Picking

Picking is the working interface for the preparation and processing of orders in the warehouse. Here, the responsible staff see all shipments to be picked in a table, open individual orders for processing, maintain the contained positions, confirm the orders and, if required, print container labels.

Note: This page is only available if the picking module is activated for the tenant. Access is additionally restricted to the roles authorized for it.

1. Navigation

The picking overview is accessible via the main menu under Dispatching › Picking.

2. Picking Overview (Table)

The overview shows all orders to be picked in a table. Each row represents one order or one shipment.

Properties of the Table

• Paged display: The list is loaded page by page; paging and sorting are performed server-side, which remains fluid even with large data volumes.
• Sorting: Clicking a column header sorts the list in ascending or descending order by that column.
• Filter row: Directly below the column headers, a filter value can be entered per column.
• Saved view: The chosen column, sorting and filter configuration is saved per user and is available again at the next login.

Open Order

A double-click on a row opens the order in the editing window (see Section 5).

Color Highlighting

Note: This function is only available if the cell coloring module is activated for the tenant.

If rules for cell coloring are defined, rows or individual cells are automatically colored to visually highlight orders with certain properties.

3. Search Filters

Above the table, a filter bar is available with which the display is narrowed down.

The setting «Automatically Select Same Relevant Location» is saved per user and is retained after logging out.

4. Table Toolbar

The toolbar contains the actions for processing the marked orders as well as general table functions. Which buttons are visible depends on the user role and the activated modules.

Actions for the Marked Orders

Note: The buttons for editing and reassigning are only available to users with the corresponding permission. Pure viewer roles do not see these actions.

General Table Functions

Note: At most five editing windows for picking orders can be open at the same time.

5. Edit Picking Order

A double-click on a row or the button «Edit Picking Order» opens the marked order in its own window. There, the order data and the contained positions are displayed and can — if the order is editable — be changed.

Save Options

In the footer area of the window, three save actions are available:

Editability

Whether an order can be edited depends on its status. Orders in an early status (e.g. in editing, offer or planned) can be edited. If the order is in a completed or otherwise final status, the window is opened read-only (write-protected).

As long as the order is editable, the external reference can also be entered or changed in the editing window. It is saved as the external reference of the shipment with each of the three save actions.

6. Manage Positions

Within the editing window, the individual positions of the order are displayed in a table. Positions can be added, edited and removed.

Add or Edit a Position

1. Click the button «Add Position» or open an existing position for editing.
2. Enter the details in the position window:
   • Article/Product: The desired product is selected via the search. When changing the product, the associated details are automatically adopted.
   • Specializations: Requirements or specializations can be assigned via the search.
   • Custom Fields: Tenant-specific additional fields are also entered, if configured.
3. Save the position.

When saving, the specializations are resolved and — if a price catalog is defined — the price is automatically determined.

Note: Only positions that are managed as containers and contain no subordinate positions can be edited in picking. Other positions are merely displayed.

Automatically Generated Barcodes

If automatic barcode generation for positions is activated, the system automatically assigns a barcode when saving a new position.

Remove a Position

Via the button «Remove», a marked position is deleted from the order.

7. Print Container Label

For the containers of the orders, labels can be printed.

1. Mark one or more orders in the overview.
2. Click «Container Label» in the toolbar.
3. The labels are generated as a PDF and are ready for printing.

Alternatively, the label can be generated directly when confirming an order via the save option «Submit and Print» (see Section 5).

Note: The function is only available if a container label report is defined for the tenant.

8. Group Reference and Group Change

The picking overview takes into account the globally selected group. The selection in the group picker determines which orders are displayed.

• With the option «Current Group Only», the display is restricted to orders of the selected group. If it is deactivated, orders of the associated subgroups are also taken into account.
• If the active group is changed, the table automatically loads the orders of the newly selected group.

9. Summary: Available Actions