Android Pick
The pick screen allows you to enter the quantity of items removed from the inventory. The quantities are entered in the Pick Item section. When a pick order is being picked, this indicates that the inventory is ready to be shipped to the customer.
Also, refer to Ordering Settings to turn on or off the pick order related settings.
Site-Item/Category Restrictions
Pick Inventory
Pick a Kit
Pick Orders and Container Selection
Site-Item/Category Restrictions
While picking the order, if the item to be picked (in the queue) falls in the Order Site-Item/category restrictions, then a warning message will appear and on hover, it will show a message indicating that "Item category is not allowed at the site.” and the location field will be restricted i.e. it will not display or allow to select the location.
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Pick Inventory
- Select Orders > Pick.
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- The Pick screen will appear. By default, all open pick orders will appear.
- With Site Restrictions Enabled (Manage > Roles > Site Restrictions): The user will only see global pick orders that are not assigned to any site, along with local pick orders assigned to sites where they have access.
- With Working Sites Enabled: The user will only view global pick orders that are not assigned to a specific site, along with local pick orders from sites they have access to.
- You can either select or search for the pick number from which you want to pick the inventory.
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Note: Show My Orders (
) - Tap the icon to enable the "Show My Orders" feature. When enabled, it filters the pick list to display only the orders created by the logged-in user.
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- Select the order number to display the list of items associated with the chosen pick number.
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- The screen will navigate to the pick screen.
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Note: The icon
will display the Item number and its requested quantity, picked quantity, location, total quantity, and available quantity information.
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- The item number will be already displayed. You can search for the item number too. For more details, see the topic "search items on the view items screen".
- The item description will automatically populate based on the details provided during item creation. This field will be read-only. In some cases, the site and location may also autofill.
- Enter or select the site. For more information, refer to the search site topics.
- Enter or select the location or container. For details, refer to "search locations".
- On selecting a container, the location field will get updated to Parent Container ID. Note: The container feature is scheduled for a future release.
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- Provide the track-by details.
Note: If items are tracked using track-by options, such as serial number, lot number, or date, the respective fields will appear. If the item is tracked by serial number, the quantity will always be 1, as each item will have a unique serial number.
- Enter the quantity. The available quantity will be displayed.
- Select the uom.
- It will display the requested quantity and picked quantity. Tap on the Pick button. The summary button will enable when you click on the pick button.
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- Tap on Pick.
- After tapping on Pick, a number will appear on the Summary button, indicating the total number of pick transactions you have completed. You can continue adding inventory to different items as needed.
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- The Summary screen lists all the pick transactions. You can also unpick the items.
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Pick a Kit
- Select Orders > Pick.
- Select the pick order, which is a kit. You can search for a pick number too.
- Select the item from the order number list.
- The screen will navigate to the pick screen.
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- Enter the quantity and tap on the Pick button.
- The screen will navigate to the Pick Kit screen.
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- The item number will be already displayed. You can search for the item number too. For more details, see the topic "search items on the view items screen".
- The item description will automatically populate based on the details provided during item creation. This field will be read-only. In some cases, the site and location may also autofill.
- Enter or select the site. For more information, refer to the search site topics.
- Enter or select the location or container. For details, refer to "search locations".
- On selecting a container, the location field will get updated to Parent Container ID.
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- Provide the track-by details.
Note: If items are tracked using track-by options, such as serial number, lot number, or date, the respective fields will appear. If the item is tracked by serial number, the quantity will always be 1, as each item will have a unique serial number.
- Enter the quantity. The available quantity will be displayed.
- Tap on the Pick button.
- Similarly, update all the sub-items in the kit.
- Once you update all the sub-items, a message will pop up indicating that the kit is complete. Tap on the OK button to commit the transaction.
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Pick Orders and Container Selection
Note: The container feature is scheduled for a future release.
The Pick screen has a feature that allows you to pick the entire container by specifying the container ID where the item is stored and also allows you to partially pick the items stored across multiple containers.
- Select Orders > Pick.
- Select the relevant pick order.
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The line items will appear on the next screen.
- You can select individual items from the list or search for a specific Container ID where this item is located or placed.
- Enter a Container ID on the "Order Number Search Items/Container ID" field.
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- When a Container ID is selected/scanned in the "Order Number Search Items/Container ID" field and if the container’s inventory matches the requested pick order quantity, the application auto-picks the item, shows a green checkmark for the order line item and the respective pick order number.
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- When a Container ID is selected/scanned in the "Order Number Search Items/Container ID" field and if the Container has inventory quantity more than the pick order requested quantity, the application will show a popup message which will enable the user to over pick or partial pick.
- Over-Picking from a Container: When attempting to over-pick from a container, If the pick order for an item specifies a quantity of X, and you select a container with inventory exceeding the requested quantity, the following warning message will appear: "This transaction is about to pick more than the requested qty. Click Yes to allow the transaction, No to Cancel".
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Choose "Yes" to proceed. This action moves the entire container and its contents. The Item Number field will update to show the Container ID. The ordered items will display the container type and quantity, as well as the requested, picked, and session quantities of the item.
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- Moving an Item in a Container to the Pick Queue & Enabling Partial Picking from Containers: When you select "No," the container ID will be removed from the item number field and will instead appear in the Location/Container field.
- In the item number field, you can choose a specific item. This action allows you to select a container where the item resides and update the quantity before the "Pick". You can also partially pick from multiple containers to fulfill the total quantity required for an item.
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As described above, you can partially pick the items from different containers that hold the selected item. For items stored in multiple containers, follow these steps:
- Select the item and site, then choose the location. Search to view all containers where the item is stored in the location field. Choose the desired container, specify the required quantity, and tap the Pick button.
- Repeat this process by selecting the same item, choosing a different container, specifying the quantity, and tapping the Pick button again.
- Once done, tap the Summary button to view the list of items picked from each container.
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- When the Container has extra Inventory: If the selected container includes items not listed in the pick order, a notification will prompt you to remove the extra items before adding the container to the queue. Use the Remove Inventory feature to remove the extra items or the Move Transaction feature to transfer them to another container.
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- Tap on Pick to mark the item as picked and view the Summary screen to review the picked orders.