knowledge base

Picking is the process of taking goods out of your inventory storage and moving them to some location so they are ready to be packed and shipped out.

The Pick tab shows you information on the picking for an order, and is accessible by clicking the  button from the bottom of a Sales Order.

A green light on the Pick tab is shown when any items have been picked. Otherwise, a red light will be shown.

The picking information cannot be modified after the Order has been marked Fully Shipped. Also, pick lines that have been shipped out cannot be modified.

Pick Tab Columns

The main Pick tab table has the following columns:

Item - The item name or item code for the product or service being picked.

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

Quantity - The quantity of the item being picked. This will default to the quantity remaining to be picked in Standard UoM for this order when the Name is selected.

Location - The inventory location from which the item is picked. For a Stockable product, if location for this order is set, this becomes the default. Otherwise the product default is used. For unstocked products, it will be left blank.

Sublocation - This column may be hidden depending on the Company Settings. This is the inventory sublocation (e.g. Aisle Number) from which the item is picked. For a Stockable product, this will default to the default sublocation of the selected product. For unstocked products, it will be kept blank.

Pick Tab Footer

The main Pick tab footer has the following:

Remarks - The Remarks field allows you to enter in any extra remarks you have about picking. These remarks will be shown on the printed Pick Lists.

Ordered Quantity - Total quantity ordered in the standard UoM of each product.

Picked Quantity - This is the total quantity that is already picked. If the whole order has been picked, this quantity equals the Ordered Quantity in the standard UoM of each product.

Auto Fill - The Auto Fill button gives you intelligent suggestions on how the picking could be done. Most businesses will usually be able to rely on Auto Pick to automatically suggest how to do the picking based on the quantity in stock.

The Auto Fill function will add lines to your Pick table to fulfill the order, but will not remove any existing lines. It will add pick lines so that the total quantity picked matches the total quantity ordered. If a location for this sales order is specified, then Auto Pick will be restricted to inventory in that location. A warning is shown if there is not enough stock. If Order Location is set, then the above is restricted to that location. UoM is done in standard UoM (not sales). The description is copied from the Order where possible. If a warning isn't given, the system picks from locations where the product is in stock in the following order:

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.
4. Any other locations.

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 the system will pick from the location with highest quantity first.

Picking and Inventory

When a Sales Order is saved, the inventory stored in inFlow is automatically updated to match the picking as shown in the Pick tab. Products will be moved from the location indicated by the Picking into a special location called <Picked>. When shipped, the products will be moved from the <Picked> location out to the customer. If these products are later removed from the Picking, or the order is cancelled, they will be moved back from the <Picked> location into their original location.