View source for Picking

{{Module Introduction|Picking|Sales}} facilitates the process of picking, or gathering items from their storage locations. Typically, after an item has been picked, it will be ready to be packed and shipped in the {{Module|Shipping}}. Fishbowl will also create picks when inventory needs to be gathered for a work order, a transfer order, or a credit return purchase order.

==Module buttons==

{{Module Button|Start}} [[#Pick flow process|changes the pick to a '''Started''' status]].

{{Module Button|Save}} saves any changes made to the pick.

{{Module Button|Finish}} [[#Pick flow process|finishes any pick items that are ready and changes the pick to '''Finished''' if all items have been finished]].

{{Module Button|Void}} [[#Pick flow process|uncommits the pick items and returns the pick to an '''Entered''' status]].

{{Module Button|Commit}} [[#Pick flow process|commits any pick items that are ready and changes the pick to a '''Committed''' status]].

{{Module Button|Group}} [[#Group picks|groups multiple picks together to be picked at the same time]].

{{Module Button|Ungroup}} [[#Ungroup picks|separates a grouped pick into multiple picks]].

{{Module Button|To Ship}} opens the current pick in the {{Module|Shipping}}.

{{Default Buttons}}

==Picking an order==

Within the '''Picking''' module, items are picked to fulfill order demand, whether it be a sales order, work order, transfer order, or purchase order. By default, Fishbowl will pick according to the '''Pick method''' option that is selected in the {{ModuleOptions|Picking}}. The default picking location and tracking information can be changed manually when an item is being picked.

The '''Finish''' column in the picking search pane displays how much of an order is pickable.

* [[File:Green.png]] - All items are pickable
* [[File:Yellow.png]] - At least one item is pickable
* [[File:Red.png]] - No items are pickable
* [[File:Finished Pick.png]] - The pick has been finished

[[File:Pick Search Finish Column.png]]

===Pick item status===

To view '''Pick Details''', double-click on a pick in the search pane. Listed below are the various statuses that may be assigned to a pick item. In the Fishbowl Client, hover the mouse over a status icon to verify the status of the item. Further information regarding how an item changes from one status to another can be found in the [[#Pick_flow_process|Pick flow process]] section.

* [[File:Short Pick.png|top]] '''Short''' signifies that there is an insufficient quantity of the part in the selected location group.
* [[File:Hold.png|top]] '''Hold''' signifies that a part is on hold and will not be modified when the module buttons at the top are used. To toggle the hold status of an item, highlight the item and then click the '''Hold''' button on the component toolbar to the right.
* [[File:Entered Pick.png|top]] '''Entered''' indicates that an item has not been started and has enough inventory available to be picked.
* [[File:Started Pick.png|top]] '''Started''' means that the location has been saved and the item is in the process of being picked.
* [[File:Committed Pick.png|top]] '''Committed''' means there is inventory that has not yet been finished, but the inventory is committed to the pick, meaning that it shows as committed in the {{Module|Inventory}} and cannot be used to fulfill another order.
* [[File:Finished Pick.png|top]] '''Finished''' appears after the item has been completely picked.

'''Picking a sales order'''

Sales orders, purchase orders, transfer orders, and work orders can all create picks. The process for picking inventory for each of these order types is very similar. The example below demonstrates how to pick inventory for a sales order.

To pick a sales order, open the {{Module|Picking}}, located in the '''Sales''' module group, and double-click the sales order in the search pane. The parts waiting to be picked for the sales order will appear as line items under '''Pick Details'''.

[[File:Pick_general_subtab.png]]

Each line item contains the following fields. If not all of the desired fields are visible, right-click a column header to select which columns to show or hide.

* '''Status''' - The picking status
* '''Number''' - The part number
* '''Description''' - The part description
* '''Qty''' - The quantity for the pick item
* '''UOM''' - The unit of measure for the pick item
* '''Location''' - The location where the item will be picked
* '''Type''' - [[Bill_of_Materials#General_tab|Build to Order]] items and [[Bill_of_Materials#Details_tab|Pick from Location]] BOMs can create pick items that can only be picked from certain locations
* '''Order''' - The order number for the pick item
* '''Dest. location''' - The location the pick item will be stored after picking
* '''Tracking''' - Tracking selected during picking
* '''Alt. Number''' - The customer part number or vendor part number if applicable

To begin the picking process, click the {{Button|Start}} on the module toolbar. Individual line items can also be started by highlighting the item and choosing the {{Icon Button|Start}} located on the component toolbar to the right.

Once the picking process has been started, depending on the {{ModuleOptions||Report}}, Fishbowl will provide the option of printing the [[Advanced_Reports#Pick_Ticket|Pick Ticket report]].

The pick locations and tracking information can be modified at this point if desired. After all of the changes have been made, click the {{Button|Finish}} on the module toolbar. To pick only individual items, highlight the line item and then click the {{Button|Finish}} on the component toolbar to the right.

Once the order is picked, it can be shipped by clicking the {{Button|Ship|To Ship}} on the module toolbar.

An order can also be picked by [[Imports_and_Exports#List_of_imports_and_exports|importing information from a spreadsheet]].

==Put a pick item on hold==

Pick items can be placed on hold by highlighting the line item and then clicking the {{Icon Button|Hold}} that is located on the component toolbar to the right. When using the module buttons to start, commit, or finish a pick, items that are on hold will not be modified.

[[File:Pick.hold.partial.png]]

To remove the hold status, highlight the line item and then click the {{Icon Button|Hold}} again.

==Split or combine a pick line item==

Sometimes it may be helpful to separate one line item into multiple line items. To split an item, click the quantity field and enter a new quantity. After pressing the '''Enter''' key or clicking outside the quantity field, a new line item will be created with the remaining quantity.

[[File:Pick.split line items.png]]

To combine line items, highlight the line items by holding down the '''Ctrl''' key on the keyboard while clicking each line item. Then click the {{Button|Combine}} located on the component toolbar to the right. Items cannot be combined if they have a status of '''Committed''' or '''Finished'''.

[[File:Combine line items.png]]

==Select part tracking==

When picking an item with [[Part#Create_a_tracking_method|tracking]], the user will be prompted to select the tracking information for the part that is being picked.

[[File:Picking Select SN.png]]

Once the inventory has been committed, the tracking can be edited by highlighting the line item and then clicking the {{Icon Button|Edit|Edit Tracking}} which is located in the '''Tracking''' section below the picking line items.

==Change pick location==

The location group for the pick will default to the user's default location group, which can be changed on the {{ModuleTab|User|Location Groups}}. The location group can also be changed on the pick by selecting a different location group in the '''Location Group''' field.

[[File:Pick.location group change.png]]

To manually change the pick location of a line item, highlight the item and click the '''Pick Location''' dropdown. This menu will display all of the locations where inventory is available for this item. Once locations have been changed, click the {{Button|Save}} located on the module toolbar.

[[File:Pick.pick location change.png]]

==Group picks==

Orders may be grouped together for picking in two different ways. To group all of the orders, choose the {{Button|Group}} located on the module toolbar. The '''Group Picks''' window controls which orders will be grouped. Orders may be grouped according to their scheduled date, and the number of items on the order. The last option controls how many orders will be grouped together. After selecting the appropriate options, click '''OK''' to group the picks. 

[[File:Group a pick.png]]

To group together specific orders, highlight the order numbers in the search pane of the {{Module|Picking}}. To select multiple orders, hold down the '''Ctrl''' key on the keyboard while clicking the desired orders with the mouse. Once the orders have been selected, right-click any pick and then select '''Group''' from the dropdown. The picks will be grouped together and will be shown in the search pane with a '''G''' in front of the new pick number.

[[File:Right click pick options.png]]

Each order in a grouped pick will automatically be assigned a [[#General tab|slot]] on the cart so that the items from different orders don't get mixed up.

==Ungroup picks==

A pick can be ungrouped by right-clicking the order in the search pane and selecting '''Ungroup'''. A pick can also be ungrouped by highlighting the desired pick in the search pane and then clicking the {{Button|Ungroup}} in the module toolbar. Selecting '''Ungroup''' from the module toolbar will display the '''Ungroup Picks''' window. This screen allows the pick to be separated by order, fulfillment date, location group, location type, pick item status, or order item. After selecting the appropriate options, click '''OK''' to ungroup the pick.

[[File:Ungroup picks.png]]

==Pick part of an order==

Depending on the situation, there may be a variety of ways to pick only a portion of an order. The first way, for example, would be if some items on the order are out of stock. In this case, the user would start and finish the pick to only fulfill items in stock. The pick status will be set to '''Partial''', and the user will be able to fulfill the remainder of the items once inventory is available.
	
[[File:Pick.partial.png]]
	
If all of the items are in stock, the user has the option to [[#Split_or_combine_a_pick_line_item|split items]] and/or [[#Put_a_pick_item_on_hold|put items on hold]] while picking the other items. To hold items, highlight the line item and choose the {{Icon Button|Hold}} located on the component toolbar. The order will be partially finished when the pick is started and finished. The rest of the order may be finished at any time.

[[File:Pick.hold.partial.png]]

==Edit tracking information==

Once an item has been '''Committed''', the tracking can be edited by highlighting the line item and clicking the {{Icon Button|Edit|Edit Tracking}} which is located in the '''Tracking''' section below the picking line items.

[[File:Edit tracking.png]]

This will then allow the user to choose different tracking information. The user may also void the item and then enter the correct tracking information when re-picking the item. Once an item has been finished, it must be voided to modify the tracking information.

==Location sort order==

In order to make the pick process more intuitive, Fishbowl provides the ability to sort locations in Fishbowl just like they are set up in the warehouse. This allows the items to be picked in the same order they are found in the warehouse. For more information, see [[Location#Location sort order|Location sort order]].

==Pick flow process==

The table below displays details of how each [[#Pick_item_status|pick item status]] flows through the picking process.

{| class="prettytable" width="800"
|-
! colspan="2"| [[File:Entered Pick.png|text-top]] '''Entered'''
|-
| width="90" | '''On Void'''
| Item remains Entered
|-
| '''Load'''
|
* Entered status Inventory is available to fulfill a pick.
* Inventory is NOT committed to a pick item that has a status of Entered.
* Saving the location for Pick items with a status of Entered changes its status to Started.
* Saving the tag for pick item with a status of Entered changes its status to Committed.
* Quantity with an Entered status may be split
|-
| '''On Start'''
| Status moves from Entered to Started. Inventory is not yet Committed.
|-
| '''On Commit'''
| Status moves from Entered to Committed.
|-
| '''On Finish'''
| Inventory is picked from an available default location; pick is Started, Committed and Finished.
|-
| '''Hold'''
| '''On Hold''': Item is placed on Hold.<br>'''Off Hold:''' Items that are moved off Hold go to Entered New or Short status depending on inventory.
|-
! colspan="2" | [[File:Started Pick.png|text-top]] '''Started'''
|-
| width="75" | '''On Void'''
| Voiding a Started pick moves the status back to Entered.
|-
| '''Load'''
|
* When a pick is in Started status inventory is in stock and is in the process of being retrieved.
* A Started pick can load items with the status of Started, Short or Entered New.
* Starting a pick saves the location if inventory is available. Inventory not available in any location will move the status to Short. Inventory available in a different location will move the status to Entered New.
|-
| '''On Start'''
| A Started pick is already in the Started status.
|-
| '''On Commit'''
| Items may only be Committed if they have previously been Started.
|-
| '''On Finish'''
| All items that have been Started or Committed will be finished.
|-
| '''Hold'''
| '''On Hold:''' Item is placed on Hold.<br>'''Off Hold:''' Items that are moved off Hold go to an Entered New status.
|-
! colspan="2" | [[File:Committed Pick.png|text-top]] '''Committed'''
|-
| width="75" | '''On Void'''
| Voiding a Committed pick moves the status back to Entered.
|-
| '''Load'''
|
* Committed inventory has been physically removed from the shelf for a certain order.
* When inventory is committed on a pick it is also committed in the Inventory module.
* Only started inventory can become committed.
* Committed inventory cannot go short and the pick location cannot change.
|-
| '''On Start'''
| Committed pick items have already been Started.
|-
| '''On Commit'''
| Committed items are already in the Committed Status.
|-
| '''On Finish'''
| Committed items are ready to be Finished.
|-
| '''Hold'''
| Items that are Committed may not be placed On or Off Hold.
|-
! colspan="2" | [[File:Finished Pick.png|text-top]] '''Finished'''
|-
| width="75" | '''On Void'''
| Voiding a Committed pick moves the status back to Entered.
|-
| '''Load'''
|
* Finished items have finished the picking process and their inventory has been moved to a Shipping or Manufacture Location.
* Finished pick items remained committed until the items are either consumed or shipped
|-
| '''On Start'''
| Finished items have already been Started and Finished.
|-
| '''On Commit'''
| Inventory remains Committed to Finished picks until it is consumed or shipped.
|-
| '''On Finish'''
| Finished items are already in a Finished status.
|-
| '''Hold'''
| Items that are Finished may not be placed On or Off Hold.
|-
! colspan="2" | [[File:Short Pick.png|text-top]] '''Short'''
|-
| width="75" | '''On Void'''
| Voiding a Short pick item leaves the status as Short.
|-
| '''Load'''
|
* Short items have no inventory in a valid location available to be picked.
* A short pick status will be changed to Entered if inventory is made available.
|-
| '''On Start'''
| Short items may not be Started.
|-
| '''On Commit'''
| Short items may not be Committed
|-
| '''On Finish'''
| Short items may not be Finished.
|-
| '''Hold'''
| '''On Hold:''' Item is placed on Hold.<br>'''Off Hold:''' Item will return to a Short status.
|-
! colspan="2" | [[File:Hold.png|text-top]] '''Hold'''
|-
| width="75" | '''On Void'''
| Voiding a Hold item moves the status to Entered if inventory is available. If no inventory is available the status will be Short.
|-
| '''Load'''
|
* Items that have been placed on hold cannot be started or committed until they are taken off hold.
* A hold item does not commit inventory or save its location.
|-
| '''On Start'''
| Items on hold cannot be started.
|-
| '''On Commit'''
| Items on hold cannot be committed.
|-
| '''On Finish'''
| Items on hold cannot be finished.
|-
| '''Hold'''
| '''On Hold:''' Items already have a Hold status.<br>'''Off Hold:''' Items that are moved off Hold go to an Entered New or Short status depending on available inventory.
|-
! colspan="2" | [[File:Built To Order.png|text-top]] '''Built to Order'''
|-
| width="75" | '''On Void'''
| A BTO pick may not be voided. To remove a BTO committed pick the SO item must be deleted or the WO must be voided.
|-
| '''Load'''
|
* Items that have a status of Built to Order have inventory automatically Committed once the item has been Manufactured.
* The Location tag and tracking selected for this pick item will be selected from the Work Order's Finished Good.
* If the inventory has not yet been manufactured the inventory will show as short on the Pick.
|-
| '''On Start'''
| BTO items may not be manually Started. BTO items are automatically Started and Committed upon the manufacture completion.
|-
| '''On Commit'''
| BTO items may not be manually Committed, as the BTO Committed status is controlled by the item's Bill of Material.<br>A BTO is automatically completed when the item has been manufactured and inventory is available.
|-
| '''On Finish'''
| All items that have been Committed will be finished.
|-
| '''Hold'''
| Items that have been manufactured and are Committed may not be placed on or off Hold.<br>Items that are in Short status may be placed On or Off hold.
|}

==Search==

In the search pane on the left of the module, orders can be filtered by '''Number''', '''Order''', '''Order type''', and '''Status'''. Click the '''Advanced Search''' button to search the '''Custom Fields''' and the following search options.

[[File:Picking Advanced Search.png]]

=TABS=

{{HideH2|General tab}} [[File:Pick_general_subtab.png|right]]

The '''General''' tab contains nearly all of the information about the pick.

* '''Priority''' - The '''Priority''' field allows each pick to be assigned a level of priority, which defaults to the priority assigned to the order. There are five levels of priority ranging from '''1-Highest''' to '''5-Lowest'''. The list of picks in the search results can be sorted according to priority by clicking the '''Priority''' column header in the search pane.
* '''Scheduled''' - The '''Scheduled''' field is used to set the scheduled date of the pick. A date can be entered by typing in the field or by clicking the {{Icon Button|Calendar}}. Clicking on the arrows by the month name will move the calendar back and forth between months or years. Clicking the text for the month or year will display a dropdown selection box.
* '''Location Group''' - The location group of the order that created the pick. This can also be modified by clicking the field and selecting a different location group. Unless the option is selected in the {{ModuleOptions|Picking|General}}, only locations that belong to the selected location group will be available in the '''Location''' field below the pick items.
* '''Status''' - The status of the pick is automatically updated to Entered, Started, Committed, or Finished.
* '''Type''' - Picks generated from transfer orders can have a type of '''Move''' or '''Putaway'''. All other picks will have a type of '''Pick'''. 
* '''Order''' - The '''Order''' section provides a link to the order that created the pick and a link to the customer or vendor on the order.
* '''Items''' - Below the '''Order''' section, all of the items on the pick are listed as well as their current [[#Pick item_status|status]]. To hide or show columns, right-click any column header. Columns can also be [[Customize_Fishbowl#Customize_tables|rearranged]] by dragging them to a new position. To modify a line item, click on it and then change the values below. 
* '''Pick Location''' - Displays the location the item will be picked from. Unless the option is selected in the {{ModuleOptions|Picking|General}}, only locations that belong to the pick's location group will be available in the '''Location''' field. When the pick is started, the location will be set to the part's [[Part#Default Locations tab|default location]] if inventory is available. 
* '''Tag''' - A tag is a collection of matching inventory. The same part may be stored in multiple tags because it was created on different dates, or because the [[Part#Create_a_tracking_method|tracking]] values are unique. Fishbowl will automatically select the tag according to the [[#MODULE OPTIONS|'''Pick From Tag''' module option]] (oldest, newest, or smallest quantity). Other tags can be selected in the '''Tag''' field or by clicking the {{Icon Button|Search}} to the right.
* '''Destination''' - Displays where the picked item will be moved after being picked. For example, when a sales order is issued, the destination of the pick will be set to the [[Location#Location terms|default '''Shipping''' location]] in the order's location group. The '''Destination''' and the '''Location Group''' can also be manually changed on the pick. 
* '''Slot''' - Slots are primarily used when [[Picking#Group_picks|grouping picks]]. Each order in a grouped pick will automatically be assigned a slot so that the person picking the items can keep the items organized by order on the picking cart.
* '''Tracking''' - If an item has tracking information, it can be viewed in the '''Tracking''' area. The tracking can be changed by clicking the {{Icon Button|Edit|Edit Tracking}} located to the right of the '''Tracking''' field.
* '''Notes''' - The '''Notes''' section displays any notes that were added to the selected line item when the order was created.

{{HideH2|Details tab}} [[File:Pick_details_subtab.png|right]]

The '''Details''' tab displays some additional information about the pick.

* '''Username''' - The name of the user assigned to the order. This field defaults to the user that issued the order. There is also a [[#Module_Options_General_tab|module option]] to change the username to the user that finishes the pick.
* '''Total Time''' - The total time it took to complete the pick. This calculates from the time the '''Start''' button is clicked until the '''Finish''' button is clicked.
* '''Date Created''' - The actual date and time the pick was created.

{{HideH2|Memo tab}} [[File:Pick_memo_subtab.png|right]]

The '''Memo''' tab can be used to add information to each pick. The upper pane displays the memos, the date they were created, and the user that created them. Highlighting a memo will display the details of the memo in the lower pane.

* Click the {{Icon Button|New}} to create a new memo.
* To edit a memo, highlight the memo in the upper pane and then click the {{Icon Button|Edit}}.
* To delete a memo, highlight the memo in the upper pane and then click the {{Icon Button|Delete}}.
* Click the '''Print Memos''' button to print the memos for a pick.

{{HideH2|Custom tab}} [[File:Picking Custom Tab.png|right]]

The '''Custom''' tab stores additional fields for the pick that can be customized to fit the needs of each company.

* Custom fields can be created and modified by opening the {{Module|Custom Field}} and selecting '''Pick''' from the search pane to the left of the module.
* To search for picks using the custom fields, click the '''Advanced Search''' button in the search pane to the left and then click the '''Custom''' tab.

{{Module Options:Picking}}