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:
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:
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:
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.
The Shipment section remains disabled until the wave is closed and a shipment is created.
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.
This feature functions only for waves that are in the Unallocated, Allocated, or Partially Allocated states. It is not supported for Manufacturing Order waves, including Produced, Disassembled, or Merged statuses, nor for WMS processing stages such as Staged, In Packing, or In Staging.
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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