Dispatching Sales orders (With stages of dispatch)
Overview
Dispatching a Sales Order using multiple stages set up by the end user allows you to configure the WBS system to mirror your existing process. The stages are defined by you and can cover any process such as picking of selected products on a Sales Order then checking, arranging courier dispatch invoice etc and Stock can be reduced at any stage along with generating the final invoice.
If you need to set up the various stages you can add or modify them on the screen Press here
Process
Dispatching a Sales Order using multiple stages set up by the end user allows you to configure the WBS system to mirror your existing process. The stages are defined by you and can cover any process such as picking of selected products on a Sales Order then checking, arranging courier dispatch invoice etc and Stock can be reduced at any stage along with generating the final invoice.
If you need to set up the various stages you can add or modify them on the screen Press here
Process
1. Menu Screen : DISPATCH AND RECEIVE GOODS - SALES ORDER DISPATCH
2. Here you will see the “Sales Order Dispatch List” screen where you can select the order you would like to dispatch either in part of in full.
3. Press "Add" on Dispatch Items column to indicate the items you wish to start to dispatch. This screen will appear.
Note: Various column can be set to read only (Yellow ) depending on the user logged in. For example Admin may want access to Qty to dispatch and qty dispatched but stores may only want access to Qty dispatched .
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(To do this make sure you have two user groups Admin and Stores and employees for both. Then log on as an employee for either user group and set configuration to ON. then go to the required menu and click on Hide Un Hide columns to see the columns currently displayed. Then make the required column read only . Note you can also hide columns and change the index here.)
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4. This screen will automatically generate a picking note which can be for part of the order if required. You can have multiple picking notes for the same order.
Following these steps to create a picking Note.
4a Update the STATUS drop down to the first of your defined stages in this process.
4b specify what you want the operators to pick. There are three ways to do this depending of whether you have stock at multiple location or multiple batches of the same product
This process will create a picking note request and this information will move through the various stages and allow the operators to enter the quantity actually picked/dispatched.
5 Now move to Menu screen : DISPATCH AND RECEIVE GOODS - TRACKING A PICKING NOTE to move the picking note through the various stages.
Here you will see the "Pick List Status" screen. You can see the number of Picking notes at the various stages.
Following these steps to create a picking Note.
4a Update the STATUS drop down to the first of your defined stages in this process.
4b specify what you want the operators to pick. There are three ways to do this depending of whether you have stock at multiple location or multiple batches of the same product
- Option 1 Enter the quantity you want to dispatch then press Enter. This is used when you are not managing multiple locations or batch control.
- Option 2 Enter the quantity you want to dispatch, then tick Fifo and press update. The system will automatically indicate the items to pick from various locations depending on the date the items were received. If you Un tick the FIFO tick box the system will remove the indications.You can then review the Fifo recommendations by clicking on FIFO recommendations.
- Option 3 Select Location Batch detail.This screen will show you all the possible batches for that product and allow you to request how many to pick from each batch/location and press update. The first screen will show the total of the selected items.
This process will create a picking note request and this information will move through the various stages and allow the operators to enter the quantity actually picked/dispatched.
5 Now move to Menu screen : DISPATCH AND RECEIVE GOODS - TRACKING A PICKING NOTE to move the picking note through the various stages.
Here you will see the "Pick List Status" screen. You can see the number of Picking notes at the various stages.
6 Press "View" of any stage on Items Detail column to see the full list. This screen will appear and you can change the status.
7 Press "Detail" on Detail column to update the quantity picked or dispatched then change status or the pick note. This screen will appear.
8 Enter the quantity actually picked next to the to pick column. If FIFO is ticked then update the actual picked quantity in the FIFO recommendations pop up. If Fifo is and location and batch if required. If the text says pick from multiple batches then either use FIFO or Location batch detail
Various reports are available which can be printed at the different stages including delivery notes by pressing "Print" on Invoice Screen on various columns.
Various reports are available which can be printed at the different stages including delivery notes by pressing "Print" on Invoice Screen on various columns.
