A Pick List is a document that specifies which items need to be retrieved from your inventory to fulfill orders.

This is especially beneficial for shippers managing a substantial inventory, processing a high volume of orders, or serving customers with numerous Stock Keeping Units (SKUs). The Pick List chooses the Warehouse where an item is available based on the FIFO (First-In-First-Out) principle. However, the selection of the Warehouse for batched items follows a different criterion. For batched items, the Warehouse where the batch is closer to its expiry date will be chosen.

To access Pick List, go to:

> Home > Stock > Stock Transactions > Pick List

1. Prerequisites

Before creating and using a Pick List, it is advised that you create the following first:

• Warehouse

2. How to create Pick List

1. Go to the Pick List list, click on New.
2. Set the Company.
3. Select the Purpose of Pick List. These are the options under Purpose:
   • Delivery: This option enables you to add items from a Sales Order for delivery. After submitting the Pick List, you can create a new Delivery Note based on the Warehouse from which the items were picked.
   • Material Transfer for Manufacture: This option allows you to select a Work Order from which raw materials will be pulled for picking. You will have the option to specify the number of finished goods for which you want to pick raw materials. After picking the stock, you can create a Stock Entry for the picked items, i.e., raw materials.
   • Material Transfer: This option enables you to select a Material Request for which you want to pick items. After picking the stock, you can create a Stock Entry for the picked items.
4. Add the Item and the quantity you wish to pick in the Item Locations table. Click on “Get Item Locations” to retrieve the Warehouse and other details for each item.
5. Parent Warehouse: If a parent Warehouse is selected, only Warehouses under that parent Warehouse will be suggested.
6. Get Item Locations: Once the items to be picked are finalized, clicking the “Get Item Locations” button will fetch the Warehouse selection for each item. Since the Warehouse will be automatically fetched if you retrieve an item from any reference document, this button can be useful for manually adding additional items or changing the quantity of existing items in the Item Locations table.
7. Item Locations: This section contains information about the item’s location (Warehouse), Serial Number for serialized items, and batch number for batched items.
8. Save and Submit.

2.1 Create Pick List from a Sales Order

To generate a Pick List from a Sales Order, follow these steps:

1. Navigate to a Sales Order.
2. Click on the “Create” button located on the top right of the form, then select the “Pick List” option.
3. Upon selecting Pick List, all the necessary data for the Pick List will be automatically retrieved from the Sales Order.
4. Alternatively, you can create a new Pick List separately and click on “Get Items”. This action will display a popup containing all pending Sales Orders.
5. You will be presented with the Item Locations Table, showcasing the Warehouse selected for each item.
6. Save the document, and it will be ready for stock picking by the assigned personnel.
7. Once the stock picking process is completed and the quantities of picked items are updated in the document, submit the Pick List.

Note:

• • A Pick List can only be generated for Sales Orders with a “% picked” value less than 100%.
  • A Delivery Note can be created only after the Pick List has been submitted.

2.2 Create Pick List from a Work Order

To generate a Pick List from a Work Order, follow these steps:

1. Access a Work Order.
2. Click on the “Create Pick List” button.
3. A dialog box will appear, prompting you to specify the quantity of Finished Goods Item. This quantity is necessary to determine the required number of raw material items for manufacturing the specified quantity of Finished Goods Item.
4. You will then be presented with the Item locations table, displaying the Warehouse selected for each raw material item.
5. Save the document, and it will be ready to be forwarded to the personnel responsible for stock picking.
6. Once the stock picking process is completed and the picked items are updated in the document, submit the Pick List.

Note:

• • A Pick List can only be generated for Work Orders that are in the states of ‘Not Started’ or ‘In Progress’.
  • A Stock Entry can be created only after the Pick List has been submitted.

2.3 Create Pick List from Material Request

To generate a Pick List from a Material Request, follow these steps:

1. Navigate to a Material Request.
2. Click on the “Create” button, then select the “Pick List” option.
3. You will see the Item Locations table, displaying the Warehouse selected for each item in the Material Request.
4. Save the document, and it will be ready to be forwarded to the personnel responsible for stock picking.
5. Once the stock picking process is completed and the picked items are updated in the document, submit the Pick List.

Note:

• • Only Material Requests with the type ‘Material Transfer’ can be used for Pick List creation.
  • A Stock Entry of type ‘Material Transfer’ can be created after the Pick List has been submitted.

3. Features

3.1. Update Current Stock

If a Pick List becomes outdated, there might be changes in stock availability by the time a Delivery Note or Stock Entry is generated based on it. By clicking the “Update Current Stock” button, the quantities and warehouses listed in the Item Locations table will be refreshed.

Note: This button remains visible as long as there are no Delivery Notes or Stock Entries associated with the Pick List.

3.2 Barcode Scanning

The pick list now offers support for barcode scanning, introducing two checkboxes: Scan Mode and Prompt Qty.

Scan Mode: Enabling this mode disables the default behavior of automatically fulfilling the picked quantity upon submission of the pick list. Instead, the picked quantity will not be automatically updated.

Prompt Qty: When this option is enabled, rather than increasing the quantity of scanned items by one, a dialog box will prompt the user to enter the quantity to be incremented.

4. Related Topics

1. Sales Order
2. Work Order