Amend picking list

This allows you to change the quantity or bin for stock items that are stored in more than one bin in a warehouse.

When a sales order is entered, the stock is allocated to a bin, based on the stock fulfilment options set for each item. Amending the picking list allows you to ensure that the stock is allocated from the correct bin.

You can only change the quantity, up to the allocated amount for the order line. If there is not enough free stock available in a bin, you can choose to override any stock items that are allocated on other sales orders. A list of sales order allocations is then printed.

You cannot change the picking lists for orders that are On hold, or for orders that have been fully despatched.

Note: If you want to change the batch or serial number allocated to a traceable item on an order, you must amend the allocation.

Once the picking list has been amended, you can print the revised details.

  • Select Amend picking list in the SOP settings Processing tab.

To amend a picking list

Open: Sales Order Processing > Order Processing > Amend Picking List.

  1. Select the order that you want to amend by using the Select orders options. Alternatively, click Show All Orders to view all undespatched orders.
  2. Select the order and click View Order Items.

  3. Select the item to be amended and click Amend Allocations.

    The Amend Bin Allocations for Order window appears.

  4. For non-traceable items, or for traceable items that you assign batch serial numbers to when despatching:
    1. Enter the revised allocation for each bin in the New Allocation column.
    2. If required, click Attributes to enter the item's properties.
    3. Ensure that the New Allocation total equals the Allocated to Pick total, then click Save.
    4. If required, choose to print a new picking list.

    For traceable items that have batch /serial numbers assigned when the stock is allocated to an order, the allocated batch/serial numbers are displayed.

    Note: To despatch a different batch/serial number to those allocated to the order line you must first amend the order line allocation.

    1. Click the check box to the left of a number.
    2. Batch item only: Enter the amount in the Qty to Allocate column.
    3. If required, click Attributes to enter the item's properties.
    4. Check the selected numbers equal the total quantity, then click OK.
    5. If required, choose to print a new picking list.
  5. To print an order's allocation, click Print Picking List.
See also

Other tasks

Print picking lists

Manually allocate stock

Reference

Stock order fulfilment methods

Processing options (SOP settings / Invoice and order settings)