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Pick Confirm Begin Transaction Enter / Scan SO # Enter / Scan SO Item Enter / Scan SO Rev Enter / Scan SO Line Enter / Scan Order Disc Enter / Scan Line Enter / Scan Item Controls, Item Disc, COM,
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How to fill out pick confirm - HubSpot:

01
Start by logging in to your HubSpot account.
02
Once logged in, navigate to the Sales tab and click on "Deal" to view your deals.
03
Select the specific deal for which you want to fill out the pick confirm.
04
Within the deal page, scroll down to find the "Documents" section.
05
Click on "Add document" to upload the pick confirm document.
06
Fill out the necessary information in the pick confirm document, such as the items being picked, quantity, and any additional details required.
07
Save the document and make sure it is attached to the deal.
08
Notify the relevant parties involved in the pick confirm process, such as the warehouse or fulfillment team.
09
Finally, mark the pick confirm as complete within HubSpot.

Who needs pick confirm - HubSpot?

01
Sales teams who manage deals and need to keep track of the pick confirm information for their products.
02
Warehouse or fulfillment teams who require a documented confirmation of which items need to be picked for specific deals.
03
Managers or supervisors who oversee the pick confirm process and need visibility into the status of pick confirms for better coordination and inventory management.
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Pick confirm in HubSpot is the process of confirming the selection of a specific item or order for shipment.
Usually, the warehouse or fulfillment center staff are responsible for filing pick confirm in HubSpot.
To fill out pick confirm in HubSpot, the staff needs to log into the system, select the order or item being shipped, and confirm the selection for shipment.
The purpose of pick confirm in HubSpot is to ensure accurate order fulfillment and inventory management.
The information reported on pick confirm in HubSpot typically includes the selected item or order, quantity, warehouse location, and shipping details.
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