Once you begin the stock allocation process, you can run the pick in two ways. You can choose to allocate all relevant Closing Stock units to all selected orders at once, or you can allocate products to specific orders individually.
This step will not create the final Pick Tickets yet. You can always revert your selections, make changes, or save the allocated quantities to return later and create your Pick Tickets and Delivery Notes when you're ready.
From the [PICK] menu select 'Pick'
The 'Pick' menu allows you to run an automatic pick. When you do, the module will allocate all available stock to the orders you've selected, working down through them in the priority you have arranged. The system will allocate as much stock as required for each size until it runs out of either stock or orders. This process then repeats for every product and size until all are processed. This automated allocation is a significantly faster way to perform the same task as manually entering quantities on each order, product, and size.
A pop-up will display as the pick runs, and once complete, your quantities will be allocated to the selected orders.
To save your allocated stock, but not raise a pick ticket/delivery note, click [Save]:
The allocated/picked quantities will still be listed on the allocation screen as the pick ticket hasn't yet been raised.
The 'Allocated Stock' column in the Stock Allocation page list view will reflect the saved quantities.
This will also reflect in your product stock inventory in the 'Allocated Stock' column.
The allocated quantities will remain included in your closing stock values as you are still holding this stock.
To Re-Open saved allocation quantities:
If any sales order quantities of saved allocated quantities have been amended on the order. The saved allocated quantities will update to mirror the quantities on the sales order.
Select the quantities you want to further allocate product quantities to/raise pick tickets/ delivery notes for, then click [Next] to proceed to the allocation screen.
You'll be taken through to the allocation screen as before, and you will see the saved allocated quantities shown per product for you to resume working on.
When reopening saved allocation quantities, the following pop-up will appear:
