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- Pick & Pack Optimization
- Data model and import order
The tables behind Pick & Pack Optimization
Pick & Pack Optimization ships with 17 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 17
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization:
Organizations, team members, Users, storage locations.
Demand and planning:
Stock requests, pick waves, pick policies.
Inventory:
Stock items, stock lots, stock reservations, stock movements.
Packing and loads:
Cartons, outbound shipments, shipment stops.
Review evidence:
Review decisions, operation receipts, record attachments.
Every table, by feature
- Stock requests5
- Pick waves4
- Lot availability5
- Carton handling3
- Stock movements4
- Review and evidence4
- Shipment reference4
- Shared and settings3
- Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations - Team members
Warehouse staff and reviewers linked to an organization and platform user.
Linked to Organizations, Users - Review decisions
Approved, rejected, returned or escalated decisions on source records.
Linked to Organizations, Team members, Stock requests
- Pick waves
Pick wave planning records supporting release of a feasible pick wave.
Linked to Stock requests, Organizations - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock reservations
Held, released or consumed reservations against eligible stock lots.
Linked to Stock lots, Stock requests - Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations
- Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations - Stock reservations
Held, released or consumed reservations against eligible stock lots.
Linked to Stock lots, Stock requests - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations
- Cartons
Pallets, totes and license-plate handling units with custody.
Linked to Storage locations, Stock items - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations
- Stock movements
Posted signed-quantity movements that change on-hand inventory.
Linked to Organizations, Team members, Storage locations, Stock items - Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests
- Review decisions
Approved, rejected, returned or escalated decisions on source records.
Linked to Organizations, Team members, Stock requests - Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests - Record attachments
Documents and links attached to operational records.
Linked to Stock requests, Organizations - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items
- Outbound shipments
Inbound and outbound loads with carrier, dock door and seal.
- Shipment stops
Sequenced stops and dock appointments for a load.
Linked to Outbound shipments, Storage locations - Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations - Cartons
Pallets, totes and license-plate handling units with custody.
Linked to Storage locations, Stock items
Keys and references
Stock requests is the parent for pick waves, stock movements, review decisions and operation receipts. Stock reservations links a request to a stock lots record. A lot links stock items and storage locations. A posted movement can refer to the original movement it reverses. Keep the request, lot, movement and operation keys stable so a retry can find the earlier result.
Cartons link to stock items and the storage locations used as its pack station. Shipment stops links outbound shipments to a storage locations appointment. A completed pick wave leaves the load and stop records unchanged.
Migration order
- Load Organizations, Users and team members, then storage locations.
- Load stock items and stock lots with checked on-hand quantities.
- Load pick policies and stock requests with their source identifiers.
- Load stock reservations, pick waves and Cartons after their references resolve.
- Load stock movements, review decisions, operation receipts and record attachments with original dates and operation keys; load outbound shipments and shipment stops by their load identifiers.
- Reconcile held quantities, posted movements and receipt status before the next operating cycle.
Set up Pick & Pack Optimization your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.