knowledge base

Picking is the process of taking raw materials from your inventory and getting it ready to be used up in a work order. This is represented in the Pick tab of a work order.

Many businesses won’t need to worry about using the Pick tab of a work order, since clicking the Complete button on the Order tab will automatically pick and update inventory from suggested locations. However, the pick tab allows you to specify exactly where you want to pick inventory from.

The main part of the pick tab is a table where you can specify what raw materials you have picked or plan to pick, and where you are picking them from. It has the following columns:

Item - The item name/code of the product to be picked.

Description - This is a text description of the product or service being ordered. This field will be shown, only if Show Product Description is set in the Settings. This will default to the description from the product information, but can be changed here.

Quantity - This is the quantity of the item being picked from this location. This will default to the remaining quantity needed to be picked or 1 if no more is required. All quantities use Standard UoM.

Location - The inventory location from which this item is picked.

Sublocation - The inventory sublocation (e.g. aisle number) from which this item is picked. This column may be hidden depending on the Company Settings.

A green light will be shown on the Pick tab if all the items are correctly picked to fulfill the raw material needs of the order. A yellow light will be shown if the Pick tab is empty and a red light if the picking is incomplete.

The Remarks field can be filled in with any remarks that you would like to show up on the printed Pick List document, such as picking instructions.

The Total Required shows you the total quantity of raw materials expected to be picked for this work order. This number is measured in the standard stock-keeping units for each item involved.

The Total Picked shows you the total quantity that has been picked, measured in the standard stock-keeping units for each item involved. This allows you to quickly compare what has been picked (Total Picked Quantities) with what should be picked (Total Raw Material Quantities).

When products are put into the Pick tab and the Work Order is saved, the items will be moved from the source location into a location called <Work Order>, to indicate that they are in use.

Auto-Fill

The Auto Fill button provides you with intelligent suggestions on how the picking could be done. If you have set the Location field of the work order, then it will restrict the picking to within that location.

The Auto Fill function will add lines to your pick table to fulfill the order, but won’t remove any existing lines you have. It will add pick lines so that the total quantity picked matches the total quantity required for the raw materials of this work order.

It will pick from the location specified in the Work Order. When the location isn't specified for the work order, it tries to pick in order of priority as follows:

1. From the Default Location and Sublocation for that product.
2. From the Default Location for that product and other sublocations.
3. From the Default Location set in General settings.

If there are ties within the same priority level (e.g. default location for the product isn't set, but there are two different sublocations within the same location), then it will pick from the location with highest quantity first.