Pick Order (tab)

The Pick Order tab

The Pick Order tab is where you initiate the order picking process. It can be accessed via the Orders tab by selecting an order for picking. Additionally, direct access is possible from the WooCommerce Order page or through the QR Code generated during the Pick List print. Let’s explore its features in detail:

Order Information (Left Side):

• Order Details:
  • Begin by reviewing vital order information, including the order ID. Clicking this takes you directly to the Order Edit page.
  • Customer + copy option (icon)
  • View order priority, status, order date, products to be picked, and the total order amount.
  • Access shipping details such as addresses and chosen shipping method and cost.
  • Access billing details
• Assigned To:
  • Identify the assigned user (typically shop managers or administrators). If unassigned, you can easily select a user, and the selection is saved automatically.
• Customer provided node: If any notes from the customer (when ordering from you) is found here.
• Order Notes:
  • Access the last six notes for the order and add new notes as needed. Notes are automatically added upon completion, reset, or shipping of the order. “Completed” and “Shipped” statuses are added as customer notes.
  • Option to add order note.
• Packing Slip Note:
  • Option to add this as a global note (set in settings) or write a custom note for the customer.
  • Checkbox to add in Picking slip (or always to be added – option in settings)

Pick List:

• The Pick List section features various action buttons, accompanied by a progress bar indicating your current pick progress in percentage.

Action Buttons and Their Functions:

• Toggle Order Information:
  • Button (icon) hides or shows the order information (as described above).
• Back:
  • Return to the Order tab to manage orders at a glance.
• Shipped (button) :
  • Upon clicking, the order is marked as shipped, and a customer note (“Your order is shipped”) is added. If you need to ship more than once (from vs 2.4.6) you can just click it again, a confirm dialog will show, confirming will add a new customer note: Your order is shipped. This is shipment #2 of your order. This note will also be shown in ‘my account’ on the order. In addition the Shipped button will get a counter showing x times the order is shipped.
• Assign Me:
  • Assign yourself to the pick; available only if nobody is currently assigned to the order.
• Manually enter barcodes input:
  • The barcode input is always visible and you can test barcodes here + enter to pick. (Button is only visible if you have barcodes on your products)
  • Note: If you have barcode scanner and the barcode scanner icon blinks (tells that barcode input is in focus and ready to receive your scans) you can scan products (do not need to scan the barcodes in Pick list table).
• Barcode scanner icon:
  • Shows (blinks) if barcode scan is ready. Only if barcodes is enabled on products (set up in settings)
• Barcode:
  • If this button is green it means that the barcode scanning is possible, when clicked (and green) the scanner icon will also show. It is important that this button is green if you want to scan barcodes. If button is not present, set up barcodes on products in settings.
• Bulk Pick All:
  • Bulk complete the order, particularly useful when using printed Pick lists. Utilize the QR Code in the print to access the order pick directly.
• Reset Pick:
  • Reset the pick, clearing all pick information, including assigned user details and shipping counts.
• Print Packing Slip:
  • Print the Order Packing slip (further details in a separate section).
• Print Pick List:
  • Print the Order Pick list (further details in a separate section).
• Toggle Table and Grid View:
  • Enable either table or grid view to pick the order, based on your preference.

Table and Grid View:

• Both views provide essential product details such as product image, name, SKU, price, quantity, and weight.
• The table view also includes the product category or categories.
• Each view offers two crucial buttons: “Pick” and “Undo.” If you commence picking and no one is assigned to the order, Pick List will automatically assign you.
• NOTE: If you want to use Grid View, you need to include it in Pick List settings.