Workflow Settings

SKUSavvy Platform Settings

SKUSavvy is a cloud-based inventory management system that helps businesses of all sizes manage their inventory, orders, and shipments more efficiently. One of the key features of SKUSavvy is its ability for you to customize the platform settings to meet the specific needs of each business. Below is each setting within SKUSavvy and the impacts it will have when turned on.

Note: you must have the company admin permission to adjust these settings as they will affect each employee account

Workflow Settings Video

Fulfillment Settings

These settings change and enable various parts of fulfilllment as well as the information being sent to Shopify.

• 1) Turn on manual fulfillment: which will enable you to package and complete an order fulfillment without needing to produce a carrier label. This still allows you to scan an external tracking number to the order. Useful for delivery orders that are not being shipped via carrier, or using a non supported carrier

• 2) Turn on customer notifications: Notify customer of a fulfillment event using messaging set up in Shopify

• 3) Turn off SKUSavvy Tracking Portal - turns off built-in SKUSavvy tracking portal in favor of Shopify tracking page

• 4) Enable batch barcode creation: printed from within batch settings

• 5) Enable partial fulfillment of orders: split orders into multiple shipments to fulfill only a part of the order, useful for backorders, multiple shipping addresses, fulfillment across warehouses

• 6) Print a physical pick list from within the batch. Note: you will need to create a 'Pick list' template for this from within your print templates

• 7) Allowing bulk packing will enable you to scan an action barcode to pack all items at once instead of scanning each item during the pack stage. Note: you will need to create an action barcode from your templates, then add the action type for 'Pack All items' then simply scan this barcode during fulfillment to automatically pack them all

• 8) Print a license plate barcode immediately after packing for use with automation systems such as Cubiscan

• 9) Ignore line item properties: by default SKUSavvy pulls in line item properties from a Shopify order. Depending on the apps you have installed you might be seeing these and they can get quite noisy. If an app is using line item properties but you don't want to show them, you can enter the starting sequence of this apps line item properties to ignore them

• 10) Label messages: you can assign custom data fields that will show on the shipping labels. Note that only some carriers support custom label messages

Delivery Zones

DEPRECATED

We have removed delivery zones in favor of a more scalable method with Autopilot automated delivery and shipping.

Inventory Settings

Use these settings to customize SKUSavvy according to your own operations requirements. Note that many of the settings shown below will only show if some functionality is turned on such as lot tracking, fresh to frozen product management, and serialization.

• 1) Adjustment reasons: when making ad-hoc inventory changes you can provide or require a reason for the change, these codes can be provided for the change reason to track your own custom reasons

• 2) Enable bin to bin replenishment: this will turn on a setting within any inventory detail to restock one bin from another using automation

• 3) Enable kitting: this will turn on kitting to set up recipes to convert one or more products into a one or more outputs

• 4) Track packaging inventory: this will require an inventory quantity for each package type at the warehouse level for it to be used in fulfillment

• 5) Retain empty records: when turned off SKUSavvy will remove 0 inventory levels and their associated bins

• 6) Require an inventory adjustment reason: anytime an ad-hoc change to inventory is made this will require a reason be given for the change

• 7) Enable serialization: this will provide workflows and available restrictions for handling of serialized inventory such as adding serial number during PO creation or check-in, as well as recognizing serial numbers on Shopify POS

• 8) Enable lot tracking and traceability: for items set to perishable this will require a lot number and expiration date for any new inventory to be tracked all the way through its lifecycle

• 9) Limit one lot per bin: forces each lot of the same product to be stored in separate bins to error free storage of perishable products

• 10) Enable fresh to frozen product management: provides a method for converting fresh product into frozen product after the expiration date of the fresh product, also enables lot conversion at the stage of freezing

• 11) Show lot expirations as date format: you can choose which style of date should be shown for the expiration date

• 12) Default frozen perishable time: sets an automatic expiration date at the time a fresh item is frozen

• 13) Enable ABC analysis and set the ranges for which products should be considered A, B, or C class items based on sales velocity

Barcode Scan Options

• These controls live in two sections of Settings. Scan points are in Verification, and the scanner itself is in Barcode Scanning.

• In Verification, each workflow (Outbound, Transfers, Putaway) has its own scan points:

• 1) Verify bin location: Optional, or Scan required before the move completes

• 2) Verify item: Optional, Manual (confirm by tap or scan), or Scan required

• 3) Scan counts as: The whole line, or One unit, so a quantity of 5 needs 5 scans

• 4) Verify item on the Pack move: Optional, or Scan required, which catches a mis-pick before the box is sealed

• In Barcode Scanning:

• 5) Enable webcam scanner: reads barcodes with the device camera, so no extra hardware is needed

• 6) Enable test scanner: adds an on-screen control to simulate scans, for testing and demos

• 7) Hardware scan prefix: the character every scanner in the company is programmed to send ahead of the barcode, which is how a scan is told apart from typing. This is company-wide, so changing it means reprogramming every scanner. Leaving it blank disables hardware scanning for everyone

• 8) Listen for hardware scans on this account: applies to your login only, not the company. Turn it off if you work at a desk with no scanner, so the prefix character stays typeable

Barcode Settings

These settings impact the barcode formats for various barcodes being created within SKUSavvy. When changing this setting it will only affect new barcodes created. Existing barcodes will stay in the existing format.

Set your barcode formats as soon as possible so new barcodes are generated in this format (ie. bin barcodes)

• 1) Default item barcode format

• 2) Default batch barcode format (for order batch barcodes)

• 3) Default bin barcode format

• 4) Default shipment barcode format

• 5) Ability to generate barcodes for any items that don't have them, if they have them it will just add another barcode

• 6) Replace barcodes instead of adding a new barcode when the barcode is updated in Shopify

Default Units of Measure

These will adjust each of the products dimensions, package dimensions, weight units, and any place units are used to be defaulted.

• 1) Default length unit

• 2) Default weight unit

• 3) Default currency

International

If you're shipping internationally the declared value of goods needs to be sent to the carrier for customs. This information is automatically sent by SKUSavvy, however there are cases when you might want to send the discounted value of goods compared to the full value of goods. 

• 1) Select which value of goods you want to submit to customs: discounted retail price or retail price

• 2) Select terms of trade codes and optionally set different codes for different countries

• 3) Select the country and the code to use for each country.

Terms of Trade Codes Available

DDP

Delivered duty paid (place of destination)

EXW

Ex works (place of delivery)

FCA

Free carrier (place of delivery)

CPT

Carriage paid to (place of destination)

CIP

Carriage and insurance paid to (place of destination)

DAP

Delivered at place (place of destination)

DPU

Delivered at place unloaded (place of destination)

FAS

Free alongside ship (port of landing)

FOB

Free on board (port of landing)

CFR

Cost and freight (port of destination)

CIF

Cost insurance and freight (port of destination)

Purchase Order Settings

This setting turns on purchase orders and vendor management tools within SKUSavvy. From here you can also specify the 'From' email on vendor communication. 

• 1) Enable purchase order and vendor management

• 2) Set a 'From' email when using the vendor portal

• 3) Enable directed put-away. Once enabled go to your list of bins for any warehouse and tap on 'Putaway Criteria' to set one or many bins that should be recommended during check-in depending on the product type and crieria set

• 4) Enable bulk counting of PO contents during check-in so you will not need to scan any products but instead can do this in bulk

Transfers & Cross-Dock Settings

This setting turns on transfers of inventory between two warehouses. Enables you to create transfers inbound or outbound then enables workflows on either side of the transfer to pick/pack/ship and receive the order.

• 1) Enable transfers between warehouses

• 2) Enable editing of orders even if the order has already been marked fulfilled and received which may diminish quality control checks

• 3) Bulk count all items on the receiving side, enables you to still make adjustments

• 4) Allow overcounting on transfers. May cause discrepancies between what was sent and what was actually received (ghost inventory)

Cycle Count

These settings enable you to control how you want cycle count scans to work as well as what information should be shown during the cycle count process. 

• 1) Turn on cycle counting (available within a warehouse > inventory > cycle counts)

• 2) Requite a bin scan on cycle counts

• 3) Require an item scan on cycle counts

• 4) Show the expected count during the cycle count (turn this off for blind counting)

Data Retention

If your company chooses to remove sensitive customer data such as customer name, email, and addresses you can have SKUSavvy automatically purge this data after some period of time. 

More Settings

ABC Analysis & Sales Window

Sales Window (days) sets how many days of sales history SKUSavvy looks back at to measure sales velocity — this one setting drives both ABC Analysis and your default replenishment range. Enable ABC Analysis to classify inventory into A/B/C priority tiers by sales contribution, so staff know which SKUs need the tightest stock monitoring.

Keep Zero-Quantity Inventory Records

When on, a bin/item pairing isn't removed just because its counted quantity drops to zero — the bin stays reserved for that item, so it's easy to find during restocking.

Allow Overcounting on Transfers

By default, counted and received quantities on a transfer can't exceed what was packed. Turn this on to remove that check when you genuinely expect to receive more than was packed.

Test Scanner

Enable Test Scanner adds an on-screen control that simulates barcode scans without a physical scanner. It's for testing and demos only — this is a per-user setting under your own account, not a company-wide one.

Hardware Scanner Prefix

Most hardware barcode scanners can be configured to send a prefix character before each scan, so SKUSavvy can tell scanner input apart from someone typing on a keyboard. Choose which prefix your scanner uses: Tilde, Caret, Open Bracket, or Asterisk. If you're on a Tera scanner, see the Tera Scanner Setup guide for the exact configuration barcodes.

Label Messages

Choose up to 3 pieces of order info — order number, PO number, or box number on multi-box shipments — to print in your carrier's reference-message fields on the shipping label.

Lot Ordering Strategy

When lot tracking is on, choose whether batch picking should prefer FIFO (pick the earliest-expiring lot first) or LIFO (pick the latest-expiring lot first), or leave it at No Preference to ignore expiration when choosing a bin.

Tax Identifiers

Register tax identifiers — VAT, EORI, IOSS, or UKIMS — under Carriers > Tax Identifiers so they're sent on international shipments and clear customs correctly. Add one company-wide, or scope it to a specific warehouse to override the company-wide value there.

Default Order Allocation Warehouse

Set which single warehouse new or otherwise-unassigned orders default to for fulfillment, under Warehouses > Order Allocation.