Van Picking

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Van Picking

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In the Van Picking mode of operation, the picking process is completed on a single handheld.  It is most frequently used in a cash van sales environment, where a user creates an order on the handheld and then picks the order immediately from available stock.  Upon completing the pick, only picked items will be invoiced to the customer.

When using Van Picking mode, the order is entered and then picked from the same handheld.

Setup        Setup

The Van Picking mode of operation will require system and profile settings to be configured.  Some of these settings are optional and others are mandatory for the picking system to function.

System Settings:

Setting Name

Setting Type

Description

Value

Required?

Pick Mode

Advanced System Setting

Sets the picking mode of operation, so that an order raised on the handheld gets converted to a pick slip for immediate picking.

PalmOnly

Yes

 

After setting the pick mode, close and then reopen Mobileezy before adjusting the profile settings.

Profile Settings:

Setting Name

Setting Type

Description

Value

Required?

Enable Pick Mode Ability

Profile General Setting

Turns on pick mode for the profile.

Yes

Yes

Enable Van Picking

Profile General Setting

Turns on the van picking mode for the profile

Yes

Yes

Order

Profile Sales Type

Enables Orders to be raised by the handheld.

True

Yes

 

Handheld Settings:

It is recommended to set the default sale type in the handheld basic preferences to Order.

Van Picking Workflow        Van Picking Workflow

The Van Picking Workflow is completed on a single handheld device through order taking, picking and invoicing stages.

1.Field sales rep raises an Order on the handheld device.
2.Field sales rep adds all requested items to the order and then presses the Pick button.
3.The field sales rep then picks items to the order.
4.The Order is automatically converted to an invoice, a signature is collected and the field sales rep synchronises their handheld.
5.The invoice is then exported to the Accounting System from the Desktop Administrator.

Raising the Order        Raising and Picking the Order

Raising the order on the handheld follows the process of creating a new sale.

1.Create a new sale, ensuring that the sales type is set to Order
Screenshot of New Order
Creating a New Order
2.Add all requested items to the order
3.When all items have been added, press the Pick button to initiate order picking
Screenshot of the Pick Button
Pressing the Pick Button
4.Select each item in turn, tapping on the item and entering the pick quantity
Screenshot of the Picking the Order
Picking the Order
5.When complete, press OK.  The order will now be converted to an invoice, with only picked items invoiced.

See Also:

Warehouse Picking

Advanced Settings

Managing Sales