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--- start:stock:stock_order_status [2019/05/15 15:43] – jake
+++ start:stock:stock_order_status [2021/07/22 13:47] (current) – [There are 3 parts in the serial numbers process.] Justin
@@ Line 1: / Line 1: @@
 ====== 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|}}
-  * 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 you orders, both out standing and received
+  * 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
+  * 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|}}
+{{:start:stock:order.png|}}
 ====== Picking ======
-  * 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|}}
-  * This will open on the Confirm order picked screen
+  * This will open on the 'Confirm order picked' screen.
 {{: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.
 ====== Picked ======
-  * 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:picked3.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|}}
-  * Once this has been done, the order can be dispatched
+  * 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
+  * 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
+  * 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
+  * 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
+  * 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

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