SyteLine Pick Pack Ship Configuration Guide
The Pick/Pack/Ship (PPS) module in SyteLine manages the complete order fulfillment cycle from customer order release through carrier shipment. Proper configuration ensures accurate picking, efficient packing, and compliant shipping documentation. This guide covers the setup of each PPS stage using SyteLine forms, IDOs, and fulfillment parameters.
Pick Process Configuration
Picking begins when customer orders are released for fulfillment. The Fulfillment Parameters form controls pick behavior including allocation method, pick sequence, and wave planning options. The SLPickLists IDO generates pick lists that direct warehouse staff to specific locations. Pick allocation respects the alloc_method setting on the item-warehouse record, supporting FIFO, FEFO (for lot-tracked items), and Location Rank methods.
- Configure Fulfillment Parameters to set default allocation method (FIFO, FEFO, or Location Rank)
- Enable wave planning to group multiple customer orders into consolidated pick waves for efficiency
- Set pick sequence rules on the SLPickLists IDO to optimize warehouse travel path during picking
- Use the CO Picking form to generate and confirm pick lists against allocated inventory
- Enable backorder processing in Fulfillment Parameters to handle partial availability scenarios
Pack Station and Container Setup
After picking, items move to packing stations configured on the Packing Stations form. SyteLine supports container-based packing where the SLContainers IDO manages carton and pallet definitions with dimensions and weight limits. The Pack Confirmation form validates picked quantities, associates items to containers, and captures package weights for shipping calculations.
- Define container types (carton, pallet, crate) on the Containers form with dimensions and max weight
- Configure packing stations with default container types, scale integration, and label printer assignments
- Pack confirmation validates picked items against CO line quantities and flags discrepancies
- Multi-container packing supports splitting large orders across multiple cartons with content tracking
- Container weight capture feeds directly into shipping rate calculations and BOL generation
Shipping and Documentation
The Ship Confirmation form finalizes the fulfillment cycle by confirming shipment, generating documentation, and triggering AR invoice creation. The SLShipments IDO manages shipment records with carrier, tracking, and freight details. BOL (Bill of Lading) generation pulls container and order data into formatted shipping documents. Integration with carrier APIs enables real-time rate shopping and tracking number capture.
- Configure carriers and ship-via codes on the Ship Via form with rate tables and transit time defaults
- Ship confirmation updates the co and coitem tables, reducing open quantities and triggering invoice generation
- BOL generation consolidates container, weight, and order data into compliant shipping documents
- Enable ASN (Advanced Ship Notice) generation for EDI 856 transmission to customer trading partners
- Post-shipment, the matltran table records the shipping transaction with full lot and serial traceability
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