Picklist | User Guide | Zoho Inventory

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</li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a 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</ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="picklists">Picklists</h1> <p>A picklist is a document assigned to a warehouse picker communicating the list of items and its quantities to pick from a specific warehouse to fulfil orders.</p> <p>Why do you need a picklist?</p> <ul> <li>It contains only the information essential for a warehouse picker.</li> <li>It helps organize stock picking for large volumes of orders.</li> <li>Assigning a set of picklists to each warehouse picker helps minimize errors during fulfilment.</li> </ul> <div class="side-grid"><h2 id="in-this-page">IN THIS PAGE…</h2> <ul> <li><a href="#enable">Enable Picklists</a></li> <li><a href="#create">Create Picklist</a></li> <li><a href="#item-status">Update Item Status in the Picklist</a></li> <li><a href="#picklist-status">Update Picklist Status</a></li> <li><a href="#packages">Packages for Picklists</a></li> </ul> </div> <h3 id="enable">Enable Picklists</h3> <p>Picklist is an optional module you can enable if your business process requires it. However, you must have the <a href="/inventory/help/warehouses/warehouses-overview.html#enable-multiwarehouse" target="_blank">Multi-warehouse</a> feature enabled in your organization to access picklists.</p> <p>To enable picklists:</p> <ol> <li>Go to <em>Settings</em>, then <em>Preferences</em>.</li> <li>Click <em>General</em>.</li> <li>Select <strong>Picklists</strong> under <em>‘Which modules you’d like to enable?’</em>.</li> <li>Scroll down and click <strong>Save</strong> for the changes to take effect.</li> </ol> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> It is not mandatory to generate picklists before packaging. You can skip this step and create packages directly.</p> </div> <h3 id="create">Create Picklist</h3> <p>There are three ways in which you can generate picklists for the sales orders in Zoho Inventory:</p> <p><strong>Method 1:</strong></p> <ol> <li> <p>Click the ‘<strong>+</strong>’ button next to the <em>Picklist</em> module on the left side bar.</p> </li> <li> <p>Select the warehouse for which you want to create the picklist and click <strong>Add Items</strong>.</p> <img alt="Direct Picklist" src="/inventory/help/images/picklist/direct-picklist.png" width="700" /> </li> <li> <p>Select one or more parameters based on which you want to search for the sales order items.</p> </li> <li> <p>Click <strong>Search</strong>.</p> </li> <li> <p>Select the items to add to the picklist.</p> </li> <li> <p>Click <strong>Add Items</strong>.</p> <img alt="Add Items Page" src="/inventory/help/images/picklist/add-items.png" width="700" /> </li> <li> <p>Enter the quantity to pick for each item. If you’ve already picked some quantity, enter the value under the respective <em>Quantity Picked</em> field.</p> </li> <li> <p>Click <strong>Generate Picklist</strong> to save the picklist.</p> <img alt="Create Picklist-2" src="/inventory/help/images/picklist/new-picklist.png" width="700" /> </li> </ol> <p><strong>Method 2:</strong></p> <ol> <li> <p>Open a sales order.</p> </li> <li> <p>Click <strong>Create</strong> > <strong>Picklist</strong>.</p> <img alt="Create Picklist" src="/inventory/help/images/picklist/create-picklist.png" width="700" /> </li> <li> <p>Choose the warehouse for which you want to generate a pick list. This prompt appears only when you’ve chosen a different warehouse for each item in your order. Otherwise, you’ll be directed to a new pick list page automatically.</p> </li> <li> <p>Select an assignee for this picklist. You can also do this later.</p> </li> <li> <p>Enter the quantity to pick for each item. If you’ve already picked some quantity, enter the value under the respective Quantity Picked field.</p> </li> <li> <p>Click <strong>Generate Picklist</strong>.</p> <img alt="Create Picklist-2" src="/inventory/help/images/picklist/new-picklist.png" width="700" /> </li> </ol> <p><strong>Method 3:</strong></p> <ol> <li> <p>Go to the sales orders module in the left navigation pane.</p> </li> <li> <p>Select the sales orders by clicking the checkbox next to them.</p> </li> <li> <p>Click the <strong>Bulk Actions</strong> button on the top.</p> </li> <li> <p>Click <strong>Generate Picklist</strong>.</p> <img alt="Bulk Action" src="/inventory/help/images/picklist/bulk-actions.png" width="700" /> </li> <li> <p>Choose the warehouse for which you want to generate a picklist.</p> </li> <li> <p>Select an assignee for this picklist. You can also do this later.</p> </li> <li> <p>Enter the <em>quantity to pick</em> for each item. If you’ve already picked some quantity, enter the value under the respective Quantity Picked field.</p> </li> <li> <p>Click Generate Picklist.</p> </li> </ol> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> Quantity to Pick = Quantity Ordered - Quantity already picked - Quantity packed directly without picking</p> </div> <h3 id="item-status">Update Item Status in the Picklist</h3> <p>Once the picklist is generated, you or the assignee can update the status of the items. To do so:</p> <ol> <li> <p>Go to the <em>Picklist</em> module on the left sidebar.</p> </li> <li> <p>Open a picklist.</p> </li> <li> <p>Click the <strong>Update Picklist</strong> button on the top.</p> <img alt="Update Picklist Button" src="/inventory/help/images/picklist/update-button.png" width="700" /> </li> <li> <p>Enter the quantity picked against each item and select a status. If an item’s been fully picked (quantity to pick = quantity picked), you can directly mark its as <em>Completed</em>.</p> </li> <li> <p>Click <strong>Save</strong>.</p> <img alt="Update Picklist" src="/inventory/help/images/picklist/update-picklist.png" width="700" /> </li> </ol> <p>Note: The Update Status button only allows you to update the current status of the items in the picklist. To add more items to the picklist or to change the quantity to pick, you must <em>edit</em> the picklist.</p> <h3 id="picklist-status">Update Picklist Status</h3> <p>If all the items in the picklist have been picked, then instead of updating each item, you can directly mark the picklist as Completed. The resultant action also marks all the items within the list as Completed. If you want to put the picklist on hold for the time being, you can change its status to On Hold.</p> <p>To change the status of a picklist:</p> <ol> <li> <p>Go to the <em>Picklist</em> module on the left sidebar.</p> </li> <li> <p>Open a picklist.</p> </li> <li> <p>Click the <strong>Set Status</strong> button on the top.</p> </li> <li> <p>Select a status from the drop-down.</p> <img alt="Set Status" src="/inventory/help/images/picklist/set-status.png" width="700" /> </li> </ol> <p>Once you mark a picklist as Completed, you cannot change its overall status from the details page as the Completed status holds the highest priority. However, you can change the status of the picklist if you update the Quantity to Pick or Quantity Picked field for an item.</p> <h3 id="packages">Packages for Picklists</h3> <p>When you create packages for a sales order, the stock associated with picklists are indicated by the picklist number, and the items whose stock is not associated with picklists are listed separately.</p> <img alt="Picklist Items in a Package" src="/inventory/help/images/picklist/picklist-package.png" width="700" /> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">© 2023, Zoho Corporation Pvt. 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Picklist | User Guide | Zoho Inventory