Pick List — Tips

Pick List — Tips & Tricks

What this screen is for. Issue a whole load of material to a job by entering picked quantities against its Requirements Order.

What you do here

• Type RO #, FP/BT job #, source #, or customer/job name into the find box and tap Go, then pick from the dropdown.
• Check the header's Class field and tap Change class if it's wrong, or Set class if the strip is red.
• Use Bin or SKU buttons to sort the list, or search box to filter by SKU/description.
• Type the quantity actually pulled next to each line, using 0 to drop a requirement and ± for returns.
• Add extra items not on the list via the bottom SKU — add or substitute card, then tab out and enter quantity.
• Tap Save for later to park the pick for Pick Review & Posting.
• Tap Post now only if you are Admin/Level 1 and posting is switched on, then confirm.

Watch out

• Blank is not zero — a blank line stays owed; only a confirmed 0 closes the requirement.
• Don't re-enter the full order quantity on a partially issued line — Req'd already shows what's left.
• Saving never moves inventory or posts to QuickBooks — only Post now or Pick Review does that.
• On a direct issue, check the carried-over class every time — it's easy to let the wrong one ride.

• Print report (PC) prints the list exactly as sorted/filtered on screen, with Picker/Date blanks and page numbers — good for picking off paper.