# Pick & Pack Settings
**Pick & Pack Settings** allow you to control how orders are picked, packed, and prepared for delivery or collection. By configuring these settings, you can streamline warehouse workflows, reduce errors, and ensure orders are handled consistently across your locations.
These settings let you define how items appear on pick lists, how products are grouped or collated, and how inventory is allocated during picking and packing. Properly set up Pick & Pack Settings help improve efficiency, accuracy, and visibility throughout the fulfilment process.
This document will guide you through managing your **Pick & Pack** settings, where you can customise picking methods and priorities, choose a printer for order labels, and set up packing stations in the following sections:
* [#the-pick-and-pack-settings-page](#the-pick-and-pack-settings-page "mention")
* [#settings](#settings "mention")
* [#pick-tubs](#pick-tubs "mention")
* [#pick-priorities](#pick-priorities "mention")
* [#pack-stations](#pack-stations "mention")
***
## The Pick & Pack Settings Page
To view, create or edit your **Pick & Pack Settings** click on your company name in the top right and select **Settings**.
Scroll down and select **Pick & Pack Settings** from the **Settings** menu.
The **Pick & Pack Settings** page will open.
You will see 4 tabs:
**Settings**
Lists any current settings and allows you to manage your settings for pick and pack processes.
**Pick Tubs**
Lists tubs that can be used for picking orders and allows you to configure them or add more.
**Pick Priorities**
Shows your pick priorities to be used when prioritising orders for picking and allows you to add to or edit these.
**Pack Stations**
Show your pack stations to use when picking and allows you to add to or edit these.
We will discuss these tabs in more detail below.
***
## Settings
Here you can manage your settings for your pick & pack processes. This page displays your current settings if they have been configured.
***
### Editing Pick & Pack Settings
{% stepper %}
{% step %}
#### Go to the Pick & Pack Settings Page
Go to the **Pick & Pack Settings** page as described above in [#the-pick-and-pack-settings-page](#the-pick-and-pack-settings-page "mention"), ie.
1. Click on your company name in the top right, then select **Settings**.
2. Scroll down and select **Pick & Pack** from the **Settings** menu.
***
{% endstep %}
{% step %}
#### Select Edit Settings
To edit these **Pick & Pack Settings**, click on the 3 dots in the top right corner and select **Edit Settings**.
{% hint style="success" %}
This 3-dot menu remains the same across all tabs.
{% endhint %}
The **Pick & Pack Settings** form will open.
{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}
Complete the sections as per the guidelines below:
***
{% endstep %}
{% step %}
#### Pick & Pack
Choose your settings for pick & pack functionality.
**Pick Assign**
Select how orders should be assigned for picking - either **Auto** or **Manually**.
* **Auto:** Orders will automatically be assigned for picking once they're placed. You can manually postpone certain orders using postpone pick.
* **Manually:** Orders will need to be manually assigned for picking.
**Picking Reference Type**
Select the type of picking you would like to operate with when using a Supply'd scanner.
* **Manual:** No reference to the order will be managed by the system. You would need to use another process to referencing picking.
* **Tub Based:** Generate tub sticker and each order can be associated to a tub or trolley. When this is selected an extra field - **Enforce Tub Scanning** - will appear (see below).
* **Receipt:** A picking receipt will be printed at the end of the pick to reference the order. When this is selected an extra field - **Pick Receipt Printer** - will appear (see below).
{% hint style="success" %}
**Tub Based & Receipt Picking Types**
* **Tub-Based Picking (Cluster Picking):** You pick multiple orders at the same time, placing items for different orders into separate tubs or containers. This is faster for high-volume operations but requires careful sorting later.
* **Receipt-Based Picking (Normal Picking):** You pick items for one order at a time, based on its receipt. This is simpler and reduces the chance of mixing up orders but can be slower for large volumes.
**In short:** tub/cluster picking = multiple orders at once, receipt/normal picking = one order at a time.
👉 For more information on the picking process, see the [pick-and-pack-scanner](https://help.supplyd.co/scanner/pick-and-pack-scanner "mention") document.
{% endhint %}
**Enforce Tub Scanning**
Select whether or not every order must have a tub associated to it.
**Yes:** Users cannot finalise a pick without assigning a tub.
**No**: It would be optional for users to scan a tub.
{% hint style="info" %}
This field will only show when **Tub Based** is selected as the **Picking Reference Type** above.
{% endhint %}
**Pick Receipt Printer**
Select the printer you would like to print pick receipts to.
{% hint style="info" %}
Your list of printers will vary to the example depending on what printers you have set up in **Printer Set-Up**.
{% endhint %}
{% hint style="info" %}
This field will only show when **Receipt** selected as the **Picking Reference Type** above.
{% endhint %}
{% hint style="success" %}
👉 See the [printer-set-up](https://help.supplyd.co/configuring-supplyd/settings/printer-set-up "mention") document for instructions for adding a printer.
{% endhint %}
**Pick List Item Order**
Choose how items are ordered on your pick lists.
**Pack Slip Item Order**
Select the display order for items on packing and delivery slips.
**Sync Order After Picking**
Choose whether sales order line items should be updated based on what was picked.
* **No:** Short picks need to be handled manually (eg. refunded or credited).
* **Yes:** Line item quantities will be updated to match the items selected. These changes will appear on invoices and will be applied when credit card payments are processed.
{% hint style="success" %}
This is particularly useful for butchers and other businesses that invoice by actual weight -where quantities often aren’t whole numbers.
{% endhint %}
***
{% endstep %}
{% step %}
#### Defaults
Choose the default settings to be used for pick & pack.
**Product Dimensions (cm)**
Enter the default products dimensions in cm to use for products that have no specified product size. This is used for automatically calculating tub capacities for each order.
**Packing Label Printer**
Select the default printer to use for printing shipping labels during packing.
Select **Disabled** to not use label printing during packing.
{% hint style="success" %}
👉 See the [printer-set-up](https://help.supplyd.co/configuring-supplyd/settings/printer-set-up "mention") document for instructions for adding printers.
{% endhint %}
***
{% endstep %}
{% step %}
#### **Save**
Click to apply your settings.
These settings will show on the **Pick & Pack Settings** page.
{% endstep %}
{% endstepper %}
***
### Printing Tub Identifiers
Click the 3 dots in the top right to access the **Print Tub Labels** option, which allows you to print scannable labels to identify your picking tubs.
{% stepper %}
{% step %}
#### Select Print Tub Labels
Select **Print Tub Labels** from the menu. The **Print Tub Identifiers** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
Complete the fields a follows:
**Template\*** **\[required field]**
Choose the template to use to generate the label - either the system template or a custom template, if you have created one.
{% hint style="success" %}
👉 See the [templating](https://help.supplyd.co/templating "mention") document for instructions on creating custom templates.
{% endhint %}
**Number Range\*** **\[required field]**
Enter the label number range to print, specifying the **Start** and **End** numbers.
***
{% endstep %}
{% step %}
#### Click Print
Click to generate the labels for printing.
{% endstep %}
{% endstepper %}
***
## Pick Tubs
The **Pick Tubs** tab shows a list of tubs you have added that are available for picking, including their dimensions and capacity. From here, you can also add new tubs and configure which tubs can be used for picking orders.
***
### Adding a Pick Tub
{% stepper %}
{% step %}
#### **Click Add+**
To add a **Pick Tub**, click on **Add +** in the top right.
The **Add Pick Tub** form will open.
***
{% endstep %}
{% step %}
#### **Complete the Tub Details**
Complete the **Tub Details** fields as follows:
**Number\*** **\[required field]**
Enter a unique number for this tub. Each tub must have a distinct number.
**Tub Dimensions (cm)**
Enter the internal dimensions of this tub in centimetres. These dimensions are used to calculate the tub’s capacity.
***
{% endstep %}
{% step %}
#### **Click Save**
Click to add the pick tub to the list.
{% endstep %}
{% endstepper %}
***
### Editing Pick Tub Details
To edit a Pick Tub's details:
{% stepper %}
{% step %}
Select the tub on the **Pick Tub** list that you would like to edit.
The **Edit Pick Tub** form will open.
{% endstep %}
{% step %}
Update any details as per the guidelines for [#adding-a-pick-tub](#adding-a-pick-tub "mention") above.
{% endstep %}
{% step %}
Click to apply the updates.
{% endstep %}
{% endstepper %}
***
### Removing a Pick Tub
To remove a **Pick Tub**:
{% stepper %}
{% step %}
Select the tub on the **Pick Tub** list that you would like to remove. The **Edit Pick Tub** form will open.
{% endstep %}
{% step %}
Click the 3 dots in the top right and select **Remove**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
***
## Pick Priorities
The **Pick Priorities** tab shows a list in order of their priority. They are colour-coded for easy identification. You can add to the list and change the priority.
In our example below, pick-up orders take priority over online or wholesale orders and will be picked first. Online orders take priority over wholesale orders and will be picked after any pick-up orders but before any wholesale orders.
{% hint style="success" %}
The **Pick Priority** order can easily be changed should you wish to do so. Simply click on the 3 lines beside a priority and drag it to the position you would like it to be in.
{% endhint %}
***
### Adding a Pick Priority
{% stepper %}
{% step %}
#### **Click Add+**
To add a **Pick Priority**, click on **Add +** on the top right.
The **Add Pick Priority** form will open.
***
{% endstep %}
{% step %}
#### Complete the Priority Details
Complete the Priority Details fields as follows:
**Name\*** **\[required field]** \
Enter a name for this Priority. This will be shown on the orders to indicate its priority.
**Colour**\
Select a colour for this priority.
This is shown against orders to indicate the priority visually, making them easily identifiable.
***
{% endstep %}
{% step %}
#### **Click Save**
Click to add the priority to the **Pick Priority** list.
{% endstep %}
{% endstepper %}
***
### Editing Pick Priority
To edit a Pick Priority’s details:
{% stepper %}
{% step %}
Select the Priority you want to update from the **Pick Priorities** list.
The **Edit Pick Priority** form will open.
{% endstep %}
{% step %}
Update any details as per the guidelines for [#adding-a-pick-priority](#adding-a-pick-priority "mention") above.
{% endstep %}
{% step %}
Click to apply the updates.
{% endstep %}
{% endstepper %}
***
### Removing a Pick Priority
To remove a **Pick Priority**:
{% stepper %}
{% step %}
Select the priority on the **Pick Priority** list that you would like to remove.
The **Edit Pick Priority** form will open.
{% endstep %}
{% step %}
Click the 3 dots in the top right and select **Remove**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
***
## Pack Stations
The **Pack Stations** tab lists your pack stations to use when packing. They are tagged with a colour for easy identification. You can add to the list and change details.
***
### Adding a Pack Station
{% stepper %}
{% step %}
#### **Click Add+**
To add a **Pack Station**, click on **Add +** on the top right.
The **Add Pack Station** form will open.
***
{% endstep %}
{% step %}
#### **Complete the Station Details**
Complete the **Station Details** fields as follows:
**Name\*** **\[required field]** \
Enter a name for this pack station.
**Location\* \[required field]** \
Select the location of this pack station.
This station will only show for orders **picked** at the selected location.
**Label Printer** \
Select the printer to use for printing shipping labels during packing at this station.
Select **Disabled** to not use label printing during packing at this station.
***
{% endstep %}
{% step %}
#### **Click Save**
Click to add the pack station to the list.
{% endstep %}
{% endstepper %}
***
### Editing Pack Station
To edit a Pack Station's details:
{% stepper %}
{% step %}
From the **Pack Stations** list, select the station you want to edit.
The **Edit Pick Priority** form will open.
{% endstep %}
{% step %}
Update any details as per the guidelines for [#adding-a-pack-station](#adding-a-pack-station "mention") above.
{% endstep %}
{% step %}
Click to apply the updates.
{% endstep %}
{% endstepper %}
***
### Removing a Pack Station
To remove a **Pack Station**:
{% stepper %}
{% step %}
Select the station on the **Pack Station** list that you would like to remove.
The **Edit Pack Station** form will open.
{% endstep %}
{% step %}
Click the 3 dots in the top right and select **Remove**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
to apply your settings.
These settings will show on the **Pick & Pack Settings** page.
to generate the labels for printing.
to add the pick tub to the list.
.
