Assign Pre-Bins

What is Assign Pre-Bins?

Assign Pre-Bins is a tool that allows you to review, confirm, and complete the assignment of pre-configured bins to products during the receiving process. After assigning initial bins from Assign Bins, you can use Assign Pre-Bins to verify assignments, enter received quantities, update product information, and confirm receiving by checking the confirmation checkbox.

This functionality allows you to prepare bin assignment before physically receiving inventory, and then complete the receiving process in an organized and efficient manner.

Workflow

First assign bins from Assign Bins, then review and confirm from Assign Pre-Bins. This workflow allows you to prepare everything before physically receiving inventory.

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Why Use Assign Pre-Bins?

Assignment Review

Review all pre-assigned bins before confirming receiving. Verify that assignments are correct before processing.

Grid Editing

Edit multiple products at once in Grid Edit mode. Update received quantities, weights, UPC, and dimensions efficiently.

Receiving Confirmation

Confirm receiving by checking the checkbox. The system automatically processes bin assignment and updates inventory.

Product Information Management

Update weight, UPC, and dimensions (width, height, length) while processing receiving. Keep information complete from the start.

Automatic Validation

The system automatically validates that all required fields are complete before allowing receiving confirmation.

Pre-Assigned Bins View

View all pre-assigned bins with their volumes. Understand which bins were assigned and where you came from.

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How to Access Assign Pre-Bins

1. Assign initial bins

   First, from Assign Bins (/AssignBinlist.php), assign bins to products using “Assign new BIN”. This creates the pre-bins.

2. Navigate to Assign Pre-Bins

   After assigning bins, you’ll be automatically redirected to Assign Pre-Bins, or you can access directly at /AssignPreBinlist.php?RequestID=[ID]&a=gridedit where [ID] is the replenishment request ID.

3. Verify your permissions

   Make sure you have AssignPreBin level permissions with listing and editing capabilities. If you don’t have permissions, you’ll be redirected to login.

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How to Use Assign Pre-Bins

View Products List with Pre-Bins

The page automatically displays all products from the replenishment request that have pre-assigned bins. The table includes the following columns:

• SKU: Product SKU code
• Upc: Product UPC code (editable in Grid Edit)
• Description: Product description, including lot information and expiration date if applicable
• Qty Request: Quantity requested in the replenishment request
• Qty Received: Received quantity (editable in Grid Edit)
• Bin: Pre-assigned bin with its volume (format: BIN[v: volume])
• Checkbox: Checkbox to select products
• pre_bin_check: Checkbox to confirm receiving (only in Grid Edit)
• Weight/unit: Weight per unit (editable in Grid Edit)
• Width/unit: Width per unit (editable in Grid Edit)
• Height/unit: Height per unit (editable in Grid Edit)
• Length/unit: Length per unit (editable in Grid Edit)

Search Products

1. Use the search field

   At the top of the page, you’ll find a basic search field.

2. Enter your search term

   Type the SKU, UPC, or product description you’re looking for. The search looks for partial matches.

3. Select the search type

   Choose between:

   • Exact phrase: Searches for the exact phrase
   • All words: Searches for products containing all words
   • Any word: Searches for products containing any of the words

4. Click Search

   The list will automatically filter showing only products that match your search.

5. Clear search

   Click “Show all” to view all products again.

Activate Grid Edit Mode

1. Click Grid Edit

   At the top of the table, click the “Grid Edit” link.

2. Table changes to edit mode

   All editable fields will become text fields or checkboxes, allowing you to edit multiple products at once.

3. Buttons change

   You’ll see “Submit” and “Cancel” buttons instead of “Grid Edit”.

Complete Receiving with Pre-Bins

1. Activate Grid Edit

   Click “Grid Edit” to activate edit mode.

2. Review pre-assigned bins

   Verify that bins shown in the “Bin” column are correct. Each bin shows its volume in brackets: [v: volume].

3. Enter received quantity

   In the “Qty Received” column, enter the quantity you actually received. The system may pre-fill this field with the requested quantity or with pre_qty_received if it exists.

4. Update product information (optional)

   You can update:

   • Upc: Product UPC code
   • Weight/unit: Weight per unit (required if you check the checkbox)
   • Width/unit: Width per unit
   • Height/unit: Height per unit
   • Length/unit: Length per unit

5. Check the confirmation checkbox

   In the “pre_bin_check” column, check the checkbox for products you want to confirm as received. Only products with checked checkbox will be processed.

6. Validate data

   The system will automatically validate that:

   • At least one checkbox is checked
   • Products with checked checkbox have received quantity entered (between 1 and 999999999)
   • Products with checked checkbox have weight entered (between 0.000001 and 100000000)
   • Numeric fields are valid

7. Click Submit

   Click “Submit” to process changes. The system will:

   • Create or update bins as appropriate
   • Update product weight and UPC
   • Execute the receiving process (repleUpdating)
   • Update QtyRecive in requestdetail
   • Record the movement in bin history

8. Confirm the result

   You’ll see confirmation messages and processed products will show the checkbox checked and disabled, indicating that receiving was completed.

Important about Confirmation

Once you check the pre_bin_check checkbox and click Submit, the receiving process executes immediately. Inventory is updated and bins are physically assigned. Make sure all information is correct before confirming.

Cancel Edits

1. Click Cancel

   If you’re in Grid Edit mode and want to cancel changes, click “Cancel”.

2. Return to normal view

   The table will return to view mode without saving any changes.

View Already Processed Products

Products that were already confirmed (with pre_bin_check = 'Y') show:

• The checkbox checked and disabled (cannot be unchecked)
• Updated received quantity
• Updated weight and UPC

These products already have inventory assigned and don’t need additional processing.

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Functionality Details

Receiving Process with Pre-Bins

When you check pre_bin_check = 'Y' and click Submit, the system executes this process:

1. Validates pre-assigned bin:

   • Verifies that the bin (pre_bin) is not empty
   • Validates that the bin is not used by another SKU

2. Creates or updates bin:

   • If the bin doesn’t exist, creates it with product, lot, expiration, UOM, and volume
   • If the bin exists but is empty, assigns it to the product
   • Uses the insert_bin() function to handle creation/assignment

3. Updates product information:

   • Updates weight (Weight) in the products table
   • Updates UPC (Upc) in the products table

4. Executes receiving:

   • Calls repleUpdating() with received quantity
   • Updates QtyRecive in requestdetail
   • Records the movement in bin history

5. Notifies result:

   • Calls repleUpdated() for additional notifications
   • Updates replenishment request status if applicable

Field Validation

The system automatically validates these fields when pre_bin_check is checked:

• Qty Received: Must be an integer between 1 and 999999999
• Weight/unit: Must be a number between 0.000001 and 100000000 (required)
• Width/unit: Must be a valid number (optional)
• Height/unit: Must be a valid number (optional)
• Length/unit: Must be a valid number (optional)

Pre-Received Quantity

The system can use pre_qty_received from requestdetail if it exists. If this field has a value, it’s used instead of QtyRequest as the default value for “Qty Received”. This allows receiving quantities different from requested.

Lot and Expiration Information

If a product has lot or expiration date configured, this information is displayed in the “Description” column with special format:

• Lot: Displayed in blue as “Lot# [number]”
• Expiration date: Displayed in blue as “Expiration Date: [date]”

This information is important because bins are grouped by lot, expiration, and UOM.

Bin Volume

Each pre-assigned bin shows its volume in the format [v: volume]. This volume was configured when the bin was assigned from Assign Bins.

Required Permissions

To use Assign Pre-Bins you need:

• Level permission: AssignPreBin
• Listing capability: CanList() - To view the list
• Edit capability: CanEdit() - To edit and confirm receiving

If you don’t have these permissions, you’ll see messages indicating you don’t have the necessary rights.

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💡 Best Practices

Review Before Confirming

Always review pre-assigned bins and product information before checking the confirmation checkbox. Once confirmed, changes are permanent.

Enter Precise Quantities

Enter exact received quantities. Don’t use approximate quantities, as this affects inventory and can cause discrepancies.

Update Weight and UPC

Take advantage of Grid Edit mode to update weight and UPC while processing receiving. Keep product information complete and updated.

Process by Lots

If you receive products with different lots or expiration dates, process each lot separately to maintain organization and avoid errors.

Validate Dimensions

If you have dimension information (width, height, length), update it during receiving. This information is useful for shipping and storage calculations.

Confirm Only What's Received

Only check the confirmation checkbox for products you’ve actually physically received. Don’t confirm products that haven’t arrived yet.

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Troubleshooting

I don’t see products in the list

Problem: The page is empty or shows “No records found”.

Solutions:

1. Verify that you’ve assigned bins from Assign Bins first
2. Verify that the RequestID in the URL is valid
3. Verify that the replenishment request has products with pre-assigned bins
4. If you used search, click “Show all” to clear filters
5. Verify that you have AssignPreBin level permissions with listing capability

I can’t activate Grid Edit

Problem: The “Grid Edit” button doesn’t appear or doesn’t work.

Solutions:

1. Verify that you have edit permissions (CanEdit)
2. Verify that there are products in the list (the list is not empty)
3. Reload the page and try again
4. Contact the administrator if the problem persists

I can’t confirm receiving

Problem: The Submit button doesn’t work or a validation error appears.

Solutions:

1. Verify that you’ve checked at least one pre_bin_check checkbox
2. Make sure products with checked checkbox have received quantity entered (between 1 and 999999999)
3. Make sure products with checked checkbox have weight entered (between 0.000001 and 100000000)
4. Verify that all numeric fields are valid (numbers, not text)
5. Review specific error messages on the page
6. Make sure pre-assigned bins are valid

Bin doesn’t assign correctly

Problem: After confirming, the bin doesn’t appear assigned or there’s an error.

Solutions:

1. Verify that the pre-assigned bin is valid and not used by another SKU
2. Verify that the bin has the correct format according to system rules
3. Verify that the bin volume is valid (greater than or equal to 0.2)
4. Review specific error messages
5. If the bin is being used by another product, you’ll need to use a different bin

Received quantity doesn’t save

Problem: I enter a quantity but it doesn’t save after Submit.

Solutions:

1. Verify that you’ve checked the pre_bin_check checkbox for that product
2. Verify that the quantity is a valid integer between 1 and 999999999
3. Make sure to click “Submit” after entering data
4. Review specific error messages
5. If the product was already processed (checkbox disabled), received quantity cannot be changed

I can’t edit already processed products

Problem: Products with checked and disabled checkbox cannot be edited.

Solutions:

1. This is normal - already processed products cannot be edited from this view
2. If you need to make changes, use Inventory Control or Corrections to adjust inventory
3. Processed products already have inventory assigned and receiving completed

Dimension fields don’t save

Problem: I enter dimensions but they don’t save.

Solutions:

1. Dimensions (Width, Height, Length) are optional and are saved in the products table
2. Verify that values are valid numbers
3. Make sure to click “Submit” after entering data
4. Verify that the product has the pre_bin_check checkbox checked for it to be processed

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Related Links

Next Steps:

• Assign Bins - Assign initial bins before receiving
• Receiving - Complete receiving and replenishment process
• Bin Overview - Complete bin inventory view
• Bin Lists - Manage bin volumes
• Warehouse Overview - Warehouse overview
• Inventory Control - General inventory control and corrections