Pick
The pick screen allows you to enter the number (i.e., quantity) of items removed from the inventory. The "Quantity" is entered in the Pick Item section.
The quantities are checked, and you cannot pick more than you actually have in inventory unless the Allow Over Pick option is enabled in the Settings screen. When a pick order is picked, this indicates that the inventory is ready to be shipped to the customer. Similarly, If the Auto Close Pick setting is turned On, the pick will be closed automatically when all requested inventory has been received completely. Refer to Settings > Ordering to view Pick related settings.
The pick Inventory option is available on iOS, Android, and Windows Mobile devices.
To Pick the Inventory
- Select Pick Order > Pick.
- The Pick screen will appear.
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.
Click here for information on how to Lock fields.
Order Details section
Note: The site name will be displayed next to Order Details if the order is assigned to a site.
- Choose the Pick Number.
- With Site Restrictions Enabled (Manage > Roles > Site Restrictions) - The user will only see the Global Pick orders not assigned to any site and the Local Pick Orders assigned to a site to which the user has access.
- With Working Sites Enabled - The user will see the Pick Items available in the allowed sites. Also, they can find other pick items by typing the exact pick item number/name. The number/name should be the exact match and must fall within the site permissions.
- The Customer Details get automatically populated on choosing the Pick Number.
- By default, the Pick Date field will display the current date. The date can be changed.
- The Due Date field is read-only. The date will be displayed if it is set when creating a pick order.
- Enter the notes, if required.
Select Items to Pick section
- On selecting the Pick Number, the items under the selected Pick will get displayed under the Select Items to Pick section. The details of these Items can be edited/updated.
Note that The location field will show the Site and Location name on hover.
Note: Picking a Kit - The sub-menus will appear for KIT and display the Bill of Material. Make sure that you always select an equal quantity of each item. The application will throw an error if you pick an uneven quantity of items.
Note: While picking the order, if the item to be picked (in the queue) falls in the Site-Item/category restrictions, then a warning message will appear indicating that "Transaction disallowed due to existing site/category restrictions.” and the location field will be restricted, i.e., it will not display or allow to select the location.
Pick Item section:
- There are two ways to add/update the Item details in the Select Items to Pick section:
- Updating the Item details directly in the Pick Item section and adding the changes using the Add button.
- Updating the Item details by selecting the Item in the Select Items to Pick section and then adding/editing the changes.
- Items with tracking details - Refer Item Details section with the Update, Scan and Cancel button and the Item Details section with the Update, Edit and Cancel button
Note: The user can switch between Scan/Edit mode at any time during the pick process of trackby items & kit items.
Updating the Item details directly in the Pick Item section and adding the changes using the Add button
- Enter or Select the Item number in the Item Number field.
- The Location and Description will automatically get populated.
- Add the Quantity and Tracking Details. Note that the tracking details can also be updated in the Select Items to Pick section. Refer to Tracking Details.
- Click on the Add button.
Item Details section with Update, Scan, and Cancel button
- Select the item in the Select Items to Pick queue. The details related to the selected Item will get populated in the Pick Item section, as shown below. Add the quantity and the tracking details. Click on the Update button.
Or
Item Details section with Edit, Update and Cancel button
Note: The user can switch between Scan/Edit mode at any time during the pick process of trackby items & kit items.
- Click on the Scan button. All the fields except the Scan Here field will be read-only.
- On scanning the item number, the tracking details can be added in the Select Items to Pick grid, and if the user is scanning the tracking details, then the tracking detail will get added to the grid directly with quantity 1. The quantity increases as many times as you scan.
- If you want to make changes in fields other than the Scan Here field, click on the Edit button. The Location, Quantity, and Tracking details will be enabled. Make the changes and then click on the Update button.
Items without tracking details
- If the item does not have the tracking details, then the Pick Item section will only have an Update button (along with a Cancel button). Update the tracking details and quantity. Click on the Update button.
- When you are done editing/updating the details of the items, click on the Print Invoice checkbox at the bottom of the screen to print the Invoice. You can print the packing slip by checking the Print Packing Slip checkbox. This step is optional.
- The Pick screen allows you to Save, Save and Close or Close and Create Backorder.
- Save indicates that the Item is picked. Note: Save can be initiated at any time during the Pick process.
- Save and Close indicates that the Item is picked and the request is closed.
- Close and Create Backorder - The pick order will get closed, and a backorder will be created. Note that only the pick order with a quantity less than ordered can be closed.
FAQs - Refer to Knowledgebase - Knowledgebase > Cloud for FAQs. Example: How to fix Pick Order picked by mistake?
Note: Use of the resources described here requires internet access.