The Add Pick Ticket window allows you to create pick tickets for customers. Items (products, services, and blends) can be added to the pick ticket directly or be pulled into the pick ticket from existing work orders.
What you'll find:
To add a pick ticket
* indicates a required field
Navigate to Accounts Receivable > Pick Tickets. Or click the Pick Ticket toolbar button.
The Pick Tickets home form window opens and all pick tickets created today are listed.
Click Add.
The Add Pick Ticket window opens.
To enter a specific reference number, clear the Generate Reference Automatically check box and type a number in the Reference box.
Each pick ticket requires a unique reference number for future tracking. If the Generate Reference Automatically check box is selected, agrē assigns the next sequential pick ticket reference number to this pick ticket.
In the Customer* box, enter the customer’s name.
When you enter the customer’s name, the default billing and shipping addresses and phone number appear on the Customer and Shipping tab.
Tips
Click Find to search for a specific customer or click Add to add a new customer.
In the Date* box, optionally change the effective date of the pick ticket.
Today’s date is the default, back dates are allowed but future dates are not.
Select a Priority.
Lower numbers indicate higher priority (so 1 is more urgent than 5).
The Scheduled date defaults to Today, back dates (as long as not before the Date) and future dates are allowed.
Check the time box to activate and indicate the scheduled pick time.
(Config U) In the Location* box, enter the location that owns the pick ticket.
This location can differ from the location specified for each pick ticket item, which is the location that will supply the item.
In the Operator column, select the picker from the list. The operator is the employee who will pick this ticket.
In the Equipment column, select the equipment to use for picking the ticket.
Leave the Status of the Pick Ticket as Active.
Customer and Shipping tab
The customer's Billing Address is displayed.
In the Ship to* box, optionally change the address to which the products will be delivered.
The default shipping address specified in Manage Customers is selected by default.
Tip
Click Find to search for a shipping address. Use the Filter to refine the results list or click on a column header to sort.
Click Add to add a new shipping address or click Manage This Customer to edit the customer’s information.
The customer's Phone Number is displayed.
In the Customer Order Number box, enter the order number used by the customer if they have one (e.g., thier PO number).
In the Trucker # / Driver Name box, enter the delivery driver's name and number (maximum 60 characters).
In the Carrier box, enter the company that transports the products (maximum 50 characters).
In the FOB box, enter the location that the products are delivered to without charge (maximum 50 characters).
FOB stands for Free on Board. Customers are responsible for picking up the products at the location specified. Additionally, customers are responsible for payments of shipments made to locations other than the one specified.
In the Freight Terms box, enter the terms and conditions for the payment of the transportation of the products identified on this pick ticket (maximum 50 characters).
For example, prepaid or collect.
(Config C) In Sales Rep, optionally change who should 'get credit' for this pick.
The default sales rep is specified on the Customer Account.
In the Comments box, enter comments for the printed Pick Ticket. (max 600 characters)
Comments are printed on most Pick Ticket reports.
At least one item must be added to a pick ticket before you can save it.
Import products, services, or blends from work orders.
- or -
Add products or services to the pick ticket, then link to existing work orders (if applicable)
(Config U, L,C) Click Save.
A message appears asking you which document(s) to preview.
Depending on the products added the list of documents may include a blend batch sheet in addition to the Pick Ticket itself.
Items (products, services, and blends) can be pulled into pick tickets from existing Work Orders.
To import an item into a pick ticket
On the Add Pick Ticket window, click the Products tab.
(config C) Select Yes when prompted to Import from Accounts Receivable.
If not prompted, select Import from AR.
The Import Rows window opens.
.
Active (unbilled) items on work orders for this customer dated in the last six months are listed.
Select Date Range to choose different dates.
Check Include Expired Work Orders if you've chosen to allow importing from active expired work orders.
Expired work orders are listed in red.
Check Include Work Orders from Customer Group if you want to import from another group member's work order.
The Location column changes to Customer.
Orders in the customer's own name appear in black; orders in customer group member names appear in green.
Select a Work Order Sub Type to if you want to import items only from a particular sub-type of work order.
Filter results by Work Order Reference (full or partial).
A BOAWO (Blend on a Work Order) can be taken only from the location on the work order.
If you need to take the blend from a different location you will need to edit the work order first.
(config C) Check Import Header Comments to copy from the work order.
In the first column of the grid, check the boxes of all items to import.
To quickly select and clear all the items in the list, click Select All and Deselect All.
(config C) Import Quantity may default to the quantity remaining on the work order
- or -
you may be required to manually type in the quantity.
If the quantity taken exceeds the quantity remaining, the WO Limit Exceeded window opens to let you know the line will split automatically.
Click OK to continue.
Note
When agrē splits a line, it creates two lines on the pick ticket: one line references the work order item and contains the linked quantity. The other line does not reference the work order item and contains the quantity needed to make up the difference.
If the Location on the pick ticket is different from the location on the work order, the Change Location? window opens asks you to confirm from which location the inventory is being taken (whose inventory level should go down?).
Click Yes to take the inventory from the pick ticket location; click No to take the inventory from the work order location.
If the Ship To address on the Customer and Shipping tab of the pick ticket is different from the ship to address on the work order, the Conflicting Ship To Addresses window opens to let you know.
Click OK to close the window.
Click Use Selected Rows.
The Import Rows window closes and the selected items are shown in the Add Pick Ticket window.
Messages (e.g., reminders) and associated product messages for the pick ticket may appear.
For messages, click OK.
To add associated product to the pick ticket, click Yes. Or, if there are multiple associated products to choose from, select the ones you want and then click Use Selected Rows. Otherwise, click No.
Caution
Should you subsequently unlink the work order from a product row, any imported line comments will remain.
(Config U, L,C) Click Save.
A message appears asking you which document to preview.
Select the document that you want to preview and then click OK.
Click Cancel if you do not want to preview a document.
Products not on work orders can be added manually.
To add a product or service to a pick ticket
On the Add Pick Ticket window, click the Products tab.
(config) If the customer you selected has active rows (items) on work orders, a message may appear when you click the Products tab asking if you want to import items from the work orders.
Click No if you are adding the products yourself.
Click Yes if you are importing products from a Work Order.
Click Add Product Row.
The Add Pick Ticket Product Row window opens.
In the Product* box, enter the product or service you want to add to the pick ticket.
Tip
Click Find to search for a specific product.
In the Pick Ticket Units* box, optionally change the default unit of measurement for the product or service.
(Config U) In the Location* box, optionally change the location that supplies the product or service.
The location specified on the pick ticket is selected by default. Items on the pick ticket can be supplied from different locations.
In the Quantity Requested* (in ticket units) box, enter the quantity required for the pick ticket.
In the Line Comments box, enter comments for the printed Pick Ticket reports. These comments appear next to this item. (max 200 characters, extra characters displayed but not saved)
(optional) In the Project box, enter a project that you want the product to be associated with.
When you associate the product with an active project, the revenue and cost of goods sold postings are also associated with the project. If the product is already associated with a default project (set up in Manage Products), then the default project is selected by default.
When a product is set up with an active, default project, the revenue and cost of goods postings automatically go toward the project associated with that product.
Set the Line Status of the product (line status is often used for reporting).
Onlly Picked lines can be imported to Loadout Tickets.
Lines already imported are flagged as Closed and cannot be changed.
Click Update.
The Add Pick Ticket Product Row window closes and the product or service appears in the list on the Add Pick Ticket window.
Messages (e.g., reminders), warnings, and associated product messages for the pick ticket may appear. For messages and warnings, click OK. To add the associated product to the pick ticket, click Yes. Or, if there are multiple associated products to choose from, select the ones you want and then click Use Selected Rows. Otherwise, click No.
Tips
To remove a product item from the list, select the item and click Remove Row. You cannot remove product rows that have been billed.
To change the order of items listed in the grid, select the item and press Control+Up Arrow or Control+Down Arrow, or use the Up/Down Arrows at the right side of the grid.
Additional products in blends must be also moved manually - they do not move with the blend - but will be removed if the blend is removed.
After you’ve added items to a pick ticket, you may want to associate the items to an existing work order before saving, as though you had imported the items directly from the work order.
Notes
(config C) The WO Ref column displays the message <WO Available> if the product, service or blend itself exists on an active WO or it displays <Emb. WO Avail> if the blend ingredients or additional products exist on an active WO (emb. stands for "embedded" because you'll need to edit the blend row to link).
If you have enabled Location Security for Work Orders, you may see the message <WO Available> but you will be allowed to link only to Work Orders in locations you have permission to use (the list would be blank if all work orders were from restricted locations).
When you link to existing work orders from pick tickets, you are associating items on the pick ticket to those same items on the work orders. In order to link, the units for an item on a pick ticket must match the units specified for the item on the work order. (Config U,C)
If you are linking to a quote, it will be not automatically turned into an order and you'll not be asked if you want to commit the product(s).
When the pick ticket is saved, information on the work order and pick ticket is updated: the referenced work order is updated to reflect the quantity taken on the pick ticket.
To link a product on a pick ticket to an existing work order
From the Product list, select the product line you want to link to a work order and then click Link to Work Order.
The Link To Work Order Detail Line window opens.
Check Include Expired Work Orders if you've chosen to allow linking to active expired work orders, and want to do so now.
Expired work orders are listed in red.
Note
Each row in the list is an item on a work order. The reference number indicates which work order the item belongs to; therefore, if multiple items have the same reference number, they exist on the same work order. When you link to them, the work order reference number displays in the Product list.
Check Include Work Orders from Customer Group if you want to link to another group member's work order.
The ShipTo column changes to Customer.
Orders in the customer's own name appear in black; orders in customer group member names appear in green.
(config C) Check Import Header Comments to copy from work order.
From the Work Order Items list, select the item to link to the pick ticket item and then click Use Selection.
The Link To Work Order Detail Line window closes and the Work Order Ref column is updated on the Add Pick Ticket window.
Note
If the quantity you enter for the pick ticket item is greater than the quantity available for the work order item, a message appears asking if you want to split the line.
When agrē splits a line, it creates two lines on the pick ticket: one line references the work order item and contains the available quantity. The other line does not reference the work order item and contains the quantity needed to make up the difference.
Click Yes to split the line, or click No to cancel linking the item.
If there are no active rows (items) on work orders for this product and customer, a message appears: “There are no work order rows available for linking for this product.” Click OK to go back to the Add Pick Ticket window.
If you imported items from a work order into the pick ticket, the Link to Work Order button is unavailable for those items since they are already referencing a work order.
(Config U, L,C) Click Save.
A message appears asking you which documents to preview.
Select the document(s) that you want to preview and then click OK.
Click Cancel if you do not want to preview a document.
AutoLinking is a "Link to Work Order" shortcut that will automatically link the product to the first available work order. agrē uses two criteria to determine which is the first one available: date and prepaid flag. Older work orders take precedence over newer work order; prepaid work orders take precedence over non-prepaid work orders. agrē will link to the oldest prepaid work order first.
If there is not enough quantity, it will split the line and link the remainder to the second oldest prepaid work order, and so on. Once all the prepaid work orders are complete, it will link to the oldest non-prepaid work order, then the second oldest non-prepaid work order, and so on, until there are no work orders left to link to.
Note
agrē will automatically link to a customer's own work orders only.
Linking to Customer Group work orders must be done manually.
Note
Import the blend if it's on a Work Order (BOAWO).
Linking products in blends to straight products on work orders is coming soon.
To add a blend to a pick ticket
(Config C) On the Add Pick Ticket window, click the Products tab.
If the customer you selected has active rows (items) on work orders, a message appears when you click the Products tab asking if you want to import items from the work orders. Click No.
Click Add Blend Row.
The Make a Blend window opens. Add the blend as usual.
Messages (e.g., reminders) and warnings (e.g., permits required) for the pick ticket may appear. For messages and warnings, click OK.
Tip
To remove an item from the list, select the item and click Remove Row. You cannot remove rows that have been billed.
Note
If you save the blend and its non-blendable additional products on a work order, pick ticket, or invoice, the additional products that belong to the blend are indented beneath the blend so you can easily see they are associated with the blend.
(Config U, L,C) Click Save.
A message appears asking you which document to preview.
Select the document that you want to preview and then click OK. Click Cancel if you do not want to preview a document.
A BOAWO is linked like a straight product.
Better yet, import the blend from the work order which also automatically links it.
Product rows linked to Work Orders can be unlinked.
To unlink a work order
From the pick ticket Product list, select the product or blend you want to unlink from a work order and click Unlink Work Order.
The Unlink from Work Order window opens.
Select Yes to unlink the work order.
The Unlink from Work Order window closes and the product row is no longer linked to a work order.
Select No to cancel unlinking of the work order.
The Unlink from Work Order window closes and the product row remains linked.