To pick an order delivered on your truck:In your warehouse, you pick and ship more than one order type. For example, you may transfer material between branch locations, pick material for a customer who is waiting in your showroom, or send an order using a common carrier. Use the Warehouse Picking Confirmation Queue to track an order and its material through the warehouse during the entire picking and shipping process.
This topic discusses how to pick and ship the following order types:
For information about additional tasks you can complete using the Warehouse Picking Confirmation Queue, see Tracking Sales and Transfer Orders Through the Warehouse.
When picking an order that ships on your company truck, pick the order, stage and pack it, and add it to the shipping manifest for the truck.
To pick an order delivered on your truck:From the Whse Mgt > Warehouse Queues, select Warehouse Confirmation Queue to display the Warehouse Picking Confirmation screen.
In the Order # field, type the number of the order you want to pick or scan the pick ticket.
Use the Confirm hot key and press Enter at the prompt to change the review status from Printing to Picking.
In the Current User ID field, edit the user assigned to the current task, as needed.
Note: The Current User ID field defaults to the ID of the user logged on to the terminal. As an order moves through the picking process, the user assigned to the task displayed in the Review Queue Status field enters his/her user ID in this field.
Note: If the Order In-Process Statuses defined in Ship Via Maintenance and Branch Maintenance for the ship via have a status between Printing and Picking, that status displays in the Review Queue Status field. Take the appropriate action for your company and warehouse process to reach the Picking status before picking the order.
Physically pick and stage the material from the warehouse and record quantities that were unavailable on the pick ticket.
If you noted a quantity change on the ticket, use the Edit hot key in the Warehouse Picking Confirmation screen to adjust the quantity you are shipping at this time on the sales order.
On the Warehouse Picking Confirmation screen, use the Confirm hot key and press Enter at the prompt to change the review status from Picking to Staging.
In the Staging Location field, enter the order's staging location.
Use the Confirm hot key and press Enter at the prompt to change the review status from Staging to Packing.
Physically pack the order for shipping.
On the Warehouse Picking Confirmation screen in the appropriate fields, enter the number of bags, boxes, containers, or pallets the order contains.
Print labels for the order.
Use the Confirm hot key and press Enter at the prompt to change the review status from Packing to Manifest.
Use the Ready to Manifest hot key to add the order to the shipping manifest for your truck.
To manually schedule the order on a shipping manifest, see Scheduling Shipping Manifests Manually.
Press Esc to save changes and exit the screen.
When picking an order that a customer picks up, pick the order and pack it for your customer.
To pick an order with Pick Up Now status:Complete steps 1 to 7 in Picking and Shipping Orders On Your Truck.
Physically pack the order for your customer.
In the appropriate fields on the Warehouse Picking Confirmation screen, enter the number of bags, boxes, containers, or pallets the order contains.
Press Esc to save changes and exit the screen.
Pass the order to the customer.
When picking a transfer order, pick the order, stage and pack it, apply freight charges to the appropriate G/L accounts, and add the order to the shipping manifest for the carrier type for the order.
To pick a transfer:Complete steps 1 to 7 in Picking and Shipping Orders On Your Truck.
Physically pack the order for shipping.
In the appropriate fields on the Warehouse Picking Confirmation screen, enter the number of bags, boxes, containers, or pallets the order contains.
Use the Freight hot key to display the OE Freight Distribution screen and enter the applicable freight charges for the transfer.
Print labels for the order.
Use the Confirm hot key and press Enter at the prompt to change the review status from Packing to Manifest.
Use the Ready to Manifest hot key to add the order to the shipping manifest.
To manually schedule the order on a shipping manifest, see Scheduling Shipping Manifests Manually.
Press Esc to save changes and exit the screen.
When picking an order you ship using a third party delivery service, such as UPS, pick the order, stage and pack it, apply freight charges to the appropriate G/L accounts, and add the order to the shipping manifest for the carrier.
To pick a common carrier order:Complete steps 1 to 7 in Picking and Shipping Orders On Your Truck.
Physically pack the order for shipping.
In the appropriate fields on the Warehouse Picking Confirmation screen, enter the number of bags, boxes, containers, or pallets the order contains.
Use the Freight hot key to display the OE Freight Distribution screen and enter the applicable freight charges.
Print labels for the order.
Use the Confirm hot key and press Enter at the prompt to change the review status from Packing to Manifest.
Use the Ready to Manifest hot key to add the order to the shipping manifest.
To manually schedule the order on a shipping manifest, see Scheduling Shipping Manifests Manually.
Press Esc to save changes and exit the screen.
When picking a COD order, pick the order, stage and pack it, add the order to the shipping manifest, and run the Unpaid COD Report.
To pick and ship a COD order:Complete steps 1 to 7 in Picking and Shipping Orders On Your Truck.
Use the Ready to Manifest hot key to add the order to the shipping manifest.
To manually schedule the order on a shipping manifest, see Scheduling Shipping Manifests Manually.
When you print the shipping manifest, the system displays the COD amount must be collected - COD Order Total prompt.
Enter the dollar amount to collect upon order delivery.
Press Esc to close the screen.
Run the Unpaid Invoices Report each day to monitor deliveries.
See Also:
Picking and Shipping Orders in a Manual Warehouse Overview
Using the Warehouse Picking Confirmation Queue