This week’s post is a basic 101 video to show the sales order picking process in Dynamics 365.  I’ll use a very simple two line sales order picking from the pick shelf and putting the item in the bay door.  I do go over the final steps of confirming the shipment, generating the packing list and invoicing the sales order.

Setup

To keep the video short I only showed the highpoints of the setup.  I’ll layout all of the setup so that you can emulate my results.

Item

The Item had a pretty basic setup of a default reservation hierarchy, and a Pallet/Each Unit sequence group.  The default reservation hierarchy was set as Site, Warehouse, Inventory Status, Location, and License Plate

Wave Template

The other piece of setup that I didn’t show was the wave template.  A screenshot of how this was setup is below.