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Changes for page Picking Orders

Last modified by Niklas Kallstrom on 2023/10/17 14:35
From version 3.2
edited by Niklas Kallstrom
on 2023/10/17 14:30
Change comment: There is no comment for this version
To version 2.7
edited by Niklas Kallstrom
on 2023/10/17 13:00
Change comment: There is no comment for this version

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4 4  
5 5  = Picking Orders =
6 6  
7 +== ==
7 7  
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 -
10 -
11 11  == Picking List Settings. ==
12 12  
13 13  To pick orders, we first need to create a picking list. 
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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"]]
18 18  
19 -=== ===
20 -
21 21  === Default value for new picking list creation for Maximum number of orders: ===
22 22  
23 23  
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63 63  
64 64  === Invoice settings ===
65 65  
66 -Scroll down to the bottom to find Invoice settings; this lets you specify the type of paperwork to print for your picking lists. Here you can specify if you want to create a packing slip or an invoice.
62 +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
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 orders will get picked into.
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 -
98 98  == Creating a Picking List ==
99 99  
100 100  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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105 105  Your new picking list creation window will open, and your predefined values will be filled in.
106 106  
107 107  
108 -[[image:1697543941858-350.png||height="387" width="946"]]
77 +State is the predefined value that you set up using the "Visible Initial Statuses when creating PickingList" in settings. You can click the button above the status you specified to Show all order states if you wish to include an order that is in a different order state from what you predefined in your settings.
109 109  
79 +You can select to only process orders using a specific carrier if you wish (shipping option). Just click the Show All Carriers button and make a selection.
110 110  
111 -**State **is the predefined value that you set up earlier using the "Visible Initial Statuses when creating PickingList" in settings.
81 +The picker would be the staff member in your system who is going to pick the order.
112 112  
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.
83 +New Status is the status that your orders will change to once you create the picking list, this is the setting we configured earlier in our
84 +
114 114  
115 -You can select to only process orders using a specific carrier (shipping option). Just click the **Show All Carriers** button and make a selection.
116 116  
117 -The picker option will give you a dropdown of all staff members on the system so that you can select which staff member will pick the specific picking list.
87 +[[image:1697543941858-350.png||height="387" width="946"]]
118 118  
119 -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"
120 -
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.
122 -
123 -
124 -=== Start Picking ===
125 -
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 -
133 -**Green **= Ready to be Picked
134 -**Orange **= Picking in Progress (someone has started picking this picking list)
135 -**Red **= Completed; this picking list has been picked and completed.
136 -
137 -
138 -=== Picking list Paperwork ===
139 -
140 -Once you print your invoice OR packing slip
141 -
142 -[[image:1697547035899-800.png]]
143 -
144 -
145 -
146 -
147 147  
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