Contents
The mobile app divides order work into two sections: Purchasing and Shipping. Purchasing covers receiving stock against purchase orders. Shipping covers picking, packing, and issuing outbound orders.
Purchasing
| Task | Where to Go |
|---|---|
| Browse purchase orders | Purchasing > Purchase Orders |
| Receive against a PO | Purchasing > Putaway / Receiving |
| Putaway after receiving | Purchasing > Stow List |
Shipping
| Task | Where to Go |
|---|---|
| Browse shipping orders | Shipping > Shipping Orders |
| Guided order picking | Shipping > Order Picking |
| Create a new shipping order | Shipping > Quick Order |
| Manage a batch pick list | Shipping > Pick List |
| Pack orders (if enabled) | Shipping > Order Packing |
Shows the list of open and recent purchase orders. Tap a PO to see the header details and line items. From there you can receive against individual lines or start a guided receive using Putaway / Receiving.
Screen title: Start Putaway / Receiving
Use this screen to receive items from a purchase order and assign them to warehouse locations.
Fields:
Toolbar: Cancel | Scan | Add | Start
Tap Start to begin the guided receive. The app walks through each PO line and asks you to confirm the quantity and location for each item.
The Stow List shows items from a received purchase order that still need to be placed into their warehouse locations. After a PO is received, use the Stow List to see which items are waiting for putaway and where they should go.
Select a PO reference to load the list, then work through each item to confirm its bin location.
Shows the list of shipping orders. Use the filters at the top to narrow the list.
Filters:
Tap an order to see the header details, line items, and notes.
Issuing directly to an order:
Tap the Issue button in the footer to issue inventory directly to the order without going through guided picking.
Note: The Issue button is locked when Order Packing is enabled (Admin Option 153). When packing is on, use Order Picking or Order Packing instead.
Screen title: Start Picking Order
Use this to begin a guided pick for a shipping order. The app suggests locations and walks through each order line one at a time.
Fields:
Toolbar: Cancel | Scan | Add | Start
Tap Start to begin picking. The app prompts you for each line item. Scan items as you pull them from the shelf.
Screen title: Start Quick Order
Creates a new shipping order from the mobile device. Use this when a customer needs an order created on the spot.
Fields:
Toolbar: Start
Tap Start to create the order. It appears in the shipping order list right away.
Use Pick List to build and manage a batch of items to pick across multiple orders.
Fields:
Toolbar: Clear | Generate | Add
Tap Generate to build the pick list from the selected transactions. Use Add to add individual items manually.
Note: The header may show “No Warehouse Selected” even after you have chosen a warehouse. This is a display issue and does not affect the pick list.
Order Packing is only visible when Admin Option 153 (Enable Packing) is turned on by an administrator. When packing is disabled, this screen redirects to the warehouse selector.
When enabled, Order Packing guides you through picking and packing a shipping order in one workflow. It replaces the separate Issue step on shipping orders.
Work Orders appear in the menu if your group has permission. Use this section to view open work orders, check what parts are needed, remove a line item, or close a completed work order.
The work order list shows Order ID, assembly item, quantity, description, due date, and status. Tap an order to see its line items: part number, description, quantity required, quantity received, and quantity already issued.
| Action | How |
|---|---|
| View line items | Tap the work order row |
| Delete a line | Tap a line item, then tap Delete Line |
| Close a work order | Open the order and tap Close |
Work orders are created and managed on the desktop. Mobile provides viewing and basic actions only. For creating orders and running reports, use the desktop system.
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