Create Picklists manually
The pick list contains all products to be picked from an order, including the corresponding storage locations. To create a pick list, open an order and navigate to the Documents section. Click on Create new document and select the document type Picklist.
In the dialogue for creating the document you can enter a date, select the warehouse and optionally enter a comment. Then click on Create document.
You will now find the created document in the Documents section and can download it as a PDF or delete it via the context menu. In addition to all relevant data about the customer and the order, you can see the products contained in the pick list sorted by bin location and their quantity. If a product is available in several bin locations, the first bin location is printed in bold and all other bin locations are listed as alternatives below it in regular font. Under Pick Instruction, you will also find the comment you entered earlier.
Under Settings→ Cart settings in the Checkout section, you can allow your customers to leave a comment at the end of the order process. This will then also appear at the bottom of the pick list under Order comment.
Create Picklists automatically
You can use the Flow Builder to automate the process of creating picklists if needed. For example, if you want a picklist to be created when the order status is changed to In Progress, follow these steps:
- Go to Settings → Flow Builder and click on the entry Order enters status in progress.
- Switch to the tab Flow and either add a new action container by clicking on + or edit the existing action container by clicking on Add action.
- Select the action Generate document and select the document type Picklist in the next window.
- Finally, save your changes by clicking on the blue button in the top right-hand corner.