Order Assistant

Order Assistant

The order assistant helps you with an efficient order flow while minimizing the chance of mispicks. It also works just as well on tablets as on PC/Mac.

Introduction and simple setup

When you start the app for the first time, you need to set up shipping methods and printers. If you have previously used version 1 of the app (Simple Order Management), the setup will already be ready.

Setup

Quality control

Choose whether quality control should automatically start on each order. Quality control gives you the opportunity to scan/confirm that all the items in the order are picked before setting it to sent.

If you choose not to start the control count for each order, it is possible to activate it manually when processing the order.

Selection of printer

Here you select which printers should be used in the service. If your store only uses one printer, you only select this one.

Selection of shipping methods

Shipping methods are set up in the same way as printers. Tick the shipping methods you want to use in the service. If you have a choice for "Pick up in store", this must also be selected as a shipping method.

Use

• Print packing slip
• Collect all the products on an order
• Scan barcode on the picking list
  • Perform quality control
• Select shipping method
• Press "Send"
• You are done - move on to or scan the next order!

In the order window, a list of orders is displayed on the left and statistics at the bottom. Both orders and statistics are based on the selected order status. You can switch between order status at the top right.

The search field on this page is used both to scan a picking list and to manually search for orders or customer names. Note that the search field only searches within the selected order status.

You can click anywhere on the order to start order processing or scan the desired barcode. Scanning the barcode starts the order processing automatically.

The only exception is if you press the green information icon. If you click on this icon, you will be sent to the order itself.

After the order process is activated, a new window appears. If you have selected quality control, you will see a window where all products in the order are listed. Read more about quality control here.

The next step in the order process is the selection of shipping method and printer. If you have set up the service with several shipping methods, you must first select the correct shipping for the order you are processing.

The selected shipping method on the order can be seen at the top of the window.

If you have multiple printers, you must then select which printer you want to print the label on.

If the service is set up with only one shipping method or one printer, you do not have to make any choices.

After selecting a delivery method, you can adjust the number of packages in the shipment.

Increasing the number will open an extra setting where the weight can be adjusted.

Adjusting the "number of packages" will give more options for adjusting the weight of each package.

When the order is completed, you will be able to see the status of each step, while any messages are displayed in the upper right corner.

Each will show both confirmation of completed transactions and any error messages.

If you click on a message, you will be taken to the order.

After the order is processed, you will be sent back to the overview and are ready to process the next order.

Quality control

If you choose to use quality control, for each order you must scan, or confirm, all the items that should be included with the order. This is done by scanning the barcode on the item or pressing the product itself in the list.

Display

In the list of items you will see the product image, the number that has been picked/checked, the total number that should be in the order and information about the product.

Here, the product name, article number and manufacturer are displayed. If the product lacks GTIN (barcode), this will be indicated in orange, so that you can easily confirm the item manually.

Sorting of the list

After you have scanned/checked a product line, it will move to the bottom, so that remaining product lines are always at the top.

When a product line is finished, you will have the choice to check it again.

Feedback on scanning

When an item is scanned, a confirmation will appear on the right:

If you scan an item that is not on the order, you will receive a red warning on the right informing you of this:

Skip quality control

You can skip a quality control at any time by pressing the "Skip" button in the top right:

Collision detection

Collision detection warns you if another user is on the same order, so that you do not accidentally end up processing the order twice.

If two users are on one order, a banner will appear at the top: