Sales Order to Item Picking flow [Rpos7]
This document provides the complete flow for creating a Sales Order > Assigning it to a Picker > Completing the picking job in the mobile app > Loading and completing the Sales Order to Sales Invoice.
Open RetailEasy and navigate to Sales > Sales Order.
Create a Sales Order.
Click the OK button.
Open STOCK PICK from the GoSure portal.
Click the Stock Pick from Sales Order icon
in the top-left corner just under the home button.
Toggle the SELECT DATE ORDER from DELIVERY to ORDER. You will notice the sales order you just created is showing on the right-hand side of the screen.
Click the Assign to button.
Select the picker name from the list.
Click the ASSIGN button.
You will receive this status update as Assigned in red color.
Open the GoSure App.
You will receive a notification of the sales order you received for picking.
If the sync has not yet occurred, it would do so now.
Click the Start button.
You will be able to find the order details under the Urgent tab. If there are multiple orders, they will appear here.
Tap the order no.
After tapping the order screen will look like this.
Tap the first item.
Put the quantity under the Picked quantity box.
Tap the Done button.
Tap the PICK button.
The pending count will be reduced from 2 to 1 in the Pending tab.
The first item will be moved to the Completed tab.
Tap the second item.
Put the quantity under the Picked quantity box.
Tap on the Done button.
Tap the PICK button.
All picking jobs will be moved to the Completed tab.
Tap the COMPLETE PICKING button.
Tap YES to confirm.
Check the sale order status in the portal. All will show as Completed.
Sales Order to Sales Bill Conversion:
Open RetailEasy and navigate to Sales > Sales Bill.
Press Shift + F3 From SO.
Select the Sales Order.
Select the items.
Save the bill.
Configuration for Sales Order to Sales Bill blocking when the Stock Pick is not done.
Sometimes, the sales order may be finished, but the picking process will not be completed. If the salesperson is unaware of this, they may complete the sales bill by mistake. This can cause a great deal of confusion. To avoid this, we have a special configuration. Check out the screenshots below for your reference.
In the sales bill screen, when you open the sales order list LOV, check the last column - Stock Picked = Yes or No.
If you have selected the non-picked SO, the following error message will appear.
To configure this, open the RetailEasy and navigate to Tools > Configuration > Configuration.
Search for pick in the search box, then select the Sales order stock pick option from the list.
By default, it is set as None. Press F2 and change it to Must.
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