Completing Pick Lists

After your employees have physically delivered the items from a pick list, you will use the Complete Pick List Screen to mark the pick list as completed in the Consumable Inventory program.

Note: If the housing authority has only one warehouse, the pick list option isn’t used.

1. From the Main Menu screen, click PICK LISTS. The Browse Pick Lists screen appears with all open pick lists displayed in a table.
2. In the restock warehouse drop-down list, select the warehouse to be restocked (where the stock items will be sent).
3. Select how you want to order the pick list table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first pick list to match the criteria is highlighted in the table.

Note: You may select to filter the pick lists by delivery location, source warehouse and/or to whom the pick list was assigned. After selecting the information from the drop-down lists, the pick list(s) that meet your filter criteria will display.

4. Highlight the record you want to work with, click , and select “Complete Pick List.” The Complete Pick List screenopens with all items in the selected pick list displayed in a table.

Note: You can also access the Complete Pick List screen from the Maintain Pick List screen.

5. Select the completed date of the pick list and change to whom the pick list was assigned, if necessary.
6. For each item in the table, enter the delivered quantity.OR, click to mark each item in the table as delivered at the full requested quantity. Use this option if all or almost all of the items were fully delivered. If necessary, you can then edit the Delivered Quantity of any item that was not fully delivered.

Hint: f it is helpful, you can change the sort order of the table by clicking the Stock Number or Description column headers.

Note: If you have delivered only part of a pick list, you can still choose to enter delivered quantities. The pick list will remain open until all items are fully delivered.

7. Click OK to save your changes and/or complete the pick list.

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