Clustering

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📦 Understanding Clustering in Canary7


🔗 What is Clustering?

Clustering in Canary7 is a two-step system that groups individual jobs (usually shipments) into clusters for more efficient processing.
It helps warehouse operatives pick multiple orders simultaneously, each into a designated container or Cluster Position.


🔄 How Clustering Works

  1. 🧠 Cluster Job Creation Master
    Defines the logic for clustering, including:

    • Job Types

    • Max/Min Cluster Positions

    • Sorting rules

  2. 📋 Cluster Planner
    Applies your clustering rules to selected jobs and generates optimised cluster jobs for execution.


🧱 Cluster Job Creation Master

This module defines how jobs should be grouped into clusters.
Each Cluster Position represents a tote or container (e.g., Cluster 3 = Tote 3).

📌 Note: This Job Creation Master does not include a WHERE tab, unlike others.


Add Cluster Job Creation Master

Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

add uom


📝 General Tab – Required Fields


general tab cluster job creation



🔹 Field📘 Description
NameA descriptive name for the clustering setup
Job TypeSelect the Job Type this clustering applies to (e.g., “B2C Amazon Clustering”)
Maximum Cluster PositionMax number of positions (e.g., 10 totes = 10 positions)
Minimum Cluster PositionThe fewest positions required for a cluster to be created



🔄 Job Type Tab


cluster job creation



  • Primary Selection – Tick the Job Type selected in the General tab

  • Additional Job Types – Optionally include others if clustering needs to handle multiple job types

Click Submit to continue editing.


🔢 Order By Tab


cluster job creation edit

Click on Order by Tab

order by cluster

To access:

  1. Locate your Cluster Job Creation

  2. Click the ⋮ Three Dots > ✏️ Edit

  3. Open the Order By Tab

Drag fields such as:

  • Location Code

  • Pick Walk Sequence

This controls the sequence of instructions within each cluster.


📋 The Cluster Planner


🗂️ Job List Tab

  • Shows all current jobs (e.g., shipments)

  • Users tick jobs to include in a plan

  • Open the Ellipsis menu and click “To Plan” to move selected jobs forward



🔧 Plan Creation
Create a new plan or select an existing one
📝 Provide:

  • Plan Name

  • Cluster Job Creation configuration


📘 Plan Tab


This tab manages your cluster plans:

⚙️ Action📘 What It Does
ViewView plan details and grouped jobs
RunApplies the clustering logic to generate cluster jobs
DeleteRemove plans no longer needed


🧠 Once a plan is run, Canary7 creates Clustered Jobs based on your configuration.


🧾 Summary

✅ Use Cluster Job Creation Master to define the structure
✅ Use Cluster Planner to select, group, and plan jobs
✅ Execute plans to generate optimised, efficient cluster jobs


📦 Cluster Picking – Executing the Job

Here is an example of a typical Cluster Picking execution

Note: This may change depending on the number of verifications you have selected on your Shipment Picking Profile

  • 🧮 Scan From Location Check Digit

🔍 Verify Item Code


🔢 Verify Quantity



Scan the Label of your Cluster Tote

Note: If you run out of space in your initial Cluster Position Tote, you can scan another Container in, this will associate a secondary container to that Cluster Position



Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.