Create Stocking Unit
To create a stocking unit:
1. Go to the Navigation Menu and click Order Management. On the expanded menu, find the Stocking Units section and click Create Stocking Unit.
2. The system displays the Search Purchase Orders page. Enter the Order Number or other data associated with the stocking unit you want to create. Click Search.
3. The system displays your search results. Scroll to the right to view detailed information for each PO line. Select the lines to include in the Stocking Unit. Click Next.
NOTE: If you cannot locate the PO lines/schedules you want to include in the Stocking Unit, go back to the original PO and confirm the Shipment Allowed flag is set to Yes.
4. The system displays the Create Stocking Unit form.
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The form’s header and line sections prepopulate with data from the PO.
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The Stocking Unit Number (Header section) is system-generated.
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Click the Ship to Address icon to see the address details.
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Enter your own Supplier Ref Number, for future reference and searching (optional).
5. For each Line Item, scroll to the right and enter a Packed Qty. This is a required field.
6. Once the data is filled in, click the Save Stocking Unit button.
Locate and Publish Drafts
To locate and publish stocking unit drafts:
1. From the Navigation Menu, click Order Management. Click Draft Search under Stocking Unit on the expanded menu.
2. Enter search criteria to locate the draft. Click Search.
3. Select the checkbox for the draft you would like to submit. Click the Send Shipment Button.
NOTE: The same logic applies to draft Stocking Units. Click Create Stocking Unit instead of Send Shipment for Stocking Units.
Print Labels
To print labels for one stocking until record:
1. Go to the Navigation Menu and click Order Management. On the expanded menu, click Search under the Stocking Units section.
2. Enter search criteria. Click Search.
3. Open the Stocking Unit Details page. Click the Print icon in the top right corner of the page to generate a PDF Stocking Unit Label.