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Outbound
How to Create and Execute a New Pick Task

How to Create and Execute a New Pick Task

Pick inventory to fulfill an order according to the order plan. The assignee will receive the pick task on their mobile app after CSR created the pick task on web. This article introduce the related operations on web and app sides.

How to Create a Pick Task on Web

  1. Navigate to Outbound > Order, select an order which you want to create a pick task.

  2. Click Create Pick Task button. Pick1

  3. Setup the required fields, then click Create to complete.
    There are three pick ways, please select one according to your requirements.

Pick TypeDescription
Order PickIt involves picking items for individual orders.
Batch Order PickIt combines multiple orders to pick similar items in a single pass.
Wave PickIt processes the picking of multiple orders based on scheduled time period or batches.

Pick2

After successful creation, the Pick Task ID will display on the corresponding order. Pick3

If there anything need to be updated, please click TASK ID to go for details page, then click EDIT button to modify the information.
Pick4

Modify the information then scroll down and click UPDATE to save the data updating. Pick5

How to Execute the Pick Task on App

The assignee will receive a task notification on their mobile app, after the pick task has assigned to them. Please refer to the following operations to complete outbound process on the Item WMS App.

Order Pick

  1. Go to Tasks > Pick Task > New, tap the task. You can identify the pick task via Pick Type fields.
  2. Tap Start Picking to process the task, then tap Pick to first step.
  3. Keep on Work tab, tap the location link or scan or enter the location. If there is no inventory in this location, please press NEXT LOCATION to get a new suggestion.
  4. Fill out the parameters required, such as Pallet ID, Quantity and etc.
  5. Tap SUBMIT to save the alll data you filled then tap Stage to start the second step.
  6. Enter or scan location and pallet to stage, then tap SUBMIT to save information.
  7. Tap CLOSE STEP then go back to task homepage to tap CLOSE TASK to finish it.

Batch Order Pick

  1. Go to Tasks > Pick Task > New, tap the target task.
  2. Tap Start Picking to begin the task, then tap Pick to process the first step.
  3. Keep on Work tab, tap the location link or scan or enter the location. If there is no inventory in this location, please press NEXT LOCATION to get a new suggestion.
  4. Fill out the parameters required, such as pallet ID, product quantity and etc.
  5. Tap ENTER to open a new order. Once this order has been completed, repeat the step 4 for other orders.
  6. Tap SUBMIT > CLOSE STEP > Stage to start the stage step.
  7. Scan or enter location and pallet to stage, then tap SUBMIT to save data.
  8. Tap CLOSE STEP then go back to task homepage and tap CLOSE TASK to finish the task.

Wave Pick

  1. Go to Tasks > Pick Task > New, tap the target task.
  2. Tap Start Picking to begin the task, then tap Pick to process the first step.
  3. Keep on Work tab, tap the location link or scan or enter the location. If there is no inventory in this location, please press NEXT LOCATION to get a new suggestion.
  4. Fill out the parameters required, such as Pallet ID, Quantity and etc.
  5. Tap SUBMIT > CLOSE STEP > Stage to start the stage step.
  6. Scan or enter location and pallet to stage, then tap SUBMIT to save data.
  7. Tap CLOSE STEP then go back to task homepage and tap CLOSE TASK to finish the task.
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