The Manage SO Picking screen allows users to review Sales Order picking records after items have been picked.
This screen helps users track picking history, review picked quantities, confirm inventory locations, export picking records, and reverse selected picking records if corrections are needed.
Once a Sales Order is picked, the picked quantity is deducted from inventory automatically.
Manage SO Picking
Search Picking Orders
Users can search picking records to quickly locate previous picking activity.
Users can search by:
- Date Range
- Sales Order Number / Customer PO Number
- Item Number
- Customer
Picking Record Information
The picking record shows the details of the picked Sales Order.
The Manage SO Picking screen displays the picking record information, including:
- Sales Order Number
- Customer Name
- Customer PO Number
- Item Number
- Barcode
- Picked Quantity
- Quantity UOM
- Serial Number
- Inventory Location
- Picked Date
- Picked By
- Item Description
Export Picking Records
Users can export picking records from the Manage SO Picking screen.
This is useful when users need to:
- Review picking history outside the system
- Share picking records with the warehouse team
- Keep a report for internal records
- Analyze picked quantities by date, item, customer, or Sales Order
Unpick Selected Records
If a picking record needs to be reversed, users can select the picking record and click UnPick Selected.
This will reverse the selected picking record and return the picked quantity back to inventory.
⚠ Important: Only unpick a record when the picking transaction was entered by mistake or needs to be corrected.
Picking History
Manage SO Picking helps users review the fulfillment history for Sales Orders.
This is useful when users need to:
- Confirm whether an order has been picked
- Review what items were picked
- Check who completed the picking
- Verify picked quantities
- Confirm which inventory location was used
Inventory Impact
When a Sales Order is picked, the system deducts inventory automatically.
The inventory deduction is based on:
- Item selected
- Picked quantity
- Inventory location
If a picking record is unpicked, the system returns the selected quantity back to inventory.
Best Practice
Use Manage SO Picking to verify picking records before creating shipments, reviewing fulfillment issues, or answering customer order questions.
Before unpicking a record, check:
- Sales Order Number
- Customer PO Number
- Item Number
- Picked quantity
- Inventory location
- Picking date
- Picked by
This helps prevent inventory and fulfillment errors.