Order Number: can be created by using the invoice number or the date

Site: If you ship out of multiple warehouses it is required to select which warehouse this order needs to ship from otherwise it will default to your main warehouse.

Loading Requirements:

Dock Level: If your order will go onto a large cargo truck that requires a dock to back up into for loading
Ground Level: If your order will be picked up by someone in a car, truck, sprinter van, etc. and does not require a dock door for loading

Requested Pickup Date: The date you'd like this to be picked up

PO Number: Some locations will require a PO number, please add that here.

Add Items: add the skus/quantities. See next slide for more details

Select either each or case to identify the quantity you would like to bring over
Use the Bulk Add Items feature to add multiple items on one order - please identify the quantity as case UOM prior to adding items.
Use the filter to isolate specific inventory statuses or warehouses

Once everything has been added click Next to continue with the recipient information.

Create Inventory Pickup Order

Create Inventory Pickup Order