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Creating and Processing Pick Lists

Pick lists ensure the correct items are picked for an order and sent out accurately. This guide walks you through the full process from creation to completion.
1

Access pick lists

From the left-hand menu, click Goods Out then Picking Lists. You will see a list of all existing pick lists.
2

Select the pick list to process

Choose the pick list that matches your sales order. This opens the pick list screen showing items ready for picking. The status will be Pick.
3

Confirm the pick

You can confirm items in two ways:
  • Confirm Individually: Click the Confirm button for each item.
  • Confirm All: Use the Confirm All Pick Tasks button to confirm everything at once.
4

Use additional pick list options

Three blue buttons are available on the pick list screen:
  • Export List: Export the pick list once fully finished.
  • Print Dispatch Note: Download the dispatch note to print or save.
  • Download Pick List: Download a paper copy of the pick list.
5

Confirm the dispatch

After confirming the pick, click the Dispatch tab. Confirm each item individually or use Confirm All Dispatch Tasks.
6

Complete the pick list

Once both pick and dispatch are confirmed, the pick list status changes to Completed.
7

Verify the sales order status

Go back to the original sales order. The status will now show Completed, confirming the picking and dispatching processes are finished.
You must confirm both the pick and dispatch to finish the process and update the sales order status.