New Pick Order

Access to this feature may only be available with the ‘Complete’ edition. Ask your Wasp representative for details.

Pick orders can be created in InventoryCloud and emailed directly to your Vendor, or printed for faxing or mailing.  

Creating a New Pick Order

Editing a Pick Order

• Create Drop Ship Purchase Order

Creating a New Pick  Order

1. Click on the Pick Order > New Pick Order.

2. The New Pick Order screen will appear.

Order Details

3. Pick Number - Enter a Pick Number for this new pick order. If you have set up InventoryCloud to automatically generate pick order numbers, the field will display "Automatically Assigned" as shown in the above image. Each pick order is assigned a unique identifier consisting of an alpha-numeric value up to 30 characters. This number can be manually entered each time you create a new order or you can create a template that the software will use to automatically generate a number for you. Create the template using the Number Series screen. You can edit an automatically assigned number if needed.
4. Customer - Enter the Customer for these items.
5. Email - Enter the customer's email for this order.
6. Ref Number - Enter a reference number for this order in the Ref Number field.
7. Notes - You can enter notes for this order in the Notes field.
8. Order Date - The Order Date defaults to the current date. Change the date by clicking the Calendar icon.
9. Due Date - Enter a due date for this pick order by clicking the Calendar icon.
10. Ship Via - Select a shipping provider from the drop down list. Shipping Providers can be added on the New Shipping Providers screen.
11. Ship Method - The Ship Method drop down list populates based on the Shipping Provider selected.
12. PO# - Enter Pick Order number.
13. Status - This status message changes based on the stage the pick order is in.
14. Items Total - This field provides a total for all items added to this PO (items are added on the Line Items tab.).
15. Shipping Cost - Use the up and down arrows to add the shipping cost.
16. Tax - Use the up and down arrows to add tax percentage to this pick order.

Note: Several fields in this section can be "locked". When a field is locked, it will retain the information you entered through subsequent transactions. This is useful if you are adding multiple assets to a location or checking out multiple assets to a single customer. To lock an individual field, click on the lock icon. You can select the Lock All button to quickly lock all fields that have the icon. Select Unlock All to unlock the fields, allowing you to add new information. Refer Locking Fields.

Address Details tab

• Customer Billing Address - Select the address type from the Address drop down menu. The options listed in the menu populated from information entered on the New/Edit Customer screen. The selected address appears in the text field. You can change this address by clicking the Override Address checkbox.

• Ship To Address -  Select the address type from the Address drop down menu. The options listed in the menu populated from information entered on the Company Details screen. The selected address appears in the text field. You can change this address by clicking the Override Address checkbox.

Line Items tab

17. Click on the Add Items button.

18. Item Number (required) - Enter the item number you want to add to this pick order in the Item # tab.
19. Quantity (required) - Enter how many of the item you want to order.
20. Unit (required) - Enter the unit type you want to order.
21. Sales Price - The price will populate based on information entered for the item (on the New/Edit Item screen). The price can be edited as needed.

• You can click on the View Price Tiers link to view the price tiers

22. Total - The total will calculate based on the Quantity/Unit and Price.
23. ALT Number/Description - The Alternate Number and Description populates from information entered for the item (on the New/Edit Item screen).
24. Available/On Order/On Pick - These fields reflect quantity levels for the selected item.
25. When you are done adding information, click the Add button. The item will appear in the list at the bottom of the screen.

• To update any of the added Item details, click on the line item to be updated. The selected item will appear in Blue color and the details related to the item will populate in the top section of the screen. You can update the required details and click on the Update button.

26. Remove the item from the pick order by selecting the checkbox in front of the item, then clicking the Remove button.
27. Click on the Print Report checkbox (if required) print the new pick order. Note: In case the pop-ups are blocked and you are unable to view the print receipt, Refer Popups and Redirects to allow pop-ups and to view the print receipt.
28. Click on the Save, Send and Issue button when you are done entering information (You can also save it as draft by clicking on the Save as Draft button. This button appears when you click on the drop down button next to Save, Send and Issue button.) The order will be sent to the email indicated on the pick order and will appear in the View Pick Order list with a status of Open - Pick Order Issued.

Note: Keep in mind that the order cannot be edited after Save, Send and Issue is selected. If you need to be able to edit the order later, select the drop down next to Save, Send and Issue  and select Save as Draft. Draft orders can be accessed from the View Pick Orders screen.

Editing a Pick Order

1. Click on the Pick Order -> View Pick Order.
2. Click on the Pick Number link.

3. The View/edit Pick Order screen will appear

4. Edit the fields. Refer Creating a Pick Order.
5. Click on the Print Report checkbox (if required) to print the new pick order. Note: In case the pop-ups are blocked and you are unable to view the print receipt, Refer Popups and Redirects to allow pop-ups and to view the print receipt.
6. Click on the Save, Send and Issue button or Save as Draft button.

Create Drop Ship Purchase Order

This button will appear if the Drop Ship option is On in the Settings > Order (Allow Drop Ship). You can create the drop ship order for the pick order's that are Overdue (The list of pick orders which appears in pink colour in the View Pick Order screen)

7. Click on the Create Dropship Purchase Order button. The screen will navigate to New Purchase Order screen where you can create a drop ship order for the pick order which you were editing previously. To create a purchase order, refer New Purchase Order.