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.

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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 More button 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 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 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 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 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.