When you manage outbound warehouse processes on a location that uses both bins and inventory picks, you handle the picking and posting in a single, connected flow. You start by releasing the sales order, which creates a warehouse request. From there you create an inventory pick, print it, and let the warehouse employee collect the items from the correct bins. When you register the pick, Business Central posts the sales shipment, creates the item ledger entries and warehouse entries, and produces a posted inventory pick. All of this happens in one go because this location does not use warehouse shipments. The only thing left afterwards is to invoice the sales order.
Outbound warehouse processes on a location with bins and inventory picks
This is an overview of the activities involved in the outbound warehouse process on a location where you use both bins and inventory picks. The starting point is a sales order you want to pick and ship.
Releasing the sales order to create a warehouse request
To be able to create an inventory pick, you first need to release the sales order. Releasing the sales order automatically creates a warehouse request. From that point you can create the inventory pick directly from the sales order, or you can do it from a pick worksheet.
Creating and performing the inventory pick
Once the inventory pick is created, you have a document you can print. The warehouse employee performs the pick by going around to the different bins where the inventory is located, taking the items in the correct quantities and item numbers, and updating the pick with the quantity that is taken.
Registering the pick and what gets posted
When you register the pick, several things happen at once. You send the item to the customer, and the registration automatically creates warehouse entries and a posted inventory pick. At the same time it posts the sales order, creates an item ledger entry, and produces a posted sales shipment from the sales order.
The inventory pick creates all these entries in one step because you are not using a warehouse shipment on this location. On a location with warehouse shipments, the shipment and the pick would be handled as separate steps, but here the inventory pick covers both.
What remains after registration
After the pick is registered, the only thing left is the sales order awaiting invoicing. You also have the posted sales shipments and the posted inventory picks as your documentation of what was shipped.
Q&A
What do you need to do before you can create an inventory pick from a sales order?
You need to release the sales order. Releasing it automatically creates a warehouse request, which lets you create the inventory pick either from the sales order or from a pick worksheet.
What happens when you register an inventory pick?
Registering the inventory pick creates warehouse entries and a posted inventory pick, and it also posts the sales order. This produces an item ledger entry and a posted sales shipment in one step.
Why does the inventory pick create all the entries in one go?
Because this location does not use warehouse shipments. The inventory pick handles both the picking and the shipment posting at the same time, so there is no separate shipment step.
What is left to do after the pick has been registered?
Only the invoicing remains. The sales order is awaiting invoicing, and you have the posted sales shipments and posted inventory picks as documentation.