Contents
Outwards Order
Outward Orders are entered using this screen which is in three prime parts, the header, the products and the picks. This document describes all three of those parts in turn.
Header Data
The header section and the data it contains is shown below. Notes on each of the fields follows.
Order Number A unique sequential number assigned by the system.
Movement Type This field is set to “Out” automatically which shows it is an outward order.
Booking Date The date the Outward Order was entered. This defaults to today’s date.
Estimate Shipping an estimated (or required) shipping date. This defaults to the Booking Date but can be overridden.
Actual Shipping The actual date of shipment.
Status This illustrates and manages the various stages of the process these being;
- Booked The order has been entered
- Allocated The order has been fully allocated for picking
- Picked The order has been fully picked
- Completed The order has been completed and is ready to ship.
Customer The customer who owns the products
Warehouse The Warehouse from which the goods are to be shipped from. This relates to the location for the transport job only. An Outward Order can be picked from multiple Warehouses.
Reference Any reference the customer may require.
Transport Job This is the transport job number relating to this Outward Order. All charging is carried out within a transport job, even if no transport was involved. To edit or view the transport job click on the blue button to the right of the number.
Collect Address This defaults to the address recorded against the Warehouse.
Delivery Address This will default to the Customer’s address. You can select another address by clicking on the green search button on the top right of the box. This will bring up a list of client addresses from which you can make your selection.
Products
Multiple products can be entered against an Outward Order, these being displayed in a grid view as shown below. The user can add a new product line by clicking on the blue + button on the top right of the box. Alternatively they can choose to edit or view a line by clicking on the blue button to the right of the line.
The processing of all product lines is carried out in a window as shown below. An explanation of the various fields is provided below the screen shot.
Customer Is obtained by TLP from the Header Data and cannot be altered.
Product Code The customer’s product code which must be present on the Product table.
The code can be entered manually with benefit of type ahead or you can search using the green search button. This will open a display of that customer’s products.
Reference Used for item references such as serial numbers. If Field Tracking for References for this product is turned on, this must have an entry.
Expiry Date Used for expiry dates for items. If Field Tracking for expiry dates for this product is turned on, this must have an entry.
Batch No Used for item batch number reference.. If Field Tracking for Batch No for this product is turned on, this must have an entry.
Quantity This is the quantity for the base unit of measure of the product. In our example above the quantity is 20 cartons. All other statistical values can be calculated automatically from data (Quantity per Pallet field etc) held against the product.
Pallets Will be calculated by the system but can be over-ridden. A value must be entered in the pallets field to ensure the function to create the inward movements will work. Products should be set up to accommodate this.
Volume Will be calculated by the system but can be over-ridden.
Weight Will be calculated by the system but can be over-ridden.
Stock Value If there is a Cost Price stored against the product this will be calculated by multiplying the Cost Price and the Quantity. It can be over-ridden.
Product Details All fields shown in this window are automatically populated from the Product Code that was entered. They can all be over-ridden if required.
Manually Selected Picks
The system will automatically pick from products in store based upon rules. This is defined in the next section. The facility to manually select the products you wish to shift is provided by clicking on the button labelled Pick Movements, shown in the previous screen shot.
This will open a search screen as shown below which lists all product you have of that code.
To select a Movement or Movements click on the tick box to the left then click on Select. This will create a Pick for that product and close the selection window. You may then Save the Product Item window and return to the Order.
Picks
The picks to be made to satisfy the Outward Order are listed in the third part of the order as follows;
These picks may have been selected manually (as described in previous section) but can also be selected automatically by the system.
Automatic Picks
To have them selected automatically click on the button headed “Automatic Pick”. The system will select the most appropriate Pick Card and apply the rules recorded on this card to create the various picks.
Manually Created Picks
If you wished you could create the entire pick(s) manually. To do this you click on the blue + button on the top right of the box then carry out the following steps;
- A blank line in the grid view (list) will be created. You must now populate it with a pick. To do this click on the green search button.
- This will execute a search of Picks which will return a list of picks for that Customer that have a status of “Booked” meaning nothing has been done to them. You could select a pick from this list if you wished and have it populate the list on your order. You may wish to do this in the situation where you want to consolidate a smaller order onto a larger order received later in the day.
- If you wish to add the pick details click “Add New” which will open up the detail view for you to populate.
The fields to be populated are;
Pick No A sequential number applied by the system to uniquely identify the pick.
Type This will be set by default to “Out” to show it is an Outward Movement.
Date The date of the pick. This will default to today’s date.
Order This is the _id of the Outward Order and is shown as Order Number on the Order Header. This number must be entered to ensure there is a link between the order and the pick line.
Customer The Customer who owns the product.
Product The identifying code of the Product.
Reference If you wish to pick from a specific reference (serial number etc) this should be entered here.
Expiry Date If you wish to pick goods with a specific expiry date this should be entered here.
Store Person If you wished to allocate the pick at this stage the Store Person should be entered here.
Location The location from which the goods are to be picked.
Status This will default to Booked. If you have entered the Store Person against the Pick you should change the Status to “Allocated”.
Inward Movement The _id of the Inward Movement you are picking from at that location.
Quantity The quantity to be picked.
Pallets The number of pallets to be picked.
Volume The volume of goods to be picked.
Weight The weight to be picked.