Packing Items
The Packing Items section of the Pick and Pack module is focused on managing items that are currently in the picking process. Users can track the status of items, assign warehouse users, and complete or cancel releases.
Buttons
- Reload: Refreshes the data displayed in the table, updating any changes or new items.
- Cancel Release: Becomes active when an item is selected, allowing the user to cancel the release of the selected item(s).
- Complete: Also active when an item is selected. This button completes the release process for the selected item(s), marking them as picked. However, there is a validation rule: an item cannot be completed if no quantity has been picked.
- Assign: Appears once a row is selected. It allows assigning a warehouse user to handle the picking of the item(s).
Filters
- Search Field: A general search bar to quickly find specific items or documents within the packing items list.
- Status Filter: Filters the displayed items by their current status:
- In Process: Items that are currently being picked.
- Waiting and Re-Check: Items that require re-checking or are waiting for further action.
- Ready for Supply: Items that are ready to be supplied or completed.
- User Filter: A dropdown menu that allows filtering items by the assigned warehouse user. Users can be selected from a list of company employees responsible for picking.
- Group By: Allows the user to group the table data by:
- Order: Groups items by their associated sales or transfer orders.
- Customer: Groups items based on the customer associated with the order.
- Pack List: Groups items by their assigned packing list.
Table
The loaded data is displayed in a table with the following columns, offering various options for managing items:
- Base Doc: Displays the base document (such as a sales order, expense type, etc.) associated with the item.
- Item: Shows the item that is being picked.
- To Pick Qty: Indicates the quantity of the item that needs to be picked.
- Picked Qty: Displays the quantity that has already been picked for the item.
- Whs User: Displays the warehouse user assigned to the item. There is an Assign option via a popup, where the user can assign a warehouse user or remove the current assignment.
- Status: Shows the current status of the item (e.g., In Process, Ready for Supply, etc.).
Edit
- Edit: Clicking the Edit button opens a detailed popup with item-specific information. The popup includes:
- Base Doc: Displays the document type (e.g., sales order) and reference number.
- Customer: Shows the customer associated with the order.
- Item: Displays the item being picked.
- To Pick Qty: Indicates the required quantity for picking.
- Picked Qty: Displays the quantity that has already been picked.
- Order Qty: Shows the total quantity ordered by the customer.
The popup allows adding or editing specific picked quantities. Users can add a new row for more pick data, entering values for picked quantity, batch, etc. Each row contains:
- Picked Qty: The quantity of items picked.
- Batch: Batch number associated with the picked item.
- Last Updated Date: Displays when the pick was last updated.
- Last Updated By: Shows which user last updated the pick.
- Comment: Provides a field for the user to add additional comments related to the picking process.
Additional Actions
- Cancel Release: Allows the user to cancel the release of the selected item.
- Complete: Marks the selected item as complete after picking. However, this action is restricted and will return an error if no quantity has been picked.
- Previous
- Open Items
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- Completed Items