Planning Picks in the Worksheet

When your warehouse is set up to require both pick and shipment processing, the warehouse can choose to operate so that the lines on shipment documents are not automatically transformed into pick instructions, but are made available instead to the pick worksheet. If this is the case, the procedure when you prepare a shipment will be to click Functions, Release, rather than Functions, Create Pick.


If warehouse pick instructions have already been created and you would like to combine them into one efficient pick instruction, delete the warehouse picks by clicking somewhere in the headers and pressing F4. The lines to be picked are now available in the worksheet.


In the pick worksheet, you can set up pick lists for employees that minimize the time the employee has to move about the warehouse picking items. There are fields that contain information about the quantities of items available in the cross-dock bins. This is useful in cross docking situations to plan your work assignments, because the program will always propose a pick from a cross-dock bin before any other bin, regardless of the unit of measure. The lines in the worksheet can come from a number of source documents and be sorted by item, shelf no., source document, due date, or ship-to address.

If you sort by due date, you can choose to delete from the worksheet all lines except those that need immediate attention. The less urgent lines are not deleted as such, but just sent back to the Pick Selection worksheet. When you create the pick, the lines have already been sorted by due date, and you can choose to assign the pick to a particular employee.

To plan picks in the worksheet:

  1. Open the Pick Worksheet window and click Functions, Get Whse. Documents.

  2. Select the shipments for which you want to prepare a pick. You can now sort the lines to some degree, but the sorting you do here will not be carried through to the pick instruction. You can also delete some of the lines to make a more effective pick. For instance, if there are a number of lines with items in cross-dock bins, you might want to create a pick for all the lines associated with these lines. The cross-docked items will be shipped (along with the other items on the shipments), and the cross-dock bins will have space for more incoming items.

  3. Click Functions, Create Pick, and fill in the Create Pick request window as you see fit. The sorting you request here will order the pick lines you create. For example, you can create one pick for each zone and sort the lines by bin ranking within each pick.

  4. Open the Warehouse Pick window. You can now find the pick assignment you just created by clicking Pick, List, and selecting the pick with the highest No.

  5. In the pick, you can still alter, if necessary, the assigned user ID and the way the lines are sorted.

  6. Click Print to print the pick instructions, and when you have performed the pick, click Registering, Register.


If the bins have been numbered in a way that mirrors the physical layout of the warehouse, the lines sorted by bin code allow the picker to pick for a number of shipments in one round of the warehouse. The worker takes the required number of items for each shipment line out of each bin and places them along with the other items for the particular shipment. A picker can save a great deal of time by picking for several shipments in one visit to a bin.

Another effective sorting option is bin ranking, if the physical layout of the warehouse is more according to bin ranking than bin code.

In the pick worksheet, you can also sort by ship-to address, enabling you to assemble and ship the orders to far-away customers first.

Related Topics:

Picking for Production

Picking Items with Warehouse Pick