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| QuasarReach Pick Quote | DocumentationTable of Contents |
The pick quote function provides a sequential way to pick a quote and create a sales order. In the Quasar client the sales order created can be used to create an invoice at the time of shipping. The pick list can be sorted by the quote order, by subdepartment or by location.
As displayed above, this section is to set the general information for the quote and to save or cancel the quote being picked.
From the sort by combo box select to sort your picking list by the quote order, by the subdepartment or by location.
From the combo box select the quote number to pick. Your pick list is generated in the sort order for the quote selected.
The number to be assigned to the sales order that will be created. The default is "#". This causes the server to assign the next available sales order sequence number.
A reference for the quote.
The customer linked to the quote.
The current store.
A comment that will be linked to the sales order that will be created.
Click on the "Save Picked Order" button to save your picked sales order to the server.
Click on the "Cancel" button to cancel your picked sales order and delete all items picked from the pick list.
This section is where you view and pick the items in the list. What is displayed depends on the sort method. If the sort order is "quote" the item number is displayed in the first column. If the sort order is "subdepartment" the subdepartment is displayed in the first column. If the sort order is "location" the location is displayed in the first column. The item description is displayed in the second column. The third column displays the quantity picked and the quantity to pick. Note in the image below the visual of a completed line, a partially picked line and an unpicked line.
When you click on the edit icon on the right side of a pick line the verify dialog will be displayed. Scan the item and verify you are picking the correct item. Then enter the quantity picked.
After the picked quote is saved you can view your new sales order in your Quasar Client. For more information on sales orders and creating an invoice from a sales order click here
