--- title: "Pick and Release" canonical: "https://kb.myframeworks.com.au/space/CO/30528860/Pick%20and%20Release" format: markdown --- Overview Pick & Release allows you to complete a Sales Order by: Getting the stock from the shelf or warehouse for collection by a customer or for delivery to the customer. Marking the stock off that is being provided to a customer or delivered to a customer via a printed Picking Slip. Creating a Back Order for stock that is not available. Completing the Picking Slip for stock that has been provided or will be delivered. Releasing the Order to enable the Order to be invoiced against the Customer's account. Steps to Pick and Release an Order To print a picking slip, complete picking and release an Order, from the home  Dashboard  perform the following: Quick Steps Here are quick instructions to help you pick products for release: Open the Sales Orders Screen Navigate to Sales > Transaction Processing > Sales Orders from the navigation tree. Search for an Existing Sales Order Click Find to search using the Customer Number , Branch , or Order # fields and other advanced options. Start the Pick and Release Process Click the Actions button, then select Pick & Release from the menu. If prompted with " Do you need to backorder? ", select Yes to continue or No to skip straight to the release window. Note : Branches with Stock By Location enabled won't see this prompt. The Pick and Release screen opens directly and you complete picking manually. Only Sales Orders can be picked. Quotes must first be accepted using the Accepting a Sales Quote procedure. View the Pick & Release Screen Review product and order details. If no order lines exist, an error will appear. Print the Picking Slip Click Print Picking Slip to generate a physical copy for stock picking. Physically Pick the Stock Collect the items and mark the quantities on the printed picking slip. Enter Picked Quantities Return to the Pick & Release screen and enter the Picked Qty for each item. Click Pick All if all items were picked. Adjust the B/O Qty if you do not want to create a back order. Complete the Picking Process Click Save to mark items as picked or backordered. If incomplete, the order will be saved in a partially picked state with status set to Waiting . Finalise Picking Click Complete Picking to finalise the process. Unpicked items will automatically be back-ordered. Click ReOpen Picking to unlock and edit product lines if needed. Release the Order Click Release Order to confirm the order is ready. Enable or disable Print Delivery Docket as required, then click Release . Stock on hand will be adjusted, and the picking screen will close automatically. Once released, the order is locked. Further changes can be made only via Interim Invoicing by authorised users. Detailed Steps 1. Open the Sales Orders Screen Click the Frameworks Menu and navigate to Sales > Transaction Processing > Sales Orders from the navigation tree. 2. Search for an Existing Sales Order Click Find to search for an existing order via the Customer Number , Branch , or Order # fields and other advanced options. Refer to  Searching for open Sales Orders or Quotes  or Creating a Sales Order  for further information on sales orders. 3. Start the Pick and Release Process Click the Actions button, then select Pick & Release from the menu. If you have Quick Release enabled via the system flag FWSOPRelAll , you'll be prompted: " Do you need to backorder? " Select No to skip straight to the order release window. The system auto-picks all lines, completes the picking process and opens the release window. Select Yes to continue the normal pick and release flow. The pick and release option is only enabled for Sales Orders, not Quotes. To pick a quote, first go follow Accepting a Sales Quote procedure. Branches with Stock By Location enabled in Branch Maintenance won't see this prompt, even when FWSOPRelAll is enabled. The Pick and Release screen opens directly without any automatic picking. You pick each line manually. This prevents transaction lock issues that occurred when no location was selected during auto-picking at location-controlled branches. The Stock By Location setting requires the LOC feature code to be active for location control to function. 4. View the Pick & Release Screen The Pick & Release screen is displayed. The link below provides a description of the information displayed. If there are no order lines, an error message appears: “No order lines available for Pick & Release.” Sales Order No. Displays the Sales Order number. Back Order No. Displays the back order number. Customer No. Displays the customer reference number and name. Customer Order Ref Displays the customers order reference number. Order Branch Displays the order branch ID. Requested Date Displays the date the order has been requested for. Desp. Method Displays the despatch method. The section beneath the header section displays details of the products ordered including a description of the product, the tally details and any specific product comments in the Description field any Picking Alerts , the Order Quantity, Length & UOM. Refer to the  Advanced Grid Features Operator Guide for additional information. The Picking Alerts displays customisable product and branch specific information. Click  View Alert Messages  to open the  Product on Alert window to view all the product that has alert messages. 5. Print the Picking Slip Click Print Picking Slip to print a picking slip to then mark the stock off as being provided/delivered to a customer. Refer to  Printing, Emailing or Faxing Stationery from Frameworks  for further information. 6. Physically Pick the Stock Physically get the items from the shelf or warehouse and write the picked quantities on the printed picking slip. 7. Enter Picked Quantities Return to the relevant Sales Order Pick & Release screen then type the picked quantities into the product/s Pick Qty field/s (by clicking on the product line) based on the picking slip. Tip: If you have picked all items in the Sales Order, click Pick Al l rather than completing the line-by-line picking. If there is insufficient stock available, Frameworks automatically calculates the number of products/stocks requiring Back Order to complete the Sales Order. It does this by automatically completing the B/O Qty field with the outstanding amount of stock for a particular order line once the Pick Qty field has been updated. If you do not wish to Back Order these products, manually adjust the B/O Qty field. For newly created back orders, the assignee is automatically set to the original order assignee.  8. Complete the Picking Process Click Save if all products have been picked or backordered. The save automatically prompts you to mark the picking as completed. Clicking Save without completing the picking process (That is, if the total amount of stock has not yet been picked or backordered) will save the order in a partially picked state that can be accessed and completed at a later date. The order will not be released and will be marked as Waiting . 9. Finalise Picking Click Complete Picking to finalise the picking. If there are any unpicked or unback-ordered lines, you’ll be notified before proceeding. Once completed, no further changes can be made unless you click ReOpen Picking to unlock the product grid. Product lines that have not been either selected for picking or back-ordering are automatically added to a backorder upon clicking Complete Picking . Reopening will not restore product lines already moved to a back order. If Back Order is created: The complete picking  process creates a separate backorder for all of the B/O selected products via a Pick Release Backorder pop up screen, and prompts for details of the backorder: You can also opt to print the back order picking slip by ticking the Print Picking Slip tick box. The Back Order has the same Sales Order number but has a suffix appended. The suffix will start at and be incremented by 1 for each successive backorder and can be viewed as any other Sales Order. Once the Complete Picking process has been completed, what you are left with is the picked products ready for release. If you are using  Sales Quote and Orders with Agreed Pricing the newly created transaction will have its agreed value set as the amount of agreed value remaining after the value of the original order has been deducted. 10. Release the Order Click Release Order to confirm that the order is ready for delivery. Enable or disable Print Delivery Docket as needed Click Release to finalise. This converts the Order to a Searching and Printing/Emailing Invoices, Orders, Quotes & Projects and is no longer accessible through the Sales Orders Dashboard screen. Stock on hand balances are adjusted to account for the items picked and sold. The picking screen will close automatically. The print option availability of  Print Priced Perlim Invoice, Print Priced Docket, Retail Prices  and  Trade Prices +%  are controlled by the  FWSopPrint, FWSopPrintInv  and FWSopPrintConf  system flags. Once released, the order is locked. Any changes to quantities or pricing must be made via Interim Invoicing by authorised users. Additional Information The below System Setting - Flags are related to the pick and release of products in Framework. Refer to  Pick and Release Related System Settings  for more information. System Setting - Flags Flag Purpose FWLPORel Release orders in FW with unreceipted linked POs FWLocPickPrnt Print product locations on Pickslip FWNegWarn Enable Warning Product with Insufficient Stock On POS/SOP FWPKENT Enables Frameworks Enterprise Picking FWSopPrint Show all printing options on SOP Order Release (overrides FWSopPrintConf and FWSopPrintInv) FWSopPrintInv Show Print Priced Prelim Invoice option on SOP Order Release FWSopPrintConf Show Print Priced Docket option on SOP Order Release FWSOPRelAll Allow for a release all function in SOP. The backorder prompt is suppressed for branches with Stock By Location enabled. OrdCODChk Check sufficient funds for COD sales in SOP/Job OrdCshChk Check for sufficient funds for current trans only SopInvDate User can specify new invoice date on Order Release SopInvMth Enforce S/O Invoice Release Date in Current Month