Walkthrough: Picking and Shipping in Basic Warehouse Configurations

Note: This walkthrough must be performed on a demonstration company with the Full Evaluation - Complete Sample Data option, which is available in the Sandbox environment. For more information, see Creating a Sandbox Environment.

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 SILVER location for inventory picks.
  • Creating a sales order for customer 10000 for 30 loudspeakers.
  • 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

Prerequisites

To complete this walkthrough, you will need:

  • CRONUS International Ltd. installed.

  • To make yourself a warehouse employee at SILVER location by following these steps:

    1. Choose the Lightbulb that opens the Tell Me feature icon, enter Warehouse Employees, and then choose the related link.
    2. Choose the User ID field, and select your own user account on the Users page.
    3. In the Location Code field, enter SILVER.
    4. Select the Default field.
  • Make item LS-81 available at SILVER location by following these steps:

    1. Choose the Lightbulb that opens the Tell Me feature 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. LS-81 SILVER S-01-0001 Note: The item’s default bin in CRONUS 20
      Positive Adjmt. LS-81 SILVER S-01-0002 20
    3. Choose the Post action, and then select the Yes button.

Story

Ellen, the warehouse manager at CRONUS, sets up SILVER 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 LS-81 to be shipped to customer 10000 from the SILVER 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 LS-81 is stored.

Setting Up the Location

The setup of the Location Card page defines the company’s warehouse flows.

To set up the location

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Locations, and then choose the related link.
  2. Open the SILVER location card.
  3. Select the Require Pick check box.

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 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
    LS_81 SILVER 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.

To pick and ship items

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

  2. Choose the New action.

  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 30 respectively on the two inventory pick lines.

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

    The 30 loudspeakers 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
Working with Business Central