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Pick Lists

Manage and track every picking operation across the warehouse from one place.

A pick list is the work order that tells a picker which items to pull, in what quantity, and from where, to fulfill an order. While you pick the items for a single order from inside Order Processing, the dedicated Pick Lists page (/pick-lists) is where you manage all pick lists together — assigning them to pickers, watching progress, filtering by status or assignee, and cancelling work that can't be completed.

Use the Pick Lists page when you're coordinating the floor rather than working a single order: who's picking what, what's still pending, and what's stuck.

The pick lists page

Pick Lists page

Each row represents one pick list and shows:

Column What it tells you
Pick List The pick number, its type, and item count (e.g., PICK-001 • ORDER • 25 items).
Order The linked order number and customer.
Staging Area The destination area picked items are staged to.
Status The pick list's current status (see below).
Assigned To The picker responsible, or Unassigned.
Progress A progress bar with the picked / total ratio (e.g., 20/25).
Actions Buttons that change with status — Assign, Start, Complete, Cancel.

Pick list statuses

A pick list moves through these statuses:

Status Meaning
Pending Created but not yet assigned to a picker.
Assigned Assigned to a picker, waiting to be started.
In Progress Picking is actively underway.
Completed All items have been picked and staged.
Cancelled The pick list was cancelled and any picked inventory was reversed.

The Progress bar reflects how many of the pick list's items have been picked against the total, so you can spot a stalled In Progress pick at a glance.

Filtering and searching

The page opens showing only active work — by default it hides Completed pick lists. You can refine the list with:

Filter What it does
Status Matches one or more statuses. Each filter supports an operator: is / is not for a single value, or is any of / is none of for several.
Assigned To Filters by picker, with the same operators — so a lead can see just their team's queue, or a picker can see only their own.
Search Free-text match on pick number or order number.

Shareable filtered views

Your filter selections are saved in the page URL. That means a filtered view is a link you can copy and share — for example, a URL that shows only In Progress picks assigned to a specific picker. Whoever opens it sees the same filtered list. Bookmark a URL to return to a view you use often.

Assigning and working a pick list

Before you begin

  • A pick list exists only after an order is Allocated and its pick list has been generated. Pick lists are created from allocated orders in Order Processing.
  • Assigning a pick list is a shift-lead or Warehouse Manager action; Start and Complete are performed by the assigned picker.
  1. Assign a Pending pick list to a picker. It moves to Assigned.
  2. As the assigned picker, select Start. The status becomes In Progress and the start time is recorded.
  3. Pick each item; the Progress bar updates as you go. A single line can span multiple LPNs (License Plate Numbers), each with its own quantity — the picking interface shows every LPN involved with its per-LPN detail.
  4. Once every item is picked and staged, select Complete. The status becomes Completed, and the completion time and pick duration are recorded.

Picker attribution

Every pick records who picked it and when, down to the individual LPN — giving you accountability and the data behind picker-performance reporting.

Cancelling a pick list

Sometimes a pick can't be finished — the order changed, stock was short, or the work was started by mistake. Choose Cancel to stop it.

Cancellation has a point of no return

You can cancel a pick list in Pending, Assigned, or In Progress status. Once items have moved downstream — staged, consolidated, or packed — the pick list can no longer be cancelled.

Reason required: if any items have already been picked, you must enter a cancellation reason.

Automatic inventory reversal: when you cancel a partially-picked pick list, the platform automatically restores everything that was picked:

  • Picked quantities are added back to the source location and released to available stock.
  • Items are removed from the LPNs they were picked into; an emptied LPN returns to Available.
  • A reversal inventory transaction is recorded for the audit trail.
  • The order's picked quantities are decremented, and any picked serial numbers are restored.

If all of an order's pick lists are cancelled, an order that was in Picking, Ready to Pack, or Ready to Ship reverts to Allocated. The cancellation — including the reason and who performed it — is written to the order's activity history.

Lot numbers carry through the pick

When an order line is restricted to a specific lot, that lot number follows the item through allocation, picking, and — if needed — reversal, so the platform always returns stock to the correct lot record.