RF Terminal Operator Guide

This guide is for warehouse operators who use the RF terminal. It describes the screens exactly as they appear on the terminal. Screen texts come from the screen definitions in crates/libs/wms-lib-sql/sql/rf-screens/. Error texts come from the server code.

What you will do

Use this page to find the right guide, learn the RF keys, and look up a term.

Guides

#	Guide	Use it when you want to
01	Login and warehouse	Sign in and choose a warehouse
02	Receiving against an ASN	Receive goods that have an ASN, and capture serial numbers
03	Blind receiving and returns	Receive without an ASN, receive by case, or receive a customer return
04	Damage and receipt close	Receive damaged goods, correct a quantity, close a receipt
05	Putaway	Move a received pallet to its storage location
06	Move	Move stock from one location to another
07	Stock inquiry	Look up stock
08	Inventory count	Count a location, or only an item in it
09	Picking	Pick orders (discrete pick, pick by area, carriers)
10	Packing, verify and repack	Check and close boxes at a pack station, or repack a pallet into cartons
11	Troubleshooting and messages	Understand a message

Processes that are not available yet

The screen definitions contain no RF screens for these processes:

• Stage, load and ship.
• Replenishment.

Do not look for them on the terminal. Ask your supervisor how to do this work.

The workflows listed in this guide describe the documented operator tasks. Your RF menu follows the configuration of your installation; further workflow guides will be added as the documentation expands.

How to read these guides

Every process guide has the same parts:

1. What you will do
2. Before you start
3. Steps
4. What you should see
5. If something goes wrong
6. Related guides

In the steps, text in bold is exactly what the terminal shows. Text in code format is a key to press or a value to type or scan. A line that starts with ![...] is a screen picture. Some screens still have no picture yet; the list is in MISSING-SCREENSHOTS.

Some messages contain a value from your system, such as a number or a code. In this guide the value is written in braces, for example {location}. Your terminal shows the real value.

Most messages are built by the server and the terminal shows them as they are. A few are worded by the terminal itself, for example Invalid username or password, Session expired. Please sign in again. and No permission: {screen} ({function}). In No permission: {screen} ({function}), {function} is the name of the server command that was refused, for example receipt_close. The wording can change after a software update.

The main menu

After you sign in, the terminal shows Main Menu (header WMS RF Terminal). The status line says Select function — Esc to change warehouse.

Key	Item	Guide
1	Receiving	02, 03, 04
2	Inventory	05, 06, 07, 08
3	Picking	09
4	Packing	10

The submenus are listed below.

Receiving (menu title Receiving, header Receiving Menu):

Key	Item
1	Receive Against ASN
2	Receive Case-Level
3	Receive Blind
4	Receive Return
5	Close Receipt
6	Receive Damaged
7	Resume Serial Capture
8	Force-Close Episode (supervisor)

Inventory (menu title Inventory, header Inventory Menu):

Key	Item
1	Stock Inquiry
2	Move Stock
3	Putaway
4	Count Location

Picking (menu title Picking, header Picking Menu):

Key	Item
1	Discrete Pick
2	Pick by Area
3	Deliver Carrier
4	Force-Close Episode (supervisor)

The key numbers follow the order of the items in the screen definition. If your terminal shows the items with other numbers, use the numbers on the terminal.

RF keys

These keys work the same way on all screens.

Keys on every screen

Key	What it does
Esc	Goes back one screen. On some screens it asks you to confirm first.
F1	Goes to Main Menu, unless the screen gives F1 another job.
Ctrl+C or Ctrl+Q	Closes the RF session.
F2 to F8	Do the job named in the footer. The footer shows the label, for example Close or Short.

If a footer key is greyed out, it is not available now. If a screen does not use F5 and F6, they turn the page back and forward.

Menus

Key	What it does
1 to 8	Opens the item with that number on the current page.
9	Shows the next page (More).
0	Shows the previous page (Back).
PgDn / PgUp	Same as 9 and 0.

Forms (screens with fields)

Key	What it does
Enter or Tab	Goes to the next field. On the last field, it sends the form.
Down	Goes to the next field. It never sends the form.
Up or Shift+Tab	Goes to the previous field.
Left / Right	Changes the value of a choice field (for example UOM).
A letter	On a choice field, selects the value that starts with that letter.
Space, Y, N	On a yes/no field (for example Vendor fault?), Space switches the value. Y sets yes. N sets no.
Backspace	Deletes the last character.
F2	On a field with a list, opens the list. The footer shows lookup.

Some fields send the form as soon as they are full or as soon as you scan. These fields are called auto-submit fields. A scan ends with Enter, so a scan sends the field.

Some fields remember your last value. When you open the screen again, the field starts with the value you last sent from it in this sign-in session. The second line of a receipt then goes to the place where the first line went. The terminal shows the value before you type. Type over it to change it. The memory lives only in the terminal: it is not saved on disk, and a new sign-in starts empty. A send that the server refuses remembers nothing, and a field sent empty is forgotten. Today the field To Loc (Loc on case-level receiving) does this on the receiving line screens of Receive Against ASN, Receive Blind, Receive Return and Receive Case-Level.

An empty input field on the main flows shows a short grey hint of what to scan or type, for example Scan or type SKU or Scan staging location. The hint is not a value: it disappears when you type, and an empty field stays empty. A hint longer than the field is cut with …. Choice fields, yes/no fields, read-only lines and the lot attribute fields show no hint (placeholder, clients/rf-go/internal/screen/types.go; seeded by rf-screens revisions of the login, receiving, putaway, move, inquiry, picking and counting screens).

Some lines show a colour. The colour is a meaning, not a decoration: green means fine, yellow means look at it, red means an error, blue is a hint. For example, on Receipt Summary the line Status is green when the receipt is Full and yellow when it is Over, and the line Serials is yellow while serials are missing and green when all are collected.

Lists

Some screens show a list.

Key	What it does
Up / Down	Moves the cursor.
Enter	Chooses the highlighted row.
Esc	Closes the list or goes back.

If the list is empty, the status line tells you. Press Esc.

Questions with Y and N

Some screens ask a question, for example Exit or Keep scanning.

Key	What it does
Y	Says yes.
N	Says no.
Esc	Cancels the question. The status line shows Cancelled.

Choice screens (routers)

Some screens show numbered choices, for example Count — Finish. Press the key shown for the choice. Esc goes back.

Scanning rules

• Scan a code into the active field. The scanner sends Enter at the end.
• Most codes are changed to upper case for you.
• Some fields (SKU on receiving screens, LPN on Stock Inquiry and Move — Find Stock) can read a label with several data fields. See Guide 11.

Roles

• Operators can do the floor work in these guides.
• A supervisor is needed for: Force-Close Episode (supervisor), a Supervisor Override screen, and Supervisor Confirmation screens.
• Which user may use which function is set by your administrator.

The code gives each role default permissions when a system is set up. An administrator can change them later, and a change is kept. So your system may differ from the defaults. For the Operator role the defaults are:

• Allowed: receive against an ASN, blind receive, return receive, case-level receive, move cases to another pallet, adjust a received quantity, close a receipt (a close with a difference still needs a supervisor), pick, pack, count, stock inquiry.
• Move stock and putaway: a fresh database gives the Operator role these two. Systems that were set up another way may give them to managers only. See guides 05 and 06.
• Not allowed: cancel a planned case (supervisor), force-close a serial capture (supervisor), and the supervisor-only picking and counting commands.

If you see No permission: {screen} ({function}), ask your supervisor.

Glossary

Each term is explained once here. The terms are written as they appear on the screens.

Term	Meaning
ASN	Advance shipping notice. A document that says what goods will arrive. A receipt is created from it. The field label is ASN #.
Receipt	The document that records what you received. It has lines. Statuses seen on screens: Closed.
Owner	The company that owns the goods.
SKU	The code of an item. A barcode of the item (GTIN) also works.
Pack	The packaging scheme of an SKU.
UOM	Unit of measure. The choices are EA (each), IP, CS (case) and PL (pallet).
LPN	License plate number. The label code of a pallet or container. loose means stock that is not in an LPN.
Lot	A batch of the same goods. A lot can have attributes, such as colour or dates.
Location	A place in the warehouse. Examples seen on screens: STAGE, DAMAGE, RETURNS.
Serial	The unique number of one unit. A Serial-tracked SKU needs one serial per unit.
Episode	A serial capture that is open. It stays open until you scan all serials or a supervisor force-closes it.
RMA	Return merchandise authorization. The reference of a customer return. The field label is RMA #.
Condition	Your visual assessment of a returned item: Resaleable, Needs refurb, Damaged, Discard.
Severity	How bad the damage is: Cosmetic, Minor, Major, Total.
Hold	A block on stock. Held stock cannot be used until the hold is lifted. The screens show HOLD.
ATP	Available to promise. The quantity that is free to use.
Alloc	Allocated. Quantity reserved for orders.
Putaway	Moving received goods to a storage location.
Supervisor override	A supervisor signs in on your terminal to allow an action that is normally refused.
Pick	One request to take goods from a location.
DROPID / Pallet	The pallet label for picked goods. A pallet label starts with DRP.
Short	You found less than the required quantity. You must give a reason code.
Reject	You refuse a pick and give a reason.
Work area	A zone where you pick or count.
Equipment	What you use to move goods, such as a cart. On foot means no equipment.
Carrier	A cart or tray with numbered places. Boxes sit on its places.
Position / Place	A numbered spot on a carrier that holds one box.
Box	A carton on a carrier or at a pack station.
Assignment	The work you hold for one carrier, with its route.
Route	The list of stops (locations) for a carrier.
Dissolve	Cancel an assignment. Boxes go back to the registry and tasks go back to the pool.
Count	A stock count of one location.
Pack station	The place where boxes are checked, weighed and closed.

Related guides

Start with 01 Login and warehouse.