How to make a picking order – Academy

"Picking" is a crucial logistical process in inventory management that involves selecting and collecting specific products from a warehouse to fulfill an order. This procedure is essential in the supply chain and e-commerce order fulfillment, ensuring the efficient preparation of requested products, thereby contributing to the swift delivery of orders to customers.

In Stockagile, you can manage various types of orders, including wholesale orders, in-store sales, transfers, and e-commerce orders. These orders need to be created and managed by location.

Requirements for Creating a Picking Order

The user must have the role of OWNER, STORE MANAGER, or WHOLESALE MANAGER. You can view the different role types in the Create or edit a user section.

Steps to Create a Picking Order

Go to the left sidebar under the INVENTORY section and click on PICKING.
You will see a window with the following tabs:
- Pending: These are new orders that have arrived and are awaiting preparation.
- In Progress: Here, you will find created picking orders that are either:
  - Waiting to be picked: created but not started.
  - In progress: created and started.
- Picked: Orders that have been picked and are ready for packing.
In the "Pending" tab, you will see a list with the following information:
- Order: order reference.
- Delivery Reference: order delivery note, as there may be cases where an order is divided into two or more delivery references.
- Created on: when it was created, and this will be the column that governs the sorting of orders.
- Units: units of product variants that make up the order.
- Location: location to which that order has been assigned.
- Order Origin: channel/medium through which that order was created.
To create a picking order, you must select orders from the same location. You can:
- Filter by location with the filter found at the top left.
- Manually select them with the checkbox.
Once selected, click the "+ New Picking Order" button activated at the top right of the table.
A new window will open where you will see:
- Details: of the picking order. "Assigned to" can be used to assign a person to that picking order; otherwise, it will automatically be assigned to the person who starts scanning the products.
- Product List: product variants will appear per row, along with the actions you can take within this.
  - Actions:
    - Mass Edit: if you select all products at once, you can mark them as picked or pending to be picked.
    - Print Delivery Notes: you can print the delivery notes for the orders, to prepare them for each order and for the person who will do the packing.
    - Generate Picking List: a list of the warehouse route that the worker must follow to pick up all the orders. This can be sorted as needed by clicking on the three dots of each column in the product variants table.
  - ⚠️ Note: we recommend ordering the picking list by the location assigned to the product. If you do not have a location assigned to the product variant, you can order it by brand, category, subcategory, period, or collection.
  - List:
    - Order: reference of the order where that product variant is.
    - SKU: SKU of the product variant.
    - Brand: brand of the product variant.
    - Category: category of the product variant.
    - Variant 1: product variant 1.
    - Variant 2: product variant 2.
    - Location: location assigned to the product within the location.
    - Batch/series: if there is a batch-type product, you can select or scan its data matrix from this window to register it.
    - Box: in case you have a cart that allows you to separate orders, the box will be where you should place the product variant.
    - Status: whether it is pending to be picked or picked.
To pick up the picking order, you can:
- Scan the products.
- Click on the status and automatically change it to "Picked".
- Select the products and edit them in bulk to mark them as "Picked".
Once you have finished marking the product variants as "Picked," click on the button at the top right labeled "Finish."
If you have picked fewer units than estimated, a pop-up window will appear notifying you that there are units left to pick. If it was a mistake, you can check the box, and all units will be marked as "Picked." Otherwise, the unpicked product variants will return to the pending list. Once selected, click on "Finish."
Upon completing the picking order, you will be automatically redirected to the "Picked up" list.
You can also view the picked orders in the "Packing" section under pending orders.