How to send an order to the picking stage
You can easily manage the entire process of your sales workflow, including the picking stage. To do this, begin by creating an order or selecting a 'Draft' sales order from your list. You can see the order status in the far-right column on your dashboard.
Once you have selected and opened a draft, you will have the option to:
- Edit or update customer details
- Create an invoice
- Generate a pickslip
- Send as a quote
- Delete the order
In this instance, select the ‘Generate Pickslip’ button.
A pop up with two options will display:
- View Sales Order List: Save the sales order and return to the main dashboard. You or your staff can access this sales order at any time, now available in the ‘ready to pick’ stage. Access it by clicking the ‘Ready to Pick’ button on your main dashboard.
- View Pickslip: Save the sales order and view the picking stage instantly.
If you selected ‘View Pickslip’ or are returning to a saved, ready to pick sales order, you will now be ready to pick the order. On the picking screen, each line of the sales order will be displayed along with the quantity required. In the ‘Pick Qty’ line, enter the quantity that needs to be picked for the order. Any items remaining will be automatically calculated and considered ‘Backorder stock’ and excluded from the packing stage.
A pickslip can be printed out and used as a reference, however values will still need to be entered into Spenda. To download and print, click the ‘Print Pick Slip’ button found at the top right of the picking screen.
Once all values have been entered, select the ‘Move to Packaging’ button at the top right of the screen.
How to send an order to the packing stage
To begin the packing process, an order must have already proceeded through the picking stage. See more on how to pick an order here. On your packing screen, select the packaging type using the drop down and enter the quantity of each line of stock ...
How to generate an Invoice for a Sales Order
At the time of finalising Packing stage, an invoice will be automatically generated. If you wish to do this earlier in the process, open a Sales Order from the Sales Order Management home screen. From this screen you can either; Delete the order, ...
How to view your sales orders
You can access your Spenda account by visiting https://my.spenda.co/ Once logged in, select the module ‘Sales Orders’ under the ‘Selling’ column. On your dashboard you will be able to view all your orders, with the ability to filter via status, ...
About Spenda’s Sales Order Management tool
Spenda’s Sales Order Management System is a digital solution and online portal that enables businesses to easily manage pricing, distribution, payments and tracking of shipments. Consolidate orders sold in-store via point of sale, online or by a ...
How to send a sales order as a quote
Whether you are processing B2B sales from your online marketplace, or placing goods on backorder from the trading desk, Spenda's Sales Order Management software allows you to send your customer a quote of their order in just a few clicks. To do ...