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Settings

On this page you find the general settings of the Planograma application. From here you set the default options and activate the workflows your company needs.

General

  • Default order delivery method - the delivery method used by default when creating the outbound documents (Courier or Transport).
  • Default location display method - how the location is displayed in the mobile terminal, by Name or by Code.
  • Notice prefix - the prefix used for the notice-type documents.
  • Production batch code format - the format of the batch codes created following the production processes. You can combine the available variables with free text.

Workflows

The workflows are activated through toggles (ON/OFF) and change the way the application works. The most used are:

  • Automatic assignment flow - activates the algorithm for the automatic assignment of the picking documents to users, as well as the settings specific to this flow in the user settings.
  • Ramp validation flow - activates the scanning of the documents at the ramp, as well as the scanner and sensor flows on the production interfaces.
  • Automatic replenishment flow - activates the automatic replenishment of a product when the stock drops below the value set in the product nomenclature.
  • Initial order modification flow - allows the modification of the quantity at validation from the mobile terminal.
  • Partial scanning (without exceeding) - allows the scanning of a product in several batches (for example 1+1+1 instead of 3), without exceeding the quantity in the task; the finalization is done only after the full scanning.
  • Picking flow with total quantity selection - allows the reservation of the quantity per order according to the quantity available on the location and its priority.
  • Purchase order - activates the Purchase order document type.
  • Allow adding additional products/quantities in NIR - allows the adding of additional products or quantities in the NIR when the Purchase order is active.
  • SN Optional - allows the adding of serial numbers without the constraint of already having them in the system.
  • Packed products - extracts the products from the recipe and adds them to the order; the stock of the finished product is calculated according to the stock of the products in the recipe.
  • Full scanning of products in NIR - the NIR cannot be validated if not all the products have been scanned.
  • Hide product code - hides the product code column from the order validation.
  • Production flow - displays the production widgets on the dashboard.
  • Exclude expired batches (API orders without batch) - for the orders received through the API without a specified batch, it excludes the already expired batches at the stock selection; the FEFO order is kept only among the valid batches. If the batch is sent in the order, it is used regardless of the expiration date.

Info

Press the Legend button to see, in the interface, a detailed description of each flow.

Other configuration sections

Depending on your account rights, on this page advanced sections may also appear:

  • Localization - the time zone used by the application.
  • Android application - settings for the mobile terminal application.
  • Licensing - licensing information.
  • Bulk picking - settings for grouping orders at picking.
  • Print SSCC - options for printing the SSCC labels.
  • API Order configuration - options for the orders received through the API.

The integrations with external systems are configured separately, on the API integrations page.

Saving the configuration

After you have made the desired changes, press the Save button to apply them.