The Picking list (PL) is meant for the controlled issue of goods from a warehouse. It is a list, on basis of which the goods are issued to customers from a warehouse.

The menu item Picking List will appear if dispatches are monitored with a picking list at any of your warehouses (for more information, see the help topic on warehouses and picking lists at  Warehouse - picking list). Once at least one warehouse has been selected for the issue through the picking list, restart the program to use the new menu option!

How to make the picking list ready for use?

1. Define a warehouses   

Define a warehouse from which only the issue through the picking list is allowed.

If the issue through picking list option is selected in the Warehouses panel of the Subjects register, the issue of goods through the function of adding orders will not be allowed. The order can only be issued through the picking list (see example Warehouse - picking list).

2. Set authorizations to users.

The picking list (as other procedures in PANTHEON) has also authorizations through which you can define which can view or change data. This way you can set authorizations over the picking list.

3. Select the status of orders

Select the status of orders that are being added to the picking list.

In the Administration panel | Settings | Program Parameters | Orders you can select orders that will be added to the picking list automatically and (optionally) what status these orders should get, once being added to the picking list.

By default, orders with the status 2 - Confirmed are automatically added to the picking list.

4. Creating sales orders

Create sales orders through the usual procedure (see chapter Sales orders).

5. Transferring a sales order to the picking list   

There are two available ways to transfer a sales order to the picking list:

• Adding individual orders to the picking list:

  o directly from a sales order through the Add to PL button in the lines taskbar;

  o if you have set it in the program parameters, an individual order will be automatically added to the picking list once you assign the appropriate status to it.

• Adding from the picking list using the Mass Add function in the picking list.

Once lines have been transferred to the picking list you can edit them (change value and even delete them if you do want to issue them). If you change an order that was already transferred to the picking list, the program will open the Picking List table once data in the line are changed (for more information see Picking list and changing quantities in orders).

6. Editing the Picking List:

• Picking list overview,
• Picking list report,
• Splitting lines,
• Filter settings.

7. Create packing slip or issue invoice

(see Issue of goods through the packing slip).

At warehouses for which the use of the picking list has been selected, adding orders means adding lines of the picking list which was created on basis of orders. The picking list can be created in two ways:

• Using the function for adding orders from picking list, which is a bit different adding order from sales order (see Adding orders through picking list).
• Directly from the Picking List table -> Create document panel (see Issue of goods through the packing slip)

Every change of issued quantities has to reflect on the picking list as well (see Picking list and changing quantities in an issue document).

It is also possible to add an issue invoice manually without adding an order or picking list.

Related themes:

• Link to dispatching and managing back-orders
• Planning issue of goods