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Revision as of 15:32, 9 December 2009 by Claudefeistel2 (talk | contribs) (How Picklists Work)
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Introduction to Picklists

Imagine a very large company which sold several highly popular products. During the course of a given day, the same product may be ordered hundreds or thousands of times by different customers. If with each order, a warehouse employee went to the shelf to look for the product, the same employee could be making hundreds or thousands of identical roundtrips to fetch the same item. This is of course extremely inefficient.

The picklist is designed to solve this problem by grouping items to be shipped from multiple orders together, so that on one trip, a warehouse employee can retrieve the same item multiple times for multiple orders placing the items in numbered bins for transporting to the packing area. A picklist is a report which shows a list items to be retrieved or “picked” from a warehouse and placed into the numbered bins for outgoing (order) shipments. They are ordered by the location of the items in the warehouse, so that a “picker” is able to go through the warehouse and retrieve the items in the same sequence as the pick list. The idea is that you pick order items into transport bins for the orders, then pack them, and then schedule the shipments.

How Picklists Work

When you create a picklist, the system goes through all the open outstanding orders which can be shipped, excludes any order items which have already been picked, and groups the remaining items together for picking into bins. It then creates a numbered transport bin for each order. Next, using the inventory item locations you have defined for your warehouse, it checks whether the products you need are in pick/primary locations in a warehouse or in the bulk storage area. If the item is in a picking or primary location, it records on the picklist the products which need to go into each numbered bin. If the item is in a bulk location, the system creates a Stock Move to transfer the item from bulk to the picking areas of the warehouse. After a picklist has been created, you can merge bins or transfer bins to another picklist when you have specific reasons for editing the lists. Then, you can print the picklist report, which orders all the items in the list according to their respective locations in the warehouse (when the locations have been configured) and shows the items to be collected into each bin of your picklist. When you have finished picking the picklist, you can set it to closed.

Configuring Warehouse Locations

If you wish to have the system order your picklists based on the location of items in the warehouse, you need to create locations for your warehouse first. You can fill in the codes for area, aisle, section, level, and position which denote the particular location in the warehouse. A sequenceId which will be used later to determine the order of picking will be generated based on these codes. The type of a location can be “Bulk” or “Pick/Primary”. Inventory in “Pick/Primary” locations will be put on picking lists. Inventory stored in bulk items must be transferred first in a Stock Move.

Below the location is a menu for associating products in each location. “Minimum” is the minimum quantity at a location before a move is triggered, and “move” is the quantity moved each time. Note that this is the same as the [Catalog] > [Product] >> [Locations] screen in the catalog manager.