Picklist Overview

Click here for information on this function in Sellercloud’s original interface
Picklists tutorial Picklists can increase efficiency by generating a summarized list of product quantities needed to fill selected orders. Picklists can be printed to a PDF document or exported to Excel and given to the shipping department for accurate picking, packing and shipping. Picklists can be generated based on the warehouse, meaning that the inventory and pick quantity displayed will be based on inventory in a specified warehouse. This is controlled by the client setting Enable Pick List Generation by Warehouse.
Generating a picklist
  1. From the Manage Orders page, select desired orders. Use the filters to generate picklists efficiently. See the example below.
  2. Select Generate Picklist from the Action Menu and press GO.
  3. Select a warehouse when picklist generation by the warehouse is enabled. See above.
  4. The Picklist will enter a job queue. (This action can also be done from an order detail page.)
  5. Navigate to the picklist by clicking on the displayed job link or by clicking the Manage Picklists button to find and manage your picklists.
  6. View the picklist by clicking on the Show Picklist hyperlink.
  7. See below the explanation of picklists.
  8. Export to a PDF or Excel from the action menu. Export options include picklists with product images.

Understanding picklists Orders with shadow products will have the parent products in the picklist. Similarly, kit products will have their child components in the picklist. Picklists will generate with the following default columns:
  • SKU
  • Product Name
  • Qty – Quantity of units to pick to fill selected orders.
  • Location – Location of the item in Warehouse (if set on the product home page)
  • Package – Shipping package type (if set on the product’s Shipping Preference page.)
  • Inventory – The available quantity you have on hand to pick: Aggregate + Unshipped = Inventory. This is not necessarily the total physical qty.
  • UPC
Additional columns can be enabled from the client settings:
  • Purchaser
  • Replacements  
  • Replacement SKU
  • Replacement SKU LOC
  • Weight 
The following filters can be used to filter SKUs and quantities on the picklist.
  • Inventory: As noted above – Aggregate + Unshipped = Inventory
    • All – Will display all items regardless if there is inventory to fill the orders.
    • Available – Filters to display products and pick the quantity that can fill orders completely. For example, if “Item A” has a quantity of 5 and the picklist has 1 order for 6 units of that product, “Item A” will not display when the “Available” filter has been selected. If there are 2 orders for 3 units (2 x 3 = 6) then “Item A” will display in the grid with a pick quantity of 3 only, because there isn’t enough quantity to fill the 2nd order. Older orders will take precedence over newer orders.
    • Not Available – Filters to display products and pick qty. without enough inventory to fill the orders. For example, if “Item A” has a quantity of 5 and the picklist has one order for 6 units of that product, “Item A” will display when the “Not Available” filter has been selected. If there are 2 orders then “Item A” will display in the grid with a pick quantity of the unfillable quantity. Older orders will take precedence over newer orders.
  • SKU
    • All – Known and Unknown SKUs
    • Known – Filters to display only products that have a Product ID in Sellercloud.
    • Unknown – Filters to display SKUs that don’t have a corresponding Product record. This can happen if orders are imported from somewhere for products that Sellercloud isn’t aware of.
  • Items
    • All – Displays both single and multi-item orders.
    • Single Item – Filters products that are in single item orders – one unit of one SKU. Read more here.
    • Multi-Item – Filters products that are in multi-Item orders – more than one unit of the same SKU or multiple SKUs in one order. Read more here. Please note that kit items are multi-Item orders and can be affected by the “Kit Items” filter
  • Kit Items
    • All – Displays both kit and not kit items
    • Kit Items – Displays only kit items. Please note that kit items are multi-Item orders and can be affected by the “Items” filter
    • Not Kit Items – Displays only non-kit items.

Generate filtered picklists Instead of generating a picklist of all orders and then using the picklist filters, it may be more efficient to filter the orders before generating a picklist.  For example, use the “Back Order” filter to filter out orders with items, not in stock. (Enable client setting Consider ReplacementSKU Qty in BackOrder Calculation to include such orders in the picklist. Read more here.) There is an action to Confirm related orders since Shipbridge can be set to only allow confirmed orders to ship. Using the confirmed status, together with these filters, it is possible to make sure that the shipper doesn’t see any orders that are Unknown or Not Available. Picklists can be used to prevent double-shipping orders in ShipBridge. 
  1. In Shipbridge, navigate Menu > Options > Shipping Tab. Enable setting Only allow shipping of orders loaded from picklists.
  2. Generate a picklist for orders in Sellercloud.
  3. In Shipbridge, Enter the picklist ID in the picklist filter. You may need to enable the filter under Menu > Customize Interface > Filters tab.
  4. Select the items in the picklist and press Load Selected.
  5. Press OK to load orders.

Understanding picklists

Picklists can increase efficiency by generating a summarized list of product quantities needed to fill selected orders. Picklists can be generated based on the warehouse, meaning that the inventory and pick qty displayed will be based on inventory in a specified warehouse. This is controlled in Client Settings by checking Enable Pick List Generation by Warehouse. Picklists can be also printed as a PDF document or exported to Excel and given to the shipping department for accurate picking, packing and shipping.

Orders with shadow products will have the parent products in the picklist. Similarly, kit products will have their child components in the picklist.

Picklists will generate with the following default columns:

  • SKU— An item’s unique identification number
  • Product Name— Name of the product
  • Qty— Quantity of units to pick to fill selected orders
  • Location— Location of the item in the warehouse (if set on the product home page)
  • Package— Shipping package type (if set on the product’s Shipping Preference page)
  • Inventory— The available quantity you have on hand to pick: Aggregate + Unshipped = Inventory. This is not necessarily the total physical qty
  • UPC— The item’s barcode

Additional columns can be enabled from the client settings:

  • Replacement SKU
  • Replacement SKU LOC
  • Weight 

The following filters can be used to filter SKUs and quantities on the picklist.

Filter Description
Inventory
  • All – Will display all items regardless if there is inventory to fill the orders
  • Available – Filters to display products and pick the quantity that can fill orders completely. For example, if “Item A” has a quantity of 5 and the picklist has 1 order for 6 units of that product, “Item A” will not display when the “Available” filter has been selected. If there are 2 orders for 3 units (2 x 3 = 6) then “Item A” will display in the grid with a pick quantity of 3 only, because there isn’t enough quantity to fill the 2nd order. Older orders will take precedence over newer orders
  • Not Available Filters to display products and pick qty. without enough inventory to fill the orders. For example, if “Item A” has a quantity of 5 and the picklist has one order for 6 units of that product, “Item A” will display when the “Not Available” filter has been selected. If there are two orders then “Item A” will display in the grid with a pick quantity of the unfillable quantity. Older orders will take precedence over newer orders
SKU
  • All – Known and Unknown SKUs
  • Known Filters to display only products that have a ProductID in Sellercloud
  • Unknown – Filters to display SKUs that don’t have a corresponding Product record. This can happen if orders are imported from somewhere for products that Sellercloud isn’t aware of
Items
  • All – Displays both single and multi-item orders.
  • Single Item – Filters products that are in single item orders – one unit of one SKU. Read more here
  • Multi-Item  Filters products that are in multi-Item orders – more than one unit of the same SKU or multiple SKUs in one order. Read more here. Please note that kit items are multi-Item orders and can be affected by the “Kit Items” filter
Kit Items
  • All – Displays both kit and not kit items
  • Kit Items – Displays only kit items. Please note that kit items are multi-Item orders and can be affected by the Items filter
  • Not Kit Items – Displays only non-kit items

Generating a picklist

  1. Access Orders > Manage Orders > Select orders. Use the filters to generate picklists efficiently.
  2. Select the action icon > Generate Pick List.sellercloud manage orders generate order pick list
  3. Title your Picklist. Choose a Warehouse.sellercloud generate picklist title and warehouse
  4. Access the picklist via Orders > Manage Picklists > Choose your picklist.
  5. Use Actions > Export to Excel or Export to PDF. You can export with images and order numbers.sellercloud picklist export to pdf export to excel
If you need to review the orders included in multiple picklists, you can use the action View Orders in Manage Orders. This will automatically load your chosen orders on the Manage Orders page.

Generating filtered picklists

Instead of generating a picklist of all orders and then using the picklist filters, it may be more efficient to filter the orders before generating a picklist.  For example, use the Back Order filter to filter out orders with items, not in stock. In Client Settings check Consider ReplacementSKU Qty in BackOrder Calculation to include such orders in the picklist.


Splitting picklists

When dealing with a high volume of orders, there is a concern of a system overload when loading all the orders on all shipping stations. To alleviate this concern you can split your picklists by the number of orders per shipper.

  1. Access picklist details page > Products.
  2. Select items > Use the icon in the upper right corner to split the picklist.sellercloud picklist details page split picklist
  3. Click the notification to view your queued job.sellercloud picklist details page split picklist notification

Using picklists in Shipbridge

Shippers can now filter their Shipbridge based on their assigned split picklist. This way allows different orders to be streamed to different stations, which prevents system overloading and double shipping. 

There is an action to Confirm related orders since Shipbridge can be set to only allow confirmed orders to ship. Using the confirmed status, together with these filters, it is possible to make sure that the shipper doesn’t see any orders that are Unknown or Not Available.

Picklists can be used to prevent double-shipping orders in Shipbridge:

  1. In Shipbridge, click Menu > Options > Shipping Tab. Enable Only allow shipping of orders loaded from picklists.
  2. Generate a picklist for orders in Sellercloud.
  3. In Shipbridge, Enter the picklist ID in the picklist filter. You may need to enable the filter under Menu > Customize Interface > Filtersenter picklist number
  4. Select the items in the picklist and press  Load Selected
  5. Press OK to load orders.select products from picklist

Combine Picklists and Saved Searches

If you want Shipbridge to only show orders from a saved search that are also included in a picklist you need to follow these steps:

  1. Go to Menu > Customize interface > GUI > enable the setting Apply saved searches on loaded orders.apply saved search on loaded orders
  2. Enter the picklist ID in the picklist filter.
  3. Select the items in the picklist and press Load Selected
  4. Press OK to load orders.
  5. Select the saved search option from the Saved Search dropdown.
  6. Click the arrow to apply the saved search on loaded orders.apply saved search

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