Overview

This article outlines the process of creating and managing Pick Lists in iVendNext, to help you improve your inventory management.

1. What is a Pick List?

A Pick List is a document that lists the items to be picked from the warehouse to fulfill a specific sales order. It serves as a guide for warehouse staff, ensuring that the correct items and quantities are gathered for shipment. In iVendNext, Pick Lists are automatically generated from sales orders, making the order fulfillment process more efficient and error-free.

Why are Pick Lists Important?

• Accuracy: Pick Lists ensure that the correct items and quantities are picked, reducing the risk of errors in order fulfillment.

• Efficiency: By providing a clear list of items to be picked, Pick Lists help warehouse staff work more efficiently.

• Inventory Tracking: Pick Lists help in tracking inventory movement, ensuring that stock levels are updated in real-time.

• Order Fulfillment Speed: With a well-organized Pick List, orders can be fulfilled faster, leading to improved customer satisfaction.

2. Creating a Pick List in iVendNext

Creating a Pick List in iVendNext is a straightforward process that begins with a sales order. Here’s how you can create a Pick List:

Step 1: Create a Sales Order

• Start by creating a Sales Order in iVendNext. This document represents a customer’s request for products.

• Add the items and quantities that the customer has ordered.

Step 2: Generate a Pick List

• Once the Sales Order is submitted, navigate to the Pick List module.

• Click on Create Pick List and select the Sales Order for which you want to generate the Pick List.

• The system will automatically generate a Pick List based on the items and quantities in the Sales Order.

3. Managing Pick Lists

Once a Pick List is created, you can manage it to ensure that the order fulfillment process runs smoothly. Here’s how you can manage Pick Lists in iVendNext:

3.1. Reviewing the Pick List

• Open the Pick List to review the items and quantities that need to be picked.

• Ensure that all items are available in the warehouse and that the quantities match the Sales Order.

3.2. Picking Items

• Warehouse staff can use the Pick List to gather the items from the warehouse.

• As items are picked, they can be marked as Picked in the system to update the inventory levels in real-time.

3.3. Reserving Stock from Pick Lists

• If stock reservation is enabled, you can reserve stock directly from the Pick List.

• Click on Stock Reservation and select Reserve to allocate the required quantity of stock to the Pick List.

4. Automating Pick List Processes

iVendNext offers several automation features to streamline the Pick List process, saving time and reducing errors.

4.1. Auto-Generate Pick Lists

• Enable the Auto-Generate Pick Lists feature in iVendNext to automatically create Pick Lists when a Sales Order is submitted.

• This eliminates the need for manual intervention and ensures that Pick Lists are created promptly.

4.2. Real-Time Inventory Updates

• As items are picked and marked in the system, inventory levels are updated in real-time.

• This ensures that your stock levels are always accurate, reducing the risk of overselling.

5. Best Practices for Managing Pick Lists

To ensure smooth and efficient Pick List management, consider the following best practices:

• Organize Your Warehouse: Ensure that your warehouse is well-organized, with items stored in logical locations. This makes it easier for staff to pick items quickly and accurately.

• Regularly Review Pick Lists: Regularly review Pick Lists to ensure that all items are picked correctly and that inventory levels are updated.

• Use Barcode Scanning: If available, use barcode scanning to mark items as picked. This reduces errors and speeds up the picking process.

6. Troubleshooting Common Pick List Issues

Here’s a quick look at some common issues you might run into.

Issue 1: Incorrect Item Quantities

• Solution: Double-check the quantities in the Sales Order before generating the Pick List. If the Pick List has already been generated, consider canceling it and creating a new one with the correct quantities.

Issue 2: Missing Items

• Solution: Ensure that all items in the Sales Order are available in the warehouse. If items are out of stock, update the Sales Order and generate a new Pick List.

Issue 3: Delayed Picking

• Solution: Organize your warehouse to make it easier for staff to find and pick items. Use barcode scanning to speed up the picking process.