Open Sales Orders

Open Sales Orders

Open Sales Orders Web Page

The Open Sales Orders page allows you to review sales orders and check their, prepare sales orders for picking and packing, print pick lists and packing slips, and initiate the process of picking and packing. 

Example of a list of filtered sales orders on the Open Sales Orders page

To access the Open Sales Orders page, go to Sales → Open Sales Orders. 

Here you can filter sales orders for reviewing, preparing lists of sales orders to be fulfilled or, initiating the pick and pack process based of the following parameters:
  1. Customer
  2. Site
  3. Order Status 
    1. All: Displays all of the sales orders regardless of the sales order status.
    2. Open: Displays sales orders that have never been picked, invoiced or closed,
    3. Open & Partially Invoiced: Displays the same as "Open" plus sales orders that were partially picked and packed at least once.
    4. Invoiced: Displays sales orders that were fully invoiced by picking and packing or, directly invoiced.
    5. Closed: Displays sales orders that were manually closed.
  4. Pick Status
    1. Not Started: Sales orders that are ready to be picked. They may have been partially picked previously but were packed as well, allowing them to be picked again.
    2. Picked: Sales orders that are picked but packed yet.
    3. Packed: Sales orders that have been picked and pack in full.
  5. Date
  6. Ship Date
Each displayed sales order may or may not have an action menu which allows you to print pick lists, packing slips, start picking or packing a sales order.
The available actions are determined by the sales order status and pick status, for example, an open sales orders with picked as the pick status won't display an action to start the picking process but it will display the option to start the packing process.

Creating Lists of Sales Orders to Be Picked, Pick Lists and Packing Slips.

List of Sales Orders 

Here you can use the filter to only display sales orders that meet the desired parameters. Mark the orders you wish to include on the printed list, then click  (Batch actions) > Print List. This will generate a document listing sales order numbers as well as some other information. Order numbers will also be shown as barcodes, so they can be scanned for quick order selection in the mobile app.

Example of a list of sales orders with no product/service details

Example of a list of sales orders with product/service details


Pick Lists and Packing Slips

Here you can use the filter to only display sales orders that meet the desired parameters. Find the sales order for which you want to print a pick list or packing slip, click , and then Print Pick List or Print Packing Slip or Print Previous Slip (for partially invoiced sales orders whose picking process hasn't started yet). 

Editing Pick Lists

Here you can use the filter to only display sales orders that meet the desired parameters. Find the sales order you want to start picking or packing, click  → Edit Pick List.
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Picking and Packing Sales Orders

Here you can use the filter to only display sales orders that meet the desired parameters. Find the sales order you want to start picking or packing, click  → Start Picking or Pack Order.
See Picking and Packing Sales Orders in the Web App for more details.



 

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