Picking an Order

This guide covers the outbound order process: creating a pick order, reserving stock, and completing the dispatch.

Before you start

• You need the create:outbound-order and update:outbound-order permissions (or a role that includes them)
• The items must have available (unreserved) stock in the warehouse
• Identify which staging or dispatch bin goods should be consolidated at before despatch

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Step 1: Create the outbound order

1. In the sidebar, open Outbound → Outbound Order and click ADD OUTBOUND ORDER
2. Select the warehouse the stock is leaving from
3. Choose a reason: TRANSFER, DISPOSAL, RETURN, or OTHER
4. Add notes if needed
5. Click Save. The order is created in DRAFT status

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Step 2: Add lines

For each item to be dispatched:

1. Click Add Line
2. Select the warehouse item
3. Enter the requested quantity
4. Add line notes if needed
5. Click Save

You can add and edit lines while the order is in DRAFT.

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Step 3: Reserve stock

Reserving the order moves stock into a staging bin for despatch:

1. Click Reserve on the order to open the reserve dialog
2. Select the outbound bin, the staging or dispatch dock bin where stock will be consolidated
3. For each line, specify the sources: which quants (bin + lot combinations) to draw stock from, and how much from each
4. For SERIAL/RFID items: specify which individual serial numbers or RFID tags you are picking
5. Confirm. The order moves to RESERVED

When the order is reserved:

• The specified quantities are moved from their source bins into the outbound bin as a staging quant
• The reserved quantity is no longer available to other orders
• SERIAL/RFID serialized unit records are updated to point to the staging quant

Caution

You cannot edit the order or add lines after reserving. To make changes, you would need to cancel and recreate the order.

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Step 4: Pick the goods

With the order in RESERVED, physically pick the items from their source locations and consolidate them at the outbound bin you selected.

The system has already moved the stock in its records. Your job is to make the physical warehouse match what the records say.

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Step 5: Complete the order

Once the goods are packed and ready to leave:

1. Open the order and click Complete
2. Confirm

The order moves to COMPLETED. The system:

• Deducts the staging quant quantity (removes stock from the outbound bin), and deletes the staging quant if it reaches zero
• Sets fulfilledQuantity = requestedQuantity on each line
• For SERIAL/RFID items: deletes the serialized unit records (the units have left the warehouse)

The stock is now out of the warehouse.

Note: completing an outbound order does not currently write an inventory-transaction ledger entry. Unlike receipts and transfers, outbound dispatch is not reflected in the inventory transaction history. Use the order records themselves to track what was dispatched.

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Tips

Splitting across multiple source bins: When reserving, you can draw from multiple quants for a single line. For example, if you need 50 units but Bin A has 30 and Bin B has 25, allocate 30 from Bin A and 20 from Bin B.

LOT-tracked items: When selecting sources, you will see stock broken down by lot. Choose which lot or lots to pick from. This helps with FIFO (first-in-first-out) or expiry-date-driven picking.

Checking available stock: Before creating an order, check the item’s quantity on the warehouse item detail page. Note that the reported “available” figure currently equals total on hand. Reserving stock relocates it to a staging bin rather than reducing an available number, so confirm the stock you intend to pick is actually present in the source bins you plan to draw from. When you reserve, your specified source quantities must add up exactly to each line’s requested quantity.