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Configure Pick Rules and Optimisation Strategies

Set up how products are picked for customer orders by configuring pick rules and optimisation strategies per account.
1

Access the account settings

From the left-hand menu, go to Accounts and choose the account you want to configure.
2

Select a pick rule

In the account settings, choose the Pick Rule you want to use: FIFO (First In, First Out), LIFO (Last In, First Out), Sell By Date, or Best Before Date.
3

Choose a pick optimisation

Optionally, select an optimisation strategy: Storage Unit Breakdown Avoidance or Stock Rotation.
Optimisation strategies are optional but can make your picking more efficient.
4

Save

Click Save to apply all changes.

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Choosing the Right Configuration

  • For items that expire quickly, use Sell By Date or FIFO.
  • For fast-selling products, LIFO might be suitable.
  • Choose Stock Rotation if you need to strictly manage stock movement.
  • Choose Storage Unit Breakdown Avoidance for better picking efficiency.
You can set different pick rules and optimisation strategies for each account. If you do not select an optimisation strategy, the system will use the chosen pick rule without extra optimisation.