Register equipment information on orders with Onix Pick and Pack

[Linh.Nguyen]

Onix Pick and Pack helps equipment suppliers easily handle orders located in Onix Work. With Onix Pick and Pack, you can simplify your day-to-day operations, making it easier to deliver the correct documentation, regardless of transaction type, staffing or specialized knowledge.

LOG IN

Log in from the account provided by the administrator

To log in using your Onix credentials:

1. Enter your email and password → Log in.
2. Check the Remember me on this device box to make sure the next time you go back, you will be logged back in automatically.

You can also log in with your Microsoft credentials by clicking the Sign in with Microsoft button.

Create new account

If you do not have Onix Pick and Pack account, but your company has already set up the domain access, you can register an account in Onix Pick and Pack.
Kindly follow instructions HERE.

NOTE: A valid Onix Pick and Pack license is required to use the application.

ACCOUNT MANAGEMENT

Change user profile

1. Select on the top left → Settings → User profile
2. Update the account information and click to save

Change password

1. In Settings screen, select Change password
2. Enter your current password → enter a new password → confirm and click to save

Reset password

1. In the Log in screen of Onix Pick and Pack, select Get help logging in
2. Enter your email → Continue
3. Check the inbox of the email address connected to your account for a password reset email
4. From the email, select Reset the password
5. On the Log in page of Onix Work, enter your new password
6. Log in to Onix Pick and Pack again using your new password

Change language

1. In Settings screen, select Change languages
2. Select the target language among the listed ones

MANAGE LIST VIEW

Set up your working location

To stay focused on your work, you may select a location as your working location:

1. Click from the top → select Working location
2. In Supplier screen, you will find a list of Express companies that have been registered with ERP Supplier ID in Onix Work → scroll down to the very end to find your logged-in company
3. In Location screen, only active locations that belong to the selected Express company are listed

• Select a location as your working location
• This working location will be saved in Onix Pick and Pack until you change to another location

Later on, you can save time working with orders belonging to your working location from the list view My working location - all orders .

Change view

There are several views that you can choose from that supports you in better managing your orders.
To change and pin a default view

1. Select next to the view name → select another view
2. Click the icons → Pin this view

Additionally, you can sort the equipment by certain field and order.

1. Click the order chip under the search bar
2. Select the field and order → Apply

Search this view

1. Click → select Search this view from the bottom sheet to enter the filter panel
2. Enter a value in the field you want to search against
3. Click Apply to apply the edited filters and update the current list view

The current view is now updated with the new filters applied. The filter chip above the list tells you the number of search parameters applied in this view, which you can change or see:

1. Click on the filter chip
2. Update parameters in the filter panel → Apply

MANAGE ORDER

See order details

After selecting the order, all order lines belonging to the selected order will be listed.
The Order details section gathers related information about the order. You can use the arrows to expand/collapse each section to see the details inside.
If the customer has any specific instructions, you can see the number of instructions directly in the header section.

Status progress indicator

The status progress indicator is right under the order details section. You can update the order status to keep others informed about how far you’ve progressed in the workflow.

If the order is in a status that is currently set as Closed or Closed for numbering in Onix Work, numbering and properties of all order lines are not editable. In that case, you should switch to another status (such as In progress ) to continue editing.

Find related order lines

Sort order lines

1. In the Order Lines list page, click the chip under the search bar

2. Choose the sort condition and direction → Apply

Search an order line

1. In the Order Lines list page, click on the top right corner → S earch this view
2. Enter the search condition or click Clear All to clear all the search conditions at once → Apply

Scan to pick pre-registered equipment to an order

1. On the Order lines list page, click on the bottom right.
2. The connected scanner is started immediately and ready for scanning.

• If the tag is valid and the equipment is found, you will hear two sounds in a row - the first sound indicates that equipment is found and the second indicates it has been added to the order line successfully.

3. The equipment information is filled automatically to the corresponding order line and is highlighted. The number of picked items in the corresponding order lines will be re-calculated.

NOTE: If you scan equipment that has been scanned before, the order line containing that equipment will be highlighted in bold. If, but the number of Picked items stays unchanged.

Reset order

If there is something wrong and you need to start over again, you can wipe out all information you have inserted for this order at once.

1. On the Order lines list page, select the → Reset order
2. Click Reset in the confirmation dialog

NOTE: Information of processed equipment cannot be reset

• The order cannot be reset if it is in a status that is set as Closed for numbering or Closed (this setting is in Onix Work)
• Once reset, all order lines will be affected

MANAGE ORDER LINE

Pick equipment to an order line

Order Line screen

In an Order Line’s detail screen, you may see Numbering and Properties tab. If you are handling a Grouped order line, the sub-equipment tab will be displayed in between the mentioned one.
Under the Numbering tab, you can see the number of equipment needed, picked and processed on this order line.

• Quantity: the number of equipment needed for this order line
• Picked: the number of equipment has been picked for this order line. This includes equipment processed previously and equipment currently having serial/batch numbers inserted in numbering rows.
• Processed: the number of equipment has been processed. These equipment will not show in the numbering rows below.

The Input control section follows the Product rules registered in Onix Work:

• The number of displaying fields
• Mandatory fields are marked with (*)
• Prefix number will be displayed by default if any

If your equipment also requires suffix, clicking on button to edit suffix.

There are three ways to add equipment to an order line:

Manually input to pick equipment to an order line

1. Open the order line
2. Enter the required information
3. Enter the quantity of equipment you wish to fill out → Apply

Then, the serial number will be filled out in ascending order, other fields will be filled out identically.

Scan to autofill an equipment’s data

To help the numbering task become more efficient and hassle-free, Onix Pick and Pack supports the Zebra RFD90 scanner to autofill the data fields of an equipment that is currently selected.

1. In the Order Lines list page, select an open order line → tap on any empty field, for example, the Serial no.
2. Use the scanner to scan the equipment → the selected field will be filled without manual input
3. Click Apply to add the equipment to the order line, or tap on and scan to fill another field of that equipment

Scan to pick pre-registered equipment to an order line

1. Click on the bottom right of the screen to start scanning. The scanner will be initiated automatically. If you need to pause your work for a while, you should click Stop to stop the scanner.
2. If the equipment is found, you will hear two sounds in a row - the first sound indicates that equipment is found and the second states that the equipment is added successfully.

• It’s up to you to scan equipment one by one or multiple equipment at a time.

3. The information of these valid equipment will be automatically filled in the order line row and highlighted in bold text.

• If the equipment has been scanned before, its row is still highlighted in bold, but the number of picked item will not increase.

Update order line status

The last step is to change the status in the progress indicator to update the current status of the order line.

Reset order line

If there is something wrong and you need to start over again, you can wipe out all information you have inserted for this order line at once.

1. On the Order Lines detail page, click
2. Click Reset this order line.
3. Click Reset in the confirmation dialog.

NOTE:

• Information of processed equipment cannot be reset
• The order line cannot be reset if it is in a status that are set as Closed for numbering or Closed (this settings is in Onix Work)

Get the default value: Click the button → the value of input control will be reset to the default values registered from the Product rules

Change value of an equipment:

1. Select the equipment you need to modify
2. Select Clear to erase the inserted value
3. Insert the new value → Apply

SPECIAL SCENARIOS WHEN SCANNING

Found invalid tag(s)

There is at least one invalid tag found.

RECOMMENDATION: If you are scanning multiple equipment at a time, please scan one by one to find the one(s) that are not OK.

Order line is (or may be) full

The number of equipment found exceeds the number of equipment needed in one or some order lines.

RECOMMENDATION: Something might go wrong during your scan. You may want to reset the whole order or some order lines, then scan them one by one until all order lines are full to make sure items are picked correctly.

Found unknown equipment

• Equipment does not match the product of this or any order line of the order
• Equipment found but missing required information

RECOMMENDATION: If you are scanning multiple equipment at a time, please scan one by one to find the equipment that is not OK to fulfil the required information or manually add it to a specific order line.

The tag(s) is in use

The equipment is found but its tag exists in other lines.

RECOMMENDATION: There is a chance that something went wrong, you may want to reset the whole order or some order lines and start over again.

Equipment not found

The scanned tag is valid, but there is no equipment associated with it.

RECOMMENDATION: You can manually fill in the required information for the equipment and add to the order line. If you are scanning multiple equipment at a time, please scan one by one to find which tag(s) is not OK and handle each of them.