> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omnilinker.pl/llms.txt
> Use this file to discover all available pages before exploring further.

# Pick lists

> Group orders into pick lists that send pickers along one route through the warehouse, follow their progress, print a paper list, and set up carts and totes.

A pick list sends a picker once through the warehouse for several orders: it merges the lines of the same product into
one stop, puts the stops in the warehouse's route order, and says which tote each order's units go into. You make pick
lists on **Sales** > **Pick lists**, from the order list, or from an order's card.

> [!NOTE]
>
> 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](https://docs.omnilinker.pl/inventory/bins-and-labels.md).

## 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**.

The count of orders ready is refreshed when you open the page or change the warehouse, and after you make or cancel a
list here; a list made elsewhere (an automation, another person) shows within a minute.

Above the lists, **Courier pickups today** has a card for each carrier with orders in the warehouse: how many orders are
ready to pick, how many were picked today, and a bar of the day's orders picked so far. **Not known** covers the orders
whose carrier Omnilinker doesn't know (see [Delivery method](https://docs.omnilinker.pl/sales/orders.md#delivery-method)). Click a card to make a
pick list of that carrier's orders. The cards follow the page's 15-second refresh, and they don't show pickup times.

The lists are on three tabs:

| Tab | What it shows |
| - | - |
| **Open** | Lists waiting for a picker and lists being picked. |
| **Needs attention** | Lists where an order is short of units, and finished lists whose cart has not been parked at a drop location yet. |
| **Done today** | Lists finished since midnight in your organization's time zone. |

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:

| State | Meaning |
| - | - |
| **Waiting** | Nobody has started the list yet. |
| **Picking** | A picker is walking the route. |
| **Short pick** | At least one order did not get all its units. |
| **At packing** | The list is finished and its cart is parked at a drop location. |
| **Done** | The list is finished. |
| **Cancelled** | The list was cancelled. |

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**:

| Kind | Use it for |
| - | - |
| **Cart, by order** | One tote per order on a cart; the picker sorts the units into the totes while picking. |
| **Single items** | Orders of one unit each, all into shared totes. |
| **One order** | One list per order, for big or bulky orders. |
| **Same product** | Orders made of exactly the same products, picked as one run. Choose the product set under **Products**; by default the largest group. |

* **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.

The panel previews the plan as you change your choices: the **Orders**, **Units** and **Location stops**, the route from
its first to its last location and how many zones it crosses, and which orders go into which tote (T1, T2…). Lines for
the same product at the same location merge into one stop.

Orders the list cannot take are listed in a warning with the reason, for example **A product on hand but not in any
location**, **A product out of stock**, **Other lists take all the stock**, **No room on the cart** or **Already on a pick
list**. For a product on hand but in no location, **Put it away to include them** opens **Stock levels** for the
warehouse, where **Not in a location** lists what to put away (the link shows if you may open Stock levels).

While the preview catches up with a change you typed, it is dimmed and **Send to handhelds** waits, so the list you send
is always the plan you see.

A filter considers at most 500 orders a list could take, and looks at no more than the first 5,000 matching orders. If
the panel says only the first orders were looked at, narrow the filter.

Then click:

* **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.

What you can do there depends on your permissions:

* **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.

Each one shows its state: free, **On PL-0142** while a pick list holds it, or **Switched off**. Search by code or name
above the list.

### 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-T1` to `K01-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.

Click a cart, a tote or a row to change it beside the list. Untick **Switched on** to stop pickers scanning it and new
lists taking it. **Delete** removes it; a deleted cart's totes stay, on no cart.

While a pick list holds a cart or a tote, its warehouse, cart and slot stay as they are, and it can't be switched off
or deleted, until the list lets it go. Omnilinker says which list holds it. It also refuses, with the reason, a tote on
a cart of another warehouse, a slot or a code already taken, and a drop location with no warehouse.

### Print labels

Tick the carts, totes or drop locations and click **Print labels**. Ticking a cart ticks its totes too. The labels
print at the size set for location labels (see [Locations and labels](https://docs.omnilinker.pl/inventory/bins-and-labels.md)): they go to the
warehouse label printer when your organization prints from Omnilinker and you may print, otherwise they are saved as
one ZPL file. One print takes at most 200 labels; print the rest next. **Print label** beside a single one prints just
that one.

### Empty a tote

A finished or cancelled list keeps holding the totes its units are in, so they are not used for another list before
someone takes the units out. Once you have, click **Empty tote** on the tote (here or in the list's details): the list
lets it go and it can take another list's orders.

## Short picks and To check

When a picker finds fewer units than expected in a location, finds it empty, or finds another product there, the
location goes on **Inventory** > **Locations** > **To check**, under **Short picks**: the reason (for example
**Short pick: empty**), what was found against what was expected, the location, the product, the pick list, the picker
and when. Count the location with **Count this location**; the count corrects its stock and takes it off the list. See
[To check](https://docs.omnilinker.pl/inventory/bins-and-labels.md#to-check).

## Picking settings

**Picking settings** on the Pick lists page opens **Settings** > **Sales** > **Picking**. You need the **Change packing
settings** permission and the **Packing and picking** feature.

| Setting | What it does | Default |
| - | - | - |
| **Scan the tote for every unit** | Pickers scan the tote each unit goes into, and a unit for the wrong tote is refused. | On |
| **Totes on a cart** | How many orders a **Cart, by order** list takes when no cart is chosen. From 1 to 60. | 12 |
| **Units per shared tote** | How many units go into one tote when orders share it (**Single items**, **Same product**), for a tote with no capacity of its own. From 1 to 10,000. | 20 |
| **Orders first** | Which orders a pick list takes first: by priority, then the oldest, or simply the oldest. | Priority, then oldest |
| **When an order is short-picked** | What packing does with an order that is missing units. For now the order waits for a person. | The order waits for a person |

## Permissions

| Permission | What it allows |
| - | - |
| **Pick lists** | See the Pick lists page and the lists. |
| **Make pick lists** | Make lists on the page, from the order list and from an order. |
| **Cancel pick lists** | Cancel a list. |
| **Give pick lists to pickers** | Assign a list's picker. |
| **Pick on a handheld** | Pick on a handheld. Only people with it can be chosen as a list's picker. |
| **Set up carts, totes and drop locations** | Set up the containers and empty a finished list's tote. |


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