Picks

Picks are saved as a draft until they are finalized. Nothing is sent to your system until users select Finalize.

The Picks module is where users will pick the items for their sales orders, transfer orders and work orders.

The Picks module can be found under the Sales group or on the quick bar at the bottom of the LilyPad screen.

Picking an Order

When users open the module, they will see every order waiting to be picked. Users can search for an order number or scan its barcode, then open it.

• Picks are shown in different colors if they are short, partially picked or have any discrepancies.

To pick a line:

1. Tap the line, then scan or select the pick location.
2. Tracking details, such as lot numbers and expiration dates, fill in automatically.
3. Scan the item or enter the quantity, then select Pick.
4. Repeat for each line.

Picked lines are saved as a draft. Select Finalize to send the pick to your system, or Discard draft to start over. Once every line is picked, users can go straight to the shipment. See the Shipments page.

• LilyPad checks each line as it’s picked, so the wrong item can’t be picked by mistake.
• Lot and serial numbers picked here carry through to packing and shipping.

Picking onto a Pallet

Users can also pick straight onto a pallet.

1. Open the order and tap the line to pick.
2. Select the pallet button to turn on Pallet mode.
3. Scan a pallet label, or select + to start a new pallet. If no tag is entered, the next available pallet number is used.
4. Scan or select the pick location. Stock picked now goes onto that pallet.
5. Scan or enter the quantity and select Pick.
6. Select Finalize to send the pick to your system.

The pallet is picked and ready for shipment. See the Pallets page for more on managing pallets.

Scanning

Users can scan throughout the pick, using their device’s camera or a scanner:

• Scan an order number to open a pick.
• Scan the pick location on each line.
• Scan the item to pick it. Items can be found by their UPC, part number, vendor part number or pallet tag.
• Scan a pallet label to pick onto that pallet.

Pick Settings

How picking works can be adjusted in Settings. These apply to everyone in the warehouse. See the Settings page for more.

• One operator per pick: locks a pick while someone is working it. Off by default.
• Only picks that can be picked in full: hides picks where any line is short on stock.
• Require full quantity: no partial picks. Every line must be picked in full.
• Overpicking allowance: how far over a line’s quantity a user may pick, as a percentage.
• Choose a put-to location: lets pickers set where the picked stock goes on each line.
• Show non-pickable locations: shows locations Fishbowl flags as not usable for picking.