Picking, Packing and Delivering in the Web App

Picking, Packing and Delivering in the Web App

 Picking, Packing and Delivering Sales Orders

Picking a Sales Order

To pick a sales order in the Web app you have 3 options:
1. Find the sales order on the Sales Transactions page, click  (in the Action column) → Start Picking.
2. Find the sales order on the Sales Transactions page and click on it to view the details. 
 At this point, you can print an unfilled pick list for this sales order, if necessary, by clicking Print Pick List.
To start picking the order, click Start Picking. 
3. Find the sales order on the Open Sales Orders page, click  (in the Action column) → Start Picking.

Picking a sales order in the Web app
Here you can use the Scan Barcode field to scan products being picked, or enter their picked quantities from the keyboard in the Picked Quantity column.

You can also change the Inventory Site from which the items are being picked.

At any point, through the picking process, you can click Print to print out the pick list in its current state, with all quantities you've entered so far.

When you are finished, you have two options:

  • Click Save to save this pick list, if you intend to do the packing separately later.
  • Click Save and Pack to finish picking and automatically pack the order (this effectively skips packing).


After picking, the second step of verification is to Pack the sales order. This can be done immediately or at a later time.

Editing a Pick List for Sales Order


Example of filtered list of picked sales orders

If you need to make changes to already saved pick list for any reason, for example, you recorded the wrong quantity or you simply saved a partial pick list and want to pick additional items, etc., go to Sales → Sales Transactions, locate the sales order you want to edit the pick list for, click on the dropdown icon  in the Actions column, and select Edit Pick List or go to go to Sales → Open Sales Orders, locate the sales order you want to edit the pick list for, click the dropdown icon  in the Actions column, and select Edit Pick List. 

 You can filter sales transactions so that only picked sales orders are displayed


Voiding a Pick List for Sales Order

Example of the Edit Pick Order window with the option to void pick list

If you need to void a pick list for sales order for any reason, go to Sales → Sales Transactions, locate the sales order, click on the dropdown icon  in the Actions column →  Edit Pick List →  Void Pick List or click the SO number → Edit Pick List →  Void Pick

Packing a Sales Order

To start packing a sales order, find the desired picked order and open it for viewing as described above. Click Pack Order. 

Packing a sales order in the Web app

Here you can scan every position once to mark it as packed, or use the checkboxes in the Packed column to mark items as packed manually. You can also check the Pack All checkbox to mark all items on the list as packed.

When finished, click Save, or click Save and Print to get a printout of the completed packing slip. 

 After packing a sales order (if 2-stage fulfillment process selected, an invoice will be automatically generated based on packed items, subtracting them from your inventory and adding their price to the customer's open balance.

 Sometimes it is necessary to pick/pack a sales order in multiple passes. For example, if you don't have all ordered products on hand, the order can be partially picked and packed, and when the rest of the items arrive, you can repeat picking/packing for the same order, fulfilling the remaining part. By default, a new invoice will be generated after each packing session. You can change this behavior so that the original invoice is altered instead. To do this, go to → Settings → Fulfillment and check "When fulfilling an order multiple times, keep updating the existing invoice". 

Editing and Voiding a Packing Slip

When the three-stage fulfillment process is enabled, the Packing Slip can be edited after the Packing stage and before the Sales Order is delivered.

To edit a Packing Slip:

  1. Open the Sales Order
  2. Click Edit Packing Slip
    (Default label. This may appear differently if the stage name has been renamed in the system.)
  3. Review the packed items and quantities
  4. Make any necessary adjustments
  5. Save the changes
To void a Packing Slip:
  1. Open the Sales Order
  2. Click Edit Packing Slip
    (Default label. This may appear differently if the stage name has been renamed in the system.)
  3. Click Void Packing Slip
    (Default label. This may appear differently if the stage name has been renamed in the system.)

Delivering Sales Orders

After the packing stage is completed, the final step in the fulfillment process is the Deliver stage. This stage is available only when the three-stage fulfillment process is enabled.

To deliver a Sales Order:

  1. Open the Sales Order in the Deliver stage
  2. Click Deliver Order

     (Default label. The button name may vary depending on renamed stage settings.)

  3. Scan or confirm the items being delivered
  4. If enabled in the system, you can use Check All to quickly confirm all items at once
  5. Save the delivery to complete the process

Once the delivery is completed, the Sales Order is marked as fulfilled, automatically updated in the system and, an invoice is automatilcally genereted. Depending on the quantities processed during fulfillment, the Sales Order will be marked as invoiced in full or partially, based on the items that were completed during the process.

 Picking and Packing Invoices

Picking an Invoice

To pick an invoice, first find it on the Sales Transactions page and click on it to view the details. 
Viewing an invoice in the Web app

 At this point you can print an unfilled pick list for this invoice by clicking Print Pick List.

To start picking the invoice, click Start Picking. 

Here you can use the Scan Barcode field to scan products being picked, or enter their picked quantities from the keyboard in the Picked Quantity column.

At any point through the picking process you can click Print to print out the pick list in its current state, with all quantities you've entered so far.

When you are finished, you have two options:

  • Click Save to save this pick list, if you intend to do the packing separately later.
  • Click Save and Pack to finish picking and automatically opens the pack invoice page.

 After picking, the second step of verification is to Pack the invoice. This can be done immediately or at a later time. 

Editing a Pick List for Invoice

If you need to make changes to a pick list of invoice for any reason, for example, you recorded the wrong quantity or you simply saved a partial pick list and want to pick additional items, etc., go to Sales → Sales Transactions, locate the invoice you, click on the dropdown icon  in the Actions colimn, and then Edit Pick List. 

 You can filter sales transactions so that only picked invoices are displayed

Example of filtered list of picked sales orders

Voiding a Pick List for Invoice

Example of the Edit Pick Invoice window with the option to void pick list

If you need to void a pick list for invoice for any reason, go to Sales → Sales Transactions, locate the invoice, click on the dropdown icon  on the Actions column →  Edit Pick List →  Void Pick List.

Packing an Invoice

To start packing an invoice, find the desired picked invoice and open it for viewing as described above. Click Pack Invoice
.
Packing an invoice in the Web app

Here you can scan every position once to mark it as packed, or use the checkboxes in the Packed column to mark items as packed manually.
 You can also check the Pack All checkbox to mark all items on the list as packed.

When finished, click Save, or click Save and Print to get a printout of the completed packing slip. 

 Invoices are updated after being packed and products and services that were not picked and packed in full can be backordered. In the event of an invoice containing unfulfilled items, HandiFox will ask and give you the option to generate a new sales order for the unfulfilled products and services.




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