Picking Lists for Stocked Products

<< Click to Display Table of Contents >>

Navigation:  Purchase Orders >

Picking Lists for Stocked Products

If the Generate Purchase Orders screen includes stocked products the Order button becomes the Picking List button.

 

Order Details

 

Own P/O Ref

This will be automatically completed if ordering products for a contract site. Otherwise leave this blank as it will replace the automatic P/O Ref.

 

Delivery Date

Click the arrow to open a drop down calendar to pick a required delivery date. This must be selected before you can proceed with the order.

 

Delivery Text

Enter any text note to be shown with the delivery date on the print out.

 

Placed By

Your EQ username will be completed here automatically.

 

Special Instructions

 

Enter any free text you wish to appear at the bottom of the picking list paperwork.

 

The Products

 

All products for the picking list are shown with their quantity. Note you cannot change the quantity. You can remove the tick to leave them off the picking list.

 

Unlike a purchase order no prices or discounts are shown (the product is already in stock).

 

Print Picking List

 

Click the Print Picking List button when you are ready to continue.

 

The print dialog will be displayed so you can preview the or click Print straight away.

 

The printout shows the quantity, stockcode (not necessarily the same as the product code) and the location as set in the stock screen.

 

Allocated Stock

NOTE: Printing a picking list will mark the stocked products as "Allocated" with the order reference.

Stock is not marked as "Booked Out" until you create a delivery note later in the order process.