Using the Pick 'n' Pack

Dispatching an Outward Branch Transfer with the Pick 'n' Pack

This article explains how to dispatch outward Branch Transfers using the Pick 'n' Pack.

Overview

The Pick 'n' Pack app can be used to dispatch Branch Transfers. Dispatching a Branch Transfer will move stock from SOH in the 'from' branch into holding stock.

For more information about Branch Transfers please see Creating a Branch Transfer.

If you have not already set up the app, please see Setting Up the Pick 'n' Pack.

Transfer dispatching is done in three stages:

1. Selecting the transfer you would like to pick from the transfers page, either a single transfer or multiple transfers.
2. Picking the items in the selected transfers from the Pick Page.
3. Dispatching the transfer.

The Pick 'n' Pack guides you through these stages by displaying the next step in the middle of the screen, above the tabs, at all times.

Dispatching Transfers

Before you begin, ensure that you have done the following things:

• Select the correct branch from the top right of the screen.
• Click Sync to make sure everything is up to date.
• Make sure the 'Type' dropdown is set to Outward Branch Transfers.

Above the tabs, in the middle of the page, you will see instructional messages that will guide you through the dispatch process.

Selecting Transfers to Pick

To select a single transfer to pick:

1. Set the Picking dropdown to One Transfer At A Time.
2. From the Open tab, click the checkbox beside an transfer you would like to pick.
3. Proceed to picking the items.

To select multiple transfers to pick:

1. Set the Picking dropdown to Multiple Transfers.
2. From the Open tab, click the checkboxes beside each transfer that you would like to pick.
3. Click View Products to Pick and proceed to picking the items.
4. Proceed to picking the items.

Picking Items

Items can be picked by either scanning them with a barcode scanner, manually entering the quantity as you go.

Clicking on the product will cause a window to popup where you can manually enter the quantity picked. Manual entry also allows you to click All to enter the entire quantity in a single click.

To pick items:

1. Locate a product.
2. Scan each item or manually enter the quantity you have picked.
3. Repeat for each product in the transfer/s.
4. Once you have picked all of the items, proceed to Completing Transfers.

Completing Transfers

After picking has been completed, click Back to Transfers List.

Click on each transfer and update its tracking code to complete the transfer.

Filters

There are several filters that can be used to refine the transfers that appear in your app.

Transfers Page

Type

The type of transactions to display.

Picking

Picking a single transfer or multiple transfers simultaneously.

Time

Display transfers based on the time that the transfer was made.

Stock

Ref

Search a specific transfer by its reference number.

Pick Page

Details

Automatically open the manual entry popup window for large quantities of items. This enables you to click All for large quantity transfers, eliminating the need to scan many individual items.

FAQs