Item Selection

Understanding Item Selection

What is Item Selection?

Item Selection in Canary7 is a method for filtering specific items based purely on item-level attributes—excluding any location-based conditions. It allows users to segment and control which items are included in key warehouse processes such as allocation, replenishment, or cycle counting.

This feature is particularly useful when you want to apply specific rules to groups of items that share common characteristics, regardless of where those items are stored. For instance, you might wish to:

• Apply processes only to Available Inventory (e.g., excluding quarantined or damaged items),

• Create item groups based on Supplier (Company) for 3PL workflows,

• Define rules based on Item Category such as perishable or fragile goods.

Using Item Selections in Workflow

Once configured, Item Selections can be used to filter which items are eligible for various WMS processes, including:

• Allocation Rules – ensuring only certain types of items are considered for allocation.

• Picking Job Creation – narrowing down which items are available for picking.

• Cycle Counts – targeting specific groups of items for regular stock checks.

• Replenishment Rules – identifying which items should be considered for restocking.

Because Item Selection works independently of storage locations, it’s ideal for workflows where item-level detail matters more than physical placement.

Defining Item Selections

Item Selections are built using comparison operators (e.g., =, <>, >, <, LIKE, etc.) to create precise filters based on item attributes. These filters are defined in the Where column of the configuration screen.

Available Criteria for Item Selection

You can define Item Selections using the following criteria:

• Item – Select individual items by name or identifier.

• Company – Filter items by the associated Company (e.g. supplier or customer; essential for 3PL configurations).

• Item.Code – Use the unique item code (SKU) for precise targeting.

• Item.Company ID – Filter by the ID of the company linked to the item.

• Item Min Stock Level – Identify items that fall below their minimum stock thresholds.

• Item Max Stock Level – Find items that exceed defined maximums (useful for overstock management).

• Item Source Code – Segment items based on their origin or product flow source.

• Item Category – Group items by logical categories like perishables, electronics, or fragile items.

• Item Group – Apply grouping logic for size classifications or product type (e.g., “Small”, “Large”, “Apparel”).

• Item Batch – Filter items based on batch or lot numbers (useful for traceability or expiry control).

• Item Status – Select items based on their status (e.g., Available, Quarantined, Damaged).

By applying these filters and operators, you can build detailed, reusable item selections that give you fine-grained control over your WMS operations.

Accessing Item Selection

Within the Navigation menu, click on the search bar and type ''Item Selection'' and click on "Item Selection". Item Selection is also in Configuration, under Functional Area Setup > Inventory Control Setup > Item Selection.

Adding an Item Selection

Enter the name of the Item Selection

Choose a new one that is relevant to this selection.

Complete the Where Tab

This tab allows you to set rules that involve logic and comparison operators with Locations. For example, I want to create a selection where it selects inventory items of a particular company and has the desired item code.

I have set my initial condition and then clicked the submit button below the rule.

When two or more rules have been added, you will get the option to select which logic you want for the desired output, typically this is AND or OR.

Complete the Order Tab

Drag the fields from the box on the left to the box on the right to order them the way you wish for your selection.