Table of Contents

Capture an Order and print Sales Picking Slips

Dilshaad Daware Updated by Dilshaad Daware

Introduction

Once the order forms have been received and checked by the warehouse manager, the quotation can be updated, meaning that the complete order can then be captured onto the system with all products and quantities.

Responsible Team

  • Warehouse Manager
  • Sales order clerks
  • Order Controller

Navigate to your Odoo dashboard and click on this application: Sales

Please navigate as follows to get to the correct screen:

Orders / Quotations

You should now land on a screen that looks like this:

Process

  1. Select the relevant Quotation and click [EDIT] to be able to add products and quantity, you should see the screen below.
  2. In the 'Order Lines' tab, click on 'Add a product', then capture each product codes and quantity before proceeding to the next product until completed.
  3. Click [SAVE].
  4. Once all order information is finalised, click [CONFIRM]. This Quotation has now become a Sales Order and is ready for picking.
  5. Where Bulk Deals are ordered, a picking slip will exist for the product's brand as well as a Sales Tool plastic bag.
  6. Before printing the Sales Printing Slip, Click [CHECK AVAILABILITY] found on the Delivery Transfer.
  7. Click on the 'Print' dropdown and select 'Sales Picking Slip'.
  8. Select the PDF document that appears in your browser downloads. NB: 2 reports will be printed:
    1. Sales Picking Slip - shows all products ordered with stock available for picking in QTY to be picked.
    2. Out of Stock Report - shows all products ordered that could not be fulfilled due to no stock or partial stock being available. The Qty needed column reflects the remainder of the stock needed for the order quantity to be fulfilled.

FAQs

If I have not completed capturing all products, how do I not lose what I've captured?
Click on the [SAVE] button, the Sales Order will remain in 'Draft' status with all information captured.

How did we do?

Receive an Order

Picking from Picking Slips and Out of Stock Report

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