Picklists

A picklist is a document assigned to a warehouse picker that lists the items and their quantities to be picked from a specific warehouse or location to fulfil confirmed sales orders.

Benefits

It contains only the information essential for a warehouse picker.
It helps organise stock picking for large volumes of orders.
Assigning a set of picklists to each warehouse picker helps minimise errors during fulfilment.

Create Picklist

There are three ways in which you can generate picklists for the sales orders in Zoho ERP,

Create Picklist from Picklist Module

Note: To create a picklist, you must enable Picklists module in Settings.

Navigate to Inventory on the left sidebar.
Go to Warehouse Operations on the top Module bar.
Click Picklists from the dropdown.
Click +New in the top right corner.
Enter the details to create a picklist,

Fields	Description
Picklist#	Enter the Picklist number. To set up your preferred numbering method: 1. Click the Gear icon in the textbox. 2. Choose one of the following options: • Continue auto-generating picklist numbers Enter the Prefix and Next Number. Picklist numbers will be generated automatically based on the given configuration. • Enter picklist numbers manually Enable this option to enter the picklist number manually during picklist creation.
Date	Enter the date when the picklist is created or scheduled.
Assignee	Select the user responsible for processing or handling the picklist.
Location Name	Select the location from where the items will be picked.
Internal Notes	Enter additional comments or instructions for the picklist.

Click Add Items below.
To filter the items, click or type the required Customer Name, Items and Sales Order. Once selected, click Search. Based on the filters, the items involved in the confirmed sales orders will be displayed.
Select the items you wish to pick and click Add Items.
Enter the quantity to pick for each item. If you’ve already picked some quantity, enter the value under the respective Quantity Picked field.
If bins are enabled for the location and the item, you can select the Preferred Bin.
Click Generate Picklist. The picklist’s status will be marked as Yet to Start.

Create Picklist from Sales Order Module

Navigate to Sales on the left sidebar.
Click Sales Orders in the top Module bar.
Create a sales order.
Once created, click Create in the top bar of the sales order details page.
Select Picklist in the dropdown. You will be redirected to the picklist creation page.
Select the Assignee and add Quantity to Pick. If you have already picked item, enter the Quantity Picked.
If bins enabled for the selected location and item, select the Preferred Bin.
Click Generate Picklist.

Bulk Create Picklist from Sales Orders Module

Navigate to Sales on the left sidebar.
Click Sales Orders in the top Module bar.
Select the sales orders you wish to create picklist.
Click the More icon in the top right corner.
Select Generate Picklist in the dropdown. You will be re-directed to the picklist creation page.
Select the Assignee and add Quantity to Pick. If you have already picked item, enter the Quantity Picked.
If bins enabled for the selected location and item, select the Preferred Bin.
Click Generate Picklist.
Insight: Quantity to Pick = Quantity Ordered - Quantity already picked - Quantity packed directly without picking

Preferred Bin

Admins can suggest a preferred bin for pickers to pick items from. This is only a preference and not mandatory. Pickers can also pick items from other bins if required. Preferred Bin can be assigned during Picklist Creation or Picklist Update.

Prerequisite:

Only admins can assign a preferred bin.
The selected location must be bin-enabled.
The items must be bin-enabled.

Update Item Status in Picklist

Once the picklist is generated, you or the assignee can update the status of the items.

To update the items in the picklist,

Navigate to Inventory on the left sidebar.
Go to Warehouse Operations on the top Module bar.
Click Picklists from the dropdown.
Select the picklist you wish to update the status of items.
Click Update Status in the picklist’s details page.
You can view the Items Details, Sales Order#, Quantity Ordered, Quantity Packed, Preferred Bin and Quantity to Pick in the picklist table.
Enter the actual quantity picked in the Quantity Picked field. If all items in the picklist are picked, click Pick All Items. The Quantity Picked field will be automatically prefilled with the Quantity to Pick.
If the item is Advance Inventory tracked, or Bin enabled, select the corresponding Serial Numbers, Batches, or bins while picking the item.
Update the status of the picked item by selecting one of the following statuses:
- Yet To Start – The picking process for the item has not started yet.
- In Progress – The picking process for the item has started.
- On Hold – The picking process for the item is temporarily paused and can be resumed later.
- Completed – The item has been picked with the required quantity.
Once done, click Update.
Pro Tip: Click Scan Item in the right corner of picklist table to scan items and add quantities quickly.

Update Picklists Status

If all the items in the picklist have been picked, then instead of updating each item, you can directly mark the picklist as Completed. The resultant action also marks all the items within the list as Completed. If you want to put the picklist on hold for the time being, you can change its status to On Hold.

To update picklist status,

Navigate to Inventory on the left sidebar.
Go to Warehouse Operations on the top Module bar.
Click Picklists from the dropdown.
Select the picklist you wish to update the status.
Click Set Status in the picklist’s details page.
Choose a status from the dropdown.
- Completed – The picklist item has been picked completely.
- On Hold – The picklist is temporarily paused.

View Associated Sales Orders and Packages from Picklists

You can now view associated sales orders and packages directly from the picklist details page. To do this:

Navigate to Inventory on the left sidebar.
Go to Warehouse Operations on the top Module bar.
Click Picklists from the dropdown.
Select the picklist you wish to view the associated sales orders and packages.
In the picklist’s details page, you can switch and view the Associated Sales Orders and Packages created for the picklist.
You can click the sales order or package number to redirect to its details page.