You can watch the video below for placing an order and picking using the scanner app.

0:38 Adding Order

4:45 Pick Tickets

5:50 Picking

https://www.loom.com/share/ddd690df1b704a418f19b21f9d8482b8?sid=0295e200-3d4e-4d11-99a1-434491db8ed1

0:03 In this video, we're creating a manual order by going into the orders menu, clicking list. And on the top right corner of the page, we have add order. 0:14 You can also import orders in bulk using the CSV file and using the CSV template. we click add order, select the client that we want to create the order for, and you can put in the reference number. 0:30 Shipping, should be a carrier, in this example we'll have all the shipping carriers that are listed for this client. Also you can do best way for rate shopping, if we have multiple carriers, or other, if you're using LTL, or something else. 0:50 other than the parcel. So, I'm gonna do, USPS for this example, and select a carrier service, let's say we want to do Ground Advantage. 1:03 these packages are configured for the warehouse and also for customer. This is the package. that we're gonna use for shipping. 1:12 Alright, so we're gonna do this small box. This is optional, you don't have to put in the package here, but if we do, then it will be selected for shipping. 1:19 for us during the packing process. The purchase order, again, any field that doesn't have the little asterisk next to it is optional. 1:28 we can put that that order number, the order date, time, you can put a ship by date, that customer tells us this needs to get shipped by a certain date, or a cancel date. 1:39 That means if it's after this date, then the order will get automatically cancelled. an order on hold for whatever reason. 1:48 That you want to hold the order. That way it won't be picked. These two fields, if the order is being downloaded from Shopify, will help have the Shopify delivery method and also the paid purchase price for the Shopify. 2:05 Put in the ship-to, bill-to address. We can put the company name, the recipient name, the email, the phone number is required because certain carriers require a phone number, and the address. 2:18 We'll put a fake address for now. you can select that, support a bill too, add line. is where you select your SKU that you want to create an order and there can be different units of measure for each item. 2:40 So each is for this example but if we had a number that are skew with multiple units of measure, we can also use that. 2:50 So for this example For example, let's select our, item, the quantity that we need to ship to one. You can also place an order by lot number. 3:04 So if you specify the lot number that we need to ship, the scanner app for picking it requires us to pick the specific lot number. 3:15 Alright, click add, tells us the quantity ordered is one, we haven't shipped anything, fifty-two on hand, thirty-two available for this item, which means we're good there's still some quantities allocated to other orders for this item, so there's only thirty-two available. 3:32 If we didn't have any quantities available, you can see still create this item and mark it as backordered. Click and save to save the order. 3:42 this display, the order is now in an open status that can be shipped. Tells me a little soft suggestion that this is an invalid address. 3:53 Where it's being shipped to. And we can also add notes. So click notes, add notes. You can select a category. 4:03 Which order notes, picking instructions, packing instructions, and carrier notes. If you put anything in the packing instructions, these instructions will be showed to the packer. 4:14 In the picking, it will be showed in the picking mobile app. Order notes will be just the notes for this order. 4:28 You can add multiple notes. Documents, you can also view or yourself, you or your customer can upload documents. Checklist, there's a series of checklists that can show up in a packing list that they have to check off before shipping the order. 4:45 You see here the pick ticket is automatically created for me and that's based on a rule that the system will create the pick ticket for you so you can just ship it. 4:54 I can click print to print this pick ticket, it tells me the location for this pick ticket. Item, we go to get the pdf, the order date, customer PO number, the carrier, and the item. 5:14 The units of measure, which is pieces or inches, if there was a lot, it would display it here, and the location based on the allocation method. 5:22 So this is set up to be effective. FIFO allocation method, so it's going to tell me A001 is the location that we should go to to pick this. 5:33 It also displays other locations. that this item exists in case I need to go to the other location if A1 for some reason doesn't have enough quantity. 5:43 So this is how we can create an order and also edit the order. Alright, when you download and install the mobile scanner app, there will be another video Displaying how to set up the mobile app. 6:04 There is a picking module. So on the handheld we click pick It's asking me to use the camera of configuration couple of display settings 43 orders are ready to pick 179 Items ready to pick if I'm using a toad I can select the toad and number of toads in the cards A filter by the client that you wanna 6:28 pick So I'm gonna just choose my client, it filters everything down some of the numbers and I'm just gonna start doing a single order picking So pick by order basically. 6:39 Clicking single order I can see I can that pick ticket if I have, but if I don't I can just start picking orders And this is gonna show the oldest order on top So for us, we're This is order 264, which is gonna be all the way at the bottom And it displays the client name and the order date So the first 6:59 thing it's gonna ask me to scan is Again, the location that I can find this order And A001 is the FIFO I can also click this other locations to force the app to scan to pick from a different location So I can either click or tap this location if I'm not scanning or scan A01, the location that, it's asking 7:22 me to scan item, which is MZ1, description, unit of measure, and I have to pick one And you can see in this location, there's only one available to pick. 7:32 If for some reason there is an issue during picking, I can click this report to report an issue, that there's not enough stock, there's low stock, which that's the case here, and this will generate a report back to the management so they can do something about it. 7:49 and go fix the fix the issue. I can scan this item or again click and tap this item. You see here this item is inside of a palette. 8:01 So it asked me to scan the palette that I'm picking this out of. So I can again click or scan the palette and that's it. 8:09 It has been picked one. So I click confirm to picking that order. Now that order is done. So if If I come back to the order page, you see the status is showing as B. 8:20 Picked. into the order list page, you can see different statuses for the order. This is all orders, orders that are on hold, all open orders, and orders that are being packed and completed, and you can also create your own filter, custom filters in the advanced search. 8:43 Like any other grids in the system, you can expand the width of these columns, you can move things around, and make it kind of customized to the view that you'd like, these settings will be saved. 8:59 per user.