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<< Click to Display Table of Contents >> Print Master Pick List |
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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. |
Create Sales Order/Sales Quote
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