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start:stock:stock_order_status [2019/05/15 11:07] – jake | start:stock:stock_order_status [2021/07/22 12:57] – Justin | ||
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- | ====== Stock Order Status ====== | + | ====== Stock Orders |
- | * On the Home Page, under Incoming Orders, you can click the " | + | * On the Home Page, under 'Incoming Orders', you can click the " |
{{: | {{: | ||
- | * This will take you to the Order Status Screen | + | * This will take you to the Order Status Screen. |
- | * You can also access this screen by going to Menu > Stock > Order Status | + | * You can also access this screen by going to Menu, Stock, Order Status. |
+ | * On this screen you can monitor all your orders, both Supplier Orders and Branch Transfers. | ||
+ | * You can use these toggle buttons on the top to filter between Supplier Orders and Branch Transfers. | ||
+ | {{: | ||
+ | * You can use the toggle buttons on left to filter between what kind of orders you wish to see. | ||
+ | {{: | ||
- | ===== Order Status Screen ===== | ||
- | * On this screen you can monitor all you orders, both out standing and received | + | ====== Ordered ====== |
- | * Using this screen, you can click the action " | + | |
- | {{: | + | * Using this screen, you can click the action " |
+ | {{: | ||
+ | |||
+ | ====== Picking ====== | ||
+ | |||
+ | * Here you can see your Branch Transfers awaiting to be picked up. | ||
+ | * You can click the " | ||
+ | {{: | ||
+ | * This will open on the ' | ||
+ | {{: | ||
+ | * You can either enter in the quantity of items being picked up or select 'Pick All' to select them all. | ||
+ | * When you are done, click ' | ||
+ | |||
+ | |||
+ | ====== Picked ====== | ||
+ | |||
+ | * Once an item has been picked up, you can then use this screen to dispatch it. | ||
+ | {{: | ||
+ | * You will need to fill in the details on the ' | ||
+ | {{: | ||
+ | * Once this has been done, the order can be dispatched. | ||
+ | * When the form is complete, it will give you the option to download a barcode label for the cargo or to download a dispatch docket. | ||
+ | {{: | ||
+ | |||
+ | ====== Dispatch ====== | ||
+ | |||
+ | * Now that the products have been dispatched, they can now be received by the other branch. | ||
+ | {{: | ||
+ | * Selecting this open will take you to the 'Goods In' | ||
+ | |||
+ | ====== Received ====== | ||
+ | |||
+ | * This section contains a record of all completed stock orders and branch transfers. | ||
+ | {{: | ||
+ | |||
+ | ====== Picking with Serial Numbers ====== | ||
+ | |||
+ | * This section shows how an order can be picked using serial numbers that have been previously imported. | ||
+ | * You can click the " | ||
+ | {{: | ||
+ | * This will open on the ' | ||
+ | {{: | ||
+ | * For an item that requires a serial number the quantity of items being picked will require the same number of serial numbers to be entered. | ||
+ | * You can either enter the serial numbers one at a time or using the Serials Import feature. Please note that if a serial number had not been pre loaded or | ||
+ | does not match a serial number in the system a message will appear alerting you to this. | ||
+ | * When you are done, click ' | ||
+ | |||
+ | ====== Serials Import ====== | ||
+ | |||
+ | |||
+ | The ability to import an excel file of serial numbers to then be allocated to an order as part of the picking process is as follows. | ||
+ | |||
+ | |||
+ | You can download the template below to start creating your import file | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The format of the file you create must be saved as a csv and the columns in the file are as follows. | ||
+ | |||
+ | No header line | ||
+ | |||
+ | Column A is the PLU or Product number you have created in your product file. | ||
+ | |||
+ | Column B is the serial number (Maximum character length has been set at 30) | ||
+ | |||
+ | Example Excel Format that would be saved as a csv format. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ====== There are 3 parts in the serial numbers process. ====== | ||
+ | |||
+ | |||
+ | Part 1: Serial Number Creation (As Shown in this section) | ||
+ | |||
+ | Part 2: Stock Picking (allocation of serial number to an order) | ||
+ | |||
+ | Part 3: Goods In (confirmation of serial number received) | ||
+ | |||
+ | If any of these steps are missed, then the rest of the system will not work correctly |