Picking Slip Creation Proposal

Proposal summary

AllCraft Trade Solutions would like to create a Picking slip by including more details

Requirement 

AllCraft Trade Solutions want to create a Picking slip by including more details. Basically need to include more information to appear on the picking slips etc, and have the information extrapolated from the sales order, to appear on the picking slip.

Our Solution

Prerequisites

  • We prefer to get a separate login credential. If that is not feasible, we can share the Account. So additional backup codes required to start the development
  • Two additional column fields need to be created in sales order for Notes and Weight
  • A new Picking picket form needs to be created for testing purposes. After confirmation, either the business can continue with the new form or can replace the Template on the old form

Description of Task

This requirement can be achieved by creating a new picking ticket advanced PDF template as per the sample below

Field mapping

Field/ColumnNetsuite Field/Column
PDF Label“Picking Ticket”
Allcraft DetailsAll craft Company Logo and address
Customer DetailsCustomer name and Shipping Address
Date EnteredTransaction Date
Delivery Date Ship Date
Order #Document Number
Ship ViaShipping Method
Item CodeItem Name from Item line
DescriptionItem Description from Item line
QuantityQuantity from Item line
Quantity CommittedCommitted Quantity from Item line
NotesWill include a custom column in the item Table and users can enter notes for each item. That will be populated to the Print
PickedBlank. Warehouse staff will write it manually on the Printed Page
LoadedBlank. Warehouse staff will write it manually on the Printed Page
WeightItem Weight * Committed QtyNote: A hidden column will be created to populate the Item Weight from the Item record to SO item Line
BayBlank. Warehouse staff will write it manually on the Printed Page
W/H commentsBlank. Warehouse staff will write it manually on the Printed Page

Risks

  • Currently, Allcraft does not have multiple units of measure for items. So upon weight calculation, we haven’t considered any unit conversion

Testing Plan

  • Allcraft need to provide a Test Sales Order for Testing Purpose

Time

TaskTime Required
Analysis1.5 hrs
Picking Ticket PDF Development6 hrs
Testing2 hrs
Deployment and Documentation.5 hr
Total10 Hours

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