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Retailer Compliance Process Overview
Retailer Compliance Process Overview
S
Written by Sam Andrew
Updated over a week ago

Logiwa IO Retailer Compliance feature will be available as a Beta version starting with the April 2025 Main Release.

For more details about Beta feature releases, please refer to the related article.

In Retailer Compliance B2B operations, the goal is to pick the products and ship them to the retailer’s designated store. There are many rules to follow, such as printing case/pallet UCC labels, ensuring they are affixed correctly to packages, and adhering to other labeling requirements, etc.

Logiwa IO Retailer Compliance process ensures that every box and LP in the B2B Retailer orders receives unique UCC labels, which are generated and validated throughout the picking process to ensure accuracy and compliance.

Step 1: Order Allocation

  • The first step involves the allocation of orders. Once the order is allocated with a Retailer Compliance Job Type, the system ensures that the necessary inventory is available before proceeding with the picking process.

  • Please find more information in the Retailer Compliance Job Type Configuration article.

Step 2: Creating Case Labels in the Shipment Order Screen

The primary goal in the Retailer Compliance process is to generate unique UCC labels for each case and each Parent LP/LP and send them to the relevant locations.

  • Case and Item with Box Labels: These are generated before picking and validated during picking to ensure that the right label is attached to the right case.

  • LP Labels: Generated after the picking process, as the number of LPs or Parent LPs is only known once picking is complete.

Please note that:

1) In the Retailer Compliance process, the term "case" refers to the pack type, and it does not necessarily have to be a case. It can be any other pack type, as long as it is not the UOM (Unit of Measure) pack type.

2) UCC labels are generated according to the configurations specified under the SSCC18 client. The labels are created by adding "00" to the beginning of the UCC number, thereby ensuring compliance with the GS1 format.

These labels are then stored in the system as LP number and Parent LP number for further processing.

With that said, in this step, before picking begins, Case Labels must be generated. These labels, which follow the SSCC18 standard, are created and validated in advance, ensuring that each case is properly labeled before it enters the picking phase.

  1. Navigate to the Shipment Order Screen:

    • From the Shipment Order section, select the order you wish to process.

  2. Create Retailer Label:

    • Click on the Create Retailer Label button from the available options.

    • Select Case Retailer Label as the label type to generate case labels for the selected order.

  3. Allocated Cases:

    • The system will display the number of Allocated Cases for the selected order (e.g., "Allocated Cases: 4").

    • This count is automatically calculated based on the available inventory and picking status.

  4. Select LP Type:

    • Select the appropriate LP Type for the labels to be generated.

  5. Select Retailer Printout:

    • Choose the relevant retailer printout format (e.g., Walmart Case Label) and proceed with the label generation.

Once the LP type and Retailer Printout are selected and the Save button is clicked, the system generates the UCC labels.

Afterwards, the following screen appears:

  • Print Quantity: This field specifies the number of label copies to be printed. Retailers may need multiple labels for a case to ensure visibility on different surfaces, even if labels are stacked, to guarantee at least one label is clearly visible.

  • Limit on Print Quantity: Since a box can have a maximum of 6 sides, the Print Quantity field is restricted to a maximum of 6 labels.

Note:

A blank page is inserted between UCC labels of different SKUs to help pickers easily identify which labels belong to which SKU.

For example, if there are 3 UCC labels for SKU A (UCC1, UCC2, UCC3) and 3 for SKU B (UCC4, UCC5, UCC6), the printed order will be UCC1, UCC2, UCC3, followed by a blank page, then UCC4, UCC5, UCC6. This ensures quick identification, improving picking efficiency.

Case Label Calculation Logic

There are two parameters that are taken into account while creating case labels:

  1. "Create case labels for single item LPs/Parent LPs"

    1. This parameter is under the Retailer object.

    2. It determines whether case labels will be created for single-item LPs and Parent LPs.

  2. "Disable Full LP Picking"

    1. This parameter is under the Job Type configuration.

    2. It controls whether full LP picking will be disabled.

Calculation Logic

Here is the example order to make it understandable:

Order Details

1 Case = 10 Units

SKU

Pack Type

Quantity

SKUA

Case

7

SKUB

Case

4

SKUC

Case

4

SKUD

Case

1

SKUE*

Unit

3

SKUE= Item with Box

Here, SKUE is listed as a Unit type, but since it has already been stored with a package, it is treated as a case for this SKU.

Inventory Details

SKU

Pack Type

Quantity

Location

LP

Status

SKUA

Case

3

Loc1

Allocated

SKUB

Case

3

Loc2

Allocated

SKUA

Case

4

Loc3

LP1

Allocated

SKUC

Case

4

Loc4

LP2

Allocated

SKUB

Unit

10

Loc5

Allocated

SKUD

Unit

10

Loc6

Allocated

SKUE

Unit

3

Loc7

Allocated

Scenario 1 - If both parameters are TRUE:

  • Cases inside LPs will be picked one by one, meaning each case will require a label.

    Based on the inventory, here’s the breakdown:

    • 3 cases of SKU A → Case pack type, so 3 labels.

    • 3 cases of SKU B → Case pack type, so 3 labels.

    • 4 cases of SKU A → Case pack type, so 4 labels.

    • 4 cases of SKU B → Case pack type, so 4 labels.

    • 3 units of SKU E → Item with box, so 3 labels.

    In total, 17 case labels will be needed.

Scenario 2 - If both parameters are FALSE:

  • Full LP picking will be performed. The cases inside LPs will be picked as LPs, and no individual labels will be generated for them.

    Based on the inventory, here’s the breakdown:

    • 3 cases of SKU A (from the first line of inventory at Loc1) → Case pack type, so no individual labels.

    • 3 cases of SKU B (from the second line of inventory at Loc2) → Case pack type, so no individual labels.

    • 3 units of SKU E (from the last line of inventory at Loc7) → Item with box, so 3 labels.

    In total, 9 case labels will be needed, as LPs are picked as a whole and no labels are generated for the cases inside the LPs.

Scenario 3 - If the parameters are different (TRUE/FALSE or FALSE/TRUE):

  • This will result in a wrong configuration, and the process cannot proceed. The system will not allow the workflow to continue if these two parameters are mismatched.

Step 3: Mobile Picking Process

Once the case labels are generated, the Picking process can begin. There are four different picking steps that may be involved in this process:

3.1 Full LP Picking

  • Only the Parent LP can be scanned during mobile operations at the "To Location" stage. No additional validation step is required beyond the standard picking procedure.

3.2 Case Picking

  • UCC labels (SSCC18) are generated before picking and must be validated during the picking process. These labels are affixed to cases, and then the cases are picked onto Parent LPs. The validation is done via the mobile app to ensure the correct case handling during the picking process.

3.3 Item with Box Picking

  • UCC labels (SSCC18) are generated for these items as well and must be validated in the mobile app during picking. These labels are validated just like case labels, and only Parent LPs can be scanned.

    • Note: The reason for generating labels for Item with Box Picking, even if they are not in case pack types, is because these items have their own boxes, which require labels for tracking and compliance.

3.4 Unit Picking

  • The only difference from standard picking is that picking is done only for the LP (no other items or cases are involved). There is no additional validation beyond the standard picking process.

Process Flow with an Example

Let's continue with the example of accepting both parameters as FALSE in "Case Label Calculation Logic" section above.

UCC labels are generated for the relevant items during the process:

  • For SKU A (3 cases from Loc1)UCC1, UCC2, UCC3 (case pack type)

  • For SKU B (3 cases from Loc2)UCC4, UCC5, UCC6 (case pack type)

  • For SKU E (3 units from Loc7)UCC7, UCC8, UCC9 (item with box)

In total, 9 UCC labels are generated for these items (3 labels each for SKU A, SKU B, and SKU E).

The task sequence in the picking process will be as follows:

1- Full LP Picking:

  • First, Full LP Picking is done directly to the PRT01 Parent LP.

  • This includes LP1 (from Loc3) and LP2 (from Loc4).

  • Once this step is completed, the LPs are consolidated into the PRT01 Parent LP.

  • Here’s the inventory breakdown after picking:

SKU

Pack Type

Quantity

Location

Parent LP

LP

Status

SKUA

Case

3

Loc1

Allocated

SKUB

Case

3

Loc2

Allocated

SKUA

Case

4

A-1-1

PRT01

LP1

Picked

SKUC

Case

4

A-1-1

PRT01

LP2

Picked

SKUB

Unit

10

Loc5

Allocated

SKUD

Unit

10

Loc6

Allocated

SKUE

Unit

3

Loc7

Allocated

2- Case Picking:

  • When Case Picking is performed for SKU A from Loc1 and SKU B from Loc2, the system will prompt the user for UCC label scanning based on two options:

    • 1- Scan Interval Method

      • When the interval option is selected, the system only requires the first and last UCC label numbers for validation.

      • For example, when picking SKU A from Loc1, the user only needs to scan the first UCC label (UCC1) and the last UCC label (UCC3) for validation.

      • This method is especially useful for large orders, as it simplifies the process by only requiring the first and last labels in the range, making the picking process faster.

    • 2- Scan All UCCs Method

      • When the all UCCs option is selected, the user is required to scan every UCC label in the range. For SKU A from Loc1, the user would need to scan UCC1, UCC2, and UCC3 in sequence.

      • This method ensures that every label in the task is scanned, which is useful for smaller orders or for situations where precise tracking of each item is required.

Please note that both Scan All and Scan Interval settings for UCC labels are located under the Job Type configuration.

  • Now, let’s assume the user changed the Parent LP from PRT01 to PRT02 in the A-1-1 location. All the cases for SKU A and SKU B have now been consolidated to PRT02.

    Here is the updated inventory:

SKU

Pack Type

Quantity

Location

Parent LP

LP

Status

SKUA

Case

1

A-1-1

PRT02

UCC1

Picked

SKUA

Case

1

A-1-1

PRT02

UCC2

Picked

SKUA

Case

1

A-1-1

PRT02

UCC3

Picked

SKUB

Case

1

A-1-1

PRT02

UCC4

Picked

SKUB

Case

1

A-1-1

PRT02

UCC5

Picked

SKUB

Case

1

A-1-1

PRT02

UCC6

Picked

SKUA

Case

4

A-1-1

PRT02

LP1

Picked

SKUC

Case

4

A-1-1

PRT01

LP2

Picked

SKUB

Unit

10

Loc5

PRT01

Allocated

SKUD

Unit

10

Loc6

PRT01

Allocated

SKUE

Unit

3

Loc7

PRT01

Allocated

3- Item with Box Picking:

  • During Item with Box Picking, the system will request UCC labels for each SKU E.

  • In this case, the Parent LP is once again changed, this time from PRT02 to PRT03 in the A-1-1 location.

  • All SKU E items will be consolidated into the newly assigned PRT03 Parent LP.

  • Here is the updated inventory:

SKU

Pack Type

Quantity

Location

Parent LP

LP

Status

SKUA

Case

1

A-1-1

PRT02

UCC1

Picked

SKUA

Case

1

A-1-1

PRT02

UCC2

Picked

SKUA

Case

1

A-1-1

PRT02

UCC3

Picked

SKUB

Case

1

A-1-1

PRT02

UCC4

Picked

SKUB

Case

1

A-1-1

PRT02

UCC5

Picked

SKUB

Case

1

A-1-1

PRT02

UCC2

Picked

SKUA

Case

4

A-1-1

PRT01

LP1

Picked

SKUC

Case

4

A-1-1

PRT01

LP2

Picked

SKUB

Unit

10

Loc5

PRT01

Allocated

SKUD

Unit

10

Loc6

PRT01

Allocated

SKUE

Unit

1

A-1-1

PRT03

UCC7

Picked

SKUE

Unit

1

A-1-1

PRT03

UCC8

Picked

SKUE

Unit

1

A-1-1

PRT03

UCC9

Picked

4- Unit Picking:

  • Finally, Unit Picking will be done for SKU B from Loc5 and SKU D from Loc6.

  • When the Unit Picking task is initiated, the mobile screen will automatically return to the "To Location" screen, where the system will ask for the LP to be scanned.

  • In the Retailer Compliance process, units are consolidated into an LP.

  • Let’s assume SKU B is picked into LP3 and SKU D is picked into LP4. After the picking tasks are complete, both LP3 and LP4 are then transferred to the final Parent LP, which is PRT03.

  • At the end of this process, the inventory will look like below:

SKU

Pack Type

Quantity

Location

Parent LP

LP

Status

SKUA

Case

1

A-1-1

PRT02

UCC1

Picked

SKUA

Case

1

A-1-1

PRT02

UCC2

Picked

SKUA

Case

1

A-1-1

PRT02

UCC3

Picked

SKUB

Case

1

A-1-1

PRT02

UCC4

Picked

SKUB

Case

1

A-1-1

PRT02

UCC5

Picked

SKUB

Case

1

A-1-1

PRT02

UCC6

Picked

SKUA

Case

4

A-1-1

PRT01

LP1

Picked

SKUC

Case

4

A-1-1

PRT01

LP2

Picked

SKUB

Unit

10

A-1-1

PRT03

LP3

Picked

SKUD

Unit

10

A-1-1

PRT03

LP4

Picked

SKUE

Unit

1

A-1-1

PRT03

UCC7

Picked

SKUE

Unit

1

A-1-1

PRT03

UCC8

Picked

SKUE

Unit

1

A-1-1

PRT03

UCC9

Picked

Step 4: LP Label Generation

After all picking is complete, LP labels must be generated. These labels are obtained from the Shipment Order screen.

LP labels are generated last because the exact number of LPs or Parent LPs to be picked cannot be determined in advance. Hence, LP labels are produced after picking.

  1. Select the Order:
    Navigate to the Order List and select the order for which the LP label needs to be generated.

  2. Choose the Retailer Label Option:
    Click on the "Label" dropdown and select "Create Retailer Label".

  3. Select Label Type:
    In the pop-up window, choose the label type to create. Select "Parent LP Retailer Label" (since we are generating LP labels, not case labels).

  4. Select Printout Type:
    Choose the Retailer Printout you want to generate (e.g., Walmart LP Label).

  5. Save and Print:
    After selecting the label type and printout, click Save to generate the LP labels. You will then have the option to print, preview, or download the label.

As seen in the final inventory, we will need:

3 Parent LP labels will be generated:

  • PRT01UCC10

  • PRT02UCC11

  • PRT03UCC12

4 LP labels will be generated:

  • LP1UCC13

  • LP2UCC14

  • LP3UCC15

  • LP4UCC16

In total, 7 LP labels will be generated.

Once the Retailer Printout is selected and the Save button is clicked, the system generates the UCC labels. Afterward, the final inventory:

SKU

Pack Type

Quantity

Location

Parent LP

LP

Status

SKUA

Case

1

A-1-1

UCC11

UCC1

Picked

SKUA

Case

1

A-1-1

UCC11

UCC2

Picked

SKUA

Case

1

A-1-1

UCC11

UCC3

Picked

SKUB

Case

1

A-1-1

UCC11

UCC4

Picked

SKUB

Case

1

A-1-1

UCC11

UCC5

Picked

SKUB

Case

1

A-1-1

UCC11

UCC6

Picked

SKUA

Case

4

A-1-1

UCC10

UCC13

Picked

SKUC

Case

4

A-1-1

UCC10

UCC14

Picked

SKUB

Unit

10

A-1-1

UCC12

UCC15

Picked

SKUD

Unit

10

A-1-1

UCC12

UCC16

Picked

SKUE

Unit

1

A-1-1

UCC12

UCC7

Picked

SKUE

Unit

1

A-1-1

UCC12

UCC8

Picked

SKUE

Unit

1

A-1-1

UCC12

UCC9

Picked

Also, the system tracks both Original LP and Original Parent LP for each LP to ensure a clear record of how the LPs were managed during the process.

Here’s the final inventory breakdown, including the Original LP and Original Parent LP details:

LP Numbers

Location

Original LP Number

Original Parent LP Number

UCC10

A-1-1

PRT01

UCC11

A-1-1

PRT02

UCC12

A-1-1

PRT03

UCC13

A-1-1

LP1

UCC14

A-1-1

LP2

UCC15

A-1-1

LP3

UCC16

A-1-1

LP4

Optional Step: Reprint Retailer Labels

In cases where the pre-generated UCC labels are physically damaged or lost, the users are able to reprint the UCC labels with the same UCC numbers from the Shipment Order screen.

  1. Navigate to the Shipment Order Screen: In the shipment order list, select the order that requires a label reprint. Click the "Reprint Retailer Label" option from the dropdown under the "Label" section.

  2. Select the Label Type: In the reprint window, you'll see options to select the type of label you'd like to reprint. The available options include:

    • Case Retailer Label: This option is for reprinting labels for cases.

    • Parent LP Retailer Label: This option is for reprinting labels for Parent LPs.

  3. Choose the Printout: After selecting the label type, choose the desired retailer printout.

  4. Select Pre-Generated UCC Labels: Since the UCC labels are already generated, the reprint process will allow you to select from these pre-generated UCC labels. You can choose individual labels to reprint, or select all the labels at once to be reprinted.

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