Creating and Managing Pick Lists

The pick list serves as the guide for warehouse staff in facilitating the efficient picking of products from the warehouse shelves. The use of pick lists greatly contributes to a streamlined flow for warehouse fulfillment. Goflow provides the essential tools to do the following:

• Triage orders for prioritized processing.
• Guide pickers through warehouse aisles in a methodical way.
• Scan products in the picking and packing process to reduce errors.
• Efficiently pack and ship with minimal user clicks.

The pick list process includes many broad topics. The basic outline is summarized as follows:

1. Identify and select orders for processing
2. Create a Pick List
3. Print a pick list designed for picking optimization
4. Pick the products and bring them to the shipping station
5. Pack the products into boxes and create shipping labels.

While pick lists are indispensable for processing multiple orders, they are not required. To process a handful of orders, you may skip the pick list process altogether, and proceed directly to Options › Pack & Ship from within an order.

For warehouses that track inventory by location, however, the pick list is required to record inventory moves.

Selecting Orders for Picking

Orders assigned to a warehouse of direct fulfillment type are to be picked, packed, and shipped by your own warehouse. After orders have passed all preliminary requirements, such as listing mapping, listing review, order acknowledgement, fraud review, etc., the order status is updated to Ready to Pick.

To select orders for picking, follow these steps:

1. From the sidebar navigation, go to Orders › Pick.
2. Click on the Warehouse filter to see orders of one warehouse.
3. Click on the Time filter, and select to see orders of a particular date range.
4. Click on the main Filters, and narrow down the results by applying one or more filters.

The warehouse filter is required. All orders of a pick list must be of the same warehouse. To make it easier for warehouse staff, your selection is remembered. The next time you create a pick list, the warehouse will already be preselected.

The time filter allows you to prioritize orders based on impending shipping deadlines, or to prioritize older orders. Select a date type by which to filter. For instance, select orders with a ship-by date of today, or select orders with an order date of yesterday.

Use the main filters to select orders based on one or more criteria. Filters can be applied in either straight or negative mode. In straight mode, filters identify orders where the values are equal, while in negative mode, filters identify orders where the values are not equal. For example, find orders where Ship to Country is the United States, or find orders where Ship to Country is anything except the United States. To switch a filter to negative mode, click on the down arrow next to the filter name.

Order Filters - Use one or combination of filters for these order-level properties:

• Channel - Orders of a particular Goflow store, or for all stores of a particular channel.
• Tags - Orders that were assigned a particular tag.
• Gift Order - Filter for orders marked as gift, and which require gift-wrapping.
• Shipping Method - Orders assigned to one or more shipping methods. Select a carrier, and then select from the available shipping methods offered by that carrier.
• Destination - Filter orders based on their shipping destination, such as a specific country, state, or postal code.
• Cheapest Shipping - Orders for which Goflow has shopped rates and selected the cheapest shipping method.
• Expedited Shipping - Orders assigned to a shipping method classified as expedited.
• Amazon Prime - Filter specifically for Amazon Prime orders.

Product Filters - In addition to filtering for properties at the order level, you may also filter for properties that apply to products contained within the orders:

• Product - Orders that include a specific item number.
• Product Tags - Orders that include products that were assigned a particular tag.
• Brand - Orders that include products of a specific brand.
• Designated Location - Orders that include products stocked at a specific designated locations. This filter is particularly useful to create a pick list for one segment of the warehouse only.
• Units in Order - Filter orders based on the number of units they contain, such as orders with a quantity of 1, 2, and so forth. This filter is particularly useful in creating separate pick lists for large and small orders.
• Single-Item Orders - Orders that contain only one product, regardless of the quantity. This excludes multi-item orders containing a mix of different products.
• Group Product - Orders that include a group product, which is another type of multi-item order.

Creating a Pick List

Once you are satisfied with the orders to be picked, proceed to create a pick list. You can select orders individually or tick the top checkbox to select all filtered orders at once. The page is split into two panes. The left pane lists the selected orders, while the right pane displays the products contained in those selected orders.

The pick list number is automatically assigned by Goflow. You can add a pick list reference number as an additional identifier, such as Amazon Orders, International Orders, or Small Orders. Assign a picker responsible for fulfilling the pick list. Select a Goflow user with picking privileges.

To create a pick list, follow these steps:

1. From the sidebar navigation, go to Orders › Pick.
2. Select the orders for picking.
3. Enter a pick list Reference Number and assign a Picker.
4. Click Create Pick List.

To prevent over-picking or under-picking, order quantities cannot be changed while orders are In Picking. The following edits are restricted:

• Changing order products
• Updating order line quantity
• Changing order warehouse
• Splitting the order
• Reimporting the order

These limitations ensure that the products on the order match those being picked on the floor. If you do need to make a change to an order, first remove it from the pick list.

Creating Multiple Pick Lists

Choose how many pick lists to create. There are three approaches:

• One pick List - Create one large pick list for all selected orders.
• Several pick lists - Break down the orders into smaller, more-manageable pick lists.
• One order, one pick list - Create a separate pick list for each order. This option is ideal for large orders.

To create one large pick list, click on the main button Create Pick List. To access more options, and to set the default number of orders per pick list, follow these steps:

1. Click the down arrow next to the main button.
2. Click on the 3-dot options menu next to Create Multiple Pick Lists.
3. Enter the desired number of orders per pick list. To create a separate pick list for each order, enter 1.
4. Click Save as Default.
5. Finally, click on Create Pick Lists.

Adding Orders to a Pick List

If you forgot to include an order in a pick list, you can add the order to an existing pick list. To do so, follow these steps:

1. From the sidebar navigation, go to Orders › Pick.
2. Select the orders for picking.
3. Click on the down arrow next to the Create Pick List button, and choose Add to Existing Pick List.
4. Select from the list of existing pick lists.
5. Click Add to Pick List.

Remember to print out the pick list again, as the products on the pick lists have been updated.

Removing Orders from a Pick List

To remove orders from a pick list, follow these steps:

1. From the sidebar navigation, go to Orders › Ship.
2. Open the pick list.
3. Select the order you wish to remove from the pick list.
4. Go to Actions › Remove from Pick List.
5. Choose how to proceed:
   • Inventory Expected - If you anticipate moving more inventory soon, return the orders to Ready To Pick. Select Remove from Pick List.
   • Inventory Not Expected - If an inventory move is not planned, place the orders on hold while you investigate the stockout. Click on the down arrow, and select Remove & Place on Hold.

If all orders were removed from a pick list, the pick list is automatically deleted.

For warehouses using inventory locations, Goflow alerts you when an order has insufficient inventory for one or more of its products. Click on View Orders to see which orders require immediate attention as they cannot be fully picked. Click on Remove From Pick List to quickly remove out of stock orders.

Remember to print out the pick list again, as the products on the pick lists have been updated.

Deleting a Pick List

If you need to start over with a pick list, you can delete it. The orders of the pick list will move back to Ready to Pick.

To delete a pick list, follow these steps:

1. From the sidebar navigation, go to Orders › Ship.
2. Open the pick list you want to delete.
3. Click on the 3-dot options menu › Delete Pick List.
4. Confirm Delete Pick List.

Finding a Pick List

To find a pick list, go to Orders › Ship. By default, the ship bucket is filtered to display only pick lists currently being processed. To view all pick lists, access Filters at the top of the page, and filter for pick lists with a status of Completed. You can further refine your search to view pick lists of a specific warehouse or by a particular picker.

You can also filter the main orders page to find orders associated with a specific pick list. Go to Filters › More Filters › Pick List, and enter the pick list number. Once you select an order, you can access the full pick list. Scroll down to Related Transactions, and click to open its pick list.

Printing Pick List Documents

Print out the pick list, and use the printed document as a guide during the picking process. To print a pick list, go to the documents icon inside the pick list, and click Print Pick List.

The standard 8x11 pick list template features the following details:

• Pick List Number
• Reference Number
• Warehouse
• Picker name
• Time created
• Item number and product name
• Warehouse location
• Qty On-Hand in the given location
• Qty to pick
• For warehouses using inventory location, a QR code with suggested quantities and locations.

You may customize the template design according to the specific requirements of your warehouse. You may add additional fields, adjust the print size, or otherwise modify the layout to meet your unique needs. To edit the design template, follow these steps:

1. From the sidebar navigation, go to Settings › Documents.
2. On the upper-right hand corner, click on New Document.
3. For Document Type, select Pick List.
4. For Document Name, enter DefaultPickList, and click Next.
5. Familiarize yourself with the Stimulsoft design tools, and design the document.
6. Save your changes by going to File › Save.

Contact Goflow Support for help with custom document design. A standard fee may apply.

Downloading a Pick List

If you need to send an electronic copy of the printed pick list, you can easily download it as a PDF. The same template used for printing is also used to generate the PDF version. To download the pick list, follow these steps:

1. From the sidebar navigation, go to Orders › Ship.
2. Select the pick lists to download.
3. Go to Actions › Download Pick Lists.
4. Click on the 3-dot options menu to choose the download options.
5. Select whether to download a single PDF with multiple pages, or to create a zip file with each pick list as a separate PDF.
6. Finally, click Download.

Printing Product Labels

Within the pick list, you can print the product barcode labels that you will need to attach to the picked products. To print barcode labels, go to the documents icon inside the pick list, and select Print Product Labels.

The Print Barcode Labels modal automatically prefills with the number of labels needed based on the units in the pick list. Select the printer type and identifier type, then proceed to either print or to download the labels as a PDF.