July 2011 Presentation for our LBSi SAP Business One User Group titled "Pick and Pack". Learn how to use the Pick and Pack Process in SAP Business One

1. Long Business Systems, Inc. (LBSi)
LBSI is a technology services firm that understands technology is a tool
that enables you to grow profitably, outpace the competition, and
provide better service to your customers.
Cleveland – Columbus – Cincinnati – Pittsburgh

2. Pick and Pack Process
Presented by: Vicki Smith
Agenda:
Review open sales orders / planned shipments
Release planned shipments
Print and update Pick List
Commit to Delivery

3. About Pick and Pack
Used to view open sales order lines and plan for warehouse picking and
shipment
Information displayed
in three (3) drawers

4. Review Sales Order Lines
to Release
Open drawer displays selection of open sales order lines to release
Lines with zero quantity can not be released
Update the To Release quantity where needed
Look for sale order lines with partial quantity delivered, i.e. your backorders
Click on the box next to each row to release
Click on Release to Pick List button
Enter any notes or instructions on Pick List and Add
Pick List date must be between Order Date and Cancellation Date

5. Review Pick Lists to Issue
Released drawer displays all sales order lines released to pick list
Print Pick List for warehouse
Add any notes or instructions in the Remarks area
Warehouse personnel to record quantity Picked on Pick List
Confirm quantity Picked in the Picked column of Pick List
Hint: Click on the Pick All button and update as needed
Sales order lines not picked or partially picked remain in the Released
drawer

6. Review Picked Sales Order Lines
Ready to Ship
Picked drawer displays all sales order lines Picked
Review lines picked prior to committing to a Delivery
Click on the box next to each sales order lines to commit Delivery
Note: No updates can be made after pick list is committed to a Delivery
Click on the Deliver button on bottom right to create Delivery
Sales order lines Delivered no longer appear in Picked drawer

7. Next Meetings:
o Thursday, July 28, 2011
o Using LinkedIn to grow your business
o Tuesday, August 16, 2011
o SAP 8.81 New Features
o Tuesday, Sept 16, 2011
o 10 Ways to Improve Customer Service

8. Thank you for taking time to participate in the SAP
Business One User Group Meeting.
Please take a few minutes to respond to our survey
and provide us with feedback and suggestions going
forward.
o We are always looking for new clients to work with. And we would like
to find more clients and partners like you – companies that are
engaged, smart, and focused on their future.
o Can you help us out by referring LBSi to someone who could benefit
from our services?

9. Long Business Systems, Inc. (LBSi)
Cleveland – Columbus – Cincinnati – Pittsburgh
Contact Information:
Vicki Smith
Senior Consultant
email: vicki@lbsi.com
Phone: 440-846-8500 ext 22
www.lbsi.com