Picking orders

Use reports and picklists to tell you exactly what needs to be done. Return to the control panel after you have prepared the order to enter the weights, take the payment and produce the delivery note.

Print the picklist

There are two places the picklist can be printed: the order summary, or as part of a batch from reports. You can also view the picklist on screen.

The picklist has all the information you need to put an individual order together along with the estimated price of the original order as a reference.

Product summary report

The product summary report would typically be run before you start processing the day's orders as it will tell you exactly what you need to make, or get from your suppliers. There are many options so you will need to work out the ones to give you the reports that suit your business the best.

The more orders you have to prepare the more useful this report becomes.

Get the weights

Record the actual weights on the printed picklist along with quantities and any substitutions.

Enter the pick results

Click on "enter the pick result" in "next tasks" in the order summary. The order details as placed will be displayed so you just need to modify anything that is different. Enter the weights (always in kilograms) you previously recorded on the printed picklist. The actual weight will be assumed to be the guide weight if you do not enter a weight for a product sold by weight.

The actual weights have been entered and the slow roasting beef joint substituted with a topside joint

Unavailable products

If a product is unavailable put a zero in the quantity.

Substitutions

An unavailable product can be substituted with another by clicking on the "add substitute" link. Start typing the name of the new product in the form until you can see and select the one that you want. Enter the quantity and weight (if required).

Substituting the slow roasting beef joint with a topside joint.

Take payment

When you submit the pick result the order value is recalculated ready for you to confirm. If you are unhappy with the new value click "back" and you will be given the option to re-enter the pick result. If the new order value is twice the original order value a warning will be displayed on the screen.

The take payment screen showing both the new and the original order values.

Delivery report

The delivery report is designed to go with the order to the customer to tell the customer the products, quantities and weights you have actually delivered. If the order has substitutions, unavailable products, or quantity variations a new section will appear at the top explaining the differences from their original order. This makes it easier to agree any variation with the customer on the doorstep.

The delivery note showing the actual weights and prices. Substituting the beef joint caused a section to be created to highlight the exception.