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Scan to Verify

What Is Scan to Verify?

Scan to Verify is an enhancement to the Pick Wave module in XoroERP that introduces controlled item verification during the picking and shipping process. The feature ensures that items are accurately verified before shipment and provides configurable scanning behavior to align with different warehouse workflows.

Scan to Verify enables organizations to:

  • Enforce full verification before shipping

  • Control how scanned items update picked and verified quantities

  • Manage shipment creation directly from the Pick Wave interface

Access to this feature is controlled through the Scan to Verify Mode app module permission. The Scan to Verify option is visible only to users or roles with this access enabled.


Fields

The Scan to Verify feature introduces additional fields and UI elements within the Pick Wave module to support verification and shipping operations.

Scan & Verify Modal Fields

Header Fields

The Scan & Verify modal displays the following header-level information:

  • Item# – Allows users to scan or enter the item number for verification.

  • Current Item# – Displays the most recently scanned item.

  • Order# – Displays the sales order associated with the selected wave.

  • Total Lines – Displays the total number of item lines in the selected wave.

  • Total Units – Displays the total quantity of units picked in the selected wave.

Line-Level Fields

The line details section displays information for each item in the selected wave, including:

Field
Description

Item#

Displays the item number.

Description

Displays the item description.

UPC

Displays the UPC associated with the item.

Barcode

Displays the barcode associated with the item.

Master Case UPC

Displays the master case UPC associated with the item.

Inner Case UPC

Displays the inner case UPC associated with the item.

Allocated Qty

Displays the quantity allocated to the selected wave.

Picked Qty

Displays the quantity that has been picked for the selected wave line.

Verified Qty

Displays the quantity verified through the Scan & Verify process.

Verification Status

Displays the verification status of the item, such as Verified, Partially Verified, or Unverified.

Status

Displays the current status of the wave line.

Customer Item#

Displays the customer-specific item number associated with the item.

Action Buttons

The Scan & Verify modal includes the following actions:

  • Verify – Validates the scanned item and updates the verified quantity for the corresponding wave line.

  • Close Wave – Closes the selected wave after verification requirements are satisfied and creates the shipment record.

  • Shipment – Opens the shipment section associated with the verified wave, allowing users to review shipment details, access Rate Shopper, print labels, and complete the shipping process.


Shipping Section Fields

Once a wave is closed and a shipment is created, the Shipment section becomes available with the following fields:

Field
Description

Shipment#

Displays the shipment number generated for the selected wave.

Dimensions

Displays or allows users to enter the shipment dimensions, including Length, Width, and Height.

From Address

Displays the shipping origin address.

To Address

Displays the destination shipping address.

Shipping Method

Displays the shipment method.

Address Type

Displays the address type, such as Residential or Commercial.

Shipping Carrier

Displays the selected shipping carrier.

Shipping Terms

Displays the shipping terms associated with the shipment.

Ship Service

Displays the selected carrier service level.

Confirmation Type

Displays the shipment confirmation requirement. Available options include No Confirmation, Delivery, Signature, Adult Signature, and Direct Signature, depending on the selected carrier and service.

Tracking#

Displays the shipment tracking number.

Ship Date

Displays the shipment date.

Package Type

Displays the package type used for shipment.

Size UOM

Displays the unit of measure used for shipment dimensions.

Carton Weight

Displays the shipment weight.

Rate

Displays the shipping rate associated with the selected carrier service.

Shipping Notes

Allows users to enter shipment-related notes.

International Shipment?

Indicates whether the shipment is an international shipment.

Action Buttons

  • Get Rates - Opens the Shipping Rate Shopper, allowing users to retrieve available carrier services and shipping rates based on the shipment details.

  • Print Label - Generates and prints the shipping label for the shipment.

  • Ship - Processes the shipment and completes the shipping transaction.


Shipping Rate Shopper Fields

When users click Get Rates, the Shipping Rate Shopper window opens with the following fields:

Field
Description

Ship From

Displays the shipment origin postal code.

Ship To

Displays the destination postal code.

Address Type

Displays the shipment address type.

Confirmation

Allows users to select the shipment confirmation type required for delivery. Available options include No Confirmation, Delivery, Signature, Adult Signature, and Direct Signature, depending on the selected carrier and service.

Package Weight

Allows users to enter the package weight used for rate calculation.

Declared Cost

Allows users to enter the declared shipment value.

Size

Displays or allows users to enter the package dimensions.

In the case of multiple cartons, these fields are automatically disabled and cannot be edited.


How It Works

This guide explains how to use the Scan to Verify feature in the Pick Wave module during daily operations.

Step 1: Access Scan to Verify

  • Ensure your role has Scan to Verify Mode access enabled.

  • Open the Pick Wave module.

  • Select the required wave and click Scan to Verify from the toolbar.

If the option is not visible, the required access permission is not enabled.


Step 2: Scan and Verify Items

In the Scan & Verify modal, scan or enter the Item# in the Item# field and click Verify.

After successful verification:

  • The scanned item is displayed in the Current Item# field.

  • The Item# field is automatically cleared, allowing users to scan the next item.

  • The Verified Qty is updated for the corresponding wave line.

If the scanned item does not belong to the selected wave, the system displays an error message and prevents verification.

Quantity updates depend on the configured Scan Verification Mode:

  • Pick & Verify – Updates both Picked Qty and Verified Qty.

  • Verify Only – Updates Verified Qty only.


Step 3: Review Verification Status

As items are verified, the system updates the Verified Qty and Verification Status for each wave line.

Possible verification statuses include:

  • Unverified – No quantity has been verified.

  • Partially Verified – Verified Qty is less than the Allocated Qty.

  • Verified – Verified Qty is equal to the Allocated Qty.

Users can manually modify the Verified Qty directly from the grid if required.

The system validates that the Verified Qty does not exceed the Allocated Qty.


Step 4: Close the Wave

  • If Enforce Full Verification Before Shipping is enabled, all picked quantities must be verified before closing the wave.

  • Once verification is complete, use Close Wave to close the wave or selected wave lines.


Step 5: Review Shipment Details

Navigate to the Shipment section to review shipment information, including:

  • Shipment Number

  • Shipment Addresses

  • Shipping Method

  • Shipping Carrier

  • Ship Service

  • Shipping Terms

  • Confirmation Type

  • Package Information

  • Carton Weight

  • Shipping Rate

  • Tracking Information

Important:

  • Shipping fields are editable only for single-carton shipments.

  • For multiple-carton shipments, shipping fields are automatically disabled and cannot be modified.


Step 6: Retrieve Shipping Rates

  • Click Get Rates from the Shipment section.

  • The system opens the Shipping Rate Shopper window.

  • Enter or review the shipment details, including:

    • Ship From

    • Ship To

    • Package Weight

    • Address Type

    • Confirmation Type

    • Package Dimensions

  • Click Get Rates to retrieve available carrier services and shipping rates.

  • The system displays the available shipping services along with their corresponding carrier costs and shipping rates.


Step 7: Select a Carrier Service

  • Select the desired carrier service from the available rate options and click Apply.

  • The selected Shipping Carrier, Ship Service, and Shipping Rate are automatically reflected in the Shipment section.


Step 8: Print Labels

  • Once shipment details are finalized, click Print Label to generate and print the shipping label.

  • For single-carton shipments, users can modify shipment details before printing.

  • For multiple-carton shipments, use the applicable carton-level shipping process to print labels.


Step 9: Ship the Order

  • Click Ship to complete the shipment process.

  • After shipment processing:

    • Shipment details are saved to the shipment record.

    • The selected carrier service and shipping rate are retained.

    • Shipping Cost, Shipping Tax, and Shipping Amount are automatically reflected in the associated Invoice, Packing Slip, and Sales Order shipping information.


Operational Benefits

  • Ensures accurate item verification before shipment processing.

  • Prevents shipment errors by validating that scanned items belong to the selected wave.

  • Provides real-time visibility of the most recently scanned item during verification.

  • Prevents over-verification by ensuring Verified Qty does not exceed Allocated Qty.

  • Streamlines item verification, shipment creation, rate selection, label printing, and shipping within a single workflow.

  • Enables users to retrieve and compare carrier rates directly from the Shipment section.

  • Automatically updates shipment details with the selected carrier service and shipping rate.

  • Ensures consistent shipping information across Shipment, Invoice, Packing Slip, and Sales Order records.

  • Improves shipping accuracy and operational efficiency by reducing manual updates across related transactions.

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