Creating a pick order
Creating a pick order is how you set up a customer’s order for fulfillment. You choose the customer, list what they’re buying, confirm pricing, then save the order so your team can pick it. This page walks through each step.
Before you begin
Section titled “Before you begin”- Pick orders require the Complete edition (not available on Basic) and a role with permission to create them. If the New button isn’t available, check with an administrator.
- The customer you’re selling to must already exist under Customers: you choose them first, and it pulls in their contact and addresses.
- Whether you can see and edit pricing depends on your role permissions.
- If your company uses automatic order numbering, it’s configured under Number series.
Start a new order
Section titled “Start a new order”Open Pick Order → Pick Orders and click New. A blank pick order opens with an Order Details section at the top and a Line Items section below.
If your company uses automatic numbering, the order number fills in for you when you save, or you can click the number field and type your own.
Choose the customer
Section titled “Choose the customer”In Order Details, start typing in the Customer box and pick the customer from the list. Choosing a customer pulls in their saved contact details and addresses. Then fill in the surrounding fields as needed:
- Site Name — the site the order ships from. Stock is pulled from this site when you pick. Start typing to search or open the list to browse.
- Order Date and Due Date — when the order is placed and when it’s due. Order Date defaults to today; the Due Date can’t be earlier than the Order Date.
- Contact and Email — the customer contact (read-only, pulled from the customer) and the email address for the order. You can enter several addresses separated by commas.
- Payment Method — how the customer is paying, drawn from your configured pay methods.
- Ship Via and Ship Method — the carrier and service. Ship Method stays disabled until you choose a Ship Via, since the methods depend on the carrier.
- Ref Number and PO Number — your reference and the customer’s own purchase-order number, if they gave you one.
- Notes — anything you want recorded on the order.
Set the addresses
Section titled “Set the addresses”Two address dropdowns let you confirm where the order goes and who it’s billed to. They activate once you’ve chosen a customer:
- Ship To Address — where the goods are being shipped.
- Billing Address — where the invoice goes.
Both list the customer’s saved addresses, so pick the right one for each. If you need a one-off address that isn’t saved, choose Custom Address from the dropdown and enter it for this order only.
Add line items
Section titled “Add line items”In the Line Items section, add a row for each item the customer is ordering:
- Item: start typing the item number or name and pick it from the list.
- Quantity: how many they want.
- Unit: the unit of measure being sold.
- Price: the price per unit. The line total is calculated for you.
Add as many rows as the order needs.
Shipping, tax, and totals
Section titled “Shipping, tax, and totals”Below the line items, confirm the order totals: the item total, any Shipping Cost (in dollars), any Tax applied, and the grand total. These update automatically as you edit quantities, prices, shipping, and tax.
Save the order
Section titled “Save the order”When the order is ready, save it with the button at the bottom of the page. Once it’s saved, your team can fulfill it. Head to Picking an order to record the items as they’re pulled from stock.
Troubleshooting
Section titled “Troubleshooting”The order won’t save. A required field is likely empty: look for a red asterisk (commonly the customer, site, or a line item). The save toast names the field that needs attention.
The surrounding fields are greyed out. You haven’t chosen a customer yet. Selecting the Customer unlocks the rest of the order and the address dropdowns.
I don’t see pricing or totals. Viewing prices is controlled by your role. If you need them, ask an administrator to enable pricing permissions for your role.
The address I need isn’t listed. The dropdowns show the customer’s saved addresses. For a one-off shipping or billing address, choose Custom Address from the dropdown; to reuse it, add it to the customer’s address book instead.