Click Sales > Sales Orders > Pick Orders by… and specify the due date up to which you are planning to deliver goods for.

You can refine the search for order lines by including only those within a particular post code where for example a courier is delivering to a particular geographical area, or for a particular delivery method where for example you want only those which will be loaded on the Royal Mail van that day.

Click Search to identify the appropriate order items.

Untick any items which it is known will not be ready to collect/ deliver, contact the customer to agree a revised Due Date, and edit the Sales Order to reflect this.

Click Pick.

The Picking List is in two parts: the first part is a picking/ packing document that can be used to identify each job awaiting delivery/ collection (one list per order); the second is a check list of all the items due which can then be used as a check list to ensure all items are delivered/ collected and invoiced.

Note:
1. once a Picking List has been raised for an order item, that item can no longer be edited;
2. a Picking List can only be cancelled by selecting ‘do not include’ and ‘unpick item’ during the dispatch and invoice routine.