ANTE User ManualTo Prepare (Warehouse)
The To prepare tab is the warehouse's picking list: every open order line whose goods have arrived — stock reserved for that order, including goods received but not yet checked — and that is due within the next few days (7 by default) or is already overdue. Urgent lines come first, then the earliest date; lines are grouped by customer.
Where to Find It
- Open the Assets module from the sidebar.
- Click Deliveries.
- Select the To prepare tab.
You need Deliveries or Warehouse access to see it; creating a delivery needs permission to create or update deliveries.
What Shows
- Only lines of open orders (cancelled or finished orders never show), and only goods — services are never prepared.
- Qty is what can be prepared now: what arrived for the line, but never more than is still to deliver. When less arrived than is due, the row says "of N to deliver".
- The date is the line's own delivery date, else the Sales Order's. A line without any date shows only when it is marked urgent.
- The window (how many days ahead) is set in Assets → Settings → Items → To prepare window. The Change link above the list opens it.
Columns
| Column | Description |
|---|---|
| Deliver by | The requested delivery date, with days left (or days overdue, in red) |
| Urgent | The line was marked urgent on the order |
| Order · Customer PO | The order code (OF-…) and the customer's PO number |
| SKU | The item's SKU |
| Item | The item name (and description when different) |
| Qty · Unit | What to prepare, in the line's unit |
| Selling price | The price per unit on the Sales Order, after the line discount |
| Line total | Qty × selling price |
Common Tasks
Printing the Checklist
- Tick the lines to prepare (click a row, or Select all for a customer).
- Click Print checklist.
- A PDF opens with one page per order: the company header, customer, order and customer PO #, the invoice # when the order has one, the lines (SKU, item, qty, unit, selling price, total) and Prepared by / Checked by signature lines.
The checklist also serves as the customer's delivery advice. It prints with the Warehouse checklist print layout (a Delivery Receipt design). Install it under Settings → Documents → Delivery Receipt → print layouts and edit it like any other design; the company's own copy is used from then on.
Creating the Delivery
- Tick lines of one order.
- Click Create delivery.
- The order's Delivery Receipt opens with those lines on it — its next part when the delivery step is done in parts. Check quantities, then issue it for delivery as usual.
If the chosen lines are already on an open (not yet issued) delivery, that delivery opens instead — no duplicate is made. The order must have reached its delivery step first.
How It Connects
Gets its data from
- Goods Received — goods that arrive for an order are reserved for it — that is what "arrived" means here.
- Assets Settings — the To prepare window (days ahead).
Feeds into
- Deliveries – Pending Receive — the Delivery Receipt you create continues through the usual delivery stages.