Difference between revisions of "Processing a depot order"
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Once all the relevant processes above have been carried out, you can then clear the order. | Once all the relevant processes above have been carried out, you can then clear the order. | ||
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Revision as of 10:58, 17 August 2022
Contents
Summary
This article explains how to process a depot order.
More Information
Go into " Warehousing Add/Edit/Process Depot Orders".
- At "Depot:" type in the depot code if known, or create a new depot.
- Move to the relevant order and press <F7> to go to the order items.
Depending on how you want to operate and how your system has been set up, some of the following processes may not be applicable.
The four columns to the right of the screen indicate the processes the order could go through before it can be invoiced. The asterisk indicates that the process has not yet been carried out, and must be done before the order can be cleared.
Confirming the Order
If you wish to print a Confirmation Note for the customer, tag the relevant items on the order by pressing <T> against each item. If you wish to tag all the items, press <A> to tag all lines automatically.
- Press <F3> to print all tagged items and press <Enter>.
 | Information: Confirmations of order can be useful especially for export customers. Sending the wrong items abroad can be expensive! |
Printing a Picking List
If you wish to print a Picking List, tag the relevant items on the order by pressing <T> against each item. If you wish to tag all the items, press <A> to tag all lines automatically. Press <F4> to print all tagged items and press <Enter>.
Booking Items out of Stock - Complete
After picking the items, you now need to book them out of stock, or "complete" them.
- Tag each individual item that you have picked by pressing <T> against it.
- Press <U> to untag an item if tagged by mistake.
- Press <A> to tag all lines automatically if all items have been picked.
- Press <F7> to complete all tagged items and press <Enter>.
- If prompted, enter the name of the user who picked the order.
- If required enter the "Picking bin" the items have been allocated to.
- Click the drop down button to choose from your picking bins.
- Click [Add] to create a new picking bin location. Enter a code (max 3 characters) and description then click [Done] and [Accept].
- Click the drop down button to choose from your picking bins.
The item will change from being highlighted in Green to being Purple to denote the item has been booked out of stock.
 | If for any reason you need to uncomplete an item on an order you can simply press <F7> again on it and then click [Yes] on the "Confirm Uncomplete?" window that appears. The item will change back to being highlighted in Green and will be able to be edited again. |
Printing a Delivery Note
- Tag the items to be delivered by pressing <T> against each item. Make sure you don't tag any items with an asterisk still in the "CP" column as these have not been booked out.
- To print a delivery note without any prices and totals, press <F8>.
- To print a delivery note with prices and totals, press <Shift+F8>.
Clearing the Depot Order
Once all the relevant processes above have been carried out, you can then clear the order.
- Press <Alt+F5> to clear this order.
