To pick an existing open sales order, go to Sales in the mobile app and tap Sales Orders. Find and tap the desired order on the list (either by search or by scanning its number) and tap Pick in the pop-up window.

Alternatively, you can also tap the necessary customer in the Customer tab and tap Sales Orders in the pop-up window. You will see a list of all orders from this customer. Look in the list or search by order number to locate the one you want.

When you tap an item on the pick list, you will see the quantity ordered (“Ord”), as well as how much is remaining to be picked (“Rem”). In the pop-up window, there are also buttons allowing checking the current availability, the quantity on hand on different sites, and setting Serial/Lot numbers.

Scan the items as they are being picked. You can also enter or edit picked quantities via the keyboard.

When you are finished, tap . Here you can either Save the result or tap Save & Print to print a Pick List document, or Save & Share to share a pdf document.

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Editing a Picked Order.

Example of the Edit Pick List option for a specific sales order

If you need to make changes to a picked order for any reason, for example, you selected the wrong item or recorded the wrong quantity or you simply saved a partial pick list and want to pick additional items, etc., go to Sales → Sales Orders, locate the picked sales order you want to edit, tap it and, tap Edit Pick or, go to go to Sales, look for the customer whose order you want to edit, locate the picked sales order you want to edit and, click Edit Pick. 

When you are finished, tap . Here you can either Save the result or tap Save & Print to print a Pick List document, or Save & Share to share a pdf document.

Packing a Sales Order

To pack an order that has already been picked, tap it again in Sales Orders and tap Pack. Now you can scan in the items being packed. An alternative is to mark everything as packed by checking the Pack All checkbox.

When you are finished, tap . Here you can either Save the result or tap Save & Print to print a Packing Slip document, or Save & Share to share a pdf document. 

 After packing a sales order, an invoice will be automatically generated based on the packed items, subtracting them from your inventory and adding their price to the customer's open balance.

 Picking and Packing Invoices