Changes for page Picking Orders

Last modified by Niklas Kallstrom on 2023/10/17 14:35

From version 2.18
edited by Niklas Kallstrom
on 2023/10/17 13:25
Change comment: There is no comment for this version
To version 3.4
edited by Niklas Kallstrom
on 2023/10/17 14:33
Change comment: There is no comment for this version

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5 5  = Picking Orders =
6 6  
7 7  
8 -Picking orders requires a picking list to be created. Below is a guide how to configure your settings for picking list as well as how to create a picking list and start picking.
8 +Picking orders requires a picking list to be created. Below is a guide on how to configure your settings for picking lists as well as how to create a picking list and start picking.
9 9  
10 10  
11 11  == Picking List Settings. ==
12 12  
13 13  To pick orders, we first need to create a picking list. 
14 -\\For the system to understand which orders should be picked, we need to set up the rules for picking lists first.
14 +\\For the system to understand which orders should be picked, we must first set up the rules for picking lists.
15 15  
16 16  To do so, use the left side panel and navigate to **Advanced **> **Settings**
17 17  \\[[image:1697540922808-661.png||height="621" width="517"]]
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63 63  
64 64  === Invoice settings ===
65 65  
66 -Scroll down to the bottom you will find Invoice settings; this lets you specify the type of paperwork to be printed for your picking lists. Here you can specify if you want to create a packing slip or invoice
66 +Scroll down to the bottom to find Invoice settings; this lets you specify the type of paperwork to print for your picking lists. You can select if you want to create a packing slip or an invoice for your picking lists.
67 67  
68 68  [[image:1697543284824-224.png||height="419" width="622"]]
69 69  
70 70  
71 +----
72 +
73 +== Picking Bin settings ==
74 +
75 +Picking bins are the bins that each order will get picked into. If you are processing for example 2 orders at the time you would need at least 2 picking bins.
76 +
77 +[[image:1697548886900-984.png]]
78 +
79 +=== Show re-pick warning ===
80 +
81 +This option shows a warning if a user tries to pick a picking list that is already done (**we strongly recommend leaving this option on**).
82 +
83 +=== Destination name ===
84 +
85 +This is the name of the bin that will be displayed on the scanner when picking.
86 +
87 +=== Destination prefix ===
88 +
89 +This is the "label" you will give your picking bins. This can be anything, but we strongly suggest keeping it short and sweet. Each order will get assigned a destination bin and it is the prefix that you define here that will be displayed on the barcode label and the scanner.
90 +
91 +=== Printing Trolley Bin label ===
92 +
93 +This option lets you print a range of picking bin labels based on the prefixed set above. for example, using the setting above, and if we changed it from 1 to 5 it would print picking bin labels Y1, Y2, Y3, Y4 and Y5.
94 +
95 +
96 +----
97 +
71 71  == Creating a Picking List ==
72 72  
73 73  To create a new picking list, use the left side menu, navigate to **Order Processing** > **Picking Lists** > and click the **+ New Picking list** button.
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83 83  
84 84  **State **is the predefined value that you set up earlier using the "Visible Initial Statuses when creating PickingList" in settings.
85 85  
86 -You can click the button above the statuses you specified "**Show all order states**" if you wish to include orders in a different order state from what you predefined in your settings.
113 +You can click the button above the statuses you specified, "**Show all order states**" if you wish to include orders in a different order state from what you predefined in your settings.
87 87  
88 88  You can select to only process orders using a specific carrier (shipping option). Just click the **Show All Carriers** button and make a selection.
89 89  
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91 91  
92 92  New Status is the status that your orders will change to once you create the picking list; the default setting for this is the one we configured earlier in "Default New Status when creating PickingList"
93 93  
94 -Lastly, you can specify how many orders to pick on this picking list, the default value will be the value we specified in settings earlier in "Default value for new picking list creation for Maximum number of orders", this can however be changed if you want to process a different amount of orders.
121 +Lastly, you can specify how many orders to pick on this picking list; the default value will be the value we specified in settings earlier in "Default value for new picking list creation for the Maximum number of orders" This can, however, be changed if you want to process a different amount of orders.
95 95  
96 96  
97 -Once your picking list has been created it will be assigned a Picking List number along with a Green icon showing you that it is ready to be picked.
124 +=== Start Picking ===
98 98  
126 +
127 +Once your picking list has been created, it will be displayed at the top of the list. It will be assigned a Picking List number along with the date, staff member name and most importantly, a Green icon showing you that it is ready to be picked. 
128 +\\Before you grab your mobile scanner, print the paperwork. this will be either an invoice or a packing slip, depending on your configuration.
129 +
130 +
131 +[[image:1697546039264-100.png||height="469" width="1023"]]
132 +
99 99  **Green **= Ready to be Picked
100 100  **Orange **= Picking in Progress (someone has started picking this picking list)
101 -**Red **= Completed
135 +**Red **= Completed; this picking list has been picked and completed.
102 102  
103 103  
138 +=== Picking list Paperwork ===
104 104  
140 +Once you print your invoice OR packing slip
141 +
142 +[[image:1697547035899-800.png]]
143 +
144 +
145 +
146 +
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