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start:stock:stock_order_status [2020/03/11 15:13] – Kanestart:stock:stock_order_status [2021/07/22 13:09] – [Picking with Serial Numbers] Justin
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 ====== Stock Orders Status ====== ====== Stock Orders Status ======
  
-  * On the Home Page, under Incoming Orders, you can click the "+" symbol for more details.+  * On the Home Page, under 'Incoming Orders', you can click the "+" symbol for more details.
 {{:start:stock:homestockordersmoredetails.png|}} {{:start:stock:homestockordersmoredetails.png|}}
   * This will take you to the Order Status Screen.   * This will take you to the Order Status Screen.
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 ====== Ordered ====== ====== Ordered ======
  
-  * Using this screen, you can click the action "RECEIVE" on outstanding orders and it will take you to the goods in page to complete the order.+  * Using this screen, you can click the action "RECEIVE" on outstanding orders and it will take you to the 'Goods In' page to complete the order.
 {{:start:stock:order.png|}} {{:start:stock:order.png|}}
  
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   * Here you can see your Branch Transfers awaiting to be picked up.   * Here you can see your Branch Transfers awaiting to be picked up.
-  * You can click the PICKED action to continue the transfer process.+  * You can click the "PICKED" action to continue the transfer process.
 {{:start:stock:picked.png|}} {{:start:stock:picked.png|}}
-  * This will open on the Confirm order picked screen.+  * This will open on the 'Confirm order picked' screen.
 {{:start:stock:picked2.png|}} {{:start:stock:picked2.png|}}
-  * You can either enter in the amount of items being picked up or select pick all to select them all. +  * 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 confirm to continue.+  * When you are done, click 'Confirm' to continue.
  
  
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   * Once an item has been picked up, you can then use this screen to dispatch it.   * Once an item has been picked up, you can then use this screen to dispatch it.
 {{:start:stock:dispatch3.png|}} {{:start:stock:dispatch3.png|}}
-  * You will need to fill in the details of the Dispatch Allocation form.+  * You will need to fill in the details on the 'Dispatch Allocation' form.
 {{:start:stock:dispatch.png|}} {{:start:stock:dispatch.png|}}
   * Once this has been done, the order can be dispatched.   * Once this has been done, the order can be dispatched.
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   * Now that the products have been dispatched, they can now be received by the other branch.    * Now that the products have been dispatched, they can now be received by the other branch. 
 {{:start:stock:dispatched.png|}} {{:start:stock:dispatched.png|}}
-  * Selecting this open will take you to the Goods In Page to complete the order.+  * Selecting this open will take you to the 'Goods In' page to complete the order.
  
 ====== Received ====== ====== Received ======
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   * This section contains a record of all completed stock orders and branch transfers.   * This section contains a record of all completed stock orders and branch transfers.
 {{:start:stock:completed.png|}} {{:start:stock:completed.png|}}
 +
 +====== 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 "PICKED" action to continue the transfer process.
 +{{:start:stock:picked.png|}}
 +  * This will open on the 'Confirm order picked' screen.
 +{{:start:stock:example_ordered_being_picked_using_import_serials.png|}}
 +  * 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 Import Serials 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. 
 +{{:start:stock:issue_with_import_message.png|}}
 +  * When you are done, click 'Confirm' to continue. 
 +
 +====== Import Serials ======
 +
 +
 +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
 +
 +{{ :start:stock:picking_serial_number_format_sample.zip |}}
 +
 +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. 
 +
 +{{:start:stock:example_excel_file_format_for_picking_an_order.png|}}
 +
 +
 +====== There are 3 parts in the serial numbers process. ======
 +
 +
 +Part 1:  Serial Number Creation (https://wiki.cloudposhq.com/doku.php/start:utilities:serial_number_import)
 +
 +Part 2:  Stock Picking (As Shown in this section)
 +
 +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 
start/stock/stock_order_status.txt · Last modified: 2021/07/22 13:47 by Justin

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