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Pick List

A Pick List is a document that indicates which items should be taken from your inventory to fulfill orders.

This is particularly useful for shippers with a large amount of inventory, volume of orders, or customers ordering many Stock Keeping Unit(SKU). Pick list selects Warehouse where an Item is available on FIFO (First-In-First-Out) basis. Selection of Warehouse for a batched item is different. In case of batched items, Warehouse where the batch is nearer to its expiry will be selected.

To access Pick List, go to:

\u003e Home \u003e Stock \u003e Stock Transactions \u003e Pick List \u003e \u003e

  1. Prerequisites

Before creating and using a Pick List, it is advised that you create the following first:

  1. How to create Pick List

  1. Set the Company.

  2. Select the Purpose of Pick List. These are the options under Purpose:

    • Delivery: This option will let you add Items from a Sales Order, to deliver. After submitting Pick List a new Delivery Note can be created based on the Warehouse from which items were picked.
    • Material Transfer for Manufacture: This will let you select a Work Order from which raw materials will be pulled for picking. You will be presented with an option to select the number of finished goods for which you want to pick raw materials. After picking the stock you can create Stock Entry for the picked items i.e., raw materials.
    • Material Transfer: This will let you select a Material Request for which you want to pick items. After picking the stock you can create a Stock Entry for the picked items.

  3. Add Item and the quantity you want to pick in the Item Locations table. Click on Get Item Locations to get the Warehouse and other details for each Item.

  4. Parent Warehouse: If a parent Warehouse is selected, Warehouses only under that parent Warehouse will be suggested.

  5. Get Item Locations: Once items to be picked is finalized you can click on the Get Item Locations button to get Warehouse selection for each item. Since Warehouse will be automatically fetched if you get an Item from any reference document, this button can be useful to manually add additional Items or change the quantity of existing Items in the Item Locations table.

2.1 Create Pick List from a Sales Order​

  1. Go to a Sales Order.
  2. Click on the Create button on the top right of the form and then click the Pick List option.
  3. Once you click Pick List, all the data required for Pick List will be fetched from the Sales Order.
  4. Alternatively, you can create a new Pick List and click on \