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Receiving Orders Using the Pick 'n' Pack

Last updated 27/01/2021

How to receive in orders using the Pick 'n' Pack.

Overview


The Pick 'n' Pack is typically used in a warehouse setting, where users will pick items with a tablet and scanner to quickly receipt in orders. The app is made up of two main pages; the Orders page and the Receiving page.

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

Order despatchment is done in three stages:

  1. Selecting the orders you would like to receive from the Orders page, either a single order or multiple orders.
  2. Picking the items in the selected orders from the Receive Page.
  3. Completing the orders.

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.

Receiving Orders


Before beginning, ensure that you do 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 Purchase Orders.

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

Selecting Orders to Receive

To select a single order to pick:

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

To select multiple orders to pick:

  1. Set the Picking dropdown to Multiple Orders.
  2. From the Open tab, click the checkboxes beside each order that you would like to pick.
  3. Click View Products to Receive 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 order/s.
  4. Once you have picked all of the items, proceed to Completing Orders.
Clicking on a product will reveal any recent location information to make locating the items easier - see Static Bin Locations.
Completing Orders

After picking has been completed, click Back to Purchase Orders List.

Although you won't need a tracking code for receiving orders, the system requires this field to be filled before the order can be completed. This can be used to enter the name of the person who picked the order, or you could enter something as simple as "Completed".

Click on each order and update its tracking code field, and click Sync Updates To Server to complete the order.

Filters


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

Orders Page

Type

The type of transactions to display.

Picking

Picking a single order or multiple orders simultaneously.

Time

Display orders based on the time that the order was made.

Stock

Stock Available To Partially Complete Order Orders where only some items from an order can be picked.
Stock Available To Complete Order All stock is available for items ordered.
Orders With Stock Received In Last 48 hours Orders which have items which have been received within the last 48Hours from a purchase order. This is good for seasonal orders.

Ref

Search a specific order 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 orders, eliminating the need to scan many individual items.

FAQs

What is your recommended hardware?

Cin7 works well with any tablet and bluetooth scanner solution that can run Google Chrome. However, please ensure that you have tested the set up before committing to a purchase, as we have not tested all hardware.