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Overview of sales order picking lists

Menu path

Order ➔ Entries ➔ Picking list

Introduction

Picking or packing is an important process in warehouse management whereby picking process involves picking the items to be delivered from the warehouse. In Exact Globe, you can choose to print picking lists, collective picking lists, or dispatch lists. Picking list is a document that lists the material to be picked for manufacturing or shipping orders, collective picking list is used for picking items from the warehouse for multiple sales orders ordered by the same debtor, and dispatch list is a document given to the dispatch staff to indicate that the items are ready to be delivered to the debtor.

Picking lists can be printed only after the sales orders are authorized and confirmed, unless authorization (at System ➔ General ➔ Settings, under Order settings, the Sales order check box in the Authorize section is not selected) and confirmation (the Sales order confirmation check box is not selected at Order ➔ Entries ➔ Sales orders, select the relevant sales order, click Open, and then click Conditions) are made optional. From this overview, you can also:

  • create and edit notes
  • view and/or add attachments to the selected sales order
  • view the debtor card of the customer
  • allocate items in the sales order
  • print picking lists, collective picking lists, and dispatch lists
  • enrich items in the sales order
  • view and/or edit existing sales orders.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create or view a new note of the selected sales order?

  1. In the Picking list screen, define the search criteria.
  2. Click Search.
  3. Select the required sales order.
  4. Click Note. For more information, see Creating and maintaining notes.

How do I attach a new document or view the documents that are attached to the selected sales order?

  1. In the Picking list screen, define the search criteria.
  2. Click Search.
  3. Select the required sales order.
  4. Click Attachment. For more information, see Overview of attached documents.

How do I view the debtor’s transactions of the selected sales order?

  1. In the Picking list screen, define the search criteria.
  2. Click Search.
  3. Select the required sales order.
  4. Click Card. For more information, see Viewing debtor card.

How do I search the warehouse for stock availability and reserve the available items to fulfill the selected sales order?

  1. In the Picking list screen, define the search criteria.
  2. Click Search.
  3. Select the required sales order.
  4. Click Auto enrich. For more information, see Allocating items in picking lists.

Keep in mind: The Auto enrich button is enabled only if you have selected the Check stock check box at System ? General ? Settings, under Order settings in the Fulfillment section.

How do I print the picking list, collective picking list, or collective picking list for the selected sales order?

  1. In the Picking list screen, define the search criteria.
  2. Click Search.
  3. Select the required sales order.
  4. Click Print. For more information, see Printing sales order and service order picking lists.

How do I manually reserve the items in the selected sales order such as warehouse location, serial/batch numbers, or quantity?

  1. In the Picking list screen, define the search criteria.
  2. Click Search.
  3. Select the required sales order.
  4. Click Enrichment. For more information, see Enriching items in sales orders.

Keep in mind: The Enrichment button is enabled whether the Check stock check box is selected or not at System > General > Settings, under Order settings in the Fulfillment section. 

How do I view or edit the selected sales order?

  1. In the Picking list screen, define the search criteria.
  2. Click Search.
  3. Select the required sales order.
  4. Click Open. For more information, see Creating and maintaining sales orders.

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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.831.928
 Assortment:  Date: 26-09-2022
 Release: 403  Attachment:
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