InventoryControl Printable Help
5. After the order is fully picked it has a status of Completed. You can have InventoryControl automatically email the packing slip to the customer.
11.2 Creating a Pick Order
This function applies to Pro and Enterprise Version users only.
Note: For information on the benefits of upgrading your version of InventoryControl or WaspNest
Inventory, please select Help > Benefits of Upgrading on the Main screen.
Pick orders are created to designate certain inventory to be shipped to a customer. On the Create New
Pick Order screen, you are creating an order that tells your staff to get the order ready and what inventory to include. These orders can be sent to the mobile devices (although pick orders cannot be created on mobile devices). After the order has been picked, you need to mark it as ready to be shipped on the Pick Order screen accessed from the Receive/Pick menu. At this point, the inventory is removed from the system. For more information on the Pick Order screen, please refer to the Shipping Pick
Orders topic.
We recommend you review the
Pick/Ship Overview
before creating pick orders for the first time.
Creating New Pick Orders:
OR
From the Main screen, click Lists > Pick Order. On the Pick Order List, click the New icon.
The Create New Pick Order screen appears.
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Notice that the screen prominently displays the status as New. This status message changes based on the state the order is in.
Possible statuses are:
New - This always displays when creating a new order.
Issued - Once the pick order is printed or emailed, the status changes to Issued.
In Process - Once the order has started to be picked (via the Pick Order screen accessed from the Receive/Pick menu), the status becomes In Process and the Picked
Quantity will display for each item on the order.
Overdue - This status can appear for New or In Process orders that have passed the designated due date. These orders will appear with a symbol on the Pick Order List to alert you of their overdue status.
Closed - This status means the order has been completed and marked as closed.
Note: To prevent fields from clearing, click the pushpin button located to the right of the field you want to lock. Pushpins can be used to lock the values in all but one required field so that a scanner can be used to rapidly add inventory just by repeatedly scanning barcodes into that field.
Clicking the button will unlock the field.
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alpha-numeric value up to 36 characters. This number can be manually entered each time you create a new pick order or you can create a template that the software will use to automatically generate a number for you. If you have set up a template, click the Generate button to have
InventoryControl create and assign an order number. The template can contain any combination of custom text, dates and/or counters enabling you to create a unique identifier that is meaningful to your company. For more information on setting up automatically generated Order Numbers, please refer to the
Formatting PO and Pick Order Numbers
topic.
2. Enter a Customer in the Customer field. You can scan a value into this field, manually enter a value or click on the field to view a drop down list. The list contains the last 10 Customers selected on this screen. Select <MORE> to view the entire Customer List or click <New> to go to the Create Customer Supplier screen to add a new customer to the database.
When a customer is selected, the Customer Address information automatically populates. If the selected customer has more than one address entered for it, you can select the Address Type from the drop down list. clicking the down arrow and selecting a new date. select a date.
6. Select the preferred shipping method for this order in the Ship Via field from the drop down list.
This list contains several commonly used shipping methods, however; you can type in a new shipping method if desired. The new entry will appear in the drop down list for future purchase orders.
Note: If you need to delete a Ship Method you have entered, you can do so on the Manage
Ship Methods screen. This screen also allows you to Print, Export and Add New methods. For more information on the Manage Ship Methods screen, please refer to the
Managing Shipping
Methods
topic.
7. Enter any notes you want to associate with this order in the Notes field.
8. Now you are ready to enter your item information in the Line Item Details section. Complete this information as follows:
Type - Select the type of item that needs to be picked. Options are: o
Inventory - This item is in your inventory database. Use this to pick existing items. o
Non-Inventory - This item is not in your inventory database. Use this to pick items that you do not want to appear in your inventory database, such as marketing fliers or business cards. o
Assembly - Assembly Items are a collection of items that, once grouped, are considered to be a new, single item. Assembly Items are pre-assembled and kept in stock. o
Kit - Kit items are a collection of items that are grouped, or picked, at the time they are sold.
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o
Manual - Use this option to add one-time items, such as shipping and handling, to an order. Manual items cannot be picked on the mobile devices.
Item Number - Enter the Item Number of the item you want to add to the order. To enter an Item Number, you can type or scan the value into the field, or you can use the drop down list to see the first 10 items in the database, select <more> on the drop down list to see all items in the Item List.
You can create a new item by selecting <New> or by entering an unknown item number.
When either of these two situations occur, the Create New Item screen appears. For
more information on creating items, please refer to the
Creating New Items
topic.
When you enter an Item Number the Description field populates.
Request Qty - Enter the requested number of this item. This value can also be scanned. You cannot enter negative numbers. You can enter any item held in your inventory in any amount on this screen. Actual on-hand amounts are not checked at this point so you are not limited to creating pick orders for the quantity of items in your inventory.
Stocking Unit - This field displays the stocking unit entered for this item on the New
Item/Edit Item screen. The stocking unit represents how you stock this item in your inventory. For instance, if you stock the unit in boxes of 10. Box of 10 would display changed on this screen. If you need to change the description, you can do so on the
Edit Item screen.
9. After you have entered all items for this order, you can optionally select to: in the Stocking Unit field on this screen. For more information on creating items, please refer to the
Creating New Items
topic.
Description - This field populates after the item number is entered and cannot be
Print on Save - If this box is checked, a copy of this order automatically prints when you click the Save button.
Email on Save - If this box is checked, a copy of this order is automatically sent to the email address listed in the Customer screen for this customer when you click the
Save button. If you have selected to view the Email Destination List (selected on the Options screen), the list will appear allowing you to select email addresses or change email addresses as needed. If you have selected not to view the list, the order will automatically be sent to the email address listed in the Customer screen
from the email address listed in the Company Information screen. Please note that if the email addresses are not entered on the Customer or Company Information screens, you will receive an error message when you try to send emails.
An email is also sent to any CC addresses designated on the Options screen. You can choose to ignore the CC address by deselecting the checkbox next to the CC
Addresses field on the Email Destination List.
Below is an example of the Email Destination List:
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