How to manually create a pick ticket | ParagonERP

Creating a pick ticket

Introduction

In this article, we will walk you through how to create a pick ticket in Paragon manually as well as how to create picks from orders and reservations. The pick ticket module is based on Paragon's standard transaction screen. If you are not familiar with the format of transaction screens, you can familiarize yourself by checking out our article How do transaction screens work.

Open the pick module

Open the pick module by clicking the more button on the navigation bar from anywhere in Paragon and selecting pick.



Creating a pick ticket manually

Add a new pick ticket

This is the list view of the pick ticket module. To add a new pick ticket, click the add new button 

Select manual method

Select the method you want to create the pick ticket from. In this case select manual.

Enter in general information

Select the company name from the drop-down menu.

Once the company is selected, it should auto-populate all the addresses from the customer file.

Note that the pick ticket will not have a transaction number until the pick ticket is saved. Once a transaction number is assigned, it will replace #####.

Select the date by clicking on the calendar icon and selecting the appropriate date, otherwise it'll default to today's date.

 

Select bill from and ship from addresses


If the bill from address was not populated when you entered the company name or the address is wrong, make sure bill from is highlighted and then select the appropriate address by clicking on the drop-down arrow and selecting it.

Bill from is highlighted when it appears in blue. 



To enter or change the ship from address, make sure ship from is highlighted. It is highlighted when ship from appears in blue.



Select the appropriate address by clicking on the drop-down arrow and selecting it. If the address does not exist, create a new address. For more help read our guide on creating a new address.



Select bill to and ship to addresses

To add or change a bill to address, make sure bill to is highlighted. It is selected when bill to appears in blue. Select the appropriate address by clicking on the drop-down arrow and selecting it.



To add or change the ship to address, make sure ship to is highlighted. It is highlighted when ship to appears in blue.



Select the appropriate address by clicking on the drop-down arrow and selecting it. If the address does not exist, create a new address.



Enter information in the attribute panel

Enter information in the attribute panel by clicking on the field and typing in the correct information or selecting it from the drop-down menu.

Note that the attribute panel will be slightly different based on how your system was configured.

Add products to your pick ticket

To add a product or line item to your pick ticket, click add product in the lower left-hand side of the line item area


Select all the items you would like to add to your pick ticket by checking off the boxes on the left.

 

If you would like to cancel the addition of line items or products, click cancel. To add all the products, click accept.

Once the items have been added, you can edit any of the information in the line by clicking on that field and typing in the correct information.

Under location you can indicate where the item will be picked from (there must be available units of this item in that location).
Under price you'll see the sale price setup on the item, which can be modified if necessary.
Under picked you can enter how many units must be picked.
Each item line must have a location assigned before your pick can be issued.


You can always add more line items by selecting add product again.

Add notes and attachments 

If necessary, add any relevant notes. These notes won't affect anything in the system. They can be used for reminders or internal communication.


Canceling a pick ticket

A pick ticket can be canceled at any point before it is saved by hitting cancel in the upper left-hand corner. 


Saving a pick ticket

Once you have filled in all the relevant information you can save your pick by hitting save in the bottom right-hand corner. 


Once the pick ticket  is saved, it will automatically be assigned a transaction number and be assigned a temp status. 


Action button

Once a pick ticket has been created you can proceed in a number of ways using the action list arrow button in the bottom right-hand corner. The default action button option can be set using the workflow configuration page in settings.
  1. Email a pick ticket
  2. Print a pick ticket
  3. Void a pick ticket
  4. Put a pick ticket on hold
  5. Issue a pick ticket
  6. Complete a pick ticket


Create a pick from an order

Create a new pick and select the transaction you want to create from. In this case, make sure order is selected, It will be highlighted in orange.



Select the order you want to use to create the pick ticket by checking the corresponding box on the left.
To deselect an order, uncheck the box.



Once the pick is saved, it will automatically be assigned a transaction number and be assigned a temp status. 

Create a pick from a reservation

Create a new pick and select the transaction you want to create from. In this case, make sure reservation is selected. It will be highlighted in orange.



Select the reservation you want to use to create the pick ticket by checking the corresponding box on the left.
To deselect a reservation, uncheck the box.




Once the pick is saved, it will automatically be assigned a transaction number and be assigned a temp status. 

What's next?

For more information on transactions and transaction screens, why not take a look at some of these handy articles:


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