Sales order picking (Enterprise)

Note
The Sales order picking feature is available in cooperation with Comarch ERP Enterprise.

The application now handles the preparation of sales orders directly in the shop through the feature of picking of items from among available resources. The solution has been introduced in order to optimize work in the shop: the seller may now open the task list and pick a particular pending sales order at any moment. The feature is available after activating the parameter Enable sales order preparation in the ERP system.

Once a given order is prepared, its status is updated automatically; on this basis, a relevant customer is informed that the order is ready to be collected. Information to the customer is sent by the ERP system. If a relevant parameter is activated in the ERP system, it is possible to automatically close an order after its partial processing.

After opening the tile [Sales Orders and Quotes], a new button is displayed:

  • [Pick] – the button opens the order editing window
[Pick] button in Sales Orders and Quotes window

Statuses on the sales order list

New processing statuses are available in the sales order preview or on the sales order list after displaying the column Processing Status:

  • To Be Picked – informs the user about the possibility to start order preparation
  • Prepared – informs the user about a completed order picking process
  • Partially Prepared – informs the user about a partially completed order picking process

Unit of measure’s tolerance

In the ERP system, the user may define the tolerance of a unit of measure as the value or percentage transferred to Comarch Retail POS together with synchronized items. Tolerance specifies the allowed range of values in a given unit of measure; for instance, ±0,1 for the unit of measure kilogram means that as correct values, the system will accept 0.9, 1, and 1.1. If a quantity entered in a document is greater than the one ordered by a customer, the application displays the following notification: “The quantity entered is greater than one ordered by the customer. The picked quantity has not been increased”.

Example
In the ERP system, tolerance has been set up as ±0,1. A customer ordered 1kg of apples and the weight of apples picked by the user in the shop is 0,9814 kg – the application treats it as the full quantity, according to the tolerance set up for the kilogram in the system.

Order picking

Selecting the button [Pick] orders a new window Order Picking, composed of the following columns:

  • Name (together with a UPC code)
  • Quantity to Release
  • Picked Quantity – by default, the column’s value is set up as 0.00 and the unit of measure is defined as the same as in the case of the quantity to release. If the parameter Enable quantity control when collecting the order is active in the ERP system, the user cannot exceed the quantity to release (taking into account a unit of measure’s tolerance).
  • Code (hidden by default)
Order picking window

The top part of the window contains the text filter field, enabling the user to browse the item list based on:

  • Item name
  • UPC code
  • Code (if the column is displayed)

If the user selects an item on the list, the application displays the following buttons:

  • [Quantity] – the standard button with the same unit of measure as in the case of the quantity to release
  • [Delete] – the standard button that can be used to remove newly added items which have not been part of the original sales order
  • [Select Properties] – if an item is assigned more than one lot and the FEFO method is handled, selecting this button opens the property window, allowing the user to select a relevant item feature
Adding new lot for item with properties defined

The properties of a selected item include:

  • Name
  • UPC code
  • Item features
  • Item attributes
  • Image

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