Pickup List - Take Your Order Processing to the Next Level

A Sapphire Web Pack Pickup List is one of the steps of a Client Order processing through to a completed Sales Client Invoice (SCI). There are many stages to a Client Order, for example, pickup, packing, delivery dockets, delivery address labels, individual box/carton/container labels, manifest, delivery runs, etc. One of the components of delivering your Client Order to your client is the Pickup List process outlined here in the Sapphire Web Pack Pickup List.  

Your Pickup List is a process that occurs in sequence. That sequence will be uniquely defined by your organisation. As an example, assembling Pickup List items may form part of the pickup, and the labelling and delivery docket may also form part of the pickup, or it may be done subsequently once the Pickup is complete. This is entirely a Workflow that each organisation will develop in conjunction with the SapphireOne implementation. The Pickup process can both be fully automated as well as manual. The Pickup process may involve conveyor belts, carts, trolleys, forklifts, trucks, loaders, etc. depending on the type of inventory involved.

A SapphireOne Order Client Invoice (OCI) is a specified and stated intention/arrangement to process a commercial or business order or transaction for selected inventory items, goods and/or services. A Client Order Invoice records a buyers particular request to purchase inventory items and/or services from a vendor.

A purchase order will be provided by your client and this is the intention and expression requesting supply of inventory and services, which you will process as an Order Client Invoice facilitating the process of picking, packing, manifest deliveries, label generation, boxing, freight costs, etc.

A Client Order may then be linked to a Client Job Project, which would then form part of your resources and activities, and will form part of your SapphireOne Gantt Calendar. Typically a Client Order may in turn generate a series of Order Vendors Invoices (OVI) of your vendors for the supply of inventory and/or services. This in turn will provide at an Inventory level, all the relevant costs and revenue accordingly via Inventory items, Client and also Job Project and Job Project P&L/Income Statement. 

The Order Client Invoice (OCI) can also be linked to your Asset Register within your SapphireOne asset at the inventory item and/or services for your client. An Order Client Invoice (OCI) also has the ability to have a weight that will automatically calculated based on the number of units that has been ordered and give a total weight by line. Due to the fact you will have predefined the weight within your inventory item, it will also identify how many inventory items in a carton and it will give you a total number of cartons. It will also do the same for pallets so will give you a total number of pallets when your client is ordering these particular inventory items on their Order Client Invoice (OCI). 

Pickup List can be found in the Inquiry mode of the Sapphire Web Pack.

Web Pack-Inquiry
Web Pack-Inquiry-Pickup List

The Pickup List will provide a list of client orders ready for picking as seen in the screen shot below. We also have the Carrier and Tag query dialogue in which the user can enter the carrier code or the specific tag for an order and it will automatically load the relevant Pickup List for that carrier code or tag. Alternatively, the user can click on the Magnifying Glass icon and select from the Pickup List all the current Client Orders ready for picking.

By selecting a Client Order from the Pickup List, the user will be presented with a Client Order number and the ID, Description, Quantity (Qty), Price, Discount, Amount, Tax and Total will be displayed.

Located in the bottom right hand corner of the Client Order are the following four icons:

  • Email – By selecting the Email PickUp Web Pack Icon you will be able to email your delivery docket to your client.
  • Picking Slip – By selecting the Picking Slip PickUp Web Pack Icon it will print the delivery docket or invoice for your client
  • PDF – By selecting the PDF PickUp Web Pack Icon it will produce the invoice in a PDF format.
  • Modify – By clicking on the Modify PickUp Web Pack Icon the user will be presented with a new Client Order window where the user can amend or change any Quantity (Qty), Rate, Discount %, Tax, Total, add a Note, change Delivery Date, add a Job Project and more.

Dictation and Speech to Text Overview

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.

You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.

As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.

Dictation and Speech to Text Procedure

This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.

Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line.

The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive time saver.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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