Order Fulfillment Features

      Picklist Management Orders that are ready to be shipped are automatically displayed by the Picklist Management program, and the orders to be processed can be selected by warehouse, order type, or shipping method.  Orders on hold and orders that do not have enough inventory allocated to them are not displayed by the program.

      Picklists can be printed in batches to allow processing of multiple orders, or individually to allow expediting a single shipment.  Detailed information about each sales order header and order line item is automatically printed on each pick ticket and this information can also be accessed on-line easily from within the program.

      The system automatically restricts the orders displayed by the program based on the schedule date in each order line, and a picklist window allows you determine how many days ahead (based on the schedule date in each order line) that you can process a picklist for an order that is scheduled for shipment on a future date. 

      A unique ticket number identifies the specific items and quantities being processed for each picklist and this number is used to load only the appropriate order lines and quantities into the Order Completion program.

      Bin quantities are allocated for each sales order line as each picklist is produced, ensuring that the quantity in the bin is reserved for the order being processed.  The system will automatically output an error message if the allocated quantity for the order cannot also be reserved in the bins for the item in the warehouse being processed.

      Reset Picklist The Reset Picklist program allows you to reset a printed picklist, so that the sales order can be edited, or additional inventory can be allocated to the sales order.

      An optional warehouse hold can be placed on an order to prevent the order from being picked again until sales or other personnel have made any required changes.  Security options allow this hold type to be released by sales and/or warehouse personnel once any changes have been made and the order can be shipped.

      The Reset Picklist program automatically de-allocates any bin quantities that were reserved for the picklist, and it closes the pick records that are used when invoicing the order.

      On The Fly Picking In some situations, you may invoice items that do not need to be picked from physical warehouse locations.  To support situations where picklists are not needed, the system can automatically create pick records for the items that can be invoiced against each customer order.  When the On The Fly Picking option is enabled, a physical pick ticket is never printed for the order.  The system creates the pick records required by the invoicing process automatically as the order is loaded into the order completion program.  If the operator escapes the order completion program without processing the picklist, the system will automatically reset the pick records so that the order can be edited or processed again.

      Order Completion The Order Completion program allows you to quickly load the items and quantities to be shipped out against for each sales order, based on the picklist being processed, and to modify (reduce) the quantity being shipped to handle inventory shortage or damaged goods situations.

      Nonstock (non tracked) items can be added to the sales order being processed (based on security settings) to allow adding additional charges to the order during the invoicing process.  This option can be used to add restock or other handling or expedited shipping charges to an invoice when required.

      The Order Completion program automatically prompts for and verifies the serial numbers for each serialized item being processed.  As each serial number associated with the shipment is identified, the system checks the warehouse location, status and ownership information in the serial record to ensure that only valid serial numbers are being processed.

      Integrated Manifesting UPS, FEDEX and Airborne shipments can be automatically manifested during the order completion process, and the system generates the appropriate labels and manifest information for each shipment.  Shipment information is automatically linked to each invoice document for lookup purposes and can be accessed easily using the AR Invoice Lookup programs.

      Automatic posting of each accounts receivable invoice to the general ledger.  As each Accounts Receivable invoice is created, the system automatically updates the appropriate general ledger sales, cost of sales, inventory, accounts receivable and other accounts, and the journal entry used to post the invoice is recorded in the new invoice document.

      Automated creation and printing of packing list, manifest documents and labels as required.

      Lookups - Extensive and powerful lookup programs, as well as operational and management reports, provide the information needed to make fast and accurate decisions. The system provides the user with multiple ways to review customer invoice and shipment details. The Inquiry programs and reports also allow you to quickly review and research each invoice or shipping document.

More:

Order Fulfillment Overview