Order preparation workflow

Order preparation workflow

Order preparation workflow

Select product batch : select a batch of orders to process. You can pick orders in any tab (in stock / out of stock / holded). The selected orders are then added into the “In progress” tab, with a preparation status to “new”

Print the picking list : you can print both a global picking list (summarizing every products to pick for every orders, sorted by shelf location) but also a per-order picking. This second document display all order information on one single page. Picked orders go to preparation status “picked”

Pack the order : scanning the order barcode available on the picking list, the order details are displayed on the screen. You can then scan all products to pack for verification. Once all products are scanned, you can confirm the packing. Preparation status then goes to “Pack”

Print the shipping label : using the carrier template feature, you can print the shipping label from any carrier software. Then, scan the tracking number to save it into the order. Preparation status is now “Shipped” and the customer is notified by email

Once all orders in the batch are shipped, you can process a new batch.
    • Related Articles

    • Quick Start - Order preparation

      Order preparation screen provides a workflow to pick / pack / ship orders. To access this screen, select menu Sales > Order Preparation Order selection This steps consists in selecting a batch of orders and add them in the In progress tab. Note : it ...
    • Order preparation in bulk (mass print documents and labels)

      This article explains how to configure and use the order preparation screen to print documents and labels in bulk : this method assumes that you print everything before starting to pack orders. Note : this method is not recommended, prefer to use ...
    • Order preparation overview

      Order preparation overview The Order preparation screen will help you to easily prepare your orders through a friendly and professionnal interface spliting the preparation process into different steps. This screen is divided into 4 differents tab ...
    • Purchase Order Workflow

      Purchase Order Workflow There are 2 ways to create a new Purchase Order : From scratch from the “Purchase order” menu, using the button “Create a new Purchase Order” From the supply needs screen (see the previous section in this help) At the very ...
    • Batch orders in Order preparation

      Overview This article explains how to use the batch option in order preparation. Enable the feature You can not enable this feature by yourself, please contact support to enable it New tabs in order preparation When the batch feature is enabled, tabs ...