Here's where you will learn how to process, hold, adjust, or cancel a sales order in the WMS Module.
Once you have created a Sales Order (S/O) and its accompanying Pick Ticket (P/T), it's time to process it in the warehouse. Please note: the creation of the P/T will happen automatically, depending on your settings.
Queue Pick List
Queuing, in this scenario, means you are adding these orders to the queue for fulfillment. You are ready to print the pick list and begin fulfilling the order. In the WMS Module, go to Sales Order > Queue Pick List. Use the search filters available and click Preview (or just click Preview to see everything).
Tip: Make sure the warehouse is correctly selected in your search fields.
All orders will appear with the most recent at the top. This is most useful when the order you are trying to fulfill was recently created. However, you can also search by specific S/O # or Channel Order ID (the order number from a digital sales channel). You can also sort/search by Mapped Services (if, for example, you wish to fulfill your orders in terms of urgency: Next-Day, then 2-Day, etc.)
You can click Queue All Orders to queue all of the orders in your search result.
You can also select which orders you'd like to queue and click Queue Selected Orders.
If you wish to label this batch of orders, you can enter a tag. Type in your tag, click +New Tag, select your tag, then click Tag. If this is unnecessary for you, click Skip Tag.
This will take you to the Print Pick List page.
Print Pick List
First, select how you'd like to group your orders. There are three options:
- Group by Single SKU - separates out all orders with a single SKU on them
- Group by Order (Multiple SKUs Only) - separates out all orders with multiple SKUs on them
- Group by Order (All) - prints each order one after the other.
1 and 2 can be used to pick strategically so you aren't going back to pick the same item for multiple orders multiple times (you can pick it for every order it appears on). 3 can be used when your workflow dictates that each order be fulfilled on its own, separate from other orders you are working on.
Note: If you have orders with a single item and orders with multiple items, you will need to do 1 and 2 (in whichever order you choose). 3 will print all of the orders.
You can also Order by Location or by SKU, depending on your operational workflow. Once you've set your parameters, selected your print template (your default will be set during onboarding), and selected a printer, you can click Print Picklist or you can Export it to a PDF.
Warning: If you are not using DigitBridge's printing app PrintStation, you will need to select Export PDF and Mark as Printed. Otherwise, the system will not recognize that the Pick List has been printed.
Now that your pick lists are printed, you can pick your items and proceed to the next step of actually shipping your items. This will differ depending on whether you are using the Scan-to-Ship Flow or the Simple Flow.
Clicking into your preferred order will open up the Order Details. Here you can view and edit the shipping information, see what items the order contains, and check the status. You can also elect to Hold the order (which puts it on a temporary lock until you unhold it), Abandon it, or Cancel it.
Re-Print Pick List
To re-print, go to Sales Order > Print Pick List. Select a specific batch of orders that were queued at the same time from the Pick List dropdown, then select Allow Reprint. Then, print again as instructed above.
