Picking list

The picking list (PL) is designed for the controlled release of goods from a warehouse. Based on this list, the goods are released from the warehouse to customers.

HINT For more information on the picking list, see the chapter Picking list.

This chapter presents the entire process from preparing and adding orders to invoicing based on the picking list using Tecta as an example. This is a process of controlled release of goods from the warehouse based on the customer orders received.

CASE SUMMARY Sally Sales, Head of Wholesale at Tecta, has received three orders from a customer, Ikea Eurupe d.d., and now wants to create an issue document using a picking list. She does this as follows: Preparing a picking list Adding sales orders to the picking list Creating an issuing document based on the picking list Creating a picking list report

1. Preparing a picking list

Before using the picking list, the person responsible must check the checkbox Issue through picking list in the Subjects register for the selected Warehouse DL.

This means that sales orders from this warehouse may only be issued using the picking list.

In the next step, the status of the sales orders to be added to the picking list is selected.

The person responsible opens the menu Settings | Program | Administration Panel. When the window Administration Panel opens, the person responsible clicks Settings | Orders.

In the panel Picking list, the person responsible selects the status which qualifies the sales orders to be automatically added to the picking list and what status is assigned to the sales order when it is added to the picking list.

The person responsible decides to keep the default settings for automatically adding sales orders with the status 2-Confirmed and a status of D-Dispatch list for orders transferred to the picking list.

The picking list is now ready, while additional settings for authorizations for the picking list can be defined.

The person responsible then adds sales orders to the picking list.

2. Adding sales orders to the picking list

The person responsible wants to add three existing sales orders by IKEA Eurupe, d.d. to the picking list.

The person responsible wants to add three sales orders to the picking list at the same time, which is why the option Mass add will be used.

To add an individual sales order, the person responsible would choose the option for adding individual orders. This is done by clicking the button (Add to PL) in the toolbar of the individual order or by changing the status of the order to 2-Confirmed.

The person responsible opens the menu Orders | Picking list and clicks the tab Mass add.

The window Mass add opens, where the criteria for the sales orders to be added to the picking list are defined.

In this case, the person responsible checks the checkbox 0100 – Sales Order in the section Document types

In the field Consignee, the customer IKEA Eurupe, d.d. is entered.

Then, the date is entered and the appropriate status checkbox is checked. This way, the program is limited to add only the desired three sales orders.

By clicking the button Create, the sales orders are transferred to the picking list.

Clicking on the tab Overview opens the picking list. In the picking list table, the numbers of the three added customer orders are displayed in the column Order.

There is a total of six positions due to the two idents MIZA and CHAIR on each order.

The columns Dispatched and Packing slip are empty, indicating that the goods have not yet been dispatched.

It is evident from the column Stock that both items have sufficient stock, so the person responsible can now issue the goods.

By clicking the button Split, the item lines of the picking list can be split.

The tab Hard allocations provides an overview of hard allocated quantities and enables the person responsible to create hard allocations of stock.

The person responsible then uses the picking list to create an issuing document.

3. Creating an issuing document based on the picking list

The person responsible selects the method of creating the issuing document directly from the picking list.

The alternative option for creating an issuing document from the picking list would be to add the sales order to the issuing document using the button (Add).

In the main menu bar, the person responsible opens the menu Orders | Picking list and selects the tab Create document.

Here, the issue parameters must be defined. In the field Document type, the person responsible selects the type of the issuing document. From the drop-down list, the person responsible can select an available document from the Document types register.

The person responsible selects the Source warehouse and the Customer for which the issuing document is created.

Then, the button Create is clicked.

The program creates a new issue document of type 3000 for the Customer IKEA Eurupe, d.d. and opens the window Add documents/lines to packing slip.

In the window Add documents/lines to packing slip, the person responsible checks the items from the picking list in the item lines that should be added to the newly created document of type 3000.

Pressing the button Add closes the window.

The items lines are added to the newly created issuing document.

A document with the item lines from three sales orders is thus created.

The person responsible then creates a picking list report.

4. Creating a picking list report

The person responsible wants to create a picking list report to check which orders of the customer IKEA Eurupe, d.d. have not yet been issued.

From the menu Orders | Picking list, the tab Filter settings is selected.

In the limiting criteria on the right side of the window, the person responsible enters the customer IKEA Eurupe, d.d. in the field Consignee.

Double-clicking the report title 11J - Picking list creates the report.

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The column Qty to deliver shows that the quantity for the three orders for which we have already created an issue document from the picking list is 0.

The quantity to be delivered for other orders is also displayed.

This completes the process of issuing goods using the picking list.