The following instructions outline the Picking/Packing/Despatch Process designed for companies utilising the Picking Run module.
1.Regularly generate a picking run, printing up to 8 picking slips. This is done from: Main Menu > Warehouse > Print Picking Slips & Picking Run
2.If the picking slip indicates **REPRINT**, consult the Picking History to ascertain the order's current status (e.g., Part Picked, Pick Later, etc.). Notations on the slip will indicate items that have been previously part-picked (e.g., "5 EACH HAS ALREADY BEEN PICKED"), and a section will detail items that have ALREADY BEEN PICKED.
3.Pick goods from the reserve shelf based on 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 under the ITEMS OVER PICKED TO BE RETURNED TO STOCK heading, return these items to stock
6.Double check the quantities picked against the the Ship or Alloc columns 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.Open Picking Run Maintenance and Invoicing and locate the order in question. This is done from: Main Menu > Warehouse > Picking Run Maintenance and Invoicing
b.Click Confirm Order, double clicking the line of the item that is short and change the Qty Picked.
c.Answer Yes to do the stock adjustment.
6.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.Open Picking Run Maintenance and Invoicing and locate the order in question. This is done from: Main Menu > Warehouse > Picking Run Maintenance and Invoicing
b.Click Remove Order, enter the reason Part Picked - Waiting for more stock to arrive, and the storeperson making the decision.
c.Place the order in the Part Picked area with the picking slip attached. This order will reprint once more stock arrives and will be marked Reprint.
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 on the picking run and the required details entered.
1.Open Picking Run Maintenance and Invoicing and locate the order in question. This is done from: Main Menu > Warehouse > Picking Run Maintenance and Invoicing
2.Click ‘Confirm Order’, and then Confirm Order again
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, remove it.
1.Open Picking Run Maintenance and Invoicing and locate the order in question. This is done from: Main Menu > Warehouse > Picking Run Maintenance and Invoicing
2.Click Remove Order, enter the reason Convert to Cash Sale on Pickup, and the storeperson making the decision.
3.Place the order in the Pickup area with the picking slip 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.
