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Pick lists

In plentymarkets, you can generate pick lists as PDF or CSV files, for example if you want to print them or import them into another software. You can display barcodes on your pick lists. These allow you to scan items directly and book outgoing items after completion of the picking process.

1. Displaying item data

Use the menu Setup » Orders » Documents » Pick list to determine which item data should be displayed on your pick lists, such as Item ID, Manufacturers or Item price.

You can carry out individual settings for most of the fields described in [table-orders-options-pick-list] concerning the parameters width, font size and font weight that allow you to individualise the layout of the warehouse pick list. Use the Preview () to check the results of the settings while preparing the PDF template. To display the fields on the pick list in the order of your choice, assign the position numbers 1 to 14 from the respective drop-down list to them. Select the option Pos for fields that should not be displayed on the pick list.

Displaying item data:

  1. Go to Setup » Orders » Documents » Pick list.

  2. Carry out the settings as desired. Pay attention to the information provided in [table-orders-options-pick-list].

  3. Save () the settings.

Table 1. Options in the Pick list menu
Setting Explanation

Top margin

Enter a value (in mm) for the top margin on the page. A larger top margin may be required if you use a PDF template that contains the company information and the logo at the top of the page and you want to position this "header" above the pick list.

Character set

Select a character set used for coding the pick list.

ID barcode

Displays the order ID as a barcode. Determine with the help of the variables X and Y at which position the ID barcode is displayed. If you enter the value 0 for both variables, the ID barcode is displayed in the upper left corner of the pick list. For further information on positioning elements by assigning coordinates, refer to the respective manual page.

Quantity

Determine how the item quantity is displayed on the pick list.

Item ID

Determine how the item ID is displayed on the pick list.

External variation ID

Determine how the external variation ID, e.g. as assigned by your supplier, is displayed on the pick list.

Variation ID

Determine how the internal variation ID assigned by you is displayed on the pick list.

Variation No.

Determine how the variation number is displayed on the pick list.

GTIN

Displays the first GTIN of a variation. GTINs are first created as barcodes and then added to the data of specific items. The GTIN barcode that you created first and that therefore has the lowest ID is used on the pick list.

GTIN Barcode
We recommend using the Barcode option.

Uses the first GTIN of a variation and displays it as a barcode. GTINs are first created as barcodes and then added to the data of specific items. The GTIN barcode that you created first and that therefore has the lowest ID is used on the pick list.

Barcode

Determine how the barcode is displayed on the pick list. You can choose between the variation number and all barcodes that you have set up and that have one of the following types:
Variation number, GTIN13, GTIN128 and UPC.

Net stock

Determine how the net stock of a variation is displayed on the pick list.

Gross stock

Determine how the gross stock of a variation is displayed on the pick list.

Storage location

Determine how the Storage location is displayed on the pick list. For example, only the storage location name or a combination of warehouse information can be displayed, such as dimension / storage location name.
The quantity is displayed next to the storage location by default. Select the option Do not show the quantity next to the storage location if you do not want to display this information on the pick list.

Best before date

Determine how the best before date of a variation is displayed.

Batch

Determine how the batch number of a variation is displayed.

Free text

Determine if a free text field is displayed on the pick list.
Free text fields have to be defined beforehand in the menu Setup » Items » Free text fields. After defining the free text fields, link them to their corresponding items and enter values vor the fields. This is done in the Fields tab of an item.
For further information, refer to the Managing items page of the manual.

Item description

Determine which information is included in the item description on the pick list by activating the check box. The Item name is always displayed in this field. It is also possible to include further information, such as the Item ID, External item ID, Variation No. and GTIN.
De-activate the check box if parameters should not be displayed on the pick list. The selection is also valid for variations.

Manufacturers

Determine how the manufacturer’s name is displayed on the pick list.

Item price

Determine how the item price is displayed on the pick list.

Item image

Determine how the item image is displayed on the pick list.

Order list

Determine whether an order list should be displayed. The order list shows the order ID of the order that an item belongs to. If an item is included in different orders, all respective order ID’s are listed on the pick list.

A pick list based on the settings shown in image 1 looks as follows:

EN Settings Orders Documents Pick List 02
Figure 1. Sample pick list

2. Uploading a PDF template:

A template is needed for displaying your online shop’s letter paper, i.e. a page containing your company information, logo and layout elements according to your corporate design. This template needs to be in PDF format. In plentymarkets, it is possible to use a document template in PDF format to create the pick list. Proceed as described below to create a PDF template.

Uploading a PDF template:

  1. Go to Setup » Orders » Documents » Pick list.

  2. Click on PDF template.

  3. Open the New template tab.

  4. Click on Select file and select a PDF file as a template.

  5. Save () the settings.
    → The PDF template appears in the Templates tab. In this tab, you can preview or delete the PDF template.

You should place a header above the actual pick list if your template contains a header. Make sure that top margin is wide enough for your header and adjust the value if necessary (see Table 1).

3. Generating a pick list

After having carried out the settings according to [table-orders-options-pick-list] , you can determine which orders should be included in the pick list in the menu Orders » Fulfillment. In this menu, a Search filter allows you to select the orders and to determine how they are sorted on the pick list.

Proceed as explained below to generate a pick list.

Generating a pick list:

  1. Go to Orders » Fulfilment » Pick list.

  2. Carry out the settings according to Table 2.
    Note that the settings comprise Search filters as well as Procedures.

  3. Click on the gear-wheel () to generate the pick list.

Table 2. Options in the Pick list
Setting Explanation

Order status

Select the status of the orders that should be included in the pick list.

Owner

In the drop-down list, select the owner for the orders for which the documents should be generated. Select ALL if documents for all owners should be generated.

Client (store)

Standard = only standard shop
ALL = shop and clients

Warehouse

In the drop-down list, select one warehouse or ALL.

Sorting

In the drop-down list, select the method for sorting the items on the pick list. The options Item ID, Item number, Storage location position and Standard category’s name from the main shop (first level only) are available.

Order limit

In the drop-down list, select how many orders should be handled at a time. Set a value between 5 and 300.
The maximum number of orders that can be handled at a time equals the maximum of orders that can be selected. If the number of orders that should be handled exceeds the maximum of orders that can be selected, the process has to be repeated accordingly. The lower the chosen setting, the more efficient is the system performance.

Display format

In the drop-down list, select a data format for exporting the pick list. Select between the following options: PDF and CSV.

Change order status

Select a status that should be applied to the orders after generating the pick list.
The status change is an important tool to make sure that the process is not carried out twice for orders that have already been handled.

The link Change PDF pick list takes you to the settings in the menu Setup » Orders » Documents » Pick list, in which the document settings and the PDF template for the pick list are configured. The link Change CSV pick list takes you to a separate menu in which you can set up the columns that are displayed on a pick list generated in CSV format.

4. Delete completed pick lists

You can either select up to 50 pick lists that are completed and delete them or delete all completed pick lists at once. Pick lists that are not yet completed cannot be deleted.

4.1. Selecting and deleting completed pick lists

Explicitly selecting the pick lists and deleting them afterwards gives you the opportunity to take a look at what exactly you are going to delete. The completed pick lists are sorted by date and in descending order. Thus, the newest pick lists are shown first.

Selecting and deleting completed pick lists:

  1. Go to Orders » Fulfilment » Pick list.

  2. Click on the Delete tab.

  3. Select up to 50 pick lists from the list.

  4. Click on Delete pick lists ().

Afterwards, you can again select up to 50 pick lists and delete them.

4.2. Deleting all completed pick lists at once

Deleting all completed pick lists at once offers no possibility of checking the pick lists once again before they are deleted.

Deleting all completed pick lists at once:

  1. Go to Orders » Fulfilment » Pick list.

  2. Click on the Delete tab.

  3. Click on Delete all completed pick lists.

  4. Click on OK to confirm that you want to delete all completed pick lists.

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