Working with pick lists

Pay attention to the requirements

This page requires that you have installed the PlentyONE Warehouse app on an appropriate device. Note the hardware requirements described on the System requirements page of the manual. In addition, make sure that you are logged into the PlentyONE Warehouse app and that you have carried out all necessary steps for initial setup.

The pick list is an important document for your warehouse staff. It contains all information on which items have to be fetched from which storage locations to process an order.

With PlentyONE Warehouse, your warehouse staff can conveniently find, open and complete pick lists created in your system on mobile devices.

1. Assigning rights for pick lists

Before pick lists are processed in PlentyONE Warehouse, make sure that all users without roles of the type Administrator have been assigned the appropriate rights. This is necessary for a correct picking process and for finishing the pick lists.

Users with roles that are not of the type Administrator can only see certain areas and menus in PlentyONE. This means they only have limited access to the system. Should coworker process pick lists in PlentyONE Warehouse they need at least one of the following rights:

PlentyONE Warehouse > Pick lists

Tip: How to grant rights

Note that only users with roles of the type Administrator can grant rights.

Assigning rights:

Open the menu Setup » Account management » Roles.
→ The roles overview opens.
Click on New ().
→ The role creation menu opens.
Enter a name for the role.
Make sure that you are using the simple mode. This means that the option Advanced () is not activated.
Assign the rights for the respective area by ticking the check boxes indicated above.
Note: You can either grant rights for complete areas or limit the rights you grant the user. To only grant limited rights in a certain area, expand the area.
Save () the settings.

2. Carrying out settings for pick lists

Before processing pick lists for the first time in PlentyONE Warehouse, you should carry out some preparatory settings. With these settings, you can adjust the picking process to your needs and workflows.

Pay attention to required rights

By default, the settings described below can only be carried out by users with roles of the type Administrator. If other app users are supposed to see and edit the settings, administrators have to assign the respective rights in the PlentyONE back end. To do so, open the respective role in the Setup » Account management » Roles menu and activate the desired rights for the Settings option in the PlentyONE Warehouse area.

For example, you can determine how the items on the pick list should be registered in the warehouse and if you would like to assign a trolley tag for processing the pick list.

Carrying out settings for pick lists:

Log into PlentyONE Warehouse.
Tap on the menu icon () in the top left corner.
Tap on Settings ().
→ The settings menu opens.
Tap on Pick lists ().
Carry out the settings for pick lists. Pay attention to the explanations given in Table 1.

Table 1. Settings for reshelving items in PlentyONE Warehouse
Setting	Explanation
General settings area
Pick list sorting	In which order should pick lists be displayed when you open the function in PlentyONE Warehouse? Select one of the following two options. Date ascending = Pick lists will be sorted in ascending order of the date at which they have been created. Thus, the list starts with the oldest pick list. Date descending = Pick lists will be sorted in descending order of the date at which they have been created. Thus, the list starts with the newest pick list.
Enable entering a trolley tag	Activate this option to display a field for entering a trolley tag when opening a pick list. This makes sense if you want to determine a specific trolley as a container for the items included in the pick list. Make sure to put an identical tag on the trolley so that the trolley can be correctly assigned to the pick list. For more information, refer to the chapter Using trolley tags.
Prioritisation of item names	Tap on this option to determine the order in which the components of item names are displayed while you are using the function. Tap and hold () for each component to adjust the order of the displayed elements.
Item registration area
Mandatory item scan	Use this option to determine which rules should apply when registering items included in the pick list. No limitations = Items can either be registered by scanning their barcode or by selecting them manually. Limit item search = Items without barcodes can be registered via the item search. Items with barcodes must be registered by scanning the barcode on the item label. Mandatory item scan = All items must be registered by scanning the barcode on the item label. It is not possible to select items manually via the search results.
Number of items to scan individually	If you are registering items via scanning them, you can use this setting to determine how many variations you have to scan individually until the available total quantity is inserted automatically in the field for entering the quantity. *Example:* If you enter the number 5 in the quantity field, the total quantity is inserted automatically after you have scanned the variation five times.

3. Processing pick lists

After you have carried out the preparatory settings for pick lists and assigned the necessary user rights, you can start picking items.

First, make sure that all required pick lists have already been created in the Orders » Fulfilment menu in the back end of your system. Fur further information, refer to the Pick lists page of the manual.

The pick lists created there are automatically synchronised with PlentyONE Warehouse. Thus, you can search for pick lists and open them any time in the app.

3.1. Opening a pick list

Start by opening the pick list that you want to process. To do so, proceed as described below.

Opening a pick list:

Log into PlentyONE Warehouse.
Tap on the menu icon () in the top left corner.
Or: Find the Pick lists tile in the Functions area on the dashboard.
Tap on Pick lists ().
→ All available pick lists are displayed automatically.
On the upper right, tap on to filter pick lists by status. Table 2 contains further information on the available search filters.
Tap on Search ().
→ The filtered search results are displayed.
Tap on an entry in the list to open the respective pick list.
Note: Pick lists with the status finished cannot be reopened. If you select a pick list that is in progress, you are asked if you want to continue processing a pick list or reset it.
→ The pick list is opened.

Table 2. Available search filters for pick lists
Filter	Explanation
Order status	Filters all available pick lists by their status. Open = Pick lists that have already generated in the PlentyONE back end, but have not been processed yet. Processing = Pick lists that are currently being processed or that have already been opened for processing once. Completed = Pick lists that have already been fully processed and finished.
Client	Filters all available pick lists by their client.
Warehouse	Filters all available pick lists by their warehouse.
Owner ID	Filters all available pick lists by their owner ID.
User ID	Filters all available pick lists by their user ID.

Opening a pick list via scan

In addition to the method described above, you can tap on the barcode symbol () at the top of the screen. Then, scan the barcode of a printed-out pick list to open the pick list in PlentyONE Warehouse.

3.2. Picking items

As soon as you have opened a pick list, a list of items that have to be picked is displayed in the Open tab. Proceed by fetching the items from the storage locations one after the other. Items that have already been picked can be viewed by tapping on the Picked tab.

For each item, the storage location at which it can be found as well as the required quantity and additional item information are displayed.

Visibility of item images in PlentyONE Warehouse

Are the item images that you have saved in your system not displayed in the item list? In this case, make sure that you have linked the images to the appropriate variations in the PlentyONE back end.

Depending on the setting you have carried out for the option Mandatory item scan, you can scan the items one after another or enter the quantity via the quantity field.

As soon as all items have been picked, the message All items picked is displayed. Tap on to finish the pick list.

Internet connection required

In general, you can pick items even if you don’t have an active internet connection so that short connection interruptions are not an issue. However, there is one exception: Make sure that your device is connected to the internet before you finish the pick list. If there is no internet connection, the pick list cannot be finished properly, which causes subsequent errors.

Shortcuts in the item view

Additional shortcuts are available for each item on the pick list. You can use those shortcuts to conveniently carry out other work steps while processing a pick list. Table 3 contains additional information on the available shortcuts.

Table 3. Available shortcuts in the item view
Element	Symbol	Explanation
Enter quantity		Opens a window for entering the item quantity.
Move item		Moves the item to the end of the pick list. This function if useful if you want to skip an item for the time being, for example if the item is currently not available on the indicated storage location.
Item information		Opens a page with additional information on the item. Depending on the setting you have carried out for the Shortcut behaviour option, you will be asked if you want to automatically return to the pick list after viewing the item information.

3.3. Using a trolley tag

You can assign an optional trolley tag to a pick list before starting to work with a pick list or while processing it. To do so, make sure that the Enable entering a trolley tag option has been activated in the settings.

On the one hand, a trolley tag is used to place a specific flag on the trolley that is used for picking items. For example, would you like to always pick items for Amazon orders with a specific trolley? Then you could assign the tag Amazon or use a specific QR code or barcode on the trolley. After doing so, assign the same tag to the desired pick lists in PlentyONE Warehouse.

Proceed as described below to save a trolley tag for a pick list.

Assigning a trolley tag:

Open the pick list.
Tap on in the upper right corner.
Enter a trolley tag.
Or: Tap on () to scan a QR code or a barcode.
Tap on Add.
→ The trolley tag is saved with the pick list.

If you use Processes for handling your orders, you can also use the trolley tag to filter for pick lists with a specific trolley tag and further process these pick lists. To do so, add the procedure Pick list search to your existing process in the PlentyONE back end.

Adjusting existing order processing:

Go to Setup » Processes » [Select process].
Add the procedure. Carry out the settings according to Table 4.
Save () the settings.

Table 4. Procedure for searching for pick lists
Setting	Explanation
Procedure: Pick list search	Add the Pick list search procedure to the Single order processing work step. In the settings of the procedure, activate the option Trolley tag. Enter the trolley tag for which the procedure should filter. When proceeding with packing the items, your warehouse staff can simply scan the trolley tag to load the pick list into the process.