Generating Pick Lists using the SureShip Pick Workbench

Generating Pick Lists using the SureShip Pick Workbench

Introduction


The  SureShip Pick Workbench is used to: a) Review quantities remaining to be picked against open Customer Order, Transfer Order, and Service Order lines, b) Review the quantities, stockroom locations, lots, and serial numbers currently available to be picked, and c) create Pick Lists, which can then be staged or converted to a Bill of Lading (BOL).

To optimize shipping, SureShip™ can consolidate multiple orders' lines into a single Pick List if they share the same recipient and ship-to address. Consolidations are represented on the pick workbench as groupings – any lines sharing the same Group number can be added to the same Pick List.

This article describes how to review open order lines to be picked and create Pick Lists using the SureShip Pick Workbench.

This workbench is recommended for picking against various order types, or where a high degree of control is needed. Refer to this article for an alternative console that can be used to create Pick Lists against Customer Orders with many line items efficiently.

Reviewing quantities remaining to be picked on open order lines 

  1. Select the appropriate order Source type.
  1. Orders: Customer Orders.
  2. Transfers: Transfer Orders.
  3. Service Orders: Service Orders. For this option, also select the whether the SRO Options to be picked will include lines, materials, or both.


  1. Select the Due Date Start and Due Date End to limit results by a due date range, if necessary.


  1. Click Filter In Place to remove the filter and display all order lines corresponding to the currently selected Whse (warehouse), source type, and/or due date range.


To select a different warehouse, click  Actions > Change Warehouse from the SyteLine application menu, or navigate directly to the  Change Warehouse form.
Qty To Pick displays the remaining number of units necessary to satisfy the order line.  Qty Ready displays the quantity of unallocated (not already assigned to a Pick List or BOL), nettable units available for the currently selected item and warehouse.
  1. Use the following options to limit or expand search results as needed:
  1. Skip Order Line When Cycle Count in Process: When enabled, removes results if cycle count is currently in progress for the line item.
  2. Skip Order Line When Quantity Available is 0: When enabled, removes results with no currently available inventory.
  3. Include Zero Quantity Available Kit Items: When enabled, include results of kitted items for which one or more component items has no currently available inventory.


Creating a new Pick List

Perform steps from the previous section before proceeding.
  1. Select the Pack Loc (packing location) that picked units will be moved to and the username of the appropriate Picker(optional).


  1. Set the Consolidate checkbox to the appropriate value:
  1. Leave disabled to group lines by order number only.
  2. Enable to ignore differences in order number and group lines by shared recipient, ship-to address, ship via code, and due date. Use the following options to further consolidate groupings as needed, then click Assign Groups:
  1. Ignore Ship Via: When enabled, ignores differences in ship via code.
  2. Ignore Due Date: When enabled, ignores differences in due date.


  1. On the Orders table, enable the Select checkbox for each order line to be included on the new Pick List.


  1. Set the Assign Locations checkbox to the appropriate value:


  1. Leave enabled to define specific stockroom locations on the new Pick List. For each selected order line on the Orders table: 
  1. Click on the row and navigate to the Inventory tab.
The  Inventory tab is only available for rows with an enabled  Select checkbox.
  1. The bottom-left table may be used to review the Location and Qty on Hand of all available (nettable and unallocated) units for the selected line item currently selected in the top table.
  2. A Qty To Pick is automatically suggested for each stockroom location. Update if necessary. Refer to this article for additional information about over picking.



  1. Disable to leave stockroom locations undefined on the new Pick List.
See sections below for additional information about lot-enabled, serial number-enabled, and containerized items.
  1. Use the following options to set Pick List print behaviors:
  1. Print Pick Lists: When enabled, generates a printable report for the new Pick List.
  2. Print Customer Order Kit Pick List: When enabled, print all component items for any kitted items on the Pick List.
  3. Generate Bulk Pick List: When enabled, generates an item/location summary report along with the Pick List(s).


  1. Click Generate.


  1. A confirmation message will appear on successful Pick List creation. Click OK to close.


Additional information for lot-enabled items

Besides the behaviors described above, the following should be considered for any lot-enabled line items:

  1. When assigning picking locations from the Inventory tab (step 4), separate rows will appear for each available lot on hand. In this case, Qty To Pick is set per Lot and stockroom Location.


Additional information for serial number-enabled items

Besides the behaviors described above, the following should be considered for any serial number-enabled line items:

  1. When assigning picking locations from the Inventory tab (step 4), serial numbers may also be pre-defined if the Assign Serial Numbers checkbox is enabled. Serial numbers can be selected from the bottom-right table of the Inventory tab, or scanned one-by-one using the Scan Serial field.


Additional information for containerized items

Besides the behaviors described above, the following should be considered for any containerized line items:

  1. When assigning picking locations from the Inventory tab (step 4), a specific container may be pre-defined by enabling the Pick By Container checkbox, selecting a container ID number from the dropdown menu, and clicking Assign.


Next steps

Refer to this article for additional information about selecting specific units to be picked (optional step).

Refer to this article for additional information about converting a Pick List into a BOL.

References and Related Articles

Picking Overview

Generating Pick Lists using the SureShip Order Pick Console

Selecting units to be picked using SureShip Pick Staging

How does SureShip™ control over picking?

Creating BOLs against Pick Lists using the SureShip Console

SureShip Pick Maintenance


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