Print Master Pick List

<< Click to Display Table of Contents >>

Navigation:  Sales Order > Sales Order >

Print Master Pick List

Previous pageReturn to chapter overviewNext page

 

Similar to the Pick List, the Master Pick List is a document used by warehouse personnel to check the inventory items that will be shipped to your customer. Unlike the Pick List, however, the Master Pick List groups the items based on warehouse, bin, and pick sequence; thus, it properly identifies the bins for the items with order quantities in multiple sales orders.

 

The report can be used to facilitate faster retrieval of inventory items since the items are grouped by bin which is assigned with Pick Seq # in the warehouse

 

 

To print a Master Pick List, perform the following steps:

 

1.Access the Master Pick List function from the Documents group under the Reports main menu in the Sales Order module.

 

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. You may mark the Individual Warehouse checkbox if you want to generate the report for a single warehouse 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 Zero On-hand

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.

 

oShow Item Description

Mark this checkbox if you want to include the description of items in the report.

 

oEach Group on New Page

Mark this checkbox if you want the report to display each group in a new page.

 

oDouble-Space Listing

Mark this checkbox if you want the report to display items listed in double-spacing.

 

 

7.Select one of the options below:

 

Active Customers Only

Inactive Customers Only

Active and Inactive Customers

 

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

 

 

The Master 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 number in the report.

 

oItem #

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

 

oSO #

AccountMate displays the Sales Order document when you double-click the sales order number in the report.

 

 

 

See Also

Create Sales Order/Sales Quote

Print Sales Order

Print Pick List

Print Packing Slip

Sales Order Reports

 

 

 

 

 

 

© 2023 AccountMate Software Corporation