Sales Order > Sales Order > Print Pick List

A Pick List is a document used by warehouse personnel to check the inventory items that will be shipped to your customer. It is used to locate and retrieve inventory items. The Print Pick List function allows you to print a pick list document.

You can generate a pick list only when a sales order has un-shipped quantities and is not put on credit hold or when the sales order is not put on hold (i.e. the On-hold checkbox in the Information page of the Sales Order function is not marked).

Note: You can specify printing options for pick lists in the Printing page of the SO Module Setup function..

To print a pick list document, perform the following steps:

1.Access the Print Pick List function from the Documents group in the Reports main menu.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single sales order or customer, and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Mark any or all of the following checkboxes:

oExclude Drop Ship Items

Mark this checkbox if you want to exclude the drop ship line items in this report.

oExclude Items with Insufficient Stock

Mark this check box if you want to exclude the line items that are insufficient in quantities to be excluded in the report.

oShow Request Date

Mark this checkbox if you want to display in the report the sales order line items' request dates.

oSuppress Background Color

Mark this checkbox if you do not want to print the report’s background color.

7.Select one of the options below:

•Active Customers Only

•Inactive Customers Only

•Active and Inactive Customers

8.Select one of the following options:

•Printed and Unprinted Pick Lists

•All Unprinted Pick Lists

•All Printed Pick Lists

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Print Pick List function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oCustomer #

AccountMate displays the Customer Profile when you double-click the customer # in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item # in the report.

Print Pick List

Print Pick List

See Also