Pick lists need the Packing and picking feature and Inventory’s Locations: an order is picked from the
locations that hold its products. Ask Omnilinker to switch them on for your organization, then put your stock
away into locations. See Locations and labels.
The Pick lists page
Open Sales > Pick lists. You need the Pick lists permission. The page shows one warehouse at a time; choose it in the line under the title. That line also says:- today: the lists open now and the lists finished today;
- how many orders a list could take now in the warehouse and pick in full, counting at most 500 (the page shows 500+ then). Orders are counted in the order a new list takes them (Order first): when the stock runs out before an order, it is counted under +N only in part instead, because the picker would report the rest short;
- how many pickers are picking a list right now;
- how many orders cannot be picked because of their stock: a product is on hand but not in any location, a product is out of stock, or other lists take all of it. Click the link to see those orders grouped by why; for stock not in a location, Put it away to include them opens Stock levels.
Each row shows the list’s number; the courier it was made for (from a courier’s card) or its kind, with its cart; its
orders and units; the picker; the progress (for example “18 of 31 units · location 11 of 19”); and its state:
The page reads the lists again every 15 seconds, so you see the pickers’ progress without reloading it.
Make a pick list
Click New pick list, or press N. The panel beside the lists has these choices:- Orders for: every order ready to pick in the warehouse, or the orders that match the filters you add with + Add filter (status, source, or a search such as an order number or a buyer). Opened from a courier’s card, the panel filters by that Carrier; remove the chip to pick for every carrier.
- How to pick:
- Totes on the cart: how many totes the list plans for. It starts at your Totes on a cart setting.
- Order first: Priority, then oldest or Oldest first: which orders the list takes when more match than fit.
- Picker: Anyone: first free handheld takes it, or a person who has the Pick on a handheld permission.
- Send to handhelds: the list is made and waits for its picker, or for anyone.
- Print paper list: the list is made the same way, and its paper list opens, ready to print.
From the order list or an order
On Sales > Orders, tick the orders and click Create pick list in the bar above the list. On an order’s card, open Actions and choose Pick this order. Both open the same panel with those orders, and you choose the warehouse there. You need the Make pick lists permission.A list’s details
Click a list to open it beside the table. You see its picker, its times and its progress, then:- Route: the stops in the order the picker walks them, with the location, the product with its SKU and EAN, the quantity, what was picked, what was short and the tote. Skipped stops come after the open ones.
- Orders: each order with its tote, units, picked and short units, and its outcome (Complete, Short or Taken off).
- Totes: which orders each tote holds, and whether the list still holds it.
- Assign picker (Give pick lists to pickers): give the list to another picker. A list back to Anyone only while nobody has started it.
- Cancel list (Cancel pick lists): its orders can go on another list. Units already picked stay picked, in their totes.
- Empty tote (Set up carts, totes and drop locations): on a finished or cancelled list, once you have taken a tote’s units out, the list lets the tote go so it can take another list’s orders.
- Print paper list: opens the list’s paper list in a new tab.
The paper pick list
The paper list puts each list on its own sheet: the list’s number and barcode, its picker, then the stops in route order with the location, the product, its SKU and EAN, the quantity, the tote each order’s units go into, a box to tick and a column for what was short, then the orders. Print it with Print, or from your browser.Carts, totes and drop locations
Pickers scan what they pick into: a cart carries totes, a tote holds one order (or a shared run of Single items or Same product), and a drop location is where a picker leaves a finished cart for packing. Set them up on Carts and totes, at the top of the Pick lists page. You need the Set up carts, totes and drop locations permission. The page groups everything by warehouse, then lists what goes to any warehouse:- Carts, each with its totes in slot order (T1, T2…);
- Loose totes, on no cart;
- Drop locations, which always belong to one warehouse.
Add or change a cart, tote or drop location
Click New (or press N), or + Cart, + Tote or + Drop location under a warehouse, and fill in:- Code: what its label’s barcode holds (
OL-C-and the code). Letters, digits and symbols, without Polish letters. Each code is unique in your organization. - Name: optional, shown beside the code.
- Warehouse: a cart or tote of Any warehouse can take any warehouse’s list; a drop location needs one.
- For a new cart, Totes on the cart: the cart’s totes are made with it, one in each slot, named after the cart
(
K01-T1toK01-T12). It starts at your Totes on a cart setting; enter 0 to add the totes later. - For a tote, On cart and Slot (a tote on a cart belongs to the cart’s warehouse or to none), and Units per shared tote: how many units it takes on a shared run. Left empty, it takes your Units per shared tote setting.