Picklist a Commissary/Customer Order

The Picklist process allows the individual fulfilling the order to print a "shopping list" for the order. The picklist indicates which storage location and, when applicable, from which lot number each product should be taken to fulfill the order. If Smart Picklist is enabled for this location in Enterprise Manager, the system will pick from multiple storage locations to fulfill the order quantity, if necessary. If lot tracking is used, the system will have the user pick from the oldest lots first.

Note: Users can click the Consolidated Picklist button in the summary screen to access this report. The report displays a list of products on outgoing Commissary and Customer Orders for the current location with a status of “Ready for Submit”, “Ready for Picklist”, or “Ready for Invoice”. This will allow users to generate an aggregated list of products required to complete and ship one or more outgoing orders.

From the Sales menu, click Recent Customer Orders.
To find a particular order, click on one of the status bins or click the Funnel (Filters) icon to access the screen filters. (The screen can be filtered by any column.)
Under the Actions column, click the Picklist link corresponding to the desired order.

Notes: If the location doesn’t use Lot Tracking or Smart Picklist, you can check one or more orders in the left column and click the "Auto Process Selected" [–>] button to picklist the order(s). If so, skip to step 7.

The order will display an alert message in the header if it is a Catering Order containing prep recipes that are not included in any Daily Prep transactions, so that they can be added for prep if necessary.

If applicable, edit the Fill Quantity to reflect the amount of the product to pull from the designated storage to fill the order.

If necessary, indicate any substitute products packaged in the order.

To indicate a substitution for a product on the order, click the hyperlinked "Product Name" of the appropriate product.
If there is more than one substitute product, select the desired substitute.
Click Substitute to select the product and return to the order screen.

If necessary, edit the Reference Number or add a Message to appear on the picklist document.
When ready, click the Picklist button.
When the order has been successfully picklisted, a pop-up box will open. You can print the picklist or print Picklist Labels.
To print the picklist, click View Printable Picklist. In the Export pop-up, download a copy of the picklist for printing.
When finished, click Exit.

Notes: The printable Picklist document will display the Total Shipping Weight, based on the Picklist Quantity for relevant products. Weights will be calculated for products that have a Containerization Weight Unit of 'LB', 'OZ', 'GM' / 'GRM', or 'KG' defined on the Optional tab of the Company Product details screen in Enterprise Manager. These fields are only visible on screen to Cruise Lines but can be updated by all Company Types via the 080 Company Products import. (For details on this file format, see our Standard Interface Guide.) For non-Cruise locations where Country = 'United States', the Total Shipping Weight will be displayed in LB; for non-U.S. and Cruise locations, it will be display in KG.