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View Case Studies. Contact Us. Decision Resources, Inc. Days before requested ship date to start picking When using the Print Pick Ticket window, you have the option to print based on a Ship Date. The Print Pick Ticket window will include orders that have a Requested Ship date found on the Detail and Ship tab of the sales order as of that date, or within the number of days specified here.
Workflow Status Acctivate utilizes Workflow Statuses, which are sales order header labels used to identify which step of the sales processing workflow a sales order is in. Booked When converting a sales order to a Booked order status, the sales order workflow status will update to the workflow status defined here.
Only workflow statuses with a status of "Booked" are available. Pick ticket printed When printing a Pick Ticket from a sales order, the sales order workflow status will update to the workflow status defined here. Only workflow statuses with a status of "Pick in Progress" are available.
Pack list printed When printing a Pack List from a sales order, the sales order workflow status will update to the workflow status defined here. Only workflow statuses with a status of "Packaging" are available. Partial invoiced When a sales order is partially invoiced, the sales order workflow status will update to the workflow status defined here.
Scheduled When converting a Quote or Booked order to a Scheduled Order, or when resetting the scheduled quantities on a sales order, the sales order workflow status will update to the option defined here. Fully Invoiced When a sales order is fully invoiced, the sales order workflow status will update to the workflow status defined here. Only workflow statuses with a status of "Completed" are available. Note The Picking section and related options of the configuration manager are only visible if you are licensed for Acctivate's Multi-Location Control module.
Warning It is strongly recommended that you follow the guidelines set forth in the View checklist for enabling this feature link. Note When using print preview or email, the form is generated before previewing on the screen or being attached to the email. Note Sales Category is not required for Products, and Salesperson and Customer Type are not required for sales orders. Note If defining a default Carrier, you should also define a default Carrier Service.
Type of Carrier. You must selection one of the options. Tracking URL. If checked, the Shipping charges will be added to the customer's invoice. If left unchecked, the shipping charges are stored for reference purposes only and they are not added to the customer's invoice. The value that the carrier's shipping software writes back to Acctivate to identify if the shipment was insured or not.
If the "Insurance Option" written back to Acctivate means the shipment is insured then check the "Insured" checkbox. The value that the Carrier's shipping software writes back to Acctivate to identify that a shipment was voided. If the "Void Option" written back to Acctivate means the shipment is voided then check the "Voided" checkbox. You must choose from one of the options presented. You can set a default carrier to be associated with this Ship Via.
If you set a default carrier, you must also set a default carrier service. This column will only appear if ShipStation has been enabled. This is a unique code required for each workflow status.
This can be anything you want and have a length of up to 5 characters. This is the description of the workflow status and is visible throughout the system.
This can be user defined and have a length of up to 80 characters. This is a system defined list of options. The status option will determine how the particular workflow status is used.
See table below for more information. This workflow status is used when an order is in a Booked order status. Used to indicate that the order does not require picking to process. This workflow status can be used as the default for new orders or for rescheduled orders. Orders with this workflow status are not visible on Acctivate Mobile order picking.
Indicates the order is not ready to be picked yet. Used when a picklist has been created for a sales order, but the Picklist has not been printed or had its pick quantities altered. Indicates that the next stage of the sales order would be to pick. It should be noted though that this does not mean there is inventory available to pick, just that the order's next step in the process is picking.
This can be used as the default for new orders and rescheduled orders. Orders in this status can be viewed in the Acctivate Mobile Order Picking module. Used to indicate the order is currently being picked. Automatically assigned to the order when a pick ticket is printed, the order is being picked as part of a picklist, or being picked in Acctivate Mobile Order Picking.
Used to indicate the pick process has been put stopped and is on hold. Automatically assigned when a Picklist is canceled or it can be assigned when submitting a sales order using Acctivate Mobile Order Picking. Used to indicate the order has been picked. Can be assigned when submitting a sales order using Acctivate Mobile Order Picking. Used to indicate the order is in the packaging stage but has not yet been shipped. Automatically assigned when packaging shipments for a sales order.
This workflow status indicated the order has been shipped.
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