View source for Pick Report

The '''Pick''' report displays a list of all of the items on a pick, as well as the pick’s priority and current status.{{ReportImage}}

In the '''Reports''' module, you will need to select a '''Pick Number''' and click the '''GENERATE REPORT''' button the first time you open this report to see anything. In addition to the '''Reports''' module, you can access this report in the '''Picking''' module. Click on a pick, and then click the {{Icon Button|More}} in the action bar. Click '''Show Report''' to bring up a '''Pick''' report for the pick you clicked on.

This report can also be printed from the main '''Picking''' module page by clicking the checkbox next to a pick and clicking '''PRINT PICK TICKETS''' in the action bar. This report initially has only one of the '''Optional''' checkboxes checked ('''Show Item'''), but if you were to unselect it, the report would have the following sections/columns by default:

* '''Priority''' - A pick’s level of importance or urgency. There are five priority levels a pick can have:
** Highest
** High
** Normal
** Low
** Lowest
* '''Status''' - The condition of a pick. There are four statuses a pick can have:
** '''OPEN''' - Picking has not started yet.
** '''COMMITTED''' - Units are no longer available for use in other picks.
** '''PARTIALLY PICKED''' - Units are committed, and at least one has been picked, but not all.
** '''FINISHED''' - All units in the order are picked and ready to be packed and shipped.
* '''Scheduled''' - The month, day, and year (MM/DD/YYYY) a pick is scheduled to be completed by.
* '''Type''' - The purpose of the pick. There is currently a single type: Pick. In the future, there will likely be more types, such as Putaway and Move.
* '''Parent Location''' - The primary location where the items are currently found.
* '''Carrier''' - The name of the shipper that will transport all of the items in the pick to their destination.
* '''Quantity''' - The number of units of each item that are being picked.
* '''Location Path''' - The specific [[Locations#Parent and child locations|'''Child Location''']] (under the '''Parent Location''') where the items are currently found.

If you’ve set a logo and main contact phone number in the '''Company''' section of the [[Settings#Company|'''Settings''' module]], they will appear on the top-left of the report. The month, day, and year (MM/DD/YYYY) on which the report was generated are on the bottom-left. The page number appears on the bottom-right.

To the right of the report, you will find a number of options to customize the information contained in the report.

=== Required and optional ===
The '''Required''' section has a single dropdown menu: '''Pick Number'''. This allows you to generate a '''Pick''' report for any pick you have created, even if it’s different than the one you’re currently looking at in the [[Picking|'''Picking''' module]]. As mentioned above, this will have to be filled out first in the '''Reports''' module to generate a report.

The '''Optional''' section is below the '''Required''' section. It includes the following fields to modify the report:

* '''Show SO Number''' - A checkbox that adds an '''Order''' section above the '''Item'''-related columns. This section contains the order number the pick is associated with. Since picks are usually generated from sales orders, the option is called '''Show SO'''. But it could equally apply to purchase orders, as well.
* '''Show SKU''' - A checkbox that adds a column in between the '''Item''' and '''Quantity''' columns showing the stock-keeping unit number of the item(s) in the pick.
* '''Show Description''' - A checkbox that adds a column in between the '''SKU''' and '''Quantity''' columns showing the description of the item found in the [[Items|'''Items''' module]].
* '''Show Customer Name''' - A checkbox that adds a '''Customer''' section under the '''Order''' section displaying the name of the customer on the order.
* '''Show Item''' - A checkbox that is automatically checked by default. It adds an '''Item''' column to the left of '''Quantity''' identifying each item in the pick.
* '''Show items in Sales Order UOM -''' A checkbox that ensures that items’ units of measure on the sales order are displayed rather than what they may have been changed to elsewhere.
* '''Show Items in Stock''' - A checkbox that removes any items that haven’t yet been committed or finished in the pick.
* '''Show Item Status''' - A checkbox that adds a '''Status''' column to the right of the '''Location''' column showing each item’s pick status: '''Available''', '''Committed''', '''Finished''', or '''Hold'''.
* '''Show Inventory Status''' - A checkbox that adds an '''Inventory Status''' column to the right of the '''Status''' column showing whether or not there is sufficient inventory in stock to fully pick an item. The inventory status can be '''In stock''' or '''Short'''.
* '''Show Address''' - A checkbox that adds the '''Ship To''' address from the sales order or purchase order under the '''Order''' number. This doesn’t work unless you also click the '''Show SO''' checkbox.
* '''Show Barcode''' - A checkbox that places a barcode on the top-right of the report, which can be scanned to pull up the pick ticket on a mobile device. It also adds the order number above the barcode.
* '''Show Country''' - A checkbox that adds the country under the '''Ship To''' address. This doesn’t work unless you also click both the '''Show SO''' and '''Show Address''' checkboxes.
* '''Show Tracking''' - A checkbox that adds a '''Tracking''' column to the right of '''Inventory Status''' showing what tracking criteria have been assigned to each item.

You can click the '''Select All Optional''' checkbox to mark all of the checkboxes in the '''Optional''' section. That will do everything listed above in the '''Optional''' section.

The '''Pick''' report doesn’t have the option to add custom fields. Nor does it have the ability to create different themes and layouts, like you can in the '''Sales Order''' report.

To apply your changes and see what they look like in the report, click the '''GENERATE REPORT''' button on the bottom-right. And follow the directions at the top of the main '''Reports''' article to save your changes to a '''Preset'''.