Picking Operations

Picking Operations helps you manage the picking process for orders in processing status. Create picking jobs, assign products to specific bins, track what’s been picked, and print picking summaries for warehouse staff. This page shows all products that need to be picked from bins to fulfill orders.

Quick Access

Navigate to Processing > Picking from the warehouse menu to view all products ready for picking. Requires Distribution Jobs feature to be enabled and permissions.

Why Use Picking Operations?

Organize Picking Work

Create picking jobs to organize work efficiently. Group products by location, account, or other criteria for faster picking.

Track Assignments

See which products are assigned to bins and which still need assignment. Track picking progress in real-time.

Print Picking Summaries

Generate picking summaries for warehouse staff. Print lists showing what to pick, from which bins, and in what quantities.

Advanced Filtering

Filter products by account, manufacturer, bin, location, zone, order number, and many other criteria to focus on specific picking tasks.

Accessing Picking Operations

1. Navigate to Picking

   Click Picking in the warehouse navigation menu. The page loads showing all products that need to be picked for orders in processing status.

2. View Product Table

   Browse the table showing key information: Account, Jobs#, Order#, Ship#, Quantity, Unassigned quantity, Assigned quantity, Bin, Location, SKU, Description, and more.

3. Filter Products

   Use the filter form at the top to narrow down products by account, manufacturer, bins, locations, zones, order numbers, or other criteria. Click Apply Filters after setting values. Use Reset Filter to clear.

4. Create Picking Jobs

   Enter quantities, select products, and click Actions → Create Jobs (alt+p) to create picking jobs.

5. Export Data

   Use the CSV button in the DataTables toolbar to export the current view.

Key Features

Page Header Actions

Located at the top of the page:

JOBS LIST

Open a modal to view all created picking jobs. See job status, assigned products, and manage existing jobs. Print or delete jobs from here.

Dashboard

Open the picking dashboard in a modal to view statistics, job counts, and picking metrics.

Picking Log

View the selection log that shows the history of all selection activities and completed jobs.

Product Table Columns

The picking operations table displays the following information:

• Account - Account name (AcountID)
• Jobs# - Picking job number (if assigned to a job)
• Order# - Customer-facing order number
• Ship# - Internal system order ID (OrderID)
• Checkbox - Select products for bulk actions
• Qty - Quantity needed for the order
• Unassigned - Quantity not yet assigned to a bin
• Assigned - Quantity already assigned to a bin
• Total Qty - Total quantity available in bins
• Bin - Bin location where product is stored
• BinTag - Bin tag identifier
• Location - Warehouse location
• Lpn - License Plate Number (LPN) for tracking
• Picture - Product image thumbnail
• Description - Product description
• Sku - Product SKU
• Upc - Product UPC/barcode
• Zone - Warehouse zone
• BinCategory - Category of bin (pickable, non-pickable, etc.). Column header includes Exclude BinCategory checkbox to filter out specific categories.
• Category - Product category
• Lot# - Lot number (if lot tracking enabled)
• expir - Expiration date (if applicable)
• UOM/UnitFactor - Unit of Measure and conversion factor (header shows “UOM/UnitFactor”)
• Manufacturer - Product manufacturer

Column Visibility

Customize which columns to display:

1. Open Column Selector

   Use the column selector dropdown (multiselect) above the table.

2. Select Columns

   Check or uncheck columns to show or hide them.

3. Save Preferences

   Your column preferences are saved automatically for future sessions.

Filtering Options

Basic Filters:

• Manufacturer - Filter by product manufacturer (Exclude Manufacturer checkbox)
• Accounts - Filter by one or more accounts (Exclude Acounts checkbox)
• Bins - Filter by specific bins (Exclude Bins checkbox)
• Bin Category - Filter by bin category (Exclude bin Category checkbox)
• Job Status - Filter by job status: Select status, Working, or Incomplete
• Locations - Filter by warehouse locations (Exclude Locations checkbox)
• Location Range - Filter by location range (e.g., A03-01-A to A10-01-A)
• Order# - Filter by order numbers (comma-separated: Order#,Order#)
• Ship# - Filter by ship numbers (comma-separated: Ship#,Ship#)
• Zone - Filter by zones (comma-separated: Zone,Zone)

Location Range Filter:

The location range filter helps you pick products from a specific area:

• Letter(s) before first dash - Enter the letter prefix (e.g., “A”)
• Range of number(s) - Enter the number range (e.g., “01” to “10”)
• Example: “A” with range “01” to “10” filters locations like A01-01-A through A10-01-A

Quick Filters:

• Unassigned - Show only products with unassigned quantities
• Assigned - Show only products that have been assigned to bins

Save Filters:

Save frequently used filter combinations:

1. Apply Filters

   Set up your desired filter combination.

2. Click Save Filter

   Click the Save Filter button.

3. Enter Details

   In the Save filter modal, enter a name in Name filter, a description in Description, and choose a color.

4. Save

   Click Save filter to store the filter.

5. Load Later

   Click on saved filters from the filter list to apply them quickly.

Creating Picking Jobs

Create picking jobs to organize picking work:

1. Select Products and Enter Quantities

   For each product row, enter the quantity to pick in the quantity input field. Check the checkbox next to each product you want to include in the job. You can use Select All to select all visible products.

2. Open Actions Menu

   Click the Actions dropdown button (blue button with checkmark icon).

3. Select Create Jobs

   Click Create Jobs (alt+p) from the dropdown menu.

4. Job Created

   The system creates the job with the selected bins and quantities. A success message shows the new Job#. The table refreshes automatically.

Quantity Required

You must enter a valid quantity in the quantity field for each selected row. The quantity cannot exceed the available unassigned quantity. If no quantity is entered or it is zero, the row will not be included in the job.

Managing Jobs

View and manage created picking jobs from the JOBS LIST modal:

1. Open Jobs List

   Click the JOBS LIST button in the page header. A modal opens showing all picking jobs.

2. View Jobs

   See all created picking jobs with Job#, Order#, Ship#, User, quantities, status, and time information. Use Apply filter and Reset filter to narrow results.

3. Print Picking Summary

   Select jobs using the checkboxes, then click Actions → Print Picking Summary. A new modal opens with the printable picking list. Click Print to print.

4. Delete Jobs

   Select jobs using the checkboxes, then click Actions → Delete Jobs to remove jobs that are no longer needed.

5. Refresh

   Click Refresh to reload the jobs table with the latest data.

Assigning Quantities for Picking Jobs

When creating a picking job, you assign quantities from specific bins:

1. Find Product

   Locate the product in the table. Each row represents a bin with available quantity.

2. Check Quantities

   Review the Qty Unassigned and Qty Assigned columns to see assignment status. Use the Unassigned and Assigned quick filter buttons to focus on specific products.

3. Enter Quantity

   In the quantity input field for each row, enter the amount you want to include in the picking job. The quantity cannot exceed the available unassigned amount.

4. Select and Create

   Check the checkbox for each row you want to include, then click Actions → Create Jobs (alt+p). The job is created with your selected bins and quantities.

Printing Picking Summaries

Generate picking summaries for warehouse staff. Printing is done from the JOBS LIST modal:

1. Open Jobs List

   Click JOBS LIST in the page header.

2. Select Jobs

   Check the boxes next to the jobs you want to print.

3. Open Actions Menu

   Click the Actions dropdown in the Jobs List.

4. Select Print Picking Summary

   Click Print Picking Summary from the menu.

5. Review and Print

   A modal opens with the picking summary. Click Print to print for warehouse staff.

Print After Creating Jobs

When creating a job from the main table, you can optionally print immediately by using the print option in the Create Jobs flow (if available in your version).

💡 Best Practices

Filter by Location

Use location filters to organize picking by warehouse zones. Pick products from one area before moving to another to reduce travel time.

Create Jobs by Account

Group products by account when creating jobs. This makes it easier to track which customer’s orders are being picked.

Check Unassigned Quantities

Regularly filter by “Unassigned” to see products that still need bin assignment. Complete assignments before creating picking jobs.

Save Common Filters

Save frequently used filter combinations (like “Zone A Unassigned”) to quickly access the same product groups.

Print Summaries Before Picking

Always print picking summaries before sending staff to pick. This ensures they have accurate information about what to pick and where.

Troubleshooting

Can’t Create Jobs

Problem: Create Jobs button is disabled or doesn’t work.

Solutions:

1. Verify you’ve selected at least one product (checkboxes must be checked)
2. Enter a valid quantity in the quantity field for each selected row - quantity must be greater than zero
3. Check if products have unassigned quantities - products with all quantity assigned may not create jobs
4. Ensure Distribution Jobs feature is enabled in system settings (page shows 403 if disabled)
5. Refresh the page and try again
6. Check if you have permissions to create picking jobs
7. Verify products are from orders in Processing status

Products Don’t Show in Table

Problem: Expected products don’t appear in the picking table.

Solutions:

1. Check your filters - you may have filters excluding the products
2. Clear all filters using Reset Filter button
3. Verify orders are in Processing status (not Pending or Shipped)
4. Check if products have inventory assigned to bins
5. Ensure Distribution Jobs feature is enabled
6. Try refreshing the table

Can’t Assign Quantities

Problem: Can’t assign quantities to bins for products.

Solutions:

1. Verify the bin has available quantity (check Total Qty column)
2. Check if quantity exceeds available inventory
3. Ensure bin is in a pickable category
4. Verify product matches the bin’s SKU
5. Check if bin is locked or unavailable
6. Try assigning smaller quantities first

JOBS LIST Won’t Open

Problem: JOBS LIST button doesn’t open the jobs modal.

Solutions:

1. Check browser console for JavaScript errors
2. Refresh the page and try again
3. Clear browser cache
4. Try a different browser
5. Check if Distribution Jobs feature is enabled
6. Verify you have permissions to view jobs

Picking Summary Won’t Print

Problem: Print Picking Summary doesn’t generate or print.

Solutions:

1. Verify products or jobs are selected
2. Check browser popup blockers - allow popups from this site
3. Try printing from Jobs List instead of main table
4. Check if products have valid bin assignments
5. Refresh the page and try again
6. Use browser’s print function if PDF doesn’t generate

Filters Not Working

Problem: Applied filters don’t show expected results.

Solutions:

1. Click “Apply Filters” button after setting filter values
2. Check exclude checkboxes - you may be excluding what you want to see
3. Clear filters and reapply one at a time to identify the issue
4. Verify filter values are correct (check spelling, format)
5. Reset filters and start over
6. Check if saved filters are interfering - clear saved filters if needed

Related Documentation

Next Steps:

• Pending Orders - View orders ready to be processed
• Processing Orders - Manage orders being fulfilled
• Picking Log - View picking history and completed jobs
• Batch Processing - Process orders in batches

Related Features:

• Warehouse Bins - Manage bin locations and inventory
• Warehouse Overview - Warehouse inventory overview
• Receiving - Receive inventory into warehouse