Ship By Item Ship By ItemShipping by item enables the user to create a pick list containing a list of all the current sales orders with the selected item on it and the quantity required for each order. Users can then set quantities for sales order or begin scanning quantities onto the pick list, filling the orders as required.
This section covers the following topics:
The Pick List contains a useful listing of sales orders and quantities that updates as the user picks quantities.
SO - The sales order number.
Customer - The sales order's customer
Req - The quantity required for the current item by the sales order.
Picked - The quantity picked for the sales order's item.
New quantities can be picked to in different ways.
Scanning Items
All Orders Users:
By placing the cursor into the "Scan Item" box and scanning a bar-code, Pocket Inventory will search for an item with a matching code from the item's Name, UPC, Vendor Part Number, and Manufacturers Part Number. Labels with bar-codes can also be created from All Orders representing the item.
QuickBooks Users
By placing the cursor into the "Scan Item" box and scanning a bar-code, Pocket Inventory will search for an item with a matching code from the item's Name and any imported custom fields.
Small Business Accounting Users:
By placing the cursor into the "Scan Item" box and scanning a bar-code, Pocket Inventory will search for an item with a matching code from the item's Name, UPC and any imported custom fields.
If an item is not being found try changing the Remove Check Digit setting. Once the item is scanned in the user will be directed to the quantity box to enter the item's quantity.
Manually Entering Item
All Orders Users:
By entering the cursor into the "Scan Item" box and typing, the user can enter the item's name, UPC, Vendor Part Number, or Manufacturers Part Number. Once the user clicks into the quantity box, Pocket Inventory will search for the item. If the item is found the user will be allowed to enter the item's quantity.
QuickBooks Users:
By entering the cursor into the "Scan Item" box and typing, the user can enter the item's name or data from one of the item's Custom Fields. Once the user clicks into the quantity box, Pocket Inventory will search for the item. If the item is found the user will be allowed to enter the item's quantity.
Small Business Accounting Users:
By entering the cursor into the "Scan Item" box and typing, the user can enter the item's name, UPC, or data from one of the item's Custom Fields. Once the user clicks into the quantity box, Pocket Inventory will search for the item. If the item is found the user will be allowed to enter the item's quantity.
After entering a quantity and clicking "Add Pick Qty" the quantity entered will be added to the picked quantity for the next sales order that has not had it's quantity required filled. Once a sales order's quantity required has been filled, the next order will receive the remaining quantity.
Tip: The Auto Quantity setting is particularly useful for picking.
Double-Click an item in the Pick List to set a quantity for the selected order.
If the item has lot/serials the lot/serial screen will appear.
When an item that can have lot/serials is picked the lot/serial screen appears for entry. To add picked quantity for an item that can have lot/serials without using lot/serials for its quantity, the lot/serials screen must be exited with no lots/serials entered. The quantity from the quantity box will then be entered.
Quantities for Items with lot/serials can only be changing through the lot/serial screen. Double-Clicking an item with lot/serials will bring up the lot/serial screen. An item's lot/serials can also be accessed from the item menu.
The Item Menu becomes active when an item is selected in the item list. From the item menu the user can manage that items lot/serials.
To reset the pick list click the Reset button. All items from the pick list will have their quantities picked set to zero..
To close the pick list without saving changes click the Exit button.
*Applicable to All Orders users only.