Removing Non-Serialized Items from Opulo Managed Inventory
per Production Batch
-
Navigate to https://ship13.shipstation.com/home and login
-
Click "Shipments"
-
Expand the "Batches" drop-down menu and select "Open"
-
Click "WK27" (or the given production week # you are working with)
-
Click "Export Orders"
-
Click "Export order line items"
-
Click the "Weekly Non-Serialized Item Removal" field.
-
Click "Export"
-
Navigate to tab "Weekly Aligni Item Removals - Google Drive"
-
Make a copy of "WK ## NON-SERIALIZED ITEM REMOVAL"
-
Right-click "WK ## NON-SERIALIZED ITEM REMOVAL"
-
Click "Make a copy"
-
Right-click "Copy of WK ## NON-SERIALIZED ITEM REMOVAL"
-
Click "Rename"
-
Click this text field.
-
Click this text field.
-
Type "[[Backspace]]" to delete "Copy of " from the front of the filename
-
Replace ## with the given production lot's week number
-
Type "27" (for example)
-
Click "OK"
-
Double-click "WK 27 NON-SERIALIZED ITEM REMOVAL" and Open the File
-
Right-click "WK ## FROM SHIPSTATION"
-
Click "Rename" on the first tab of the Workbook
-
Click "WK ## FROM SHIPSTATION"
-
Replace ## with the production lot's given week number – "27" in this case
-
Click "WK ## NON SERIALIZED ITEMS TO REMOVE"
-
Right-click "WK ## NON SERIALIZED ITEMS TO REMOVE"
-
Click "Rename"
-
Click "WK ## NON SERIALIZED ITEMS TO REMOVE"
-
Replace ## with the production lot's given week number – "27" in this case
-
Click "WK 27 FROM SHIPSTATION" to exit the renaming pop-up window
-
Navigate to the "WK## FROM SHIPSTATION" tab
-
Select Cell "A1"
-
Click "File"
-
Click "Import"
-
Click "Upload"
-
Click "Browse"
-
In your computer's file explorer, navigate to and select the .CSV file you previously exported from ShipStation
-
Click "Create new spreadsheet" and expand the drop-down menu
-
Select "Replace data at selected cell"
-
Select "Import data"
-
Confirm all data imported correctly from the top to bottom
-
Switch to the "WK ## NON SERIALIZED ITEMS TO REMOVE" tab
-
Click on the Pivot Table
-
Select the "Edit" pop-up button
-
Edit the filtered "BASE SKU" list
-
Click "Clear" to deselect all SKUs
-
Click "Select all"
-
Click "(Blanks)" to remove items without SKU numbers
-
In the Filtered List search bar, type "sku-00"
-
Click "SKU-0002" to filter LumenPnP units from the list
-
Repeat this step, as needed, to remove any of the following items:
- Replacement Motherboards
- Control Boxes
-
Click "OK"
-
Click here to exit the Pivot table editor
-
Click "File"
-
Select "Download" from the File drop-down menu before selecting "Comma Separated Values (.csv)"
-
Navigate to opulo.aligni.com
-
Click on the search button in the top-right of the UI
-
Type "Batch-0001" in the search bar's text field
-
Click "BATCH-0001"
-
Click "New Revision"
-
Disable "Copy part list from source revision"
-
Click the "Revision Name" field.
-
Type "WK#27" (the given week number of the production lot you are working with)
-
Click the Create button
-
Click the BOM tab's drop-down menu.
-
Click "Part List"
-
Click "Import CSV"
-
Click "Drag a file here to upload, or choose a file from your computer"
-
From your computer's file explorer, navigate to and select the .CSV previously downloaded from Google Sheets
-
Map Part Number to "Column 1 (BASE SKU)"
-
Map QUANTITY to "Column 2 (SUM of Item - Qty)"
-
Click "Match Parts & Move to Step 3"
-
Perform the following two steps on this page:
- Select the "Add to working partlist" import option
- Click "Import Parts"
-
You will be returned to the BOM (Part List) view
-
Remove any errant items by clicking the "Red X" in the Actions column of the Part list
- It's important to remove any items from this list that may have already been previously removed from inventory – sometimes replacement parts shipped fast can be guilty of this
-
Click "Yes" to remove anything that shouldn't be accounted for
-
Click "Release this Revision"
-
Click "Release Revision"
-
Click "New Build"
-
Click "Create a single build"
-
Click the "Title" field.
-
Type "Build for non-serialized goods made during WK #27" (27 for example)
-
Click the "Build Quantity" field.
-
Type "1"
-
Enable "DRILL-DOWN PARTLIST"
-
Click the "Expected Reservation Date" field and set it to the day the production lot began
-
Click the "Expected Completion Date" field and set it to the date the production lot is scheduled to be completed
-
Click "Create Build"
-
Click "Allocate..."
-
Click "Allocate" from the pop-up window
-
Click "Reserve Inventory..."
-
Click "Reserve"
-
Click "Parts"
-
Confirm all material has been properly reserved before navigating to the "Finalize" tab
-
Disable "Add final assembly to inventory"
-
Pick "Computed Price ($####.##)" as selected "Record Cost As" option
-
Click "Finalize Build..."
-
Click "Finalize Build"
-
Click "Parts"
-
Confirm all parts have been removed