Picking Order Overview

A picking order is an outbound order to a customer. It consists of basic order information such as an order number, order date, customer, and carrier and shipping method; as well as line items to be picked. The order header information (order number, customer) and at least one order detail (an item to be picked) are required to save an order to the system:

• Order Header: The basic order information; see "Order Header".
• Item Detail: An item in the order that is to be picked; see "Picking Order Details".

Order Header

The basic order information is found in the Order Header section of the page. Shipping information may also be added to the order in this area of the page. Once the order's header information is added, you are ready to add the item details (or line items) to the order.

1. Order Number (required): If your division is set for automatic picking order numbering, the system automatically enters a Picking Order number in the Order Number field. If your division is not set for automatic picking order numbering, an order number must be entered in the Order Number field. The picking order number must be unique. The order number options are set at the Division form; see "Division Orders Options" for more information.
2. Order Date (required): The order creation date; defaults to today's date. If you want to change this date, click the drop-down arrow in the Order Date field and select the date from the calendar control that appears.
3. Due Date (optional): The order due date. If you want to give this order a due date, click the drop-down arrow in the Due Date field and select the date from the calendar control that appears.
4. Order Status: whether the order is open or closed; automatically entered by the system, the order status is a read-only field.
5. Allocate Inventory checkbox: if the Allocate Inventory option is being used, this checkbox will appear in the order header. (The Allocate Inventory option for picking orders is set at the Division form; see "Division Orders Options" for more information.) In order to allocate inventory for the picking order, this checkbox must be marked.
   1. If the Allocate Inventory for all Orders option is being used, this checkbox is automatically marked by the system and cannot be edited.
   2. If the Allocate Inventory option is being used, this checkbox is not automatically marked and inventory is not automatically allocated for this order; the user must mark this checkbox in order to allocate inventory for the picking order.
   3. If inventory allocation is not being used, this checkbox will not appear in the order header.
6. Customer (required): the customer who is requesting the items; the available customers are pulled from the customers list loaded into the system at the Manage Customers page (see "Customers"). Click the drop-down arrow in the Customer field and select the customer from the list that appears. (If the list is empty, it is because no customers have been added to the system.)
7. Ship To (optional): the ship-to address for the order's customer; the available ship-to addresses are pulled from the custom's ship-to addresses (see "Customer Ship-To Addresses"). Click the drop-down arrow in the Ship To field and select the ship-to address from the list that appears. If the ship-to list is blank, it is because a ship-to address has not been added to this customer.
8. Priority (optional): click the drop-down arrow in the Priority field and select the order priority from the list that appears: None, Low, Normal,High. If you do not select a priority, it defaults to None.
9. Carrier (optional): the shipping carrier associated with this picking order; the available carriers are pulled from the carrier list loaded into the system at the Manage Carrier and Shipping Methods page (see "Carriers"). Click the drop-down arrow in the Carrier field and select the carrier from the list that appears. (If the list is empty, it is because no carrier has been added to the carrier list.)
10. Method (optional): the shipping methods for this carrier; the available methods are pulled from the list of shipping methods added to this carrier (see "Shipping Methods"). Click the drop-down arrow in the Method field and select the shipping method from the list that appears (if the list is empty, it is because the selected carrier does not contain a shipping method).
11. Shipping Information button: This button activates when you select a carrier and method for this order. Click to display the Shipping Information form. This form lists the carrier and method. You may add tracking number information to the carrier and method at this form.
12. UDF 1-UDF 4 (optional): alpha-numeric text fields; enter any special information about this issue in the UDF 1 through UDF 4 fields.

13. Add Detail icon : click to add a line item to the order.

Order Detail

An order must contain at least one line item. All line items included in the order are found in the order detail.

A line item in the picking order may be edited, deleted, or picked. For more information about adding an item to the order and then working with the item in the order, see "Picking Order Details".

1. Line Number: numeric identifier for each line item. Depending on your division order settings, the line number is system generated or must be manually entered. Please note that the line number cannot be duplicated within the order. The line number option is set at the Division form; see "Division Orders Options" for more information.
2. Item Number: item to be picked; pulled from the item list for the logged-in user's default division.
3. Ordered Qty: total ordered quantity of this line item; enter the amount in this field. If inventory allocation is being used, the ordered quantity is allocated from the existing inventory.
4. Actual Qty: total pick quantity of this line item; set at the Pick Inventory form.

5. Comment: any comments about this line item.