received tabs.
To receive orders in your warehouse, click the first tab and locate the order you wish to receive. Then enter the product quantities. This can be done manually or using a scanner.
Either way, be sure to enter the full product quantity. If you try receiving some of the items in the order rather than all of them, the app will throw up an error notification.
Finally, click the Receive button at the bottom to complete the receiving process. Once you do, the app will automatically check the received items into your warehouse.
As proof, if you open the production order on the web app, you will notice that the status has changed to "received".
Do bear in mind that you can't reverse check-in on the app, at least for now. You'd have to do that using the web app.
Performing Stocktakes - Warehouse With Bins
To perform a stocktake, open the menu, navigate to Inventory >> Stocktake. This will bring you to the stocktake page.
Next, click the New Stocktake button at the bottom. Select the specific brand or product category you have in mind, or leave it empty if you don't.
The next thing you will want to do is to scan the source bin for the stocktake by clicking the scan icon at the top.
Note: You will run into an error if you attempt to scan the products without first scanning a bin.
With the bin scanned, click the scan icon again to scan the product barcode. Scan the number of times that matches its quantity. For example, if the product has a quantity of 6, scan it 6 times. You could also adjust the quantity manually in the Qty input field.
You can add multiple products to the same bin by simply scanning them. But if you want to add them to a different bin, first scan the bin and then the product.
Finally, review and complete the stocktake.
Performing Stocktakes - Warehouse Without Bins
The process for performing stocktakes in a warehouse that doesn't support bins is very similar to that for the opposite. The only difference is that you can scan products straight away without needing to first scan a bin.
Performing Bin Transfer and Put Away - Only for Warehouse With Bins
As the title says, you can only perform bin transfer and putaway in a warehouse that supports inventory bins.
To perform bin transfer, first, add the source bin. This can be done manually or using a scanner. Next, scan the product(s) you want to transfer, and finally, add the destination bin. Complete the bin transfer once you are done.
The putaway process is pretty much the same. Add a source bin, add products, and then add the destination bin.
Setting up Packing Stations and Pick Flow
You can create packing stations and also edit the existing ones using the Uphance warehouse app.
To do so, click the Settings menu tab. Click the edit icon to edit an existing packing station, and the plus icon to add a new one.
Then select the pack and ship flow that best suits your needs.