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Create pick notes for open orders automatically

When an order is received, the person who entered or approved the order must create a pick note, which notifies warehouse staff that there’s an order to be picked.

In SAP Business One, there are 2 ways to create a pick note:

  1. Someone searches for open orders and selects ‘generate pick’ for each one.

  2. Someone uses SAP Business One’s Pick and Pack Manager to identify which orders should be released to pick and then generates the pick list.

These manual, error-prone approaches could cause delayed—or worse, missed—orders.

By automating the creation of pick notes for open orders, companies will:

  • Process orders promptly

  • Prevent orders from falling through the cracks

  • Stop wasting time creating pick notes

  • Improve customer satisfaction

Any SAP Business One customer who sells physical products.

This automation finds open orders that haven’t been sent to pick in SAP Business One and checks inventory levels. If inventory is sufficient, the automation creates a pick note so the order can be filled. This automation and its goals are customizable (e.g., pick lists can be grouped and sorted).

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Although Automations for SAP Business One is designed to automate specific business transactions and processes, no two companies are alike. SAP Business One queries and Saltbox workflows, the key components of these automations, are easily customized, ensuring that the solution you buy addresses your business requirementsnot someone else’s.

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Customizing the Automation

 

About Automations for SAP Business One

Automations for SAP Business One transforms manual tasks into automated workflows, saving teams time and eliminating mistakes. Each automation performs a critical function for one or more business lines and delivers specific business outcomes, including improved cash flow and increased process efficiency. Automations for SAP Business One is powered by Saltbox, Vision33’s exclusive cloud-native integration platform as a service (iPaaS). It unlocks limitless potential for your business—from seamless integrations and automations to enhanced functionality for your core business systems like ERP and CRM.

 

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