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start:stock:stock_order_status [2019/05/15 11:07] – created jakestart:stock:stock_order_status [2021/07/22 13:47] (current) – [There are 3 parts in the serial numbers process.] Justin
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-====== Monitoring your Stock Orders ======+====== 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. 
-  * 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. 
 +{{: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|}}
  
-===== Order Status ===== 
  
-  * On this screen you can monitor all you orders, both out standing and received +====== 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:orderstatus.png|}}+  * 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 
start/stock/stock_order_status.1557882446.txt.gz · Last modified: 2019/05/15 11:07 by jake

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