Processing Orders

Overview
In this section, we detail how to process an order manually whether individually or in bulk.

General

Remember that, once Processed, an Order can no longer be changed. An Order cannot be unprocessed. Ensure the Shipping Label has been printed, and the tracking information is entered, as this information cannot be entered after Processing the Order. However, it is possible to re-print documentation once an order has been processed. For more information on processed orders, please see this guide.

Processing Individual Orders

Select Orders > Open Orders

  • In the navigation menu on the left side of the screen, click on Orders
  • Select Open Orders
Select the Order
  • Use the search to locate the order
  • Or use sorting to locate the order
  • Left-click the order to select it

Process the Order

  • Right-click the order
  • Select Action
  • Select Process Order
  • Confirm order item details:
    • If 'Scan Batch number when processing orders' and/or 'Scan Serial number when processing orders' are enabled for the order item 
      • A warning message and a 'Scan' button will be displayed. The Scan view can be accessed via the Scan Button
      • All the items which require scanning are shown in the grid individually
      • Serial number, Batch and Bin/Rack columns are displayed if any of the order items require Batch and/or Serial number scanning when processing
      • Clicking the 'Scan' button will allow you to scan/select the required Batch Number and/or Serial number for the stock item/s. The 'Ready' button is inactive until all the scannings are completed. Scanned items are indicated by a tick in the leftmost column and the scan button is removed 
        • Batch No will be prepopulated if only one batch is used in the order item
        • Batch drop-down list will include all available batches in a warehouse for this order item
        • Bin /Rack will be populated once a Batch No is selected 
        • Bin/Rack drop-down list will be prepopulated when the Batch No has different Bin/Racks associated in the warehouse
    • If 'Complete scan is required for all items before processing' in General Settings is enabled. For further information on this functionality see our specific documentation
      • A warning message and a Scan button will be displayed. The Scan view can be accessed via the Scan Button
      • All items will require scanning and are shown in the grid individually
      • Scan/enter Barcodes for the item/s and hit the shift key 
    • If 'Complete scan is required for all items before processing' and 'Scan Serial number when processing orders' are enabled
      • A warning message and a 'Scan' button will be displayed
      • All items will require scanning Serial Number and are shown in the grid individually. 
      • Click the 'Scan' button and proceed to scan the Serial Number. Scan barcodes for items that do not need scan Serial Number. 'Ready' button will be inactive until all scanning has been done
      • No more scannings will be required
    • If 'Complete scan is required for all items before processing' and 'Scan Batch number when processing orders' are enabled
      • A warning message and a 'Scan' button will be displayed
      • All the items will require scanning Batch Number  and are shown in the grid individually 
      • Clicking the 'Scan' button will allow you to scan or select the required Batch Number for the stock item/s. The 'Ready' button is inactive until all the scannings are completed. Scanned items are indicated by a tick in the leftmost column and the scan button is removed 
        • Batch No will be prepopulated if only one batch is used in the order item.
        • Batch drop-down list will include all available batches in a warehouse for this order item.
        • Bin /Rack will be populated once a Batch No is selected.
        • Bin/Rack drop-down list will be prepopulated when the Batch No has different Bin/Racks associated in the warehouse.
    • If 'Complete scan is required for all items before processing' and 'Scan Serial number when processing orders' and 'Scan Batch number when processing orders' are enabled
      • A warning message and a 'Scan' button will be displayed. The Scan view can be accessed via the Scan Button
      • All the items which require any kind of scanning (Serial Number, Batch Number or Barcodes) are shown in the grid individually.
      • Clicking the 'Scan' button will allow you to scan or select from the drop-down list the required data. 'Ready' button will be inactive until all scanning has been done.
      • No more scannings will be required.
  • Batch Number and batch information will be shown before the order is processed by expanding the order item 
  • Click Process to process the order
Please Note: If the order contains a Processing Note, it will be displayed when the Process button is clicked to ensure the user has seen and read the note

Processing Orders in Batch

'Batch process' is used to process multiple orders at once.

Please Note: there is no option to confirm order details as there is for individual order processing. Once 'Batch Process Orders' has been clicked the orders move immediately to ProcessedAny options enabled for scanning barcodes, serial numbers, batch numbers, etc... will be ignored

Select Orders > Open Orders

  • In the navigation menu on the left side of the screen, click on Orders.
  • Select Open Orders.
Select the orders
  • Use the search to locate the orders
  • Or use sorting to locate the orders
  • Highlight the orders to be processed

Process the Orders

  • Right-click the orders
  • Select Do Batch Operation
  • Select Batch Process Orders