Pick & Pack Settings

Using the Pick & Pack settings in Supply'd improves order accuracy, speeds up fulfilment, and enhances inventory management, leading to faster and more efficient order fulfilment.

This document guides 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:

• Pick & Pack Settings

• Settings

• Pick Tubs

• Pick Priorities

• Pack Stations

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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.

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Settings

Here you can manage your settings for your pick & pack processes. This page displays your current settings if they have been configured.

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Editing Pick & Pack Settings

1

Go to the Pick & Pack Settings Page

Go to the Pick & Pack Settings page as described above in / 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.

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2

Select Edit Settings

To edit these Pick & Pack Settings, click on the 3 dots in the top right corner and select Edit Settings.

This 3-dot menu remains the same across all tabs.

The Pick & Pack Settings form will open.

To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).

Complete the sections as per the guidelines below:

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3

Pick & Pack

Choose your settings for pick & pack functionality.

Pick Assign

How orders should be assigned for picking. Select either Auto or Manually from the drop-down menu.

• 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

The type of picking you would like to operate with when using a Supply'd scanner. Select from the drop-down menu.

• Manual: No reference to the order will be managed by the system, you would 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 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 will appear, see below.

Enforce Tub Scanning

Whether or not every order must have a tub associated to it. Select Yes or No from the drop-down. If Yes users cannot finalise a pick without assigning a tub. If No, it would be optional for users to scan a tub.

This field will only show when Tub Based selected as the Picking Reference Type above.

Pick Receipt Printer

The printer you would like to print pick receipts to. Select from the drop-down menu. Your list of printers will vary to the example depending on what printers you have set up in Printer Set-Up.

👉 See the Printer Set-Up document for instructions for adding a printer.

This field will only show when Receipt selected as the Picking Reference Type above.

Pick List Item Order

The order to use for items on pick lists. Select from the drop-down menu.

Pack Slip Item Order

The order to use for items on pack slips and delivery slips. Select from the drop-down menu.

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4

Defaults

Choose the default settings for products to be used for pick & pack.

Product Dimensions (cm)

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

The default printer to use for printing shipping labels during packing. Select from the drop-down menu. Select Disabled to not use label printing during packing.

See the Printer Set-Up document for instructions for adding printers.

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5

Save

Click to apply your settings. These settings will show on the Pick & Pack Settings page.

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Printing Tub Identifiers

Clicking on the 3 dots in the top right corner also gives you a Print Tub Labels option.

1

Select on Print Tub Labels

Select Print Tub Labels from the menu. The Print Tub Identifiers form will open.

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2

Complete the Form

Complete the fields a follows:

Template* [required field]

The template to use to generate the label. Choose the system template or a custom template, if you have created one.

👉 See the Templating document for instructions on creating custom templates.

Number Range* [required field]

The number range to print number from and to. (Start & End.)

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3

Click Print

Click to print the label.

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Pick Tubs

The Pick Tubs tab shows a list of tubs available for picking, along with their dimensions and capacity. You can also configure tubs that can be used for picking orders.

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Adding a Pick Tub

1

Click Add+

To add a Pick Tub, click on Add + on the top right.

The Add Pick Tub form will open.

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2

Complete the Tub Details

Number* [required field] A number for this tub. The number must be unique.

Tub Dimensions (cm) The internal dimensions for this tub in centimetres. This is used to calculate tubs capacity.

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3

Click Save

Click to add the pick tub to the list.

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Editing Pick Tub Details

1

Select Edit Settings

To edit a Pick Tub's details, select the tub on the Pick Tub list that you would like to edit.

The Edit Pick Tub form will open.

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2

Edit Details

Update any details as per the guidelines for Adding a Pick Tub above.

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3

Click Save

Click to apply the updates.

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Removing a Pick Tub

1

Select the Tub

To remove a Pick Tub, select the tub on the Pick Tub list that you would like to remove. The Edit Pick Tub form will open.

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2

Select Remove

Click the 3 dots in the top right corner of the Edit Pick Tub form and select Remove.

You will be asked to confirm.

3

Click Remove

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Pick Priorities

The Pick Priorities tab shows a list in order of their priority. They are tagged with a colour 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.

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Adding a Pick Priority

1

Click Add+

To add a Pick Priority, click on Add + on the top right.

The Add Pick Priority form will open.

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2

Complete the Priority Details

Name* [required field] A name for this Priority. This will be shown on the orders to indicate its priority.

Colour The colour of this priority. This is shown against orders to indicate the priority visually, making them easily identifiable. Select a colour from the drop-down menu.

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3

Click Save

Click to add the Pick Priority to the list.

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Editing Pick Priority

1

Select the Priority

To edit a Pick Priority’s details, select the Priority you want to update from the Pick Priorities list.

The Edit Pick Priority form will open.

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2

Edit Details

Update any details as per the guidelines for Adding a Pick Priority above.

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3

Click Save

Click to apply the updates.

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Removing a Pick Priority

1

Select the Priority

To remove a Pick Priority, select the priority on the Pick Priority list that you would like to remove. The Edit Pick Priority form will open.

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2

Select Remove

Click the 3 dots in the top right corner of the Edit Pick Priority form and select Remove.

You will be asked to confirm.

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3

Click Remove

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Changing the Pick Priority Order

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.

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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.

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Adding a Pack Station

1

Click Add+

To add a Pack Station, click on Add + on the top right.

The Add Pack Station form will open.

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2

Complete the Station Details

Name* [required field] A name for this pack station.

Location* [required field] The location of this pack station. This station will only show for orders picked at the selected location. Select from your list of locations in the drop-down menu.

Label Printer 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.

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3

Click Save

Click to add the pack station to the list.

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Editing Pack Station

1

Select the Pack Station

To edit a Pack Station's details, select the Pack Station on the Pack Stations list you that would like to edit.

The Edit Pick Priority form will open.

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2

Edit Details

Update any details as per the guidelines for Adding a Pack Station above.

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3

Click Save

Click to apply the updates.

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Removing a Pack Station

1

Select the Station

To remove a Pack Station, select the station on the Pack Station list that you would like to remove. The Edit Pack Station form will open.

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2

Select Remove

Click the 3 dots in the top right corner of the Edit Pack Station form and select Remove.

You will be asked to confirm.

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3

Click Remove