When you create a sales order, you have the ability to use Pick and Pack Manager to help you create a pick list, delivery document as well as invoice the customer.
Step-by-step guide
- Bring up the Pick and Pack Manager in Inventory->Pick and Pack->Pick and Pack Manager
- In this new Window is your search parameters (such as delivery date, warehouse, item, etc.), you can fill in the necessary information to bring up the Pick and Pack drawers
- In the first drawer, you have all your open Sales Order, select one or more (if you want to group up several orders for picking) checkboxes
- Select Release to Pick List, then switch to the Released drawer
- In this drawer, you can see your items released to be picked. If you drill into the pick list in the Pick No., you'll see a new Pick List with just the items for that Pick Number (this can be printed, File->Print, so you can physically pick the item)
- When finished, you can select the Pick All in the Pick List window
- In the Picked drawer, you can select the checkboxes for the item(s) you want to create a delivery and invoice document for (alternatively, you can do this from the Pick List if you want to create a delivery or invoice for that entire Pick No.)
- You can select OBeer to either create the delivery automatically or manually (where you can make changes prior to adding it), and create the invoice afterwards