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Confirm the Picks for an Order

  • Updated

Confirm the Picks for an Order

If the picklist shows a course material that has either a rental extension or convert-to-purchase code, you must confirm the picks for the order to charge them, but do not physically pick and ship the item to the customer.

Verify the ISBN matches and the condition and quantity specified is correct prior to confirming the order. After sorting the orders, confirm the orders in SODA.

The inventory quantity is reduced accordingly. If your store has multiple locations, it is important to process the order in the location it was received, regardless of where a customer will pick up the order. If necessary, deliver the items to the location where it will be picked up.

If the item is a rental extension or a convert-to-purchase, inventory is not reduced since the customer already has the item.

There are different confirmation paths depending on the payment type and if it is the originating store or fulfilling store:

ePay

Complete the pick confirm in SODA using the below steps for confirmation of an order.

Non-ePay

See: Process Non-ePay eFollett Orders

Pick Confirm in SODA

  1. From the SODA main menu, select Store Order Pick/Ship Confirm.
  2. To find a particular order, type the SODA order number or web order number in the fields in the top half of the screen.
    Click Find.
  3. To select an order, select an order line in the lower half of the screen.
    Click Select.

  4. The Pick Qty field defaults to the number of items the customer ordered. Verify that this quantity was picked or enter 0 to zero-pick the item.

Note: When you see the messages <CnvPur> or <RntExt>, do not pull the item, just pick confirm the order.

<CnvPur>

Important! Customer already has the book—do not ship!

The rental item has been converted to a purchase.

<RntExt>

Important! Customer already has the book—do not ship!

The rental item rental time has been extended.

Note: If book is no longer rentable, the order is suspended and moved to web order exceptions.

For example, if a customer rents an item for fall and decides to rent the same item again for spring, this message displays next to the new due date.


Important: Do not partially pick a quantity.
For example, if a customer ordered 2 green sweatshirts and you only have 1 green sweatshirt, do NOT pull the 1 green sweatshirt, do NOT enter 1 for the Pick Qty. Instead, enter 0.

Then, after verifying the quantities of any other items on the order, pick confirm the order.

If the item is not available zero pick the item, enter 0 for quantity and select Pick Confirmed.

Note: Zero picking the item routes the order to OMS to search the on-hands at another location, including DSVs. If on-hands are found the item sources to that location. If on-hands are not found the item is placed on backorder.

 

See the Training On Demand video, Order FulfillmentuZero Picking and Cancellations.

This recording reviews the importance of accurately: picking line items, when to zero pick a line item, and when to cancel a line item. It also details routing of the product in the order management system (9 minutes).


  1. If the order needs additional processing, make changes the changes.

    Note: Some processing functions may require intermediate or manager level security authorization.
    -or-

    If the order does not require any special processing, go to step 6.

• Add a Line Item to an Order – An item can be added to an order prior to processing.

• Cancel Marked Line Items – Cancel a line item from an order when the item is no longer available, or the customer requests the cancellation.

• Apply Tax Overrides - A tax override may be applied for certain types of Financial Aid that are exempt from taxes or if the customer represents a tax-exempt organization.

• Add Discounts - Discounts can be added only during the picking confirmation process.

• Apply Shipping Overrides - to change the shipping carrier, method or freight charges - If you are confirming an order for Hawaii or Alaska, you must manually adjust the shipping charges.

• Activate a Gift Card - When a customer orders a gift card on efollett.com, activate the gift card in SODA as part of the pick/confirm process.

• Add comments to an order. Comments to the customer appear in the order history section of the customer's account page on efollett and print on the packing slip.

Note: If you need to save all your work and leave the screen without confirming the picks, click Pick Suspend.

  1. When you are finished confirming items, click Pick Confirmed.

  • If the credit card charge is successful, the packing list and return documents for the order are automatically printed and the order status is changed to Shipped & Posted.

  • If the payment process is NOT approved, the order is given an exception status and displays on the SODA Order Web Exceptions screen.

Next steps:

Review the packing slip and pack items for the order.

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