Walkthrough: Picking and Shipping in Basic Warehouse Configurations

In Business Central, the outbound processes for picking and shipping can be performed in four ways using different functionalities depending on the warehouse complexity level.

Method Inbound process Bins Picks Shipments Complexity level (See Design Details: Warehouse Setup)
A Post pick and shipment from the order line X 2
B Post pick and shipment from an inventory pick document X 3
C Post pick and shipment from a warehouse shipment document X 4/5/6
D Post pick from a warehouse pick document and post shipment from a warehouse shipment document X X 4/5/6

For more information, see Design Details: Outbound Warehouse Flow.

The following walkthrough demonstrates method B in the previous table.

About This Walkthrough

In basic warehouse configurations where your location is set up to require pick processing but not ship processing, you use the Inventory Pick page to record and post pick and ship information for your outbound source documents. The outbound source document can be a sales order, purchase return order, outbound transfer order, or a production order with component need.

This walkthrough demonstrates the following tasks:

  • Setting up SOUTH location for inventory picks.
  • Creating a sales order for customer 10000 for 30 Amsterdam Lamps.
  • Releasing the sales order for warehouse handling.
  • Creating an inventory pick based on a released source document.
  • Registering the warehouse movement from the warehouse and at the same time posting the sales shipment for the source sales order.

Roles

This walkthrough demonstrates tasks that are performed by the following user roles:

  • Warehouse Manager
  • Order Processor
  • Warehouse Worker

Story

Ellen, the warehouse manager at CRONUS, sets up SOUTH warehouse for basic pick handling where warehouse workers process outbound orders individually. Susan, the order processor, creates a sales order for 30 units of item 1928-S to be shipped to customer 10000 from the SOUTH Warehouse. John, the warehouse worker must make sure that the shipment is prepared and delivered to the customer. John manages all involved tasks on the Inventory Pick page, which automatically points to the bins where 1928-S is stored.

Setting Up the Location

The setup of the Location Card page defines the company's warehouse flows. Use the Locations card to set up a location with the code name SOUTH.

To set up the location SOUTH

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Locations, and then choose the related link.
  2. Create a location card named SOUTH.
  3. On the Warehouse FastTab, select both the Require Pick and Bin Mandatory fields.
  4. Next, you must add posting setup in the Inventory Posting Setup page for location SOUTH with Inventory Posting Group Code RESALE. For more information see Set Up Locations.

Setting Up the Bin Codes

Once you have the location set up, you must add two bins.

To setup the bin codes

  1. Select the Bins action.
  2. Create two bins, with the codes S-01-0001 and S-01-0002.

Making Yourself a Warehouse Employee at Location SOUTH

In order to use this functionality, you must add yourself to the location as a warehouse worker.

To make yourself a warehouse employee

  1. Choose the Lightbulb that opens the Tell Me feature first. icon, enter Warehouse Employees, and then choose the related link.
  2. Choose the User ID field, and select your own user account on the Warehouse Employees page.
  3. In the Location Code field, choose SOUTH.
  4. Select the Default field, and then select the Yes button.

Making Item 1928-S Available

To make item 1928-S available at the SOUTH location follow these steps:

  1. Choose the Lightbulb that opens the Tell Me feature second. icon, enter Item Journals, and then choose the related link.

  2. Open the default journal, and then create two item journal lines with the following information about the work date (January 23).

    Entry Type Item Number Location Code Bin Code Quantity
    Positive Adjmt. 1928-S SOUTH S-01-0001 20
    Positive Adjmt. 1928-S SOUTH S-01-0002 20

    By default, the Bin Code field on the sales lines are hidden, so you must display it. To do this you need to personalise the page. For more information, see To start personalising a page through the Personalising banner.

  3. Choose Actions, then Posting, and then choose Post.

  4. Select the Yes button.

Creating the Sales Order

Sales orders are the most common type of outbound source document.

To create the sales order

  1. Choose the Lightbulb that opens the Tell Me feature third. icon, enter Sales Orders, and then choose the related link.

  2. Choose the New action.

  3. Create a sales order for customer 10000 on the work date (January 23) with the following sales order line.

    Item Location Code Quantity
    1928-S SOUTH 30

    Proceed to notify the warehouse that the sales order is ready for warehouse handling.

  4. Choose the Release action.

    John proceeds to pick and ship the sold items.

Picking and Shipping Items

On the Inventory Pick page, you can manage all outbound warehouse activities for a specific source document, such as a sales order. Hover over a field to read a short description.

To pick and ship items

  1. Choose the Lightbulb that opens the Tell Me feature fourth. icon, enter Inventory Picks, and then choose the related link.

  2. Choose the New action.

    Make sure that the No. field on the General FastTab is filled in.

  3. Select the Source Document field, and then select Sales Order.

  4. Select the Source No. field, select the line for the sale to customer 10000, and then choose the OK button.

    Alternatively, choose the Get Source Document action, and then select the sales order.

  5. Choose the Autofill Qty. to Handle action.

    Alternatively, in the Qty. to Handle field, enter 10 and 20 respectively on the two inventory pick lines.

  6. Choose the Post action, select Ship, and then choose the OK button.

    The 30 Amsterdam Lamps are now registered as picked from bins S-01-0001 and S-01-0002, and a negative item ledger entry is created reflecting the posted sales shipment.

See also

Pick Items with Inventory Picks
Pick Items for Warehouse Shipment
Set Up Basic Warehouses with Operations Areas
Move Components to an Operation Area in Basic Warehouse Configurations
Pick for Production or Assembly
Move Items Ad Hoc in Basic Warehouse Configurations
Design Details: Outbound Warehouse Flow
Business Process Walkthroughs
Work with Business Central