Exact Globe+

Overview of sales order picking lists

Menu path

Order ➔ Entries ➔ Picking list

Introduction

Picking or packing is an important process in warehouse management whereby picking process involves picking the items to be delivered from the warehouse. In Exact Globe, you can choose to print picking lists, collective picking lists, or dispatch lists. Picking list is a document that lists the material to be picked for manufacturing or shipping orders, collective picking list is used for picking items from the warehouse for multiple sales orders ordered by the same debtor, and dispatch list is a document given to the dispatch staff to indicate that the items are ready to be delivered to the debtor.

Picking lists can be printed only after the sales orders are authorized and confirmed, unless authorization (at System ➔ General ➔ Settings, under Order settings, the Sales order check box in the Authorize section is not selected) and confirmation (the Sales order confirmation check box is not selected at Order ➔ Entries ➔ Sales orders, select the relevant sales order, click Open, and then click Conditions) are made optional. From this overview, you can also:

create and edit notes
view and/or add attachments to the selected sales order
view the debtor card of the customer
allocate items in the sales order
print picking lists, collective picking lists, and dispatch lists
enrich items in the sales order
view and/or edit existing sales orders.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create or view a new note of the selected sales order?

In the Picking list screen, define the search criteria.
Click Search.
Select the required sales order.
Click Note. For more information, see Creating and maintaining notes.

How do I attach a new document or view the documents that are attached to the selected sales order?

In the Picking list screen, define the search criteria.
Click Search.
Select the required sales order.
Click Attachment. For more information, see Overview of attached documents.

How do I view the debtor’s transactions of the selected sales order?

In the Picking list screen, define the search criteria.
Click Search.
Select the required sales order.
Click Card. For more information, see Viewing debtor card.

How do I search the warehouse for stock availability and reserve the available items to fulfill the selected sales order?

In the Picking list screen, define the search criteria.
Click Search.
Select the required sales order.
Click Auto enrich. For more information, see Allocating items in picking lists.

Keep in mind: The Auto enrich button is enabled only if you have selected the Check stock check box at System ? General ? Settings, under Order settings in the Fulfillment section.

How do I print the picking list, collective picking list, or collective picking list for the selected sales order?

In the Picking list screen, define the search criteria.
Click Search.
Select the required sales order.
Click Print. For more information, see Printing sales order and service order picking lists.

How do I manually reserve the items in the selected sales order such as warehouse location, serial/batch numbers, or quantity?

In the Picking list screen, define the search criteria.
Click Search.
Select the required sales order.
Click Enrichment. For more information, see Enriching items in sales orders.

Keep in mind: The Enrichment button is enabled whether the Check stock check box is selected or not at System > General > Settings, under Order settings in the Fulfillment section.

How do I view or edit the selected sales order?

In the Picking list screen, define the search criteria.
Click Search.
Select the required sales order.
Click Open. For more information, see Creating and maintaining sales orders.

Fields

You can filter the sales orders that you want to display by defining one or more of the following search criteria and clicking Search. The sales orders that match the search criteria you have defined are then displayed. A list of option appears if you click in the Sales order box, Ordered by box, and other boxes. From the list, make your selection and click Select.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Search

Click this to search for sales orders based on the defined criteria.

Clear

Click this to clear the defined criteria.

Number of rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.

Click this to return to the previous page of sales orders.

Click this to display the next page of sales orders.

Warehouse

Select the warehouse to display sales orders with the selected warehouse. Select All to display sales orders with any warehouse.

Note: This box is available only if you have E-Warehouse Management included in your license.

SO date

SO date refers to the sales order date. Type or select the start date and end date to display sales orders that are created within that period. By default, the All check box is selected. This means sales orders that are created on any date will be displayed.

Note: Typing or selecting only the start date will display sales orders that are created on and after the selected date. Typing or selecting only the end date will display sales orders that are created on and before the selected date.

Fulfillment date

Type or select the start date and end date to display sales orders that are fulfilled within that period. By default, the start date will remain empty and the current date is displayed as the end date.

If the All check box is not selected, both the start date and end date will remain empty.

Note: Typing or selecting only the start date will display sales orders that fulfilled on and after the selected date. Typing or selecting only the end date will display sales orders that are fulfilled on and before the selected date.

Sales order

Type or select the sales order number to be displayed.

Ordered by

Type or select the ID or name of the debtor to display sales order(s) placed by the selected debtor.

Advanced/Simple

Click Advanced to expand the search criteria. Invoice to, Delivery to, Your ref., Selection code, Shipping via, and Route code will be available.

Click Simple to hide the search criteria. Only Warehouse, SO date, Fulfillment date, Sales order, Ordered by, and Show: Printed will be available.

Invoice to

Type or select the ID or name of the debtor to display sales orders with invoice(s) of the items that will be received by the selected debtor.

Delivery to

Type or select the ID or name of the debtor to display sales orders with items that will be received by the selected debtor.

Your ref.

Type or select the debtor’s reference number to display sales orders with the selected reference number.

Selection code

Type or select the selection code to display sales order(s) with the selected code.

Note: The selection code of the sales orders depends on the settings defined at the Sales orders screen (go to Order ? Entries ? Sales orders, select the relevant sales order, and then click Open) when Conditions is clicked (the Selection code box under the Analytical group section). You can also define selection codes at System ? Logistics ? Selection codes.

Shipping via

Type or select the shipping method to display sales order(s) with the selected shipping method. You can define shipping methods at System ? Logistics ? Shipping methods.

Route code

Type the route code to display sales order(s) with the selected route code. By default, the All check box is selected to display sales orders with any route code.

Show: Printed

Select this check box to display all the sales orders which are printed.

Show: Partial delivery allowed

Select one of the following options:

All — Select this option to display all sales orders based on the criteria.
Yes — Select this option to displays only partial delivery that are allowed in sales orders based on the criteria.
No — Select this option to excludes partial delivery that are allowed in sales orders.

Notes:

The system will print a picking list based on the warehouse selected in the picking list screen. When there are items from multiple warehouses in a sales order, the system will perform a check. Only items from the warehouse that match the warehouse selected in the picking list screen will be printed in the picking list.
When you select No at Show: Partial delivery allowed, the system will only print a picking list for a sales order where all items can be fully delivered. If there is insufficient stock for some items in the sales order, the system will not print the picking list and a message “Insufficient stock.” will be displayed. This message will only be displayed if the Check stock check box under the Fulfillment section in Order settings is selected.

Buttons

Note

Click this to type a new note or to view the notes that are recorded for the selected sales order. For more information, see Creating and maintaining notes.

Attachment

Click this to attach a new document or view the documents that are attached to the selected sales order. For more information, see Overview of attached documents.

Card

Click this to view the debtor’s transactions of the selected sales order. For more information, see Viewing debtor card.

Auto enrich

Click this if you want to search the warehouse for stock availability and to reserve the available items to fulfill the selected sales order. For more information, see Allocating items in picking lists.

Note: This button is enabled only if you have selected the Check stock check box at System ? General ? Settings, under Order settings in the Fulfillment section. To allocate items for more than one sales order at a time, hold down CTRL and click the sales orders that you want. Alternatively, hold down SHIFT and click to select all sales orders between the two selected ones. If you want to allocate the items in sequence based on delivery debtors, double-click the Delivery debtor number column.

Print

Click this to print picking list, collective picking list, or collective picking list for the selected sales order. For more information, see Printing sales order and service order picking lists.

Note: To select more than one sales order at a time, hold down CTRL and click the items that you want. Alternatively, hold down SHIFT and click to select all items between the two selected ones. If you want to print the picking lists in sequence based on delivery debtors, double-click the Delivery debtor number column.

Enrichment

Click this to manually reserve the items in the selected sales order such as warehouse location, serial/batch numbers, or quantity. For more information, see Enriching items in sales orders.

Note: The items in the selected sales order can be allocated only if you have selected the Check stock check box at System ? General ? Settings, under Order settings in the Fulfillment section.

Open

Click this to view or edit the selected sales order. For more information, see Creating and maintaining sales orders.

Close

Click this to exit.