Picking

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Picking

[In SAP Business One: Inventory → Pick and Pack]

With this module, you can edit released Pick Lists.
The module provides three views: [Open], [Released], and [Done].
When the module is opened, you are initially in the [Released] view.

Open
After selecting [Open], all open Sales Orders that have not yet been released to a Pick List are displayed.
By selecting a Sales Order, its contents can be viewed. Editing is not possible from here. To start picking for the Sales Order, it must first be released to a Pick List in SAP Business One.

Released
After selecting [Released], all released Pick Lists that have not yet been completed are displayed.
A red dot next to the pick list number means that the list has been edited, but the changes not yet synchronized to the database. By long-pressing on such a list, the locally saved changes can be discarded.
By selecting a Pick List, you can view and edit its contents. See section: Pick List editing

Done
After selecting [Done], you will see all Pick Lists which are partially or completely picked.
When you select a Pick List, you will be offered the options Open pick list and Create delivery note.
By selecting Open pick list, you can view and edit the contents of the List. See section: Pick List editing

If you select Create delivery note, the Pick List is transferred into the Delivery module. Generally, no further processing is required in this screen before proceeding, because the information about picked quantities, Batch and Serial Numbers, as well as Bin Locations, will be copied from the Pick List.

Done / Multi-selection for Delivery
By long-pressing on a Pick List, you can start the multi-selection mode and will see the actions Automatic and Manual appear at the top. Additional Pick Lists can be added to the selection through a simple click.

If you click Automatic, all necessary Deliveries will be created to cover the selected Pick Lists. If there are Orders for multiple Customers among the selection, one Delivery will be created per Customer.

If you click Manual, and the Pick Lists relate to several Customers, they will be listed for selection. A Delivery template will be created for the selected Customer.

Pick List editing
To find a specific item in long Pick Lists, the item can be entered in the Search field, or found via barcode scan.

By selecting Hide fully picked lines, you can filter out all lines that are already picked from your view.
By long-pressing on a line, further details are displayed: Order Number, Customer, Shipping date, and Shipment address.
By clicking on a line, it can be edited. Depending on whether it is an item with Batch Numbers, Serial Numbers, or both, and depending on whether Bin Locations are activated, the workflow will vary.

If no Batch Numbers, Serial Numbers, or Bin Locations have to be selected, a simple dialog will appear for entering the picked quantity. Otherwise, a corresponding screen for selecting the Batch or Serial Numbers or Bin Locations will be displayed. See section: Document editing

By clicking [Send], the edited Pick List will be synchronized to the database.