iOS Pick
Pick screen allows you to enter the quantity of items removed from the inventory. The quantities are entered in the Pick Item section. When a pick order is actually being picked, this indicates that the inventory is ready to be shipped to the customer.
Also refer to Ordering Settings to turn on or off the pick order related settings.
Site-Item/Category Restrictions
While picking the order, if the item to be picked (in the queue) falls in the Order Site-Item/category restrictions, then a warning message will appear and on hovering it will show a message indicating that "Item category is not allowed at the site.” and the location field will be restricted i.e. it will not display or allow to select the location.
Pick Inventory
- Select Orders > Pick.
- The Pick Screen will appear. Search or Enter the Pick Number from which you want to pick the inventory. By default, all open purchase orders will appear.
- With Site Restrictions Enabled on Web (Manage > Roles > Site Restrictions) - The user will only see the Global Pick orders which are not assigned to any site as well as those Local Pick Orders assigned to a site where the user has access.
- With Working Sites Enabled - The user will only see the Global Pick orders which are not assigned to any site as well as those Local Pick Orders assigned to a site where the user has access.
- Scan, Search or Enter the Pick Number from which you want to pick the inventory.
- Tap on the Pick Number field. The keyboard will appear. Enter the number and tap on the Done button.
- Scan the details. The scanning can be done either using the camera of the device or barcode scanner connected via blue tooth. If you want to scan a barcode, tap the barcode icon. The scanner feature will open. Hold your device over the barcode. When InventoryCloud has successfully read the barcode, the data will appear in the Pick Number field.
- Once you find the Item number, tap on it. The list of Items related to the selected item number will appear.
- Tap on the Item Number. The screen will navigate to Pick screen.
- The Item number and the Description field will be read-only in the Pick screen.
- Select the Site in the site field. The Site can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to the Search Sites screen where you can search and add the Site. Note: The site name will be auto populated based on the priority Primary location, Site on the order, or Working site.
- Select the Location in the location field. The location can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to the Search Location screen where you can search and add the location. You can also add a new location by clicking on the '+' symbol on the Search Locations screen.
- Enter the Serial Number.
- Enter the Quantity. The number of available quantity will be displayed next to the Quantity field.
- Tap on the Save button.
- The Summary button will appear once you select one or more than one item. Also, a number will appear over the Summary button. The number indicates Pick Transactions you have performed. The Summary screen lists all the Pick transactions. You can also unpick the items.
To Pick a Kit
- Select Orders > Pick. In the Pick Screen, all open pick orders will appear.
- Once you find the Kit number, tap on it.
- The list of Items related to the selected Kit will appear. Tap on the Item Number. The screen will navigate to Pick screen.
- Pick Screen will appear.
- Enter the Quantity and tap on the Save button.
- The screen will navigate to Pick Kit screen.
- Enter all the mandatory fields. If the tracking is enabled for the item, then the screen will have a Serial Number/ Lot Number or Date field. Note: If the item is tracked by serial number, the quantity is always 1 as each item will have a unique serial number.
- On completing the Kit, tap on the Pick button.
- Update all the Sub-Items in the Kit.
- Once you update all the Sub-Items in the Kit, a message will pop up indicating that Kit is complete. Tap on the Ok button to commit the transaction.