How to Use Warehouse Pick Up – RFMS Beta Apps & API

Note: This feature requires RFMS version 21.99+

1. Locate the Order

The Warehouse Mobile Pick Up screen allows you to search RFMS Order Entry and locate specific orders. This uses RFMS Smart Search so you can search by name, telephone, order number, etc.

Tap on the order to open it.

2. Select Lines for Pick Up

One or more lines can be selected at a time for pick up. Make sure that the line has a status of Delivered or you will not be able to complete the pick-up process. For the status to be set to Delivered a Picking Ticket must have been printed for the order.

Once you've selected your lines tap the Pick Up button.

Tip: If a line has already had some of the quantity picked up/delivered this will be indicated on the line.

3. Enter the Pick Up Information

A. Indicate the length or quantity that is being picked up.

B. Enter the name of the person picking up/receiving the order, date, and time. Tip: The time stamp defaults to your device locale.

C. Optionally add an image or PDF

Tap Pick-Up to proceed to customize the PDF document.

4. Create the PDF Document and get a Signature

The Pick Up Document gets attached to the order and can be printed or emailed as needed.