Order Processing

The mobile app divides order work into two sections: Purchasing and Shipping. Purchasing covers receiving stock against purchase orders and completing putaway. Shipping covers picking and issuing outbound orders.

Quick Reference

Purchasing

Shipping

Purchasing

Purchase Orders

Browse open and recent purchase orders. Set filters, then tap Search to load results. The list does not populate until you tap Search.

Filters:

Footer: Scan | Search

PO Details

Tap a PO card to open its detail page. The page shows the order header and a table of line items.

If you tap Receive on a closed or completed order, the app shows a status dialog and does not allow receiving. Receiving is only available on open orders.

Putaway / Receiving

Screen title: Start Putaway / Receiving

Receive items from a purchase order and assign them to warehouse locations.

Fields:

• Scan PO - Scan a PO barcode or type the PO number
• Select Order - Dropdown listing open POs

Toolbar: Cancel | Scan | Add | Start

Tap Start to begin the guided receive. The Create tab prompts for item, location, units, and serial/lot on each line. Use Skip to defer a line. Tap Save to commit.

The Review tab lists all lines staged so far. Tap Remove All to clear pending lines.

If no receivable stock is on the selected PO, the app shows an inline No stock available message. Opening a PO whose warehouse differs from your current session can also switch the active warehouse context for the receive.

Stow List

After receiving, use Stow List to identify items waiting for putaway and confirm their bin locations.

Fields:

• Reference - Typeahead text field to search and select receiving transactions

Toolbar: Clear | Generate | Add

Type a reference, then tap Generate to build the list. The Search Stow List box filters within the loaded list. If there are no items to stow, the list shows No inventory found.

Shipping

Shipping Orders

Browse open and recent shipping orders. Set filters, then tap Search to load results.

Filters:

Footer: Scan | Search

Shipping Order Details

Tap an order to open its detail page. The page shows the order header and line items.

The Issue action is on the Shipping Order Details page, not on the order list. Open an order first, then tap Issue in the footer.

Known bug: Line items on the detail page can display undefined in the UOM column. This is a live rendering bug, not expected product behavior.

Note: The Issue button is locked when Order Packing is enabled (Admin Option 153). When packing is on, use Order Picking or Order Packing instead.

Order Picking

Screen title: Start Picking Order

Use this to begin a guided pick for a shipping order. The app suggests locations and walks through each order line one at a time.

Fields:

• Scan field - Scan an order barcode or type the order
• Select Order - Dropdown listing eligible open orders

Toolbar: Cancel | Scan | Add | Start

Tap Start to begin. The Create tab prompts for item, location, units, and serial/lot per line. Use Skip to defer a line. Tap Pick to submit a line and Save to commit the session.

The Review tab shows all lines staged so far. Tap Remove All to clear pending lines.

Only orders eligible for picking appear in the Select dropdown.

Adjacent Workflows

Quick Order

Shipping > Quick Order creates a new shipping order from the mobile device. Select a customer, set a delivery date and notes, then tap Start. Add line items on the Create tab, review on the Review tab, and finish with Complete or Save.

Pick List

Shipping > Pick List builds a batch pick list across multiple shipping transactions. Type a reference, tap Generate, and work through the resulting list. Use Add to include additional items or Clear to reset.

Order Packing

Shipping > Order Packing is only visible when Admin Option 153 (Enable Packing) is on. When enabled, it guides you through picking and packing in one workflow.

Related Topics

• Mobile Overview
• Mobile Inventory Operations
• Purchase Orders - Desktop
• Shipping Orders - Desktop