Manage transactions on a sales wave pick

In this article, you will learn how to manage transactions in a sales wave pick in SwiftCount.

Why you will need this:

Sales wave picks require their items to be picked from the mobile devices. Picked items can be reviewed and edited if mistakes are identified.

What you will need:

Create a sales wave pick. Click here to learn how to create new sales wave pick.
Manage wave picks to locate the proper wave pick and the product. Click here to learn how to manage sales wave picks.
Note: Sales wave pick is only available under the Essentials and Enterprise plans.

Load product transaction screen in a sales wave pick

Locate the product in the sales wave pick list. Click on View.

The product transaction screen for that product in the wave pick loads.

Only products that have had some quantities picked on the mobile devices will load data on this screen.

Product transaction screen

2-Navigation tools: You can navigate through pages of transactions or to set how many transactions per page to list.

3-Filter and serach criteria. To locate a specific group of transactions for the product, you can use the different filters on this section. You can also sort the transactions to be listed based on specific values. For example, sort the transactions by Total. For this, simply click on the column header once to sort asc, click again to sort desc.

4-Actions: Reset to show all transactions and to clear any search criteria specified. View details of a specific transaction for the product by clicking on its corresponding View.

5- Transaction listing details: Lists all the transactions for the product and all the details.