This guide will help you create and process pick lists after a sales order has been generated. Pick lists are important for making sure the correct items are picked for an order and sent out accurately.
From the left-hand menu, click Goods Out, then select Picking Lists. You will then see a list of all existing pick lists.
Choose the pick list that matches your sales order by selecting the correct line. This will open the pick list screen, showing the items ready for picking. The status will be Pick.
You can confirm the items in two ways:
Confirm Individually: For each item, click the Confirm button to verify it has been picked.
Confirm All: Use the Confirm All Pick Tasks button to confirm all items at once.
There are three blue buttons on the pick list screen:
Export List: Use this to export the pick list once it is fully finished.
Print Dispatch Note: Download the dispatch note to print or save it.
Download Pick List: Download a copy of the pick list if you need a paper version.
After confirming the pick, click the Dispatch tab to go to the dispatch confirmation screen. Confirm each item individually or use the Confirm All Dispatch Tasks button to confirm all items.
Once both the pick and dispatch have been confirmed, the pick list status will change to Completed.
Go back to the original sales order. The sales order status will now show as Completed, meaning the picking and dispatching processes are finished.
Yes, you can cancel or change a pick list if needed. Please see the pick list modification guide for more details.
The Export List option lets you save or share a copy of the pick list with others once it's complete.
Yes, use the Download Pick List option to print a copy before you confirm anything.
You can change the pick list before you complete the dispatch, which allows you to fix any errors.
Yes, you must confirm both the pick and dispatch to finish the process and update the sales order status in Clarus WMS.