Track picked and loaded items on a sales order

You can track progress of picking and loading items from within a sales order.

In the “Show Shipping Info” tab

1. Navigate to your sales order.
2. Click on the Show Shipping Info tab.
3. Enter the totals in the “Picked” and “Loaded” columns.
4. Hit Enter after each number is entered to save it.

Using Pick and Load Items

1. Navigate to your sales order.
2. Click on Item Alloc. from the taskbar, then Pick and Load Items.
3. The “Pick & Load Items” window will appear and you will see the “Pick Items” and “Load Items” tabs.
   1. Pick Items: in this tab you can enter amounts picked for each item and hit Enter, or click on Pick All. You can also change the pick location by selecting an item then clicking on Change Pick Location at the bottom of the window.
   2. Load Items: in this tab you can enter amounts in the “To Load” column then click Update Loaded.
4. You can toggle to view the items on the order (Not Picked, Partial, Picked) (Not Loaded, Loaded).