CloudHQ4 Manual

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
====== Stock Orders Status ======

  * On the Home Page, under 'Incoming Orders', you can click the "+" symbol for more details.
{{:start:stock:homestockordersmoredetails.png|}}
  * This will take you to the Order Status Screen.
  * 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.
{{:start:stock:filters2.png|}}
  * You can use the toggle buttons on left to filter between what kind of orders you wish to see.
{{:start:stock:filters.png|}}


====== 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.
{{:start:stock:order.png|}}

====== Picking ======

  * Here you can see your Branch Transfers awaiting to be picked up.
  * 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:picked2.png|}}
  * 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.


====== Picked ======

  * Once an item has been picked up, you can then use this screen to dispatch it.
{{:start:stock:dispatch3.png|}}
  * You will need to fill in the details on the 'Dispatch Allocation' form.
{{:start:stock:dispatch.png|}}
  * 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. 
{{:start:stock:dispatch2.png|}}

====== Dispatch ======

  * Now that the products have been dispatched, they can now be received by the other branch. 
{{:start:stock:dispatched.png|}}
  * Selecting this open will take you to the 'Goods In' page to complete the order.

====== Received ======

  * This section contains a record of all completed stock orders and branch transfers.
{{: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 (https://wiki.cloudposhq.com/doku.php/start:stock:goodsin:serial_numbers#there_are_3_parts_in_the_serial_numbers_process)

If any of these steps are missed, then the rest of the system will not work correctly
CloudHQ4 Manual

User Tools

Site Tools

Page Tools
