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start:stock:stock_order_status [2020/03/11 15:13] – Kane | start:stock:stock_order_status [2021/07/22 13:47] (current) – [There are 3 parts in the serial numbers process.] Justin | ||
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====== Stock Orders Status ====== | ====== Stock Orders Status ====== | ||
- | * On the Home Page, under Incoming Orders, you can click the " | + | * On the Home Page, under 'Incoming Orders', you can click the " |
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* 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 " | + | * Using this screen, you can click the action " |
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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" |
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- | * This will open on the Confirm order picked screen. | + | * This will open on the 'Confirm order picked' |
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- | * You can either enter in the amount | + | * You can either enter in the quantity |
- | * When you are done, click confirm | + | * When you are done, click ' |
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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. | ||
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- | * You will need to fill in the details | + | * You will need to fill in the details |
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* 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. | ||
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- | * 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. | ||
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+ | ====== Picking with Serial Numbers ====== | ||
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+ | * 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 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. | ||
+ | {{: | ||
+ | * When you are done, click ' | ||
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+ | ====== Import Serials ====== | ||
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+ | 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. | ||
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+ | You can download the template below to start creating your import file | ||
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+ | {{ : | ||
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+ | The format of the file you create must be saved as a csv and the columns in the file are as follows. | ||
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+ | No header line | ||
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+ | Column A is the PLU or Product number you have created in your product file. | ||
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+ | Column B is the serial number (Maximum character length has been set at 30) | ||
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+ | Example Excel Format that would be saved as a csv format. | ||
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+ | {{: | ||
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+ | ====== There are 3 parts in the serial numbers process. ====== | ||
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+ | Part 1: Serial Number Creation (https:// | ||
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+ | Part 2: Stock Picking (As Shown in this section) | ||
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+ | Part 3: Goods In (https:// | ||
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+ | If any of these steps are missed, then the rest of the system will not work correctly |