Sales (Premier Edition) – Picking List

October 19th, 2011, Filed in User Manual - eStockCard v3 Premier

Picking List

Any physical retrieval of inventories must be performed under this module in the Chronos eStockCard Inventory Software. Picking List can be prepared by either in Auto Conversion mode or Manual mode.

a)   Auto Conversion Mode

Step 1 Launch Sales Order module.

Step 2 Click “Search By” button and select the appropriate Sales Order number from the listing. Be reminded that only confirmed sales order will be listed. The confirmed Sales Order has been retrieved and displayed as below. ( Fig 1 )

Convert to Picking List

(Fig 1 )

Step 3 Click the “Convert To” button and select “Picking”. System will automatically copy common data from Sales Order to Picking List. ( Fig 2 )

Picking List

(Fig  2  )

b)   Manual Mode

Please click “Picking List” at Sales Module right away and you will see this with blank content. ( Fig 3 )

Manual Picking

( Fig 3 )

Entering Data

Step 1 Click “Search By” and select “Sales Order”. Follow by click “Customer” and the pull down menu will display all the customer lists, please select one customer only. Only confirmed sales order can be processed. System will automatically retrieve some common information as displayed below.  ( Fig 4 )

Add Item

( Fig 4  )

After the Picking List has been prepared, you are yet to perform the retrieval process. You can retrieve the inventories either “Auto Search” or “Manual Search”.

i )  Auto Search

When user click “Auto Pick” button, system will suggest the best locations based on predefined logic such as FIFO (First-in-first-out). You will see the following after “Auto Pick” is clicked. ( Fig 5 )

Fig 34

( Fig 5  )

There is an additional row (in white color) just right below every line and that is the location ID that suggested by the system.

ii)  Manual Search

Click “Search Stock” button, and the system will list all the item = QQQ and its corresponding location ID for manual selection ( Fig 6 )

Search Location Item

( Fig 6  )

User will require ticking the “Check” box and amending the “Required Qty”, be reminded that user are not allowed to retrieve excess quantity that entered at the Sales Order. Click “OK” and   return to the main screen of Picking List (Fig 7)

Enter qty

( Fig 7 )

Step 2 Enter “Pick By” and “Priority”. These are optional fields for future reference.

Step 3 Click “Save & Lock” to lock the location ID in order to reserve the item and quantity. A new Picking List number to be generated and the status of the Picking List have been set as “Active”. User still can amend as long as this Picking List has not been confirmed (Fig 8 )

Picking List

( Fig 8  )

Step 4 Click “Pick & Confirm” if there is NO more modification and amendment. Be reminded that this is a non reversible process and actual retrieval of the inventories will be performed after the “Pick & Confirm” button has been clicked ( Fig 9 )

Picking List Confirm

( Fig 9  )

Step 5 User can print the Picking List and deliver to the shop floor operator to pick the items. Click “Print” and system will display “Print Options”, select “Print List” ( Fig 10 )

Picking List Document

( Fig 10 )

Step 6 Print barcode. User can print the barcode label after the items have been retrieved. However, you need to define barcode format and content at Tools > Label.

Related posts:

  1. Sales (Premier Edition) – Delivery Order
  2. Sales (Premier Edition) – Packing
  3. Sales (Premier Edition) – Invoice
  4. Sales (Premier Edition) – Shipping
  5. Sales (Premier Edition) – Sales Return