Picking Stock Materials Using a Pick List

Module & target group
Module: Inventory Manager
For whom: Orderers (Pro account) and warehouse staff who work with inventory and projects

What is a pick list?

A pick list is an overview of stock items that you want to pick in order to move them. This can be to:

• another stock location (for example, a different cabinet or rack), or

• a project where the materials are needed.

You can print the pick list or take it with you digitally into the warehouse. This way, you know exactly which items need to be collected.

Picking stock materials using a pick list

Step 1: Go to the pick lists

1. Open the Inventory Manager.

2. Click Pick Lists.

You will now see an overview of all created pick lists.

Step 2: Open the pick list

1. Click the eye icon next to the pick list you want to process.

You will now be taken to the pick list detail page. Here, you can see all items that need to be picked to be moved to another location or to a project.

Step 3: Select the items

1. Select one or more items in the pick list.

Once items are selected, the Process selection button in the top-right corner turns pink.

Step 4: Process the withdrawal

1. Click Process selection.

2. A pop-up window opens.

3. Enter the actual quantity picked for each item.

4. Click Confirm withdrawal.

Step 5: Inventory is updated

After processing:

• inventory levels are automatically updated,

• the picked items are moved to the selected stock location or project,

• you will find the items there with the correct quantities.

Important to know

Before you start moving materials, make sure that:

• the current inventory level per item is correctly registered.

A correct starting inventory prevents discrepancies and ensures that pick lists and project materials remain accurate.