How to create Pick Slip

How to create Pick Slip

Step 1: Initiating the PickSlip

  1. Log in to POMS Application.

  2. Navigate to Sale Order Creation:

    • Go to Parts > Sale > PickSlip.
  3. Click the "New" button to initiate a New PickSlip.


Step 2: Entering PickSlip Details

  1. Select the Sales Order Document:-  In the Sales Order Document field, select the relevant sales order that corresponds to the current PickSlip.



Step 3: Select branch

  1. Choose the Relevant Branch:-  In the Branch dropdown, select the branch or warehouse from which the goods will be dispatched.


Step 4: Select Picked By -

  1. "Select Picked By" involves choosing the employee responsible for picking items from a list. You do this by selecting the employee's name from a dropdown menu.


Step 5: Select Root Location

  1. Choose the Root Location:-  In the Root Location field, select the primary storage location or bin within the warehouse where the products are stored.


Step 6: Customer Details

  1. Select Customer:-  From the Customer Details dropdown, choose the customer for whom the order is being processed.

  2. Enter Customer Type:-  Select the Customer Type ( AMD, AD, Individual, etc )

  3. Select Contact Card:-  This ensures the PickSlip is linked to the correct contact for follow-up or communication.

  4. Review Sales Order Type :

    • Normal: Standard sale order.
    • VOR (Verified Order Receipt): For urgent or priority orders.

  5. Get Combined Sales Order (if applicable):- If multiple sales orders need to be processed together, click the Get Combined Sales Order option. This will combine orders into a single PickSlip, streamlining the fulfillment process.



Step 7:  Delete Unavailable stock Lines

  1.   Delete Unavailable Stock Lines, involves removing items from a customer’s order that are out of stock or unavailable.


Step 8: Part details & Save Document.

1. Enter Part Details: 
  1. Review the Part Details listed in the PickSlip. Ensure that the correct items are listed with the correct quantities.
  1. If necessary, update any missing or incorrect part details.
2. Save the Document: 
  1. After all details have been entered and validated, click on the Save Document button to save the PickSlip.
  1. This action will store the PickSlip in the system and allow for further processing, such as picking and Dispatches.

Warning
Validation Check

The point means that the total document amount (e.g., the total value of an order or invoice) must be less than the customer’s current credit limit, which in this case is 1000.

So, if the customer’s order or invoice exceeds 1000, the transaction will be rejected or flagged. For example:

• The total Document Amount has been less than the credit limit set for the customer. Current Credit Limit - 1000

• If Acknowledgement not received from Online DMS, Pickslip will be not created against the SO.

• If Only “Error” or “Error and Acknowledgement both” are received against the Sale Order then also the Pickslip cannot be created for the Sale Order.

This check helps prevent the customer from overspending beyond their approved credit limit


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