Pick Lists

Learn how to create and manage digital task lists that guide warehouse workers through efficient inventory collection and movement operations.

Overview​

Pick Lists are organized task lists that help warehouse workers efficiently collect and move inventory items. They provide:

• Clear instructions for item collection
• Efficient movement planning
• Progress tracking
• Task assignment management
• Activity recording
• Priority handling

Key Features​

• Task Organization: Group related movements for efficiency
• Progress Tracking: Monitor completion status in real-time
• Worker Assignment: Delegate tasks to specific staff
• Priority Management: Handle urgent moves first
• Activity Recording: Maintain detailed movement history

Pick List Status Flow​

Overall Status​

• Pending: Created but not started
• In Progress: Active picking/placing
• Completed: All items processed
• Cancelled: List discontinued

Item Status​

• Pending: Awaiting pickup
• Picking: Partial collection
• Picked: Fully collected
• Placing: Being delivered
• Placed: Successfully moved
• Skipped: Unable to process

Creating a Pick List​

1. Access pick lists:

   • Click "Inventory" on the landing page
   
   • Select "Pick Lists" from sidebar
   

2. Start new pick list:

   • Click "+ New Picklist"
   

3. Enter basic details:

   Required Fields​

   Field	Input Type	Description
   Assigned to	Search dropdown	Select the worker responsible for completing the pick list
   Priority	Manual input	Set urgency level to help workers prioritize their tasks

   Field Guidelines​

   Assigned to:

   • Choose workers with appropriate permissions
   • Consider workload distribution
   • Match tasks to worker skills
   • Avoid duplicate assignments
   • Update as needed for coverage

   Priority:

   • Use consistent priority levels
   • Consider deadlines and urgency
   • Balance workload across teams
   • Update as circumstances change
   • Document priority criteria
   

4. Add items: Note: Transfer items must exist before they can be added

   Required Fields​

   Field	Input Type	Description
   Transfer Item ID	Search dropdown	Select the specific inventory item to be moved
   Quantity to Pick	Manual input	Specify the amount of material to collect

   Field Guidelines​

   Transfer Item ID:

   • Verify item availability first
   • Check source location access
   • Confirm destination capacity
   • Review item restrictions
   • Note special handling needs

   Quantity to Pick:

   • Stay within available stock
   • Consider batch quantities
   • Account for minimum picks
   • Check weight/volume limits
   • Plan for partial picks
   

5. Complete the list:

   • Click "+ Add" for more items
   
   • Click "Save" to finish
   

The pick list will appear on the landing page with a status of "Pending", "In Progress", or "Completed".

Best Practices​

Planning Your Work​

• Check item sequence for efficiency
• Review priorities and deadlines
• Verify worker assignments
• Confirm item availability
• Plan for special handling

While Working​

• Follow the item sequence
• Document any issues
• Handle problems promptly
• Work at a steady pace
• Keep records current

Quality Control​

• Double-check quantities
• Verify item locations
• Fix mistakes immediately
• Document any issues
• Follow up on skips

Common Issues​

• Not enough stock: System prevents over-picking
• Damaged items: Use skip function
• Wrong location: Undo and correct
• Quantity mismatch: Verify and adjust
• Access issues: Check permissions