How to: Pick Items in a Customer Order Trough Customer Order List

This is the process the POS user goes through to make a Customer Order ready for collection, transfer, or shipment.

To pick an order through the Customer Order list

  1. On the POS, press the Customer Orders button to display the order list.
  2. The list panel opens in a To pick state.
  3. Select an order for picking, and then press the Pick button.
  4. a) Mark the items that are being picked using Pick or Pick all, or scan the items using a barcode scanner.
    b) CCO: Pick one quantity at a time using the Pick button or the whole quantity by using the Collect all button, or scan the items using a barcode scanner. By pressing the Picked column, you can enter the Quantity directly for the respective item. The same applies for the number of Shortage and Canceled Quantity.
  5. If this is a shipping order, enter the Shipping Agent, Service, and Package Tracking Number by pressing the Shipping Agent button. The information will be stored on the Posted Sale Shipment document.
  6. Press Confirm to complete the picking.

At this point, a shipping document will be printed. If the order you just picked is a shipping order, the document is placed with the gathered items and prepared for shipping.
If, on the other hand, the order is a collection order, the items will appear in the Customer Order Panel under the To Collect filter, where it stays until the customer comes to collect. Provided there is contact information on the order, a message will notify the customer of the new status of the order.

An indication can be displayed on the Customer Orders button when there are Customer Orders available and waiting to be picked. You can set this up for each Store:

  1. Click the icon, enter Store List, and select the relevant link.
  2. Click the Manage action, then Edit.
  3. In the Customer Order FastTab, the Customer Order To Pick Indication field, specify if you want to activate the indication or not.
  4. In the Customer Order To Pick Interval field, set the frequency in minutes for when to update the indicator. Note: If you are running in a offline environment, a web service call will be made every time an update check is due, so set your frequency accordingly to not put unnecessary strain on the system.

Note: Depending on the BackOffice settings, a message will be sent to the customer that the order has shipped and is ready for collection.