Understanding first: Picking List
The main reason for picking list usage is to simplify and automate warehouse internal process to create a pick list when sales order (also by transfer order or production order, in this example we will see only SO) is created.
Understanding via Example: Customer orders a set of items based on which Sales Order is created (we are skipping scheduled delivery dates) then on daily basis or via alert the warehouse In-charge is informed to do a task for pick and pack items to deliver. This warehouse In-Charge generates a picking list using form in Sales order or multiple sales order in which item code, name and warehouse location is specified with on-hand quantity. Warehouse In-Charge give this list to warehouse workers these workers picks all the items and marks as ticked meaning this item was picked or X mark meaning not available. These workers then registers these items in picking list registration form in sales order, the warehouse In-charge is notified who then later updates the packing slip based on picking list registered which reduces on hand stock.
So the process is from Sales Order confirmation – Picking list – picking list registration – packing slip
Note: Only on hand quantity can be picked in picking process
- Picking Order generates items grouped under Various picking list
- No of orders a person can pick at a time
Activate Picking List:
Accounts receivable > parameters > Updates > Picking route status change to activates.
You have 2 options to set here Completed this will close the process and activated in this one step extra has to perform to update status to Completed.
Picking list can also be separately generated from other source.
Inventory management > Common > Picking workbench.
- Picking Order: Picking order, with instruction which item from which warehouse and location at what time to be picked, generated via
- Sales Order or (Release Sale Order picking form)
- Transfer Order (Release Transfer Order picking Form
Picking workbench profile
Process efficient Picking list (explained above) from multiple source of orders (sales or transfer) based on warehouse working times, warehouse workers, max lines per worker, max pick list in one batch, lead time and lot more this arrangement of profiles is known as picking workbench profile.
Various parameters/rules to setup different profiles
Item Lines (grouped under)> Pick list (grouped under)> Batch (grouped under) > Orders
Picking Workbench: Location where items are prepared for Packaging items by picking process, this process is further defined like:
- Picking Wave: Inventory breakdown > Warehouses > Picking Work bench (fast tab)
- All Picking List are grouped under Batches
- Picking wave is limited to one warehouse
- customizing no of pick list per batch (Picking Wave)
- Orders (Sales/Transfer): Inventory breakdown > Warehouses > Picking Work bench (fast tab)
- Define Max No of batches in one order
- Split by ship alone: Warehouses > Picking Work bench (fast tab)
- To pick/pack items separately tagged with this option
- Split by delivery mode: Warehouses > Picking Work bench (fast tab)
- To pick/pack item based on different delivery modes
Setting up Picking Workbench profile
Inventory management > Setup > Picking workbench > Workbench profiles.
- Customer group with Priority to pick (another customer group with different priority)
- Maximum no of Sales orders each location can handle with even no of sales order lines control
- Lead days: the days required to do the job
- Mode of delivery
Once all these are defined once then no need to thing again and again daily tasks.