Processing counter sales from display area

The Counter Sales functionality supports processing sales directly from the Display zone, where customers bring items to the sales counter after picking from display bins. When an associate specifies the customer order in ERP, the application automatically releases the Counter Sale order and triggers the auto‑pick process. The application immediately allocates and picks the items selected by the customer. This functionality supports serial number capture for items that require serialization during the auto‑pick process, ensuring accurate tracking and compliance.

Shipment Orders are sent to WMS through BOD, and these conditions must be met to ensure correct processing:

• The Order Type field must be set to CounterSale on the Shipment Order screen.
• The Allocation Strategy field must be set to Counter on the Items screen.
• These fields must be specified on the Locations screen:
  • Location Category: Counter
  • Location Type: Pick – Piece
  • Zone: Display Zone
  • Automatically Ship Picked Product: Enabled
• The Order Type field must be set to CounterSale and the Priority field must be set to 1-Highest Priority on the Outbound Activity screen.
• If the item is serial-controlled, you must specify the serial numbers in the Counter Serials field on the SO Detail 2 tab of the Shipment Order screen. The serial numbers must be separated by a “|”.