Whether you handle high‑volume or low‑volume sales activity, creating a pick list provides a clear and accurate record of the items that need to be collected for an order. It ensures staff know exactly what to pick and in what quantities, reducing the risk of errors.
Pet Manager offers the option to manage your sales workflow by generating a pick list report for your sales orders, with quick access to the original order if needed or the ability to move the order directly to Shipment.
In This Article
To view the Sales Order - Pick List navigate to Retail > Sales Orders Reports > Order Pick List.
Pick List Overview
The Pick List will show at a glance:
Bin - The Sales Order reference number is shown in blue so you can click straight into the order, displayed next to the customer’s name.
Products - A list of items that need to be picked.
Quantity - The specified number of units requested
On-Hand - The total number of items currently available.
The list can be printed by selecting the button top right.
Add Shipment
Upon completion of product picking, advance the Sales Order to the next stage by selecting the button positioned to the right of the relevant order.
This will open the form to log the items that have been picked and packed and are ready to ship. You can complete this in stages if the order becomes ready in parts.
Customers Name and Address - Will prepopulate from the customers account.
Location - If you are using the Multi‑Site feature, your stock may be distributed across several sites. Select the location from which the stock has been taken.
Dispatch Method - Select the delivery method e.g. Delivery or Pickup..
Packed Date - Using the date picker, select the date that the goods are ready to be dispatched.
Tracking Number - If the shipment includes tracked postage, enter the tracking number here for your reference.
Message - A free‑text field for adding any specific notes related to the shipment.
The following section of the form is where you enter the quantities for the units picked for the order, ready for shipment.
Product - Automatically populated based on the Sales Order.
Current Stock - Displays the available stock, helping you determine whether the order can be fulfilled
Quantity - Enter the number of items being packed for this product. The total requested, or the remaining quantity still to be packed, appears in the blue box to the right. You can click this box to auto‑fill the full amount.
Total Packed - Reflects the items already packed, while the value on the right represents the total ordered.
Once completed
The order will advance to the subsequent stage, pending shipment, and will be removed from the Pick List report and added to the Order Shipments report.
For More Information
On the Order Shipment report view - Sales Orders Reports - Order Shipments
On processing packed and shipment from the customers account and the order directly view - Sales Orders - Packed & Shipments
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