Customizing Picking Ticket in NetSuite
One of our US-based clients in the fitness supplements industry required some custom changes in their NetSuite. The client would like to print a Picking List with the bin, lot, expiration date, and calculations for pallets. However, the Standard PDF option in NetSuite does not offer this functionality.
Hence the client asked for custom buttons - ‘Picking List’ (Manifest PDF) and ‘Packing List’ on the Item fulfillment page.
Our developers quickly sorted a way to customize the Manifest PDF (picking list) and add the item’s expiration date to it. They utilized advanced PDF customization and saved searches to bring data from the Item fulfillment record to advanced PDF.
Overview
Let’s understand the client’s needs in detail, primarily the client would like to have the facility to print the PDF from the Item fulfillment record. Here, the standard functionality to print the “Picking Ticket” will not meet the client’s requirement. Hence the client wanted to have custom buttons with their required functionality.
Note that the Manifest PDF is also called “Picking Ticket”.
Generally in NetSuite, the picking ticket is usually generated from the Sales Order. But here, the client asked for the picking tickets to be generated from Item fulfillment.
This is because when a Sales Order is printed – it will contain the combined print of all item fulfillment records from that particular Sales Order. Here the client needed individual Item Fulfillment prints.
In a standard “picking ticket print”, the same items from multiple lines which have the same bin and lot will not be grouped together. Our developers grouped it together – thus reducing the manual workload of the end-user.
The client had another requirement regarding how the cases should be picked. To solve this, our developers did the corresponding calculations using cases and units and displayed the required pallets and cases for the total quantity of each item. Through this, the client was able to save time by picking up the item promptly.
Once all the items are sorted in alphabetical order, the same item with a different bin or lot will be also displayed together in the sheet – allowing the end-user to group and pack items in an efficient manner.
Result
Our developers resolved the challenge through a custom saved search that sorted items in alphabetical order in Item Fulfilment. Through the saved search option they were also able to fetch the expiry date of the items and place it on advanced pdf.
Lastly, the picking ticket clearly mentions how many pallets, cases, and units are required to complete the shipment. Ultimately, our client was able to group and sort items according to their expiry date and move the stock accordingly.
