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.
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To create orders : Go to Outbound ---> Orders
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Click here
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Click on "+ Create Order"
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Click on "Select Order Type"
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Select the order type
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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.
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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
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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.
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After Quantity finalisation, click on Create at the bottom right corner
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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.
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Select the order/orders for which the picklist should be generated.
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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"
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Select the picklists to assign a Picker.
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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"
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Click on "START"
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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.
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Click on "COMPLETE"
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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
The task will be moved to
Outbound --> Customer Invoices --> Processed Orders
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Click here
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Click on "Customer Invoices"
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Click on "Actions"
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Click on "Es Generate Invoice"
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Click on "Select Courier_partner"
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Courier Partner is a mandatory field to select.
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Click on "Generate"
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Click on "Print Invoice"
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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
Click on "Actions" - To create shipment
Alternatively :
Go to Outbound --> Shipments
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Outbound --> Shipments
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Click on "Enter Invoice Number / Challan Number"
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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".
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Click on "Create"
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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.
