Enterprise Class Business Management Platform

Pick Pack Ship

Picking

For organization with large warehouses and high volume of orders getting processed every day, making a trip to pick products for each independently is quite inefficient and time consuming effort. To help optimize this process, DWA Commerce offers Picklists - a report that displays the list of products that need to be Picked from various locations in the warehouse.  

The picklist groups items to be shipped from multiple orders, so that on one trip, a warehouse employee can retrieve the same item multiple times for multiple orders placing the items in numbered bins for transporting to the packing area. A picklist is a report which shows a list items to be retrieved or “picked” from a warehouse and placed into the numbered bins for outgoing (order) shipments. They are ordered by the location of the items in the warehouse, so that a “picker” is able to go through the warehouse and retrieve the items in the same sequence as the pick list. The idea is that you pick order items into transport bins for the orders, then pack them, and then schedule the shipments.

How Picklists Work

When you create a picklist, the system goes through all the open outstanding orders which can be shipped, excludes any order items which have already been picked, and groups the remaining items together for picking into bins. It then creates a numbered transport bin for each order. Next, using the Inventory Lot locations you have defined for your warehouse, it checks whether the products you need are in pick/primary locations in a warehouse or in the bulk storage area. If the item is in a picking or primary location, it records on the picklist the products which need to go into each numbered bin. If the item is in a bulk location, the system creates a Stock Move to transfer the item from bulk to the picking areas of the warehouse. After a picklist has been created, you can merge bins or transfer bins to another picklist when you have specific reasons for editing the lists. Then, you can print the picklist report, which orders all the items in the list according to their respective locations in the warehouse (when the locations have been configured) and shows the items to be collected into each bin of your picklist. When you have finished picking the picklist, you can set it to closed.

Picklists Step-by-Step

Processing orders for shipment begins with finding the orders which are ready to ship according to the instructions in the respective orders. The orders that are ready are defined as follows:

  • Orders which are Approved, and
  • Which have at least one item in stock if the items can be shipped separately, or
  • Which have all the items are in stock if the items are to be shipped together.

Getting Started

Ready To Ship Shortcut Button -- This screen provides two functions for getting started with the shipping process:

  • This screen displays a "Ready List" of orders which are Ready To Ship out, but have no Picklist prepared (yet). Thus, the screen will not show orders which are already on a picklist. This screen is automatically refreshed to show all new orders as they are Approved, and found ready to ship, so it provides real-time status.
  • Quick Packing Option -- for each order listed you can click on the order ID to print a PDF of the items to be shipped out or click on the [Pack Order] button to start packing the order in the Pack Order Screen. For orders that do not require the Picklist steps, this options takes you directly into packing the order.

Using Picklists

To create and edit Picklists to be used before packing is started, there are two functions:

  • Create Picklist Shortcut Button -- This screen is used to generate Picklists for orders ready to ship. To facilitate packing orders for shipments of a particular type, it lists the number of ready orders by a shipment type.
* You can select the shipment type to be picked and the maximum number of orders to pick in each Picklist.
The system will then generate the pick lists, which you can view in the Open Picklists Screen.
  • Open Picklists Shortcut Button -- This screen displays a list of the Picklists which are currently open for processing (picking), the Picklist ID, the Picklist date, the number of orders on the list, current status of the list and the shipping method for the orders on this list.
* Click: [PDF] on the Open Picklist line item to print the Picklist and a Packing Slip for each order.
* Click: on the [Picklist] link (ID number) for any entry in the displayed list to see specifics
  and to edit the picklist.  It shows the numbered Bin of each order, the
  Order_ID/Shipgroup_ID and a PO number. 
* Click: [Order_ID/ShipGroup] link to see the list of products to be picked for that order.
  Click the link again to remove the product details.  
* Click: [Delete] on the product detail line to remove an item from the picklist.
* In the "Move To" column you can enter an alternate Bin number, or an alternate Picklist to
  move the Order to a different Picklist,
  Click: [Move] to complete moving the Order Bin to the alternate list.
* Click: [PDF] to print the Picklist and a Packing Slip for each order bin.
* Finally, to update the status of your picklist, select the new "Status" from the drop down box, and
  Click: [Update]

Note: When you change this Picklist status to "Picked", this picklist will move from the Open Picklists Screen to the Picklists To Be Shipped Screen where you can continue processing the numbered order bins. In the next section of the User Manual we will discuss Packing the orders from the numbered bins.

Stock Moves

Use the Stock Move tab to move stock from Bulk location to Primary / Pick Location within the facility. The products can then be Picked Packed and Shipped for sales order fulfilment. While stock moved can be created manually, they are also created automatically during the pricking process.  

The “Stock Moves Needed” section summarizes these needs for inventory relocation and provides a simple way to check off the movements as they are accomplished. The table includes

  • Product ID -- of the product being moved
  • Product -- Internal name of the product
  • From Location -- physical location designated for bulk supply of the product
  • QOH -- quantity on hand of the bulk supply
  • ATP -- available to promise of the bulk supply
  • To Location -- the primary warehouse location to which inventory should be moved
  • QOH -- current quantity on hand at the primary inventory location
  • ATP -- available to promise at the primary inventory location
  • Minimum Stock -- minimum stock (ATP) you have specified in the product catalog Locations Tab, which is located here: Catalog Icon > Product Section > Locations Sub-Tab in the "Primary" location line item
  • Move Quantity -- the move quantity you have specified in the Locations Tab just described
  • Confirm -- Enter the number of product items actually moved to primary location
  • Select -- Check Box for you to indicate when the Warehouse Team has completed this Stock Move
  • Select all -- The select box for the whole list of moves

Click on [Confirm selected moves] button to record the selected moves have been accomplished.

Manage Picklists

Once the pick lists have been generated, you can use this tab to assign pickers to each pick list, move order items from one pick list to another.

Verify Pick

Once the products have been picked, they can optionally be verified against the order number of the bin.

  • Enter the Order ID or the Picklist Bin and click [Verify Order]

  • The Verify Order screen displays the list of item in the order.
  • Enter the item verified against each item and check the verify checkbox.
  • Click [Verify Item] button to complete the verify process.

Packing

Once the products have been picked, they are ready to be packed. Use this tab to complete the packaging process. You can start the packing process either using the Order ID or the Packlist Bin.

You can alternatively also use the Weight Packages Only screen (if you). To you use this option, make sure you have Verified Pick list

To start the Packing process

  • Enter the Order ID # (and optionally the ShipGroup number) to be packed.
  • Click: [Pack Order] to open the screen for packing.

  • This will display the list of products along with their respective quantities that need to be packed for the order.
  • Qty to Pack: enter the # of items for each proudct that you want to pack.
  • Packed Weight: enter the weight of the items.
  • : If you are packing the first set of items or you want to pack the current set of items in a new box, select “Next Package”. Else select the package number from the "Package" drop down box, to add the items to an existing package.
  • Click: [Check Box] at the beginning of each line item that is being packed. If the iteams are not yet packed, leave it unchecked.
  • Click: [Pack] to pack the order items.
  • Repeat the above steps for each package that you want to pack for the order.
  • To edit exiting packages, go to Package or Items section to remove items from packeging.
  • Packed Weight: Optionally enter the weight of the packages
  • Additional Shipping Charges: Optionally enter the any additional shipping charges that you want to charge to the customer.
  • Handling Instructions: Any handling instructions notes you would like to make.
  • Click [Complete] to complete the packing of the order.