Pick

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

Pick screen allows you to enter the number (i.e.quantity) of items removed from the inventory. The "Quantity" is entered in the Pick Item section.

The quantities are checked and you cannot pick more than you actually have in inventory unless the Allow Over Pick option is enabled in the Settings screen. When a pick order is being picked, this indicates that the inventory is ready to be shipped to the customer.  

Inventory can also be received in iOS, Android, and Windows Mobile devices.

To Pick the Inventory:

1. Select Pick Order > Pick.

2. The Pick screen will appear.

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.

Click here for information on how to Lock fields.

Order Details section:

3. Choose the Pick Number.
4. The Address and the Pick Type gets automatically populated on choosing the Pick Number.
5. By default,the Pick Date field will display the current date. The date can be changed.
6. The Due Date field is read-only field. The date will get displayed if it is set at the time of creating a pick order.
7. Enter the notes, if required.

Select Items to Pick section

8. On selecting the Pick Number, the items under the selected Pick will get displayed under Select Items to Pick section. The details of these Items can be edited/updated.

Note: Picking a Kit - The sub-menus will appear for KIT and it indicates Bill of Material. Make sure that you always select an equal quantity of each item. The application will throw an error if you pick an uneven quantity of items.

Pick Item section:

9. There are two ways to add/update the Item details in the Select Items to Pick section:

• Updating the Item details in the Pick Item section directly and adding the changes using the Add button.
• Updating the Item details by first selecting the Item in the Select Items to Pick section and then adding/editing the changes.
• Items with tracking details

Refer Item Details section with Update, Scan and Cancel button and Item Details section with Update, Edit and Cancel button

Note: The user can switch between Scan/Edit mode at any time during the pick process of trackby items & kit items. 

• Items without tracking details

Updating the Item details in the Pick Item section directly and adding the changes using the Add button

• Enter or Select the Item number in the Item Number field.
• The Location and Description will automatically get populated.
• Add the Quantity and Tracking Details. Note that the tracking details can also be updated in the Select Items to Pick section. Refer Tracking Details.
• Click on the Add button.

Items with tracking details

Item Details section with Update, Scan and Cancel button

• Select the item number in the Select Items to Pick queue. The details related to the selected Item will get populated in the Pick Item section as shown below. Add the quantity and the tracking details. Click on the Update button.

Or

Item Details section with Edit, Update and Cancel button

Note: The user can switch between Scan/Edit mode at any time during the pick process of trackby items & kit items.

• Click on the Scan button. All the fields except the Scan Here field will be read only.
• On scanning the item number, the tracking details can be added in the Select Items to Pick grid and if the user is scanning the tracking details, then the tracking detail will get added to the grid directly with quantity 1. The quantity increases as many times as you scan.  

• If you want to make changes in the other fields other then Scan Here field, then click on the Edit button. The Location, Quantity, and Tracking details will be enabled. Make the changes and then click on the Update button.

Items without tracking details

• If the item do not have the tracking details, then the Pick Item section will only have an Update button (along with Cancel button). Update the tracking details and quantity. Click on the Update button.

10. When you are done editing/updating the details of the items, click on the Print Invoice checkbox at the bottom of the screen to print the Invoice. You can print the packing slip by checking the Print Packing Slip checkbox. This step is optional.

11. The Pick screen allows you to Save or Save and Close the transaction.

• Save indicates that the Item is picked. Note: Save can be initiated at any time during the Pick process.
• Save and Close indicates that the Item is picked and the request is closed.