Consolidated Picklist

The Consolidated Picklist 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. The date range is limited to a 30 day period but will default to the current date based on the Expected Delivery Date. The report can also be retrieved by Order Date. For recipe items listed on the report, users can access the Scale Recipes pop-up window.

Note: This report can be retrieved under Sales reports or from the Recent Customer Orders screen.

Menu Paths: Net-Chef > Sales: Reports > Consolidated Picklist
Menu Paths: Net-Chef > Reports: Sales > Consolidated Picklist

Transactions Included: Commissary Orders, Customer Orders, Warehouse Orders

Report Controls

Begin/End Date: Defaults to the current date; 30-day limit based on selected Begin Date

Group By: Customer, Order Number, Order Status, Storage Location, Route (if defined and linked to at least one customer with an order in the selected date range)

Funnel (Filters): Any report column; Status, Date (Exp. Del. or Order) Customer User Defined Category, Product User Defined Category, Template, Daypart, Category, Subcategory, Microcategory, Order Number, Storage Sequence

Printer (Export): PDF, Excel, CSV formats; Page Break by Group (only available when report is grouped)

-><- , <-->: Click to minimize/maximize the report header

Report Columns:

Click any column header to sort by the data in that column.

Select (unlabeled) – Will display a check box for recipe items; checking the box in the column header will select all. When at least one is checked, the Scale Recipes button in the report header can be used to open the Scale Recipes pop-up window.
Product Number – The Company Product/Recipe number.
Product Name – The Company Product/Recipe name.
Recipe – Will display 'Y' or 'N' to indicate if the product is a recipe item.
Issue Unit – The Package Type for Issue Unit 1, from the Company Product record.
Order Quantity – The quantity entered on the order by the user.
Storage Location – The primary storage location for the product, from which it will be depleted.
Available – The quantity available that can be used to fill orders. This is the On Hand quantity minus any quantities already committed to outgoing orders (i.e. Picklisted but not yet Invoiced).

Note: Clicking the Labels button opens a screen in which the user can enter quantities and print labels for each product or recipe item as needed.