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Pending Retail Items

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Pending Retail Items displays a list of items waiting to be pulled and shipped to customers. The items are listed by SKU and Fulfillment Request allowing you to pick multiples of a single retail item type (SKU) before opening the specific fulfillment requests to update their statuses.

To view the Pending Retail Items list:

  1. From the Applications menu, select POS Front Office > Fulfillment and Return Receiving > Pending Retail Items Requests. This opens the Pending Fulfillment Requests window.

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    This window displays information about retail items with statuses of Submitted, Partially Picked, Picked, Partially Packed and Packed.

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    Status Filter

    The Status Filter lets you choose the status(es) you want to view.

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    1. Check the statuses you want to see and clear the check boxes of those you do not want to see.  

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      Retail Items can have one of the following statuses.

      Status

      Meaning

      Submitted

      The retail item is waiting to be picked, packed and shipped.

      Partially Picked

      If multiples of the item were requested, only a portion have been picked.

      Picked

      The retail item has been picked, that is, taken from its storage location, but not yet packed. If multiples of an item were requested, they have all been picked.

      Partially Packed

      If multiples of the item were requested, only a portion have been packed.

      Packed

      The retail item has been packed for shipment. If multiples of an item were requested, they have all been packed.

      See also:

      About Fulfillment Requests

      Status icons

    2. Click Refresh to update the list.

    Status icons

    The first column displays a visual indicator of the current status of the retail item. The following valid statuses describe where the retail item is in the fulfillment process.

    Icon

    Status

    Meaning

    Description of icon

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    Submitted

    The retail item is waiting to be picked, packed and shipped.

    Orange circle

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    Partially Picked

    If multiples of the item were requested, only a portion have been picked.

    Orange circle

    icoGreenCircleArrow

    Picked

    The retail item has been picked, that is, taken from its storage location, but not yet packed. If multiples of an item were requested, they have all been picked.

    Green circle

    icoYellowCheck

    Partially Packed

    If multiples of the item were requested, only a portion have been packed.

    Yellow check mark

    icoGreenCheck

    Packed

    The retail item has been packed for shipment. If multiples of an item were requested, they have all been packed.

    Green check mark

    Transaction Date

    The Transaction Date is the date and time the Fulfillment Request was created.

    Receipt Number

    The Receipt Number is the tracking number associated with the Fulfillment Request. This number is created when the system creates the Fulfillment Request. The number is based on the store abbreviation and register of the Sales Request location.

    SKU

    The SKU is the identifier of the item type as defined in CostGuard's Product Catalog.

    Status

    The first column displays a visual indicator of the current status of the retail item. The following valid statuses describe where the retail item is in the fulfillment process.

    Icon

    Status

    Meaning

    Description of icon

    UG template for Help

    Submitted

    The retail item is waiting to be picked, packed and shipped.

    Orange circle

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    Partially Picked

    If multiples of the item were requested, only a portion have been picked.

    Orange circle

    icoGreenCircleArrow

    Picked

    The retail item has been picked, that is, taken from its storage location, but not yet packed. If multiples of an item were requested, they have all been picked.

    Green circle

    icoYellowCheck

    Partially Packed

    If multiples of the item were requested, only a portion have been packed.

    Yellow check mark

    icoGreenCheck

    Packed

    The retail item has been packed for shipment. If multiples of an item were requested, they have all been packed.

    Green check mark

    Requested

    Requested displays how many of the associated retail item are included in the fulfillment request and have not been picked. For example, if the customer ordered two batteries, this field would display 2.

    Picked

    Picked displays the number of retail items that have been picked and are waiting to be packed.

    Packed

    Packed displays the number of retail items that have been packed and are waiting to be shipped.

    Remaining

    Remaining displays the number of retail items that have not been picked.

    Store

    The Store is the location where the Sales Request was created.

    Fulfillment Location

    The Fulfillment Location is the "store" where the associated sales request is filled.

    From this window you can Edit a Fulfillment Request.

See also:

About Fulfillment Requests

About Sales Requests

Retail Items Statuses