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 Sales Order code disabled Sales order editing a line will disable changing the item if The line item has confirmed the quantity The line item has invoiced quantity Lines items disabled on confirmed and invoiced quantities 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 Debtor Info Actions Unlock Picking Order Print Picking Slip Sales Order Confirm Qty Confirming your quantity on the sales order can be done in multiple ways. Receive quantity single check items Receive all quantity Barcode scan products to check the correct stock picked and quantity 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 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   Serial number confirm and import File is a .csv file layout First column is SerialNumber   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 Un-Confirm All Un-Confirm All allows you to clear all confirmed quantities on a sales order Barcode Confirm Scan Using a barcode scanner, scan each item to confirm that it is the correct item with the correct picked stock item 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   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 You can then search for the item you wish to un-confirm quantities on Double-click the line Click the Clear Confirmed Qty Button 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 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.   Clicking on the icon will open up the sales order log file Best to sort Log Date Time with latest date at the top The log will log on print options for both Continue and Cancel buttons 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.   Sales order print indicated The sales order confirm screen shows the icon on the window to show that a print picking slip was done. The sales order log tab will indicate the logs on the sales order   User Access log Logs are recorded in the user access log 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.     Sales Order Confirmation Functions Sales order confirmation the following function was recently added Close button function Item information button Sorting on columns - This allows you to sort by column when clicking on the column   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 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. 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 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