Understanding Picklists

What is Picklist?

A Picklist is used to record the items that need to be physically picked from the warehouse to fulfill a confirmed sales order. It helps assignee identify the required items, quantities, and bin locations before shipment. Picklists are typically created after confirming a sales order, ensuring accurate and efficient order fulfillment.

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.

Preferred Bin

Admins can recommend a preferred bin for pickers to pick the items. This recommendation is optional and not compulsory. Preferred Bin can be assigned during Picklist Creation or Picklist Status Update.

Three Ways to Create Picklist

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

• Create Picklist from Picklist Module
• Create Picklist from Sales Order Module
• Bulk Create Picklist from Sales Orders Module

Lifecyle of Picklist

A Picklist goes through the following stages during the order fulfillment process:

• Yet to Start – The picklist has been created, but the picking process has not begun.
• In Progress – The picker has started picking the items listed in the picklist.
• On Hold – The picking process is temporarily paused due to stock issues, operational delays, or other reasons.
• Completed – All items in the picklist have been successfully picked and the process is finished.