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 Options 
. 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.
Editing a Pick List for Sales Order
Example of the Edit Pick List option for a sales order
If you need to make changes to a pick list for sales order 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 Orders, locate the picked sales order you want to edit, tap it and, tap Edit Pick or, go to Sales, look for the customer, tap Sales Orders in the pop-up window, locate the picked sales order and, click Edit Pick.
When you are finished, tap Options . 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.
To pack an order that has already been picked, tap it again in Sales Orders and tap Pack.
The button name may differ if the stage name has been renamed in the system.
Now you can scan in the items being packed or manually confirm the packed quantities. An alternative is to mark everything as packed by checking the Check All checkbox.
The Check All checkbox is available only when a 2-stage fulfillment process is selected and the option is enabled in the Fulfillment settings.
When you are finished, tap Options . 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 completing the packing stage, the next step depends on the selected fulfillment process. If a 2-stage fulfillment process is used, 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. If a 3-stage fulfillment process is used, the order will continue to the delivery stage.
Delivering a Sales Order
To deliver an order that has already been packed, tap it again in Sales Orders and tap Deliver.
The button name may differ if the stage name has been renamed in the system.
Now you can scan in the items being delivered or manually confirm the delivered quantities. An alternative is to mark everything as delivered by checking the Check All checkbox.
When you are finished, tap Options . Here you can either Save the result or tap Save & Print to print a Delivery Note document, or Save & Share to share a pdf document.
After completing the delivery stage, an invoice will be automatically generated based on the delivered items, subtracting them from your inventory and adding their price to the customer's open balance.
When saving the final stage (packing or delivering), you will be prompted to capture the customer’s signature. Once the signature is saved, the invoice is automatically generated. You can make the signature mandatory or disable it entirely in Settings -> Sales.
Picking and Packing Sales Orders