Adding extra product lines while picking products, such as packaging, pallet, and so on
We support adding products during picking, but it depends on whether the ERP system and integration supports it or not. Visma Business and Visma Global are so far the only that we officially support, but we can set it up towards other systems with extra setup and adjustments as well.
Client Profile
To add more products during picking, you must first activate addproducts in BxAdmin under Configuration → Client Profiles → Area: pickinglist → addproducts, set to true.
SQL Integration
The next step is to open up SQL Integration → Products.
By default, the query looks like this for most ERP systems. A value of 0 means that the setting is not enabled. The addwhenpicking in our queries is usually at the bottom, and if it is not present in the query, you just need to add it.
select
...
0 addwhenpicking
...
To enable it, you can change it to 1 addwhenpicking. This is usually not recommended, as it makes all products available to be added to the picking order. For most users, this is not desirable, so instead, you specify only the few products that you want to be available for picking.
The query should then look like this (example taken from a Visma Business query):
select
...
case when p.prodno in ('100', '101', '102') then 1 else 0 end addwhenpicking
...
The example above is roughly how it should look, depending on the type of ERP system you use. Replace p.prodno with the applicable table and column for your ERP. 100, 101 and 102 are the product numbers for the desired products.
Export to ERP
When exporting to ERP, you must also ensure that the module is activated:
pickinglist → addproduct
BxMobile
To enable the setup in BxMobile, you just need to click Setup → Settings from the main menu, or press the F9 key if you have a physical keyboard on your handheld terminal.
Retrieve settings