riteSCAN 8 Order Picking Introduction

The Order Picking module works directly with SYSPRO’s Sales Orders module. Order Picking improves the front office’s ability to validate what’s being picked and allows users to pick for a single order or in batches for multiple orders. The Order Picking Module works similarly to the Dispatch Picking module in riteSCAN. This guide will cover the use of the Order Picking module. 

Order Picking Module Options

In the Order Picking module main screen, select the gear button to enter Order Picking Options. These settings can also be Defaulted and Locked down in Role Settings > Order Picking > Module Customization > Module Options.

On this Options screen, you can:

• Enable showing the Print Dialog (Shows at time of Completing the Order).
• Enable showing the Pick Print Dialog (Shows after every Pick).
• Enable showing the Pick Slip Print Dialog. (Shows Order Picking Document Prints that are available)
• Change the Workflow between Grid (Looks more like Excel) or List View (Looks more like Mobile Mode).
• Change the Label Type between Stock Code if you are scanning the Stock Codes to Pick or Pallet if you are scanning whole Pallet numbers to Pick all the items on them at once.
• Enable Consolidate Stock Codes so Sales Order Lines that have the same Stock Codes, Bins, Lots or Serials are consolidated onto less Lines within Order Picking.
• Enable Picking From or To a Pallet, if you are licensed for Pallet Tracking.
• Enable Smart Scan if a barcode will be used that has more than one field's data in it.
• Additional Settings can be configured under Setup > Roles > Edit Role.

Order Picking Walkthrough

As you enter the Order Picking module, you’ll see this screen. Enter or scan the Sales Order number or Pick List ID in the search bar or select a Sales Order or  Pick List ID from list on screen.

Now you are in the Orders screen. From here you can enter or scan the Stock Code in the search bar or select a Stock Code from the list shown on the screen. You can also view the list of items already picked on the Picks tab.

After selecting the Stock Code you will see this screen. Enter the Quantity, Bin, Lot or Serial information and then click Pick.

If you click the Pick Slip button, on the Order screen, you will see a display of the full Pick Slip. Click Print or Cancel.

Back on the Orders screen, click Complete to finish picking and the picking data will be posted to SYSPRO.

Important Settings & Options

In the Roles menu, you can edit some important settings for this module.

There are also important settings that effect Order Picking in Order Management settings, most importantly the Status Settings which control the Status of Orders shown and able to be Picked in Order Picking. See our Order Management guide for more help before using the Order Picking module.

Order Setup Type dictates what types of orders lines users are allowed to pick, this must match the status of the Sales Order lines in SYSPRO or the lines will not show on the Order.

Defaults

Within Defaults, Bin Default chooses the Bin that will be shown by default when the user is picking. Quantity Default controls the default quantity of One, Zero, or the full Outstanding Quantity that will initially be shown to users on a pick. Unit of Measure Default dictates the default unit of measure that will initially be shown to users on a pick.

Permissions

Permissions simply effect what information a user is allowed/able to edit or required to do while Picking an Order.

Workflow

Status Change at Pick and Status Change at Complete effects the status of the order, and can be set to Status 3, 4 or 8.

Capture Picking User will control if the Operator's name is saved to a SYSPRO Custom Form on the Order Header or Order Line are captured when processing an order.

Additional Help and Support

If you need additional assistance, we are here to help. Visit our support portal or contact our support team.

• Product Downloads, Documentation, Knowledge Base, and How-To Articles are available at https://ritesoft.freshdesk.com/support/home
  
  
• Email our support team at [email protected] or call us at 1-320-252-6830, ext. 885 or 1-866-580-7483.