Pick lists

In PlentyONE, you can generate pick lists as PDF files, for example if you want to print them or import them into another software. If you display barcodes on your pick lists, you can scan items directly and book outgoing items after completion of the picking process.

1. Activating pick lists for the DocumentBuilder

To create pick lists via the DocumentBuilder you have to activate them first in the settings.

Activating document templates in DocumentBuilder

If you activate the pick lists for the DocumentBuilder, you can’t create them in the Orders » Fulfillment menu anymore.

  1. Open the Setup » Documents » Settings menu.

  2. Activate (toggle_on) Pick list in the Document types switch area.

2. Setting up a document template for pick lists

You can create pick lists using the PlentyONE standard templates. If necessary, you can copy the standard template and adjust it for your needs.

2.1. Setting up document templates in DocumentBuilder

We recommend that you set up document templates in DocumentBuilder (menu: Setup » Documents » DocumentBuilder). For more information on how to use DocumentBuilder, refer to the manual page DocumentBuilder.

Do you have questions about the variables? All variables are described on the page Using variables.

3. Generating a pick list

After having carried out the settings according to [table-options-pick-list] , you can determine which orders should be included in the pick list in the Orders » Fulfillment menu. In this menu, a Search filter allows you to select the orders and to determine how they are sorted on the pick list.

To generate a pick list, proceed as follows.

Generating a pick list:

  1. Go to Orders » Fulfilment.

  2. In the line Pick list click on the small plus.

  3. Carry out the settings according to Table 1. Note that the settings comprise Search filters as well as Procedures.

  4. Click on the gear-wheel () to generate the pick list.

Table 1. Options in the Pick list submenu
Setting Explanation

Search filter

Order status

Select the status of the orders for which pick lists should to be generated from the drop-down list.

Owner

Select the owner of the orders from the drop-down list, for which the documents should be generated or select the option ALL if pick lists should be generated for all owners.

Client (store)

Standard = only standard shop
ALL = shop and clients

Warehouse

Select a warehouse from the drop-down list for which the pick lists should be generated or select ALL if pick lists should be generated for all warehouses.

Sorting

From the drop-down list, select the method for sorting the items on the pick list. The options Item ID, Item number, Storage location position and Standard category’s name from the main shop (first level only) are available.

Order limit

Select from the drop-down list how many orders should be handled at a time. Set a value between 5 and 300.
The maximum number that can be handled at a time equals the maximum of orders that can be selected. If the number of orders that you wish to edit is larger than the limit, the process has to be repeated multiple times. The lower the chosen limit, the more efficient is the system performance.

Display format

In the drop-down list, select a data format for exporting the pick list. Select between the formats PDF and CSV.

Procedure

Change order status

Select the status that orders should receive after generating the pick list.
The status change is an important tool to make sure that the process is not carried out twice for orders that have already been processed.

The link Change PDF pick list takes you to the settings in the Setup » Orders » Documents » Pick list menu, in which the document settings and the PDF template for the pick list are configured. The link Change CSV pick list takes you to a separate menu in which you can set up the columns that should be displayed on a pick list generated in CSV format.

4. Deleting completed pick lists

You can either select up to 50 pick lists that are completed and delete them or delete all completed pick lists at once. Pick lists that are not yet completed cannot be deleted.

4.1. Selecting and deleting completed pick lists

Explicitly selecting the pick lists and deleting them afterwards gives you the opportunity to take a look at what exactly you are going to delete. The completed pick lists are sorted by date and in descending order. Thus, the newest pick lists are shown first.

Selecting and deleting pick lists:

  1. Go to Orders » Fulfilment.

  2. In the line Pick list click on the small plus.

  3. Switch to the Delete tab.

  4. Select up to 50 pick lists from the list.

  5. Click on Delete pick lists ().

  6. Click OK in order to confirm the deletion.
    → The selected pick lists are deleted.

Afterwards, you can select up to 50 pick lists again in order to delete them.

4.2. Deleting all completed pick lists at once

Deleting all completed pick lists at doesn’t give you the possibility to check the pick lists once again before they are deleted.

Deleting all completed pick lists at once:

  1. Go to Orders » Fulfilment.

  2. In the line Pick list click on the small plus.

  3. Switch to the Delete tab.

  4. Click on Delete all completed pick lists.

  5. Click OK in order to confirm the deletion.
    → All completed pick lists are deleted.