Picking Order Functionality

In the IntelliTrack Inventory application, the picking order capability (adding, editing, saving, canceling) stems from whether the page is blank or an order is selected.

Blank Page - No Order Selected

When the page first appears, it is blank and the only active icon is the Add icon.

• Add icon: When an order number is not selected and the Add icon is pressed, the page is placed into Add mode and the Save and Cancel icons activate.
• Picking Orders Page - Add Mode without inventory allocation for the division

• Picking Orders Page - Add Mode with Inventory Allocation option used for the division: Allocate Inventory checkbox is enabled in the order header. If marked, the order will allocate the inventory for the items added to it (see "Inventory Allocation for Picking Orders").

• Picking Orders Page - Add Mode with Inventory Allocation for all Orders option used for the division: Allocate Inventory checkbox is automatically marked and this order will allocate inventory for the items added to it (see "Inventory Allocation for Picking Orders").

• Save icon: when selected, saves the new order to the system. It also picks any items that have an actual quantity.
• Cancel icon: when selected, cancels/discards the new order information; it is not saved to the system.

Note: When the page is in Add mode, you have the option to add a new order and save it to the system for picking at another time or you have the option to add a new order, pick the items, and save it the system; see "Adding a Picking Order" for more information.

Open Order Selected

A picking order is selected from the Order Number field in the Select Order portion of the page; see "Reviewing a Picking Order" for more information. When you select an open order, the Add icon, Edit icon, Delete icon, and Cancel icon activate.

• Toggle Open/Close Order Status icon: when selected, changes the order status from open to closed; see "Picking Order Status" for more information.
• Add icon: when selected, clears the selected order and places the page in Add mode; see "Adding a Picking Order" for more information.
• Edit icon: when selected, places the selected order in Edit mode; add and delete icons are inactivated, the save and cancel icons are activated; see "Editing a Picking Order" for more information.
• Delete icon: when selected, removes the order from the system; see "Deleting a Picking Order" for more information.
• Cancel icon: when selected, discards adding the order (if applicable) or any changes made to the order (if applicable) and clears the selected order from the page.

Show Closed Orders Checkbox

To select a closed order, mark the Show Closed Orders checkbox in the Select Order portion of the page.

The closed and open orders are included in the Order Number drop-down list.

When you select a closed order, the Add icon, Delete icon, and Cancel icon activate. (A closed order cannot be edited; however, it can be reopened (see "Picking Order Status").)

• Toggle Open/Close Order Status icon: when selected, toggles this order's status from closed to open; see "Picking Order Status" for more information.
• Add icon: when selected, clears the selected order and places the page in Add mode; see "Adding a Picking Order" for more information.

• Delete icon: when selected, removes the order from the system; see "Deleting a Picking Order" for more information.
• Cancel icon: when selected, discards adding the order (if applicable) or any changes made to the order (if applicable) and clears the selected order from the page.