Changing the order type cannot happen during the picking process. As stated above, you can change the order type before picking commences or after picking is completed.
Changing Order Type Before Picking Starts
If you change the order type before any items have been picked into boxes or onto pallets within the packing layout screen, please be aware of the following critical impact:
All existing picking allocations for the order will be deleted.
After changing the order type at this stage, you must re-select the picking allocations according to the requirements of the new order type before you can proceed with the physical packing process.
Changing Order Type After Packing Has Started (But Before "Packed" Status)
If you have already started packing items (meaning pallets and/or boxes are present in the packing layout) and then you change the order type, the system will automatically adjust the current packing configuration.
Important Note
Be mindful of these automatic adjustments when changing an order type after packing has commenced, as it directly impacts the structure shown in the packing layout screen. Ensure the resulting layout aligns with the requirements of the new order type before finalizing the packing process.
The specific behavior depends on the direction of the change below is the expected behavior and limitations of changing the order type From freight to courier and vice versa after packing has commenced.
Changing from Freight to Courier
Important Limitation
You cannot switch an order from 'Freight' to 'Courier' after a 'Pallet' UOM SKU has been picked/packed.
- All existing Pallets currently defined in the packing layout for the order will be automatically removed/deleted.
- Any boxes that were previously assigned to those Pallets will now appear as individual, loose Outer Boxes within the packing layout. They will no longer be grouped under a pallet structure.
| Changing from Freight to Courier |
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1. View before change is made: Select the the Order Type drop down and change to Courier. |
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2. A prompt will appear with the following message, "Changing the order type will delete all pallets from the packing layout. Any stand alone items currently on pallets will be moved to newly created boxes. Courier orders only allow boxes and cases." Confirm the change by clicking Change or cancel the change by selecting the cancel button. |
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3. This is the view of how the packing configuration changes from being packed in a pallet to a box. |
Changing from Courier to Freight
- A new Pallet will be automatically created within the packing layout.
- All existing boxes currently shown in the packing layout (previously likely loose or designated differently under the Courier type) will be automatically moved and assigned inside this newly created Pallet.
- After this automatic consolidation, you retain full flexibility: you can manually create additional Pallets if needed and rearrange the boxes between the available Pallets according to your packing requirements.
| Changing from Courier to Freight |
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1. View before change is made: Select the Order type drop-down and select Freight. |
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2. A prompt will appear with the following message, "Changing the order type will create a new pallet for all currently packed items. Pallets are mandatory for freight orders." Confirm the change by clicking Change or cancel the change by selecting the cancel button. |
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3. This is the view of how the packing configuration changes from being packed in a pallet to a box. |
ImportantIf you picked Case UOM as "Outer Boxes", after the change, these lines will be highlighted in red and you will need to manually move them into the Pallet. |