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Outbound Flow - Order creation to Invoicing

This is a step-by-step guide for Stockone, STOCKONE, and Print

By Shipsy

Warehouse Details:
Warehouse Name :-

In this document we will see how to
1. Create Orders
2. Generate Picklists
3. Assign Picker
4. Picking - in Picker app
5. Create Invoice
6. Create Shipment - can be done at
a. Outbound --> Cusotmer Invoices --> Invoices --> Actions(above right corner) --> create shipment
b. Outbound --> Shipment --> Create Shipment.


1
To create orders : Go to Outbound ---> Orders
Step #1: To create orders : Go to Outbound ---> Orders
2
Click here
Step #2: Click here
3
Click on "+ Create Order"
Step #3: Click on "+ Create Order"
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Click on "Select Order Type"
Step #4: Click on "Select Order Type"
5
Select the order type
Step #5: Select the order type
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Select Expected Delivery Date
Step #6: Select Expected Delivery Date
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Click on "Select Customer ID" to select the customer for the order to be created using either CUSTOMER ID or CUSTOMER NAME.
Step #7: Click on "Select Customer ID" to select the customer for the order to be created using either CUSTOMER ID or CUSTOMER NAME.
8
Next add the Items (SKU details) for the order.
Step #8: Next add the Items (SKU details) for the order.
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Click here to search for SKU for which the order has to be created
Step #9: Click here to search for SKU for which the order has to be created
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after search, an drop of SKU will appear in which you can select the SKU
Step #10: after search, an drop of SKU will appear in which you can select the SKU
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After Selecting -> The quantity of the SKU (item) can be increased respectively.
Step #11: After Selecting -> The quantity of the SKU (item) can be increased respectively.
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After Quantity finalisation, click on Create at the bottom right corner
Step #12: After Quantity finalisation, click on Create at the bottom right corner
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Click on "Ok"
Step #13: Click on "Ok"
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We can see that this order is in "open" status. Hence a picklist can be generated for this order.
Step #14: We can see that this order is in "open" status. Hence a picklist can be generated for this order.
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Select the order/orders for which the picklist should be generated.
Step #15: Select the order/orders for which the picklist should be generated.
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Click on "+ Generate Picklist"
Step #16: Click on "+ Generate Picklist"

After the Picklist is generated, it can be viewed in Outbound --> Confirm Picklist

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Click on "Confirm Picklist"
Step #17: Click on "Confirm Picklist"
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Select the picklists to assign a Picker.
Step #18: Select the picklists to assign a Picker.
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Click on "pogu.kusuma@shipsy.io"
Step #19: Click on "pogu.kusuma@shipsy.io"

Once the picker is assigned, the below is the "Picker" app view.


Picker : Login to the picker app ----> Select Picklist Tasks to proceed.

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Click on "PICKLIST"
Step #20: Click on "PICKLIST"
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Click on "START"
Step #21: Click on "START"
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Scan the location using "scanner" symbol at the right corner to confirm that the location is correct.
Step #22: Scan the location using "scanner" symbol at the right corner to confirm that the location is correct.
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Confirm the quantity picked.
Step #23: Confirm the quantity picked.
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Click on "COMPLETE"
Step #24: Click on "COMPLETE"
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The summary of picklist can be seen here. Click on "FINISH" to finish the task.
Step #25: The summary of picklist can be seen here. Click on "FINISH" to finish the task.
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Refresh "Confirm Picklist" page.
The task will be moved to
Outbound --> Customer Invoices --> Processed Orders
Step #26: Refresh "Confirm Picklist" page. The task will be moved to                Outbound --> Customer Invoices --> Processed Orders
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Click here
Step #27: Click here
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Click on "Customer Invoices"
Step #28: Click on "Customer Invoices"
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Click on "Actions"
Step #29: Click on "Actions"
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Click on "Es Generate Invoice"
Step #30: Click on "Es Generate Invoice"
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Click on "Select Courier_partner"
Step #31: Click on "Select Courier_partner"
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Courier Partner is a mandatory field to select.
Step #32: Courier Partner is a mandatory field to select.
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Click on "Generate"
Step #33: Click on "Generate"
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Click on "Print Invoice"
Step #34: Click on "Print Invoice"
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Click on "Invoices" to see all the invoices created.
Step #35: Click on "Invoices" to see all the invoices created.
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Select the Invoices to be shipped
Click on "Actions" - To create shipment
Alternatively :
Go to Outbound --> Shipments
Step #36: Select the Invoices to be shipped Click on "Actions" -  To create shipmentAlternatively :             Go to Outbound --> Shipments
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Outbound --> Shipments
Step #37: Outbound --> Shipments
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Click on "Enter Invoice Number / Challan Number"
Step #38: Click on "Enter Invoice Number / Challan Number"
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Select the Invoice to be shipped and Create shipment
Step #39: Select the Invoice to be shipped and Create shipment
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Click on "Enter Vehicle Number" and Select the SKU's and click on "Create".
Step #40: Click on "Enter Vehicle Number" and Select the SKU's and click on "Create".
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Click on "Create"
Step #41: Click on "Create"
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Click on "Ok"
Step #42: Click on "Ok"
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Click on "View Shipment" to see the list of all shipments created and can search by invoice to check status.
Step #43: Click on "View Shipment" to see the list of all shipments created and can search by invoice to check status.

Outbound Flow - Order creation to Invoicing