Apart from mass adding of orders to the picking
list the are two possibilities to add an individual order to the picking list.
Adding Directly from a Sales Order Using the
Add to PL Button
In sales orders click on the Add to PL
button.
If the this order has already been transferred to the picking list, the program
will report a message (see Order already transferred
to picking list. Do you want to retransfer it?).
If you select the Cancel
button,
the picking list will only be displayed on the screen. The program will display
lines of the currently selected order.
If you select the OK button, the program will
update and display data in the picking list. The program will display lines
of the currently selected order. This option will cancel any manual changes
to the picking list (for more information see Splitting
lines).
Automatic Adding Using Settings in the Program
Parameters
In Program Parameters (Administration Panel
| Settings | Program Parameters | Orders), you can define that orders with a
particular status are to be added to the picking list as soon as that status
is assigned.
When entering a new order, it will receive the lowest status defined in
Document types settings for orders (default:
1 - Created).
Once you confirm a sales order, it will be assigned the status
2 – Confirmed. Using settings
in the program parameters Administration Panel | Settings | Program Parameters
| Orders), you can automatically launch the function
for adding an order to a picking list (that is, the same function that can be
launched by clicking the Add to PL
button 
in the
Lines panel).
The rest of procedure is described above in the Adding directly from a
sales order using the Add
to PL button.
|
Through this method only following orders can be
added to the picking list:
- orders with entered
warehouse that uses a picking for the
dispatch;
- orders without entered warehouse.
|
If you want to add an order to the picking list with a selected warehouse
that does not issue goods through a picking list, the program will report an
error (see The warehouse does not issue items via
the picking list!).