Pick Lists
GrowthThe warehouse queue of orders to pick, stage and hand over to customers or crews.
Included in the Growth and Full Platform plans. On the Core plan it shows in the sidebar with a lock.
Create Pick List
Pick lists are created from a sales order with Create Pick List. Installers can also request a pickup through the installer portal; those requests wait under Pending Review.
Review Installer Pickup Request
Open a request under Pending Review, check the stock and the proposed date, and confirm it to move it into the pick queue.
Pick Items
- 1Open the pick list.
- 2Scan or type the serial number for each serialized item, and record what you picked. Use Shortage if something can’t be found.
- 3Click Complete Pick and tell the system where the picked items are now (scan or choose the staging location).
Mark Pick List Picked Up
Staged pick lists wait under Staged — Awaiting Pickup. Click Mark Picked Up once the customer or crew has taken the items.
Edit Pick List Schedule
Click Edit Schedule on the pick list to change the fulfillment date and the crew. Choose a lead for crew pickups.
Cancel Pick List
Click Cancel Pick List to cancel it, or Revert to undo a completed pick.