Pull coins with a picklist

A picklist lists coins to pull from storage, in the order you walk the warehouse. You need the Pick and ship permission.

Make a picklist from a sale or memo

1. Go to Picklists.
2. Click New picklist.
3. Select an invoice, an order, a platform sale or a memo. The picklist gets its coins.
4. Optional: enter a name.
5. Click Create picklist.

Make a picklist from coins you select

1. Go to Coins.
2. Select the coins.
3. Click Create picklist.
4. Click Create picklist in the dialog.

Pick the coins

1. Open the picklist.
2. Go to each coin in the order of the list.
3. Scan or type the code in Scan or type a code. The box takes a SKU, a label or an RFID tag.
4. Click Pick. You can also click Pick on the line.

To undo a pick, click Undo. When a coin is not in its place, click Missing on the line. You can add a note, for example: the box was empty.

To show only the coins that are left, select To pick. To print the list, click Print.

Complete the picklist

1. Click Complete picklist.
2. In Status of picked coins, select a new status, or Keep the current status.
3. Optional: select Move picked coins and select the new place.
4. Optional: select Put coins that were not found on hold. This shows when coins are missing.
5. Click Complete.

Cancel the picklist

1. Click Cancel picklist.
2. Click Cancel picklist again to confirm.

No coin changes status or location.