How to create an Inventory Pick from a Sales Order or other Source Documents

Outbound – Inventory Picking
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Presenter: Sune Lohse, Chief Strategy Officer

How do you create an inventory pick?

An inventory pick could be created directly from the source document meaning sales orders, purchase return orders, transfer orders, or service orders.

This is what happens in the video

I will enter a sales order in this scenario and note that the sales order is open, it’s not released, meaning I will get an error if trying to create the pick before releasing it because the document needs to be released which will create the warehouse request.

So, I need to release the sales order like this and after that depending on my location code, the inventory pick will be created if the location code requires pick but not requires warehouse shipments.

So, from the warehouse menu, I could select create pick and I would use the create pick checkmark to make sure it’s picked I’m creating and not an inventory movement. Like this.

And it creates the sales order pick. I can navigate into the pick from the sales order or just search it out from the list. The inventory pick like this.

So, this is a push strategy creating the pick from a sales order, or likewise from the other source documents for the outbound handling.