# Picking Slip Process

<span class="ts10">Video training manual 2016 - </span>[Click Here](https://vimeo.com/357005600)

**<span class="ts0"> </span><span class="ts15">Go to Job Costing Module &gt; Activity &gt; Manage Job</span>**

<span class="ts0">Once you have search for the job to manage, highlight job and click on Manage Job.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2198).png)

<span class="ts0"> </span><span class="ts0">When the window has loaded click on All Job Lines to display job lines.</span>

<span class="ts0">There will be a tab called Picking Slip, click on the tab in the middle of the window.</span>

<span class="ts0">The bottom tab called Picking slip will also be displayed</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2199).png)<span class="ts0">.</span>

<span class="ts0"> </span><span class="ts0">Buttons explained</span>

<span class="ts0">Add to Picking Slip – Adds a new picking slip</span>

<span class="ts0">Print – Print the picking slip</span>

<span class="ts0">Edit – You can edit a picking slip</span>

<span class="ts0">Picked – Allows one to allocate quantities to the picking slip, quantities that are picked.</span>

<span class="ts0">Manage Items – Allows one to manage the picking slip on the quantities picked, this moves the stock from on shelf to Job WIP.</span>

<span class="ts0">Close – Closes the picking slip.</span>

<span class="ts0">To add a new picking slip, click on the button called Add to Picking Slip.</span>

<span class="ts0">Click on the Add button at the top of the window, this will allow you to create a new picking slip and allocate a picking slip number,</span>

<span class="ts0"> </span><span class="ts0">A new window will come up so that you can name the picking slip. Click on Save and Close.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(1603).png)<span class="ts0"> </span>

<span class="ts0"> </span><span class="ts0">Once the Picking slip number and name has being allocated, highlight the stock item which you want to add to the picking slip and click on the Add button.</span>

<span class="ts0">Note:</span>

<span class="ts0">Only items which have being added to the job will appear in this section.</span>

<span class="ts0">When you have clicked on Add button, a new window will come up with the quantity that is add on the job line. Should this be different make your change to what needs to be picked.</span>

<span class="ts0">The stock line will move from the top column window to the bottom window</span>

<span class="ts0"> </span><span class="ts0"> </span><span class="ts0">Should you wish to remove the stock item from the list highlight the item and click on the remove button.</span>

<span class="ts0">OR maybe you need to change the quantity, highlight the item and click on the Edit button. Change the quantity and click OK.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(1583).png)

<span class="ts0"> </span><span class="ts0">Click on the Print button to print the picking slip.</span>

<span class="ts0">Click on the Close button to close the current window.</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(1584).png)

<span class="ts0">Note:</span>

<span class="ts0">Once the user clicks on the print button to print the document it will register the date and time of print.</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(1585).png)

<span class="ts0"> </span>

<span class="ts0">The user can Edit the picking slip again and make changes before the picking slip can be picked and managed.</span>

<span class="ts0">Picked button</span>

<span class="ts0"> </span>

<span class="ts0">Click on the Picked button to have the stock picked, this will bring up a new window. You can click on the Select All button to select all quantities that have being picked. OR change the quantities to what has being picked.</span>

<span class="ts0">Once the items have being picked the system will mark a date a time which has being picked.</span>

<span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(1586).png)<span class="ts0"> </span>

<span class="ts0"> </span>

<span class="ts0">The stock has now being picked and can be managed. Click on the Managed button to manage the items that have being picked.</span>

<span class="ts0">Note:</span>

<span class="ts0">Only at this stage will the stock be moved from On shelf to Job WIP.</span>

<span class="ts0">After clicking on Manage button a window will come up to show whether there is a problem with managing items or not, then you can go back to change the picking slip quantity.</span>

<span class="ts0"> </span>

<span class="ts0">Close button</span>

<span class="ts0">You can close a picking slip at any time except when it has being managed. When the picking slip has being managed it means the stock has already moved from on shelf to Job WIP.</span>

<span class="ts0">Current and History search of Picking slips</span>

<span class="ts0">Go to Job Costing Module &gt; Activity &gt; Picking Slip</span>

<span class="ts0">Click on the search button to search for Picking slips that have being Created, Picked, Managed or Closed. </span>