Picking

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General

Picking is the process of finding and physically pulling inventory from its location to fulfill an order.

List View

The list view of the Picking module will show previously created picks and their statuses. See below for information on how to create a pick.

Filters
Picks may be sorted on Number, Order Numbers, Site, Assigned To, Order Type(s), Status, Created Date and Completed At date by clicking the filter heading. You may filter for picks that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking the Clear Filters button will clear your search.
Fulfillable - When creating a pick by order, the fulfillable column will display colored icons to indicate whether or not the order is fulfillable based on the fulfillment plan.
  1. Green - The fulfillment plan is Single Shipment or As Fast As Possible, and the order is completely fulfillable.
  2. Yellow - The fulfillment plan is As Fast As Possible, and the order is not completely fulfillable.
  3. Red - The fulfillment plan is Single Shipment and the order is not completely fulfillable.
Priority Fulfillment - When creating a pick by order, part, or customer, you can view what percentage of the order can currently be picked based on the availability of the items on the order. The picking of one order will impact the priority fulfillment of another as inventory quantities are updated.
Quick Action
  • Void Pick - Change the status of the pick from complete to voided and prevent the pick from proceeding to the next stage.
  • Delete Pick - Remove the pick record from the list view and archive the record in LOCATE. This action cannot be undone from list detail view.

Clicking on a specific record takes you to the detail view for the pick.

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Pick Detail View

The pick number will be the main sub-tab. Here, you may view the site, any associated work, location, user, important dates and line items associated with the pick.

Site
  • The site at which the pick is being performed will be hyperlinked.
Associated Work
  • If the pick is the result of a work order, that will be displayed and hyperlinked here, along with the original sales order.
Location
  • The current location of the items being picked will be shown here. For more information on locations in LOCATE, continue here.
Assigned User
  • The name of the user assigned to the pick will be hyperlinked.
Date Created and Completed At
  • The created date refers to when the pick was generated and saved
  • The completed at date will populate when all of the items have been picked.
  • These dates cannot be modified.

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Module Navigation Bar

Notes

View and edit notes pertaining to the pick.

  • Notes are for internal use only and will not be displayed on order documents.
  • Entered notes may be filtered or sorted.
  • You may modify a specific note by clicking the Edit or Delete button.
Enter a New Note
  1. Type the note in the text box with "Start typing a new note..." prompt.
  2. Click Save Note.
  • There is no character limit, but special formatting is not supported.

Use the memo field on the Details sub-tab for special instructions that you would like to be visible to the customer.

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Reports

Any reports associated to the Picking module will appear in this sub-tab.

  • For more information on associating reports, continue here.

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Custom

  • Any custom fields pertaining to picks will reside in this tab.
  • To learn more about custom fields, continue here.

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Actions

  • Finish Pick - Flags the pick as completed. Committed items will proceed to the packing stage, and any items that were not committed will return to be picked separately.
  • Pack Order - Redirects the user to a newly created pack in the Packing module.
  • Go To Packing - Redirects the page to the Packing module.
  • Void Pick - Retains a record of the pick but will prevent the user from continuing with the pick.
  • Audit - View the history of modifications made to the Pick record, including the user who made the modification and when.
  • Delete Pick - Remove the pick record from the list view and archive the record in LOCATE. This action cannot be undone from list view.

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Create Pick

There are multiple ways to create picks in LOCATE to optimize your workflow. For companies that institute wave picks, picks may be generated based on parts and allows pickers to be as efficient as possible when covering a warehouse. Pick plans may also be generated to allocate inventory for optimal order fulfillment or to fulfill orders based on a customer.

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Order Modules

Once a sales order, transfer order, or return order has been issued, you may create the pick directly from the appropriate detail page.

  1. Click Actions and select Pick (Sales Order, Transfer Order, etc.).
    • If this option is not visible, the pick has already been created for the order.

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From Order

This sub-tab displays a list of items ready to pick by order, which is the most common pick method.

  1. Use the column sorting and filters to find the order for which you would like to create a pick.
    • You may select multiple picks by marking the check-boxes on the left, and clicking Create Pick at the bottom of the screen.
    • If you filter the results to a specific set of orders, you may use the checkbox in the header to select all records.
  2. Click Create Pick.
  3. Click Go To Pick.
  4. Now you may generate a pick plan, commit the pick, or finish the pick.

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From Part

This sub-tab displays a list of items ready to be picked by part. This is designed to pull large quantities of parts at once and then assign them out to orders. This method is not typically recommended for companies that rely heavily on tracking data.

  1. Use the column sorting and filters to find the part for which you would like to create a pick.
    • You may select multiple parts by marking the check-boxes on the left, and clicking Create Pick at the bottom of the screen.
    • If you filter the results to a specific set of parts, you may use the checkbox in the header to select all records.
  2. Click Create Pick.
  3. Click Go To Pick.
  4. Now you may generate a pick plan, commit the pick, or finish the pick.

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From Customer

This sub-tab displays a list of items ready to be picked by customer. This is optimal for will call items.

  1. Use the column sorting and filters to find the customer for which you would like to create a pick.
    • You may select multiple customers by marking the check-boxes on the left, and clicking Create Pick at the bottom of the screen.
    • If you filter the results to a specific set of customers, you may use the checkbox in the header to select all records.
  2. Click Create Pick.
  3. Click Go To Pick.
  4. Now you may generate a pick plan, commit the pick, or finish the pick.

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Manual

This sub-tab displays a list of items ready to be picked by line item for multiple sites. This allows you to customize your company workflow at the most granular level.

  1. Use the column sorting and filters to find the line item for which you would like to create a pick.
    • You may select multiple line items by marking the check-boxes on the left, and clicking Create Pick at the bottom of the screen.
    • If you filter the results to a specific set of line items, you may use the checkbox in the header to select all records.
  2. Click Create Pick.
  3. Click Go To Pick.
  4. Now you may generate a pick plan, commit the pick, or finish the pick.

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Pick Status

Not Started
The Pick has been created and no line items have been committed.
In Progress
Some or all items have been committed or finished. But the entire pick has not been finished.
Complete
All items on the pick have been committed and finished.
Voided
The pick will no longer allow the user to commit or finish the items.
  • Note: Voiding the line item sets the line item to a committed stage. Voiding the pick entirely returns all items to their original locations and does not allow the pick to be used again. A new pick will need to be created to complete the process for these items.

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Generate Plan

This action will find organize the pick according to the pick plan configured in the Settings menu. This facilitates more efficient picking based on your company's needs.

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Finish Pick

Once all of the items to be picked have been committed, the user will finish the pick. Committed items will proceed to the packing stage, and any lines that have not been committed will return to the picking queue.

  1. Navigate to the pick detail view.
    • Click Finish Pick below the pick details, OR
    • Click Actions and select Finish Pick.

Now the items that have been picked are sent to the Packing module to prepare for shipment.

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Delete Pick

Picks may be deleted from the list view under the Quick Actions Menu, or:

  1. Navigate to the pick you would like to delete.
  2. Click Actions, and select Delete Pick.
  3. When prompted, click Yes.

Picks that have been finished may not be deleted.

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