Description

This document explains how to Pick a Sale in WMS.

Detail Steps

Once stock has been Picked it is placed ON HOLD by the WMS.

At this point the warehouse manager will generally select the “Pick Slip” option to print our a Pick Slip that will be used as a guide to retrieve stock from the warehouse and the identified Bins.

The Pick Instructions will identify each stock item along with batch-serial-lot numbers and location information.

  • Return to the Despatch Register.
  • Once the stock is retrieved from the warehouse the order must be PACKED. Double-Click on the record or click on Pack Stock from the Shortcuts sidebar.

Forcing Backorder of Line-Items

This workflow shows how to set RTP line items onto a Sale BackOrder.


WORKFLOW

Before you begin…

It is important to verify your System and User Preferences are set correctly in order to have WMS create BackOrders for stocked items.

STEP 1.

In General settings it is recommended that:

On Sale Record: Set RTP Order Status.

In Barcodes settings it is recommended that:

Always use Scan Picking is Unchecked.*

In Sales settings it is recommended that:

No BackOrder Line on Split RTP is Unchecked.*

STEP 2.

From the Sales Register select New Sale Order (CTRL+O) – Begin entering sale line details.

STEP 3.

If you know ahead of time which line items are to be BackOrdered then create TWO line entries for the item – the first with the QUANTITY TO SHIP, the second with the QUANTITY TO BACKORDER.

STEP 4.

If you are unsure – enter each line item with total quantity as line Quantities can be split once in the Picking Form.

STEP 5.

When all lines are entered click DRILL TO DESPATCH.

STEP 6.

If the prompt INSUFFICIENT STOCK AVAILABLE is displayed click CONTINUE…

STEP 7.

Once the Pick Form shows… click Pick Stock… Now locate the Line Items that need to be placed on BackOrder.

STEP 8.

If the line is PICKED select the Checkbox then click Release Stock. You can release multiple lines by clicking the required line checkboxes. Then select the released line and click Manual Pick (or double-click the line).

STEP 9.

In the PICK STOCK form – enter the QUANTITY TO SHIP in the Pick Column. Now click Use Selected.

STEP 10.

A new dialog will display showing UNDER-PICK WARNING – this should be the quantity to BackOrder. Click OK… then process the next line item to BackOrder in the same way.

STEP 11.

Select ALL lines items (NSA and RTP) to be placed on BackOrder by clicking on the line Checkbox – now click Split the Order…

STEP 12.

Confirm Split by selecting Yes. The original PickOrder should separate to two “Picks” one completely PICKED the other RTP and NSA for the BackOrder items. Click Fast Pack to finalise the line items that will be SHIPPED.

FINALISE SALE/BACK ORDER.

Return to the Sales Register – the BackOrder will have the next Invoice Number in sequence and may show as RTP or NSA. The original order should show as PICKED/PACKED or SHIPPED depending on how it was finalised.

NOTE:

This procedure can be used to manage FORWARD ORDERS and pre-allocate stock to SaleOrders.

Related Information

When Creating and Picking Orders RTP line items will have STOCK ALLOCATED AUTOMATICALLY.

In some cases stock may need to be reserved for other orders yet to be processed. In this case WMS needs to be forced to create a BackOrder for stock items even though enough stock is available for the current orders entered in the system.