{"id":242665,"date":"2021-11-27T14:07:31","date_gmt":"2021-11-27T14:07:31","guid":{"rendered":"https:\/\/test1-multi-marketeer.nl\/?p=242665"},"modified":"2021-12-21T08:17:28","modified_gmt":"2021-12-21T08:17:28","slug":"manage-picklists-in-the-sales-orders-screen","status":"publish","type":"support","link":"https:\/\/haydigo.com\/en\/support\/manage-picklists-in-the-sales-orders-screen\/","title":{"rendered":"How can you manage pick lists in the sales orders screen?"},"content":{"rendered":"
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” disabled_on=”on|off|off” _builder_version=”4.13.1″ _module_preset=”default” background_image=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/09\/support-page-head-bg.png” background_size=”contain” width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width=”100%” min_height=”436px” height=”263px” custom_margin=”-92px||65px||false|false” custom_padding=”|9vw||9vw|false|true” custom_padding_tablet=”|10px||10px|false|false” custom_padding_phone=”|10px||10px|false|true” background_last_edited=”on|phone” background_size_phone=”initial” background_position_phone=”bottom_right” locked=”off” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.11.1″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|desktop” max_width=”100%” module_alignment=”center” custom_padding=”5.2vw||5.2vw||true|false” custom_padding_tablet=”” custom_padding_phone=”70px||50px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.10.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” text_font=”Poppins||||||||” text_text_color=”#ff8973″ text_font_size=”1.3vw” text_orientation=”center” custom_margin=”-34px||15px||false|false” text_font_size_tablet=”18px” text_font_size_phone=”18px” text_font_size_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n
HaydiGO Support Center<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” header_font=”Poppins||||||||” header_text_align=”center” header_text_color=”#58488A” header_font_size=”2vw” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” header_font_size_tablet=”28px” header_font_size_phone=”28px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_search placeholder=”Describe your problem” button_color=”gcid-d1bbaad6-8cff-412e-a9e0-bbc9d73cdbf5″ placeholder_color=”#c4c4c4″ placeholder_last_edited=”off|desktop” _builder_version=”4.13.1″ _module_preset=”default” form_field_background_color=”#FFFFFF” button_font=”Poppins|600|||||||” button_text_color=”#FFFFFF” form_field_font=”Poppins||||||||” background_color=”#e9efff” width=”100%” max_width=”48%” max_width_tablet=”80%” max_width_phone=”85%” max_width_last_edited=”on|phone” module_alignment=”center” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”24px” height_phone=”24px” height_last_edited=”on|desktop” custom_margin=”17px||||false|false” animation_style=”slide” custom_css_button=”width: 100px;||border-radius: 6px;||” border_radii=”on|6px|6px|6px|6px” border_width_all=”0px” global_colors_info=”{%22gcid-d1bbaad6-8cff-412e-a9e0-bbc9d73cdbf5%22:%91%22button_color%22%93}”][\/et_pb_search][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.13.1″ _module_preset=”default” min_height=”132.1px” custom_margin=”-50px|||||” custom_padding=”0px||6px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.13.1″ _module_preset=”default” custom_margin=”-18px|auto||auto||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” header_text_color=”#58488a” header_font_size=”50px” header_2_text_color=”#58488a” header_2_font_size=”45px” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.13.1″ _module_preset=”default” custom_padding=”6px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” header_3_font_size=”25px” custom_margin=”||10px|||” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
In this support article we will explain the functions below.\u00a0<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-22-om-20.47.19-1024×429.png” alt=”HaydiGO salesorder” title_text=”HaydiGO salesorder” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.13.1″ _module_preset=”default” border_width_top=”2px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” header_3_font_size=”25px” custom_margin=”||10px|||” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n
To change an order within the orders screen, you always have to open the lock first.\u00a0<\/span>We have included this function for security, so that you do not accidentally change anything.\u00a0<\/span>To do this, you must first open the lock.\u00a0<\/span>The lock can be found at the top right of the screen and above the order lines.\u00a0<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.14.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.14.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/12\/Slotje-verkooporders.mov” _builder_version=”4.14.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_video][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-22-om-21.14.46.png” alt=”Auto picklist” title_text=”Auto picklist” align=”center” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-22-om-21.15.29.png” alt=”Add items” title_text=”Add items” align=”center” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-22-om-21.16.27.png” alt=”Delete Items” title_text=”Delete Items” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-23-om-10.52.11.png” alt=”Retour button” title_text=”Retour button” align=”center” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Automatically create a pick list<\/span><\/strong><\/p>\n If no pick lists have been created yet, you can use this button to automatically create a pick list for the order lines with stock.<\/span><\/p>\n Note: if you have enabled ‘automatically generate pick lists’, pick lists are automatically generated and you do not have to click on this.\u00a0<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Add selected items to a pick list<\/span><\/strong><\/p>\n Select order lines by clicking on the square and then click on the icon to create a new pick list.\u00a0Do you want to add an order line to an existing pick list of the same order?\u00a0Then select the existing pick list.<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-22-om-21.12.28.png” alt=”Select picklist” title_text=”Select picklist” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Remove selected items from a pick list<\/span><\/strong><\/p>\n Select order lines by clicking on the square and then click on the icon to remove existing items from a pick list.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Create return<\/span><\/strong><\/p>\n If an order has been sent, you can create a return.\u00a0Select the order line and then click the return button.\u00a0The return order will appear in the GoDesk under returns.\u00a0You can read here how to process a return.\u00a0<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,3_4″ _builder_version=”4.13.1″ _module_preset=”default” border_width_top=”2px” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-23-om-10.36.52.png” alt=”Change delivery date” title_text=”Change delivery date” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Change delivery date<\/span><\/strong><\/p>\n Change your delivery date for an order here.\u00a0The pick list appears in the GoDesk 1 day before the delivery date, so that the order can be shipped.\u00a0To make a partial shipment, click on the order line and add the selected items to a new pick list by pressing the icon below.<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-22-om-21.15.29.png” alt=”Add items” title_text=”Add items” align=”center” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.13.1″ _module_preset=”default” min_height=”176.8px” border_width_top=”2px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/haydigo.com\/wp-content\/uploads\/2021\/11\/Schermafbeelding-2021-11-23-om-10.57.52.png” alt=”create purchase order” title_text=”purchase order” _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Create purchase order<\/span><\/strong><\/p>\n If a product is no longer in stock, this is indicated with a red triangle.\u00a0The order is automatically placed as a back order.\u00a0Select the order line and create a purchase order by pressing the shopping cart.\u00a0<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.13.1″ _module_preset=”default” custom_margin=”||-79px|||” custom_padding=”20px||31px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.13.1″ _module_preset=”default” custom_padding=”6px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.13.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”https:\/\/haydigo.com\/en\/support” button_text=”Back to Support” button_alignment=”center” _builder_version=”4.13.1″ _module_preset=”default” custom_button=”on” button_text_size=”20px” button_text_color=”#ffffff” button_bg_color=”#ff8973″ button_border_radius=”21px” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":""},"support_category":[119],"yoast_head":"\n