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.
Last updated
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.
Last updated
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:
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:
Lists any current settings and allows you to manage your settings for picking pack processes.
Lists tubs that can be used for picking orders and allows you to configure them or add more.
Shows your pick priorities to be used when prioritising orders for picking and allows you to add to or edit these.
Show your pack stations to use when picking and allows you to add to or edit these.
Here you can manage your settings for your pick & pack processes. This page displays your current settings if they have been configured.
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 fields as per the guidelines below:
Choose your settings for pick & pack functionality.
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.
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.
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.
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 Printers document for instructions for adding a printer.
The order to use for items on pick lists. Select from the drop-down menu.
The order to use for items on pack slips and delivery slips. Select from the drop-down menu.
Choose the default settings for products to be used for pick & pack.
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.
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 Printers document for instructions for adding printers.
Clicking on the 3 dots in the top right corner also gives you a Print Tub Labels option.
Clicking this brings up the Print Tub Identifiers form.
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.)
The number range to print number from and to. (Start & End.)
Click PRINT to print the label.
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.
To add a Pick Tub, click on Add + on the top right corner (circled in the screenshot above). The Add Pick Tub form will open.
Complete the fields as per guidelines below:
Number* [required] 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.
To edit a pick tub's details, click the tub on the Pick Tub list that you would like to edit. The Edit Pick Tub form will open.
Alter any details as per the guidelines for adding a tub.
To remove a pick tub, click the tub on the Pick Tub list that you would like to 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.
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.
To add a Pick Priority, click on Add + on the top right corner (circled in the screenshot above). The Add Pick Priority form will open.
Details about the pick priority.
Name* [required] 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.
To edit a Pick Priority's details, click the Priority on the Pick Priorities list you that you would like to edit. The Edit Pick Priorities form will open.
To remove a Pick Priority, click the priority on the Pick Priority list you that would like to 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.
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.
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.
To add a Pack Station, click on Add + on the top right corner (circled in the screenshot above). The Add Pack Station form will open.
Details about the Pack Station.
Name* [required] A name for this pack station.
Location* [required] 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.
To edit a Pack Station's details, click the Pack Station on the Pack Stations list you that would like to edit. The Edit Pack Station form will open.
Alter any details as per the guidelines for adding a Pack Station.
To remove a Pack Station, click the station on the Pack Stations list you that would like to 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.
Click to apply your settings. These settings will show on the Pick & Pack Settings page.
Click to add the pick tub to the list.
Click to apply the new details.
Click to add the Priority to the list.
Alter any details as per the guidelines for Adding a Pick Priority. Click to apply the new settings.
Click to add the Pack Station to the list.
Click to apply the new settings.
