Pick and Pack (LAN Client)
Pick, Pack and Ship Sales Orders from within a specialized view into the Sales Order record. Now your order fulfillment team can use a barcode scanner to pull up the order in AV from a pick ticket and then scan the items as they are picked for shipment.
One of the primary benefits of the Pick/Pack process is streamlining fulfillment. Users are presented with only what they need to see to fill and ship an order without being exposed to pricing, payment and other Invoice related information.
1. Before you begin...
There are a few settings that need to be addressed:
- Navigate to Administration ➤ System Configuration
- Select Pick Pack from the drop-down menu.
- See the definitions for each setting below.
- After making your selections click OK to save.
The first two settings are specifically related to using the Pick Pack screen to process shipments. If you're not processing shipments, you can ignore the first two settings:
- Auto-Pick and Auto-Save New Order Status: If the below setting Auto-save after adding a shipment is set to True, then the system will attempt to update the Order Status.
- Auto-save after adding a shipment: When this is set to True, the system will save and close the Pick Pack screen after a Shipment has been processed. The user can then move on to the next order immediately. This is helpful if there will be only one Shipment for each order.
The last two settings dictate how the system behaves when initially opening the Pick Pack screen:
- Open to Shipments window: When this is set to True, the Pick Pack screen opens with the Shipments tab by default. If this is set to False, the Pick/Pack tab is presented by default.
Pick Pack Lookup Field: Choose either Sales Order ID or Invoice Number.
- The Sales Order ID is NOT the same as the Order Number. Sales Order ID is a unique number, whereas Order Number is not unique.
- Your choice here depends on when your system is set to generate an Invoice Number. If you are fulfilling orders at Committed status but your Invoice Number is not assigned until Shipped, then you'll need to use the Sales Order ID as the lookup.
2. Start with a Sales Order
In order to take advantage of the Pick Pack feature, the Order Status must be currently either Open or Committed.
3. Print a Pick Ticket
For this example, after saving the above Sales Order in Open status, I printed the order using the basic Pick Ticket with Barcodes form seen below. This custom form can be downloaded by clicking THIS LINK.
- The barcode in the header section represents the Sales Order ID. Scan this barcode to open the Pick Pack window.
- The barcodes in the body section represent the Part Number. Scan these barcodes to pick individual line items. One scan = one qty picked.
4. Open the Pick Pack window.
Navigate to Warehouse Management ➤ Pick Pack (or Sales ➤ Pick Pack)
4.1. Scan (or enter) either the Sales Doc ID or Invoice Number.
In Step #1, you chose to use either the Sales Order ID or the Invoice Number as the lookup for the Order. This is where that setting comes into play.
Here you have 2 options:
- Type the Sales Order ID/Invoice Number manually and click OK.
- Scan a barcode from your Pick Ticket. This will populate this field with the Order ID. (see Step #3)
In order to scan barcodes:
- You will need a basic barcode scanner.
- You will need to either use our basic Pick Ticket with Barcodes custom form (download the attachment above) or add barcodes to your current Pick Ticket form.
- Please contact AcctVantage Support if you need help with the form.
Depending on the System Configuration selection in Step 1, the screen will either open on the Pick/Pack tab or the Shipping tab. The next steps assume you set the system to open to the Pick/Pack tab (not the Shipping tab).
5. Pick the Sales Order Line Items.
- With the cursor in the Product Scan field, scan the Part Number barcode for the item you want to Pick.
- Each time you scan the barcode for a Part Number, you will see the scanned value briefly display in the Product Scan field.
- The quantity in the Pick column will increment by 1 unit each time the barcode is scanned.
- The +/- column will display the difference between the Ship Quantity and the Pick Quantity. When this number equals 0 you will not be able to Pick any more items.
- Note: If you are manually entering the Part Numbers into the Product Scan field, typing the Part Number and pressing the Return key will have the same effect as scanning a barcode.
The pick ticket form here uses the Part Number as the scan field. However, the Product Scan field can use any of these values. The form will need to be modified if you're using something other than Part Number.
- Part Number
- Product Name
- Vendor Part Number 1 & 2
6. All items have been Picked.
Once all items for the Order have been Picked (either by scanning the barcodes or entering Part Numbers by hand), now the Order Status can be updated.
Change the Order Status to either Picked, Packed or Shipped/Invoice (the option you will select depends on your company's workflow.)
7. Shipping Tab
The Shipping tab allows the user to process a Shipment through the EasyPost API integration or record the details - carrier, tracking number, etc - for a manually processed shipment.
8. Sales Order has been fulfilled
After completing the Pick Pack process for this Order, open up the original Sales Order and you can see that the Order Status is now updated with the selection that you made in the previous step.
Warning messages you may see:
You can't pick more than the Ship Qty
You will see this message if you try to scan or enter a Part Number for a line item where the +/- equals 0 units. This prevents a User from Picking/Packing/Shipping a quantity greater than that which is on the Sales Order.
The record is already being edited
You will this message if the original Sales Order record is open while you are trying to open the Order in the Pick and Pack window. Close the Sales Order record to proceed.