The following document describes the Picking/Packing/Despatch Process for companies that use the the Pick/Pack/Despatch Dashboard.
1.Periodically, open the Pick/Pack/Despatch Dashboard and check for pickable orders. This is done from: Main Menu > Warehouse > Pick/Pack/Despatch Dashboard
2.If required, print a Pick List (Ad-Hoc) by clicking Print Pick List (Ad-Hoc).
3.Pick goods from the reserve shelf using the quantities in the Resv column. Please refer to Stock Receipting Process using P/O Pre-Receipt Checklist or Stock Receipting Process using Scan In Function for more information.
4.Pick goods from the retail/warehouse shelves using the quantities in the Bin column if possible (ie. item not too large)
5.If any items appear with a negative quantity in the Bin column, or under the ITEMS OVER PICKED TO BE RETURNED TO STOCK heading on the Pick List, return these items to stock
6.Double check the quantities picked against the Ship column to determine the total quantity that should have been picked and is due for despatch
5.If unable to pick an item because the stock is short:
a.Click Invoice / Confirm Sales Order
b.Double click the line of the item that is short and change the Qty Picked.
c.Answer Yes to do the stock adjustment.
d.Close the Confirm Sales Order Screen
7.Determine if the order is to be shipped given the quantities available for despatch (ie. if there are backorder items that are due in soon, you may want to wait before invoicing the order). If waiting for more stock, then:
a.Click Mark Order as Picked (Invoice Later)
b.Place the order in the Part Picked area with either the Pick List, Package Label or a note of the order number attached. This order will reappear in the Dashboard once more stock arrives.
If an order is to be despatched (delivered), invoice it:
When the order is ready for despatch and the courier and date of despatch have been determined the order should be confirmed and the required details entered.
1.Click Invoice / Confirm Sales Order (F5)
2.Click Confirm Order
3.Enter the Ship Via, Ship Date, Freight Amount, Storeperson, Number of Parcels, Courier Reference number etc.
4.Click Confirm Order
If an order is to be collected by the customer, mark it as picked:
1.Click Mark Order as Picked (Invoice Later)
2.Place the order in the Pickup area with the Pick List, Package Label or a note of the order number attached. This order will be converted to a POS Sale when the customer comes to collect the goods. Please refer to Point of Sale for more information on converting a sales order.
