Sales Order Confirm

Sales order confirm (Warehouse Dispatch)

Sales Order functions

Multiple functions for Sales Order Confirm

Picking started

When picking is started on a sales order, the Add, Edit and Delete buttons are disabled.

One can only add or edit items when not picking

image.png

Sales Order code disabled

Sales order editing a line will disable changing the item if

  1. The line item has confirmed the quantity
  2. The line item has invoiced quantity

image.png

Lines items disabled on confirmed and invoiced quantities

image.png

Unlocking a Sales Order in Started picking state

When a sales order is has a blue lock, it means that it is in the process of been picked and is locked by the user picking.

To unlock the sales order, unlock

image.png

Debtor Info

image.png

image.png

Actions

image.png

Unlock Picking Order

image.png

Print Picking Slip

image.png

Sales Order Confirm Qty

Confirming your quantity on the sales order can be done in multiple ways.

  1. Receive quantity single check items
  2. Receive all quantity
  3. Barcode scan products to check the correct stock picked and quantity
  4. Import ScanSKU barcode scan order

Once a sales order is under confirmed status

Go to Debtors Module> Activity> Sales Order Confirm

 To confirm quantity click start

image.png

Confirm Qty

Confirm qty allows you to confirm each stock item based on how much stock needs to be invoiced out or is available to be picked

Click confirm qty

The screen below will pop up

Then confirm all quantities, click next if you do not wish to confirm qty 

If you add a number you wish to confirm and click next, the confirmed qty won't save

Click qty add the quantity you want to confirm then save and new to confirm a new stock item

image.png

 

Serial number confirm and import

File is a .csv file layout

First column is SerialNumber

image.png

 

Confirm All

This is a quick button to confirm that all quantities on the sales order are fully received.

Click here for a step-by-step manual on un-confirm All

image.png

Un-Confirm All

Un-Confirm All allows you to clear all confirmed quantities on a sales order

image.png

Barcode Confirm Scan

Using a barcode scanner, scan each item to confirm that it is the correct item with the correct picked stock item

image.png

Sales Order Unconfirm Quantity

Go to Debtors Module> Activity> Sales Orders

 Search the required Sales order

You need to change the search screen status to find Sales orders that have already been confirmed and migrated from preparation status

image.png

 Once you have found the required sales order, Double-click the line

The sales order will open and you can verify the details of the order

You will be able to see the respective quantities confirmed on each item line

 

Note:  Once item quantities have been confirmed, the line will be hidden from the grid. This is so the user can easily see which items are still outstanding in cases where you have large orders with many item lines.

To unhide these confirmed lines,  click on Show All Lines button

This displays all the sales order item lines

image.png

Double-click the line

Click the Clear Confirmed Qty Button

image.png

If you have multiple item lines on the sales order that have confirmed quantities and you wish to un-confirm all the lines, then click the Un-Confirm All Button

image.png

You can then reconfirm the items with amended quantities, or

You can Unauthorise the sales order and this will allow you to edit the line items and add addition items if need be.

Sales Order Picking Slip logs

When confirming a Sales Order and printing a picking slip.

Logs will be created to on picking slip screen and print picking slip.

Sales Order confirm screen will show a small Print icon to indicate that a picking slip was printed.

image.png

 

Clicking on the icon will open up the sales order log file

Best to sort Log Date Time with latest date at the top


image.png

The log will log on print options for both Continue and Cancel buttons

image.png

The log will log for Print and Email buttons

Print button logs that the user clicked on the print button, however this does not mean that they physically printed the document.  As they could have cancelled the print button in windows.

image.png

 

Sales order print indicated

The sales order confirm screen shows the icon on the window to show that a print picking slip was done.

image.png

The sales order log tab will indicate the logs on the sales order

image.png

 

User Access log

Logs are recorded in the user access log

image.png

ScanSKU Confirm

Using a ScanSKU scanner

Watch video manual on how to scan from ScanSKU device

 

Picking via a ScanSKU device

Email the file for picking

When promoting the Sales order as confirmed, an option will appear to email the sales order file to the ScanSKU device

 

 

Import ScanSKU file

 

Once the scan has been completed, click on the ScanSKU to import scanned picked quantities.

Drag directly from your email into this section

The file will do the following:

1 Upload the file
2 Attach the file to the sales order
3 Import the items
4 Update the received quantity on the lines
5 Produce an error report should there be a problem

 

 

Email ScanSKU file if not emailed

Email ScanSKU file from Confirm Screen

 

 

ScanSKU email setup per user

Go to System Configuration> General> User Setup

Each user can have a unique email address to send to for their specific scanner.

Each Barcode scanner should have their own Gmail account for Android.

 

Sales Order Confirm Search

Confirmation search screen is where confirming of picking of stock is done.  Generally in the warehouse.

image.png

 

 

Sales Order Confirmation Functions

Sales order confirmation the following function was recently added
  1. Close button function
  2. Item information button
  3. Sorting on columns - This allows you to sort by column when clicking on the column

image.png

 

Close Line Button

Allows you to close a line item from sales order confirmation without having to close the whole order
When clicking on the close line button the screen below will pop up to alert you that you are about to close a line and ask you to confirm

Click Yes to Close a line

image.png

Item Info

The item information button will take you to the inventory overview window

The inventory overview window allows quick access to view information on an item.

image.png


Sales Order Log

The sales order log tracks and manages sales orders under the sales order quantity confirmation stage

The sales order log gives a trail of what happens to a sales log order under the sales order confirmation

It Looks at who captured the sales order, Action Time when the action took place and Action details

image.png

Sales Order Close

This function allows one to close the sales order OR close sales order and create a new sales order with the balance quantity.

 

Close SO Close Sales Order
Close current SO and create new SO with balance Qty

Closes the current sales order

Creates a new sales order with items that have a balance quantity

image.png