Duplicate Pick Order

Access to this feature may only be available with the ‘Complete’ edition. Ask your Wasp representative for details.

You can quickly create a duplicate of a pick order from the View Pick Orders screen.

1. Click on Pick Order > View Pick Orders.
2. The View Pick Order screen will appear.
3. Select the Pick Order and click on the Duplicate button.

4. Create Duplicate Pick Order screen will appear.

Order Details

5. Pick Number - Enter a Pick Number for this pick order. If you have set up InventoryCloud to generate pick order numbers automatically, the field will display "Automatically Assigned," as shown in the above image. Each pick order is assigned a unique identifier consisting of an alpha-numeric value of up to 30 characters. This number can be manually entered each time you create a new order, or you can create a template that the software will use to automatically generate a number for you. Create the template using the Number Series screen. You can edit an automatically assigned number if needed.
6. Customer - Choose the customer.
7. Email - Enter the email address. It supports multiple email addresses. Separate individual email addresses with commas.
8. Ref Number - Enter a reference number for this order in the Ref Number field.
9. Notes - You can enter notes for this order in the Notes field.
10. Site Name - Select the Site. This is optional, but when creating a pick order you have the ability to associate it with a site. With site restrictions and assigning orders to a site, the user will only see pick orders for their site only. It will also carry into the Committed-Order qty. For example, a user with access to site A will not see Site B's pick orders on the Application when they pull up their orders to pick. The pick order will show for all sites if it is not designated for a specific site.

Note: Using Form Customization, you can make the Site field mandatory or required field.

Note: While placing a new pick order, if the selected site name has Site-Item/category restriction, then the Item Number field will display the items that are not associated with any category and the items that are associated with the category selected in the Site-Item/category restriction. If there is already an item in the queue that does not fall in the current Site-Item/category restriction, then a warning message will appear indicating that "Item-Category is restricted at the selected site.”

11. Order Date - The Order Date defaults to the current date. Change the date by clicking the Calendar icon.
12. Due Date - Enter a due date for this pick order by clicking the Calendar icon.
13. Ship Via - Select a shipping provider from the dropdown list. Shipping Providers can be added on the New Shipping Providers screen.
14. Ship Method - The Ship Method dropdown list populates based on the Shipping Provider selected.
15. PO# - Enter Pick Order number.
16. Status - This status message changes based on the pick order's current status.
17. Items Total - This field provides a total for all items added to this PO (items are added on the Line Items tab.).
18. Shipping Cost - Use the up and down arrows to add the shipping cost.
19. Tax - Use the up and down arrows to add tax percentage to this pick order.

Note: Several fields in this section can be "locked". When a field is locked, it will retain the information you entered through subsequent transactions. This is useful if you are adding multiple Items to a location or checking out multiple Items to a single customer. To lock an individual field, click on the lock icon. You can select the Lock All button to quickly lock all fields that have the icon. Select Unlock All to unlock the fields, allowing you to add new information. Refer to Locking Fields.

20. Custom Fields - Enter the information in all the custom fields, if any. The custom fields are added on the Form customization screen.

 

Address Details tab

The pick order can be created without the address details. Use the Form Customization option to make the address field mandatory/required.

21. Customer Billing Address - Select the address type from the Address drop-down menu. The options listed in the menu are populated from the information entered on the New/Edit Customer screen. The selected address appears in the text field. You can change this address by clicking the Override Address checkbox.
22. Ship To Address -  Select the address type from the Address dropdown menu. The options listed in the menu are populated from the information entered on the Company Details screen. The selected address appears in the text field. You can change this address by clicking the Override Address checkbox.

Line Items tab

23. Click on the Add Items button.

24. Item Number (required) - Enter the item number you want to add to this pick order.
25. Quantity (required) - Enter how many of the items you want to order.
26. Unit (required) - Enter the unit type you want to order.
27. Sales Price - The price will populate based on information entered for the item (on the New/Edit Item screen). The price can be edited as needed.

• You can click on the View Price Tiers link to view the price tiers.

28. Total - The total will calculate based on the Quantity/Unit and Price.
29. ALT Number/Description - The Alternate Number and Description populate from information entered for the item (on the New/Edit Item screen).
30. Available/On Order/On Pick/Forecasted - These fields reflect quantity levels for the selected item. 

Note: Forecasted = Available + On Order - On Pick

31. When you are done adding information, click the Add button. The item will appear in the list at the bottom of the screen.

32. Remove the item from the pick order by selecting the checkbox in front of the item, then clicking the Remove button.
33. Click on the Print Report checkbox (if required) to print the new pick order. Note: If the pop-ups are blocked, and you cannot view the print receipt, Refer to Popups and Redirects to allow pop-ups and to view the print receipt.
34. Click on the Save, Send and Issue button when you are done entering information (You can also save it as a draft by clicking on the Save as Draft button. This button appears when you click on the dropdown button next to the Save, Send and Issue button.) The order will be sent to the email indicated on the pick order and will appear in the View Pick Order list with an Open - Pick Order Issued status.

Note: Keep in mind that the order cannot be edited after selecting Save, Send and Issued. If you want to edit the order later, select the Save as Draft option by clicking on the dropdown next to the Save, Send and Issue button. Draft orders can be accessed from the View Pick Orders screen.

Create Drop Ship Purchase Order

35. This button will appear if the Drop Ship option is On in Settings > Order (Allow Drop Ship).  
36. A drop ship order can be created anytime. You should select at least one line item before you create a drop ship purchase order. Select a line item or items.
37. Click on the Create Drop Ship Purchase Order button. 

38. The screen will navigate to the New Purchase Order screen where you can create a drop ship order for the pick order that you were editing previously. To create a purchase order, refer to New Purchase Order.